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 10, 2025
Q3 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
1KNew |
$333K - $399K
|
1K
$371K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
985+ 0.54% |
$328K - $393K
|
184K
$68.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
950+ 13.55% |
$316K - $379K
|
7.96K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
931+ 25.02% |
$310K - $371K
|
4.65K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
915+ 30.94% |
$304K - $365K
|
3.87K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
915+ 157.22% |
$304K - $365K
|
1.5K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
904+ 56.46% |
$301K - $361K
|
2.51K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
900New |
$299K - $359K
|
900
$334K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
859+ 2.59% |
$286K - $343K
|
34.1K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
851New |
$283K - $340K
|
851
$315K
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
839New |
$279K - $335K
|
839
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
825+ 0.44% |
$274K - $329K
|
189K
$70M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
821+ 42.43% |
$273K - $328K
|
2.76K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
811+ 89.02% |
$270K - $324K
|
1.72K
$638K
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
809New |
$269K - $323K
|
809
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
783New |
$260K - $312K
|
783
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
781New |
$260K - $312K
|
781
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
775New |
$258K - $309K
|
775
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
755+ 2.19% |
$251K - $301K
|
35.3K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
754New |
$251K - $301K
|
754
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
751+ 6.21% |
$250K - $300K
|
12.8K
$4.76M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
749+ 12.65% |
$249K - $299K
|
6.67K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
721+ 12.18% |
$240K - $288K
|
6.64K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
694+ 42.73% |
$231K - $277K
|
2.32K
$859K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
692+ 56.17% |
$230K - $276K
|
1.92K
$713K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
683New |
$227K - $273K
|
683
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
670+ 1.94% |
$223K - $267K
|
35.2K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
666+ 2.19% |
$222K - $266K
|
31K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
663+ 1.77% |
$221K - $265K
|
38K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
658+ 26.73% |
$219K - $263K
|
3.12K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
658New |
$219K - $263K
|
658
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
655New |
$218K - $261K
|
655
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
629+ 5.02% |
$209K - $251K
|
13.2K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
628New |
$209K - $251K
|
628
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
624+ 59.26% |
$208K - $249K
|
1.68K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
622+ 8.73% |
$207K - $248K
|
7.75K
$2.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
616New |
$205K - $246K
|
616
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
616New |
$205K - $246K
|
616
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
609+ 3.74% |
$203K - $243K
|
16.9K
$6.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
607+ 85.73% |
$202K - $242K
|
1.32K
$487K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
604+ 1.28% |
$201K - $241K
|
47.7K
$17.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
597+ 77.73% |
$199K - $238K
|
1.37K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
595+ 11.89% |
$198K - $237K
|
5.6K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
595New |
$198K - $237K
|
595
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Credit Agricole S A
|
BUY
|
- |
591+ 10.21% |
$197K - $236K
|
6.38K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
587+ 8.78% |
$195K - $234K
|
7.27K
$2.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
567+ 8.76% |
$189K - $226K
|
7.04K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
539+ 23.9% |
$179K - $215K
|
2.79K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
537+ 26.0% |
$179K - $214K
|
2.6K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
508+ 17.48% |
$169K - $203K
|
3.41K
$1.27M
|
|