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 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
648+ 13.07% |
$125K - $183K
|
5.61K
$1.88M
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15.6K- 1.57% |
$3.01M - $4.4M
|
977K
$327M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.6K+ 2.38% |
$3.59M - $5.24M
|
801K
$268M
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.37K+ 45.55% |
$265K - $387K
|
4.39K
$1.47M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
540+ 2076.92% |
$104K - $152K
|
566
$190K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-93- 8.37% |
$17.9K - $26.2K
|
1.02K
$341K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-319- 10.27% |
$61.6K - $90K
|
2.79K
$933K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.82K- 15.8% |
$1.32M - $1.92M
|
36.3K
$12.2M
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.34K+ 3.22% |
$259K - $378K
|
43K
$14.4M
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
5.65K+ 12.8% |
$1.09M - $1.59M
|
49.8K
$16.7M
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 4.23% |
$213K - $311K
|
27.2K
$9.11M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-847- 42.01% |
$163K - $239K
|
1.17K
$392K
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.04K- 16.63% |
$394K - $575K
|
10.2K
$3.43M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 36.36% |
$7.72K - $11.3K
|
70
$23.4K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 0.56% |
$1.74K - $2.54K
|
1.6K
$536K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.06K- 68.79% |
$1.17M - $1.71M
|
2.75K
$921K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 27.86% |
$214K - $312K
|
5.08K
$1.7M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
46+ 5.12% |
$8.88K - $13K
|
945
$317K
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
49+ 2.26% |
$9.46K - $13.8K
|
2.22K
$743K
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.7K+ 49.07% |
$907K - $1.33M
|
14.3K
$4.78M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
549+ 38.23% |
$106K - $155K
|
1.99K
$665K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
358+ 4.33% |
$69.1K - $101K
|
8.63K
$2.89M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
821+ 23.02% |
$158K - $232K
|
4.39K
$1.47M
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.36K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 5.49% |
$1.93K - $2.82K
|
172
$57.6K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.82K- 9.75% |
$1.12M - $1.64M
|
53.8K
$18M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 3.74% |
$2.37M - $3.47M
|
317K
$106M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.57K+ 2.68% |
$882K - $1.29M
|
175K
$58.7M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.61K+ 116.9% |
$310K - $453K
|
2.98K
$997K
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.12% |
$386 - $564
|
1.65K
$553K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.3K+ 419.22% |
$2.37M - $3.47M
|
15.2K
$5.1M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14KNew |
$799K - $1.17M
|
4.14K
$1.39M
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
898+ 20.92% |
$173K - $253K
|
5.19K
$1.74M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-47.2K- 28.22% |
$9.1M - $13.3M
|
120K
$40.2M
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$27.1K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
520+ 100.39% |
$100K - $147K
|
1.04K
$348K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-91- 6.26% |
$17.6K - $25.7K
|
1.36K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 2.4% |
$6.56K - $9.59K
|
1.45K
$487K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$772 - $1.13K
|
10
$3.35K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
104+ 4.34% |
$20.1K - $29.3K
|
2.5K
$837K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-810- 8.99% |
$156K - $229K
|
8.2K
$2.75M
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-576- 0.13% |
$111K - $162K
|
458K
$154M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.67K- 32.47% |
$322K - $471K
|
3.47K
$1.16M
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.31KNew |
$253K - $370K
|
1.31K
$440K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
132New |
$25.5K - $37.2K
|
132
$44.2K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
165+ 0.61% |
$31.8K - $46.5K
|
27.4K
$9.18M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 27.78% |
$965 - $1.41K
|
13
$4.35K
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-14.1K- 0.84% |
$2.71M - $3.96M
|
1.65M
$553M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$386 - $564
|
1.54K
$515K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-43.2K- 95.42% |
$8.33M - $12.2M
|
2.07K
$694K
|