Latest Institutional Purchases of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Aug 14, 2024 Q2 2024
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
4.36K
+ 568.97%
$1.12M - $1.26M
5.13K $1.72M
Jul 15, 2024 Q2 2024
Transform Wealth, LLC

BUY
 -
4.34K
+ 13.64%
$1.11M - $1.25M
36.1K $12.1M
Aug 07, 2024 Q2 2024
Qsemble Capital Management, LP

New York, NY
BUY
 -
3.34K
New
$855K - $964K
3.34K $1.12M
Aug 09, 2024 Q2 2024
Machina Capital S.A.S.

Paris, I0
BUY
 -
3.1K
New
$796K - $896K
3.1K $1.04M
Aug 12, 2024 Q2 2024
Landscape Capital Management, L.L.C.

BUY
 -
2.98K
New
$764K - $861K
2.98K $998K
Aug 13, 2024 Q2 2024
Axq Capital, LP

Jersey City, NJ
BUY
 -
2.98K
+ 244.54%
$763K - $860K
4.19K $1.4M
Aug 08, 2024 Q2 2024
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
2.7K
+ 541.88%
$693K - $781K
3.2K $1.07M
Aug 12, 2024 Q2 2024
Entropy Technologies, LP

New York, NY
BUY
 -
2.62K
New
$672K - $757K
2.62K $878K
Aug 08, 2024 Q2 2024
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
2.62K
+ 23.85%
$671K - $756K
13.6K $4.55M
Aug 14, 2024 Q2 2024
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
2.41K
New
$618K - $696K
2.41K $807K
Aug 09, 2024 Q2 2024
Genus Capital Management Inc.

Vancouver, A1
BUY
 PUT
2.18K
New
$559K - $630K
2.18K $730K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
2.14K
+ 26.28%
$548K - $617K
10.3K $3.44M
Aug 14, 2024 Q2 2024
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
2.07K
New
$530K - $597K
2.07K $692K
Aug 01, 2024 Q2 2024
Versor Investments LP

BUY
 -
2K
New
$513K - $578K
2K $670K
Jul 31, 2024 Q2 2024
Banque Cantonale Vaudoise

BUY
 -
1.83K
+ 40.06%
$470K - $530K
6.41K $2.15M
Aug 14, 2024 Q2 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.81K
+ 31.73%
$464K - $523K
7.52K $2.52M
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
1.7K
+ 86.34%
$436K - $491K
3.67K $1.23M
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
1.7K
New
$435K - $490K
1.7K $568K
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
1.36K
New
$348K - $393K
1.36K $455K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
1.11K
New
$285K - $321K
1.11K $372K
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
1.08K
New
$278K - $313K
1.08K $363K
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
981
+ 49.82%
$252K - $283K
2.95K $988K
Aug 14, 2024 Q2 2024
Teza Capital Management LLC

Chicago, IL
BUY
 -
831
New
$213K - $240K
831 $278K
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
799
New
$205K - $231K
799 $268K
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
791
New
$203K - $228K
791 $265K
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
773
New
$198K - $223K
773 $259K
Aug 14, 2024 Q2 2024
De Burlo Group Inc

Boston, MA
BUY
 -
750
New
$192K - $217K
750 $251K
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
746
New
$191K - $215K
746 $250K
Aug 14, 2024 Q2 2024
Corton Capital Inc.

Carrying Place, A6
BUY
 -
735
New
$188K - $212K
735 $246K
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
733
New
$188K - $212K
733 $246K
Jul 31, 2024 Q2 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
728
New
$187K - $210K
728 $244K
Jul 12, 2024 Q2 2024
Carr Financial Group Corp

Worcester, MA
BUY
 -
725
New
$186K - $209K
725 $243K
Aug 13, 2024 Q2 2024
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
500
+ 17.86%
$128K - $144K
3.3K $1.11M
Aug 13, 2024 Q2 2024
Chiron Investment Management, LLC

New York, NY
BUY
 -
493
+ 18.55%
$126K - $142K
3.15K $1.06M
Aug 14, 2024 Q2 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
480
+ 62.66%
$123K - $139K
1.25K $417K
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
478
+ 58.08%
$123K - $138K
1.3K $436K
Aug 06, 2024 Q2 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
398
+ 7.72%
$102K - $115K
5.55K $1.86M
Aug 08, 2024 Q2 2024
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
262
+ 4.46%
$67.2K - $75.7K
6.13K $2.05M
Jul 19, 2024 Q2 2024
Monument Capital Management

BUY
 -
255
+ 2.79%
$65.4K - $73.6K
9.41K $3.15M
Aug 14, 2024 Q2 2024
Interval Partners, LP

New York, NY
BUY
 PUT
133
New
$34.1K - $38.4K
133 $44.5K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
101
+ 360.71%
$25.9K - $29.2K
129 $43.2K
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
100
New
$25.6K - $28.9K
100 $33.5K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
90
New
$23.1K - $26K
90 $30.1K
Aug 13, 2024 Q2 2024
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
78
+ 2.53%
$20K - $22.5K
3.16K $1.06M
Jul 12, 2024 Q2 2024
Mjp Associates Inc

BUY
 -
77
+ 5.33%
$19.7K - $22.2K
1.52K $510K
Aug 15, 2024 Q2 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
76
+ 6.69%
$19.5K - $22K
1.21K $406K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
60
New
$15.4K - $17.3K
60 $20.1K
Aug 07, 2024 Q2 2024
Alaska Permanent Fund Corp

Juneau, AK
BUY
 -
38
New
$9.74K - $11K
38 $12.7K
Jul 31, 2024 Q2 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
33
+ 3.55%
$8.46K - $9.53K
962 $322K

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