Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
13.6KNew |
$2.96M - $3.36M
|
13.6K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.56KNew |
$2.09M - $2.37M
|
9.56K
$3.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.52KNew |
$1.86M - $2.11M
|
8.52K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$234K - $266K
|
1.07K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
865+ 34.99% |
$189K - $214K
|
3.34K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
848New |
$185K - $210K
|
848
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
583+ 1.67% |
$127K - $144K
|
35.6K
$13.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
492+ 12.76% |
$107K - $122K
|
4.35K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
472New |
$103K - $117K
|
472
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
282New |
$61.6K - $69.8K
|
282
$105K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
231+ 770.0% |
$50.5K - $57.2K
|
261
$96.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
103New |
$22.5K - $25.5K
|
103
$38.2K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
88New |
$19.2K - $21.8K
|
88
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
79+ 7.81% |
$17.3K - $19.6K
|
1.09K
$404K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75+ 1.03% |
$16.4K - $18.6K
|
7.32K
$2.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
58New |
$12.7K - $14.4K
|
58
$21.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
44New |
$9.61K - $10.9K
|
44
$16.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
42New |
$9.18K - $10.4K
|
42
$15.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 19.51% |
$6.99K - $7.92K
|
196
$72.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24New |
$5.24K - $5.94K
|
24
$8.89K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21New |
$4.59K - $5.2K
|
21
$7.78K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$1.75K - $1.98K
|
8
$2.96K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.16% |
$1.31K - $1.49K
|
3.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 17.86% |
$1.09K - $1.24K
|
33
$12.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
68.7KNew |
$12.4M - $15M
|
68.7K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
52.2KNew |
$9.44M - $11.4M
|
52.2K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
17.4K+ 239.42% |
$3.15M - $3.79M
|
24.7K
$9.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
13KNew |
$2.35M - $2.83M
|
13K
$4.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
9.34K+ 29.2% |
$1.69M - $2.03M
|
41.3K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.27K+ 11.98% |
$1.14M - $1.37M
|
58.6K
$21.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.8KNew |
$1.05M - $1.26M
|
5.8K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.05KNew |
$189K - $228K
|
1.05K
$388K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
226New |
$40.9K - $49.2K
|
226
$83.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.41% |
$15.4K - $18.5K
|
2.58K
$955K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
76+ 0.19% |
$13.8K - $16.6K
|
39.4K
$14.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 1.86% |
$9.23K - $11.1K
|
2.79K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
21New |
$3.8K - $4.58K
|
21
$7.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$905 - $1.09K
|
5
$1.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$905 - $1.09K
|
5
$1.85K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$724 - $872
|
4
$1.48K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
86.4K+ 169.03% |
$16.6M - $22.1M
|
137K
$50.9M
|
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
55KNew |
$10.6M - $14.1M
|
55K
$20.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
52.1KNew |
$10M - $13.3M
|
52.1K
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
24.8K+ 300.71% |
$4.77M - $6.35M
|
33.1K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$3.84M - $5.11M
|
20K
$7.41M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
16.5KNew |
$3.17M - $4.22M
|
16.5K
$6.11M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.23KNew |
$1.39M - $1.85M
|
7.23K
$2.68M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$1.15M - $1.52M
|
5.97K
$2.21M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.23KNew |
$812K - $1.08M
|
4.23K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.64K+ 45.61% |
$698K - $929K
|
11.6K
$4.3M
|
|