Purchases and Sales Made in Q4 2024 in Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
1.09K
+ 39.23%
$251K - $367K
3.88K $1.45M
Feb 14, 2025 Q4 2024
Strategic Global Advisors, LLC

Newport Beach, CA
BUY
 -
1.05K
+ 4.12%
$242K - $354K
26.7K $9.97M
Feb 11, 2025 Q4 2024
Whittier Trust CO

BUY
 -
1.05K
+ 4.62%
$242K - $354K
23.8K $8.92M
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
1.05K
New
$241K - $352K
1.05K $392K
Feb 13, 2025 Q4 2024
Mig Capital, LLC

Newport Beach, CA
BUY
 -
1.03K
New
$236K - $345K
1.03K $384K
Jan 24, 2025 Q4 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.02K
New
$233K - $341K
1.02K $380K
Feb 12, 2025 Q4 2024
Denkapparat Operations Gmb H

Berlin, 2M
BUY
 -
1.01K
New
$231K - $338K
1.01K $376K
Feb 11, 2025 Q4 2024
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund

BUY
 -
1K
New
$230K - $336K
1K $374K
Feb 14, 2025 Q4 2024
De Burlo Group Inc

Boston, MA
BUY
 -
1K
New
$230K - $336K
1K $374K
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
986
New
$227K - $331K
986 $369K
Feb 12, 2025 Q4 2024
Venture Visionary Partners LLC

BUY
 -
942
New
$217K - $316K
942 $353K
Jan 31, 2025 Q4 2024
Good Life Advisors, LLC

BUY
 -
913
New
$210K - $307K
913 $342K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
909
+ 22.79%
$209K - $305K
4.9K $1.83M
Jan 17, 2025 Q4 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
898
New
$206K - $302K
898 $336K
Feb 14, 2025 Q4 2024
Wolverine Trading, LLC

Chicago, IL
BUY
 -
877
New
$202K - $295K
877 $328K
Feb 07, 2025 Q4 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
857
New
$197K - $288K
857 $321K
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
847
New
$195K - $285K
847 $317K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
818
+ 77.32%
$188K - $275K
1.88K $702K
Feb 12, 2025 Q4 2024
Intrust Bank Na

Wichita, KS
BUY
 -
804
New
$185K - $270K
804 $301K
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
BUY
 -
802
+ 7.26%
$184K - $269K
11.8K $4.43M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
801
New
$184K - $269K
801 $300K
Feb 13, 2025 Q4 2024
Rmb Capital Management, LLC

BUY
 -
801
New
$184K - $269K
801 $300K
Feb 11, 2025 Q4 2024
Virtu Financial LLC

New York, NY
BUY
 -
798
New
$183K - $268K
798 $299K
Jan 16, 2025 Q4 2024
Zwj Investment Counsel Inc

BUY
 -
796
New
$183K - $267K
796 $298K
Jan 13, 2025 Q4 2024
Tt International Asset Management LTD

London, X0
BUY
 -
777
+ 6.9%
$179K - $261K
12K $4.51M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
774
New
$178K - $260K
774 $290K
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
773
New
$178K - $260K
773 $289K
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
765
New
$176K - $257K
765 $286K
Feb 07, 2025 Q4 2024
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
760
New
$175K - $255K
760 $284K
Feb 12, 2025 Q4 2024
Systematic Alpha Investments, LLC

Princeton, NJ
BUY
 -
760
New
$175K - $255K
760 $284K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
757
+ 20.55%
$174K - $254K
4.44K $1.66M
Jan 29, 2025 Q4 2024
Cigna Investments Inc

Bloomfield, CT
BUY
 -
746
New
$171K - $251K
746 $279K
Feb 13, 2025 Q4 2024
Waddell & Associates, LLC

BUY
 -
746
New
$171K - $251K
746 $279K
Feb 14, 2025 Q4 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
745
+ 5.18%
$171K - $250K
15.1K $5.67M
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
741
New
$170K - $249K
741 $277K
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
733
New
$168K - $246K
733 $274K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

BUY
 -
714
New
$164K - $240K
714 $267K
Feb 14, 2025 Q4 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
707
+ 58.19%
$163K - $237K
1.92K $719K
Feb 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
702
New
$161K - $236K
702 $263K
Feb 03, 2025 Q4 2024
One Day In July LLC

BUY
 -
702
New
$161K - $236K
702 $263K
Feb 14, 2025 Q4 2024
Credit Agricole S A

BUY
 -
701
+ 13.61%
$161K - $235K
5.85K $2.19M
Feb 05, 2025 Q4 2024
Mn Services Vermogensbeheer B.V.

BUY
 -
700
+ 2.41%
$161K - $235K
29.8K $11.2M
Jan 23, 2025 Q4 2024
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
697
New
$160K - $234K
697 $261K
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
693
+ 8.95%
$159K - $233K
8.44K $3.16M
Feb 05, 2025 Q4 2024
Jacobi Capital Management LLC

BUY
 -
692
New
$159K - $232K
692 $259K
Feb 03, 2025 Q4 2024
Wealth Care Investment Partners, LLC

BUY
 -
677
New
$156K - $227K
677 $253K
Feb 06, 2025 Q4 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
676
New
$155K - $227K
676 $253K
Jan 27, 2025 Q4 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
675
New
$155K - $227K
675 $253K
Feb 07, 2025 Q4 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
663
New
$152K - $223K
663 $248K

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