Latest Institutional Transactions on Lpl Financial Holdings Inc. (LPLA)
This table provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21+ 4.62% |
$4.05K - $5.92K
|
476
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
15.2K+ 3.52% |
$2.94M - $4.3M
|
448K
$150M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-583- 93.73% |
$113K - $164K
|
39
$13.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 216.67% |
$12.5K - $18.3K
|
95
$31.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12+ 0.01% |
$2.32K - $3.39K
|
106K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-548- 8.07% |
$106K - $155K
|
6.24K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
55.5K+ 613.96% |
$10.7M - $15.7M
|
64.5K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29.1KNew |
$5.62M - $8.22M
|
29.1K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-102- 6.75% |
$19.7K - $28.8K
|
1.41K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 100.0% |
$193 - $282
|
2
$670
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$415K - $606K
|
2.15K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.29% |
$193 - $282
|
351
$118K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.62K- 4.57% |
$312K - $457K
|
33.8K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.32K+ 50.57% |
$1.03M - $1.5M
|
15.8K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
126K+ 21.6% |
$24.4M - $35.6M
|
711K
$238M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.36K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
952+ 25.39% |
$184K - $269K
|
4.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.12KNew |
$410K - $599K
|
2.12K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.77K+ 24.48% |
$1.11M - $1.63M
|
29.3K
$9.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-110- 3.85% |
$21.2K - $31K
|
2.75K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
423+ 11.87% |
$81.6K - $119K
|
3.99K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.18K+ 59.81% |
$228K - $334K
|
3.16K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
278K+ 27.92% |
$53.7M - $78.5M
|
1.28M
$427M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 6.15% |
$232K - $339K
|
20.7K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.72K- 49.4% |
$331K - $484K
|
1.76K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.77K- 3.53% |
$535K - $781K
|
75.7K
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 50.0% |
$772 - $1.13K
|
12
$4.02K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 1.77% |
$8.11K - $11.8K
|
2.42K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11.9KNew |
$2.29M - $3.35M
|
11.9K
$3.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
6.29K+ 7.0% |
$1.21M - $1.77M
|
96.1K
$32.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.68K+ 5.65% |
$1.1M - $1.6M
|
106K
$35.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.92K+ 19.63% |
$1.91M - $2.8M
|
60.4K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-354- 22.97% |
$68.3K - $99.9K
|
1.19K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
66.9K+ 267.01% |
$12.9M - $18.9M
|
92K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
918+ 15.67% |
$177K - $259K
|
6.78K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-194K- 82.55% |
$37.3M - $54.6M
|
40.9K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.35K - $1.97K
|
1.53K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
29.9K+ 46.02% |
$5.77M - $8.43M
|
94.9K
$31.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-767- 28.69% |
$148K - $216K
|
1.91K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-156K- 88.34% |
$30.1M - $43.9M
|
20.5K
$6.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.09K+ 63.67% |
$211K - $308K
|
2.81K
$940K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
94+ 32.3% |
$18.1K - $26.5K
|
385
$129K
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-37- 0.07% |
$7.14K - $10.4K
|
50.6K
$17M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
30+ 0.2% |
$5.79K - $8.46K
|
15.1K
$5.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.6K- 95.01% |
$9.96M - $14.6M
|
2.71K
$907K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-417- 28.29% |
$80.5K - $118K
|
1.06K
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 9.91% |
$2.12K - $3.1K
|
100
$33.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.42K- 56.13% |
$661K - $966K
|
2.68K
$896K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-104K- 59.59% |
$20M - $29.3M
|
70.3K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
33KNew |
$6.37M - $9.31M
|
33K
$11.1M
|