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 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
295+ 4.29% |
$98.1K - $118K
|
7.17K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 50.37% |
$91.5K - $110K
|
821
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
220+ 3.63% |
$73.2K - $87.8K
|
6.28K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
204+ 143.66% |
$67.9K - $81.4K
|
346
$128K
|
|
|
Nov 13, 2025
Q3 2025
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
200+ 0.83% |
$66.5K - $79.8K
|
24.3K
$9.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
198+ 5.95% |
$65.9K - $79K
|
3.52K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
192+ 0.82% |
$63.9K - $76.6K
|
23.5K
$8.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
189+ 3.72% |
$62.9K - $75.4K
|
5.26K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
189+ 9.47% |
$62.9K - $75.4K
|
2.18K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
185+ 14.78% |
$61.5K - $73.8K
|
1.44K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
183+ 1.84% |
$60.9K - $73K
|
10.1K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
183New |
$60.9K - $73K
|
183
$67.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 5.17% |
$58.6K - $70.2K
|
3.58K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
172+ 6.15% |
$57.2K - $68.6K
|
2.97K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
163+ 10.91% |
$54.2K - $65K
|
1.66K
$614K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
163New |
$54.2K - $65K
|
163
$60.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
159+ 28.39% |
$52.9K - $63.4K
|
719
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 41.35% |
$50.9K - $61K
|
523
$194K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
149+ 12.47% |
$49.6K - $59.5K
|
1.34K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
147+ 2.97% |
$48.9K - $58.7K
|
5.1K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
146+ 105.04% |
$48.6K - $58.3K
|
285
$106K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126+ 3.78% |
$41.9K - $50.3K
|
3.46K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
120+ 166.67% |
$39.9K - $47.9K
|
192
$71.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
108New |
$35.9K - $43.1K
|
108
$40K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
108+ 51.18% |
$35.9K - $43.1K
|
319
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 9.09% |
$33.3K - $39.9K
|
1.2K
$445K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$33.3K - $39.9K
|
100
$37.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.36% |
$33.3K - $39.9K
|
27.9K
$10.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.32% |
$33.3K - $39.9K
|
7.7K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97+ 4.03% |
$32.3K - $38.7K
|
2.51K
$929K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
95+ 16.67% |
$31.6K - $37.9K
|
665
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
88+ 7.99% |
$29.3K - $35.1K
|
1.19K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 1.16% |
$29.3K - $35.1K
|
7.7K
$2.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
86+ 13.21% |
$28.6K - $34.3K
|
737
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
82+ 1.79% |
$27.3K - $32.7K
|
4.66K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
80New |
$26.6K - $31.9K
|
80
$29.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
80+ 30.42% |
$26.6K - $31.9K
|
343
$127K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76+ 2.0% |
$25.3K - $30.3K
|
3.87K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
75+ 6.93% |
$25K - $29.9K
|
1.16K
$429K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
74New |
$24.6K - $29.5K
|
74
$27.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 8.14% |
$24.3K - $29.1K
|
970
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 912.5% |
$24.3K - $29.1K
|
81
$30K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
72+ 4.91% |
$24K - $28.7K
|
1.54K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70+ 3.47% |
$23.3K - $27.9K
|
2.09K
$774K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
65+ 0.27% |
$21.6K - $25.9K
|
24.1K
$8.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
60+ 10.64% |
$20K - $23.9K
|
624
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
60+ 8.32% |
$20K - $23.9K
|
781
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57New |
$19K - $22.7K
|
57
$21.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
53+ 4.66% |
$17.6K - $21.1K
|
1.19K
$441K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
51+ 2.77% |
$17K - $20.3K
|
1.89K
$702K
|
|