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 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.41% |
$333 - $399
|
246
$91.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$333 - $399
|
2
$741
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$333 - $399
|
844
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.05% |
$333 - $399
|
2.01K
$743K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$333 - $399
|
1
$371
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.7% |
$333 - $399
|
28
$10.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
133KNew |
$37.8M - $51.9M
|
133K
$49.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
99.5KNew |
$28.2M - $38.7M
|
99.5K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
76.5KNew |
$21.7M - $29.8M
|
76.5K
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
72.6K+ 260.31% |
$20.6M - $28.2M
|
101K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
53.5KNew |
$15.2M - $20.8M
|
53.5K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
35.5K+ 487.57% |
$10.1M - $13.8M
|
42.8K
$15.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 19.24% |
$9.58M - $13.2M
|
210K
$77.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
29KNew |
$8.2M - $11.3M
|
29K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
14.7KNew |
$4.16M - $5.71M
|
14.7K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.96KNew |
$1.69M - $2.32M
|
5.96K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.8KNew |
$1.36M - $1.87M
|
4.8K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.43KNew |
$1.25M - $1.72M
|
4.43K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.37KNew |
$1.24M - $1.7M
|
4.37K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
4.05KNew |
$1.15M - $1.57M
|
4.05K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.9KNew |
$822K - $1.13M
|
2.9K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.87K+ 14.87% |
$812K - $1.12M
|
22.2K
$8.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.84KNew |
$804K - $1.1M
|
2.84K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.68K+ 18.26% |
$760K - $1.04M
|
17.4K
$6.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
2.66K+ 13.37% |
$754K - $1.03M
|
22.6K
$8.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.55KNew |
$724K - $993K
|
2.55K
$946K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.4K+ 8.73% |
$680K - $934K
|
29.9K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.28KNew |
$646K - $886K
|
2.28K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
2K+ 400.0% |
$567K - $778K
|
2.5K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
1.9KNew |
$538K - $739K
|
1.9K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
1.88KNew |
$533K - $732K
|
1.88K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.82KNew |
$516K - $708K
|
1.82K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.79KNew |
$508K - $697K
|
1.79K
$664K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.78K+ 28.06% |
$505K - $693K
|
8.13K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.67K+ 11.49% |
$473K - $650K
|
16.2K
$6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 30.02% |
$472K - $648K
|
7.21K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.6KNew |
$453K - $622K
|
1.6K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.55KNew |
$439K - $603K
|
1.55K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
1.5KNew |
$425K - $583K
|
1.5K
$556K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
1.49KNew |
$422K - $580K
|
1.49K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.41KNew |
$400K - $550K
|
1.41K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.2KNew |
$341K - $468K
|
1.2K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.15KNew |
$326K - $447K
|
1.15K
$426K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.15KNew |
$325K - $446K
|
1.15K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$318K - $436K
|
1.12K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.11KNew |
$315K - $432K
|
1.11K
$412K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.06K+ 54.27% |
$299K - $410K
|
3K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
900+ 19.74% |
$255K - $350K
|
5.46K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
900New |
$255K - $350K
|
900
$334K
|
|