Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q4 2024. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
22.5KNew |
$5.17M - $7.56M
|
22.5K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
22.5KNew |
$5.17M - $7.55M
|
22.5K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
21.5KNew |
$4.93M - $7.21M
|
21.5K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.8KNew |
$4.78M - $6.99M
|
20.8K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19.8K+ 13.02% |
$4.55M - $6.65M
|
172K
$64.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1K+ 46.9% |
$4.4M - $6.42M
|
59.9K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.3K+ 9.25% |
$4.2M - $6.14M
|
216K
$80.8M
|
|
|
Feb 13, 2025
Q4 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
17.6K+ 63.85% |
$4.04M - $5.9M
|
45.1K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.3K+ 5.45% |
$3.97M - $5.8M
|
334K
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.7K+ 79.08% |
$3.62M - $5.29M
|
35.7K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
15.6K+ 3.28% |
$3.58M - $5.22M
|
490K
$183M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
15.3KNew |
$3.51M - $5.13M
|
15.3K
$5.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
15K+ 34.86% |
$3.45M - $5.04M
|
58K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
14.7K+ 9865.1% |
$3.38M - $4.94M
|
14.8K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
14.1K+ 7.92% |
$3.24M - $4.74M
|
192K
$71.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 4.33% |
$3.2M - $4.68M
|
336K
$126M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
13.4K+ 14.13% |
$3.08M - $4.5M
|
108K
$40.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
12.9K+ 18.47% |
$2.96M - $4.33M
|
82.7K
$31M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
12K+ 2.31% |
$2.76M - $4.03M
|
532K
$199M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.8K+ 20.27% |
$2.72M - $3.98M
|
70.3K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.8K+ 10.37% |
$2.71M - $3.96M
|
126K
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$2.56M - $3.74M
|
11.1K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
10.8KNew |
$2.49M - $3.63M
|
10.8K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
10.4KNew |
$2.4M - $3.51M
|
10.4K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3K+ 143.9% |
$2.36M - $3.45M
|
17.4K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.84K+ 110.65% |
$2.26M - $3.31M
|
18.7K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.14K+ 8.61% |
$2.1M - $3.07M
|
115K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
8.95KNew |
$2.06M - $3.01M
|
8.95K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
8.74K+ 27.47% |
$2.01M - $2.94M
|
40.6K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
7.04K+ 17.21% |
$1.62M - $2.37M
|
48K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
6.96KNew |
$1.6M - $2.34M
|
6.96K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
6.46KNew |
$1.49M - $2.17M
|
6.46K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.37K+ 1.28% |
$1.46M - $2.14M
|
505K
$189M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
5.63KNew |
$1.29M - $1.89M
|
5.63K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
5.61KNew |
$1.29M - $1.89M
|
5.61K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
5K+ 15.03% |
$1.15M - $1.68M
|
38.3K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.97K+ 47.03% |
$1.14M - $1.67M
|
15.5K
$5.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.87K+ 9.78% |
$1.12M - $1.64M
|
54.6K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.47KNew |
$1.03M - $1.5M
|
4.47K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.46KNew |
$1.03M - $1.5M
|
4.46K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4.13KNew |
$948K - $1.39M
|
4.13K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.7KNew |
$850K - $1.24M
|
3.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69KNew |
$848K - $1.24M
|
3.69K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$847K - $1.24M
|
3.69K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.68K+ 23.81% |
$846K - $1.24M
|
19.1K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
3.53KNew |
$812K - $1.19M
|
3.53K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.43K+ 3.12% |
$787K - $1.15M
|
113K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.37K+ 26.18% |
$773K - $1.13M
|
16.2K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$764K - $1.12M
|
3.32K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
3.16KNew |
$726K - $1.06M
|
3.16K
$1.18M
|