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 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19+ 14.5% |
$3.67K - $5.36K
|
150
$50.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.36K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$3.67K - $5.36K
|
19
$6.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
18New |
$3.47K - $5.08K
|
18
$6.03K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$3.09K - $4.51K
|
16
$5.36K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
15+ 0.88% |
$2.9K - $4.23K
|
1.73K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13+ 0.09% |
$2.51K - $3.67K
|
14.5K
$4.84M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.27% |
$2.32K - $3.39K
|
4.43K
$1.48M
|
|
|
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
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
12New |
$2.32K - $3.39K
|
12
$4.02K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.35K - $1.97K
|
1.53K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 46.67% |
$1.35K - $1.97K
|
22
$7.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6+ 0.51% |
$1.16K - $1.69K
|
1.19K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 12.5% |
$1.16K - $1.69K
|
54
$18.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$965 - $1.41K
|
5
$1.67K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 50.0% |
$772 - $1.13K
|
12
$4.02K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 66.67% |
$772 - $1.13K
|
10
$3.35K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4+ 0.01% |
$772 - $1.13K
|
28.5K
$9.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.6K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3+ 0.35% |
$579 - $846
|
868
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.19% |
$579 - $846
|
1.58K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 8.0% |
$386 - $564
|
27
$9.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2New |
$386 - $564
|
2
$670
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2New |
$386 - $564
|
2
$670
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
2+ 0.12% |
$386 - $564
|
1.65K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.13% |
$386 - $564
|
1.54K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 33.33% |
$386 - $564
|
8
$2.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 1.77% |
$386 - $564
|
115
$38.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 33.33% |
$193 - $282
|
4
$1.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 100.0% |
$193 - $282
|
2
$670
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.29% |
$193 - $282
|
351
$118K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$193 - $282
|
66
$22.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 50.0% |
$193 - $282
|
3
$1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Viking Global Investors LP
|
BUY
|
- |
130KNew |
$33.3M - $37.5M
|
130K
$43.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
76.1K+ 57.84% |
$19.5M - $22M
|
208K
$69.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
71KNew |
$18.2M - $20.5M
|
71K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivermont Capital Management LP
New York, NY |
BUY
|
- |
31KNew |
$7.95M - $8.95M
|
31K
$10.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
20.9KNew |
$5.36M - $6.04M
|
20.9K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
17.8KNew |
$4.57M - $5.14M
|
17.8K
$5.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
15KNew |
$3.83M - $4.32M
|
15K
$5.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$3.4M - $3.83M
|
13.2K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.5K+ 51.28% |
$2.68M - $3.02M
|
30.8K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
9.5K+ 7.77% |
$2.44M - $2.74M
|
132K
$44.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.7KNew |
$1.97M - $2.22M
|
7.7K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.93M - $2.17M
|
7.52K
$2.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
6.63KNew |
$1.7M - $1.91M
|
6.63K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Palestra Capital Management LLC
New York, NY |
BUY
|
- |
6.16K+ 75.15% |
$1.58M - $1.78M
|
14.4K
$4.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
5.29KNew |
$1.36M - $1.53M
|
5.29K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.28KNew |
$1.35M - $1.52M
|
5.28K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
5KNew |
$1.28M - $1.44M
|
5K
$1.67M
|
|