Companies / LPL Financial Holdings Inc. / Activity
Activity — LPL Financial Holdings Inc.
21 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q4 2025 as of | Cantillon Capital Management LLC 13F manager | New | Common stock | $131.82M | +369K | 369,068 0.47% of shares | high |
| Q1 2026 as of | Champlain Investment Partners, LLC 13F manager | New | Common stock | $30.40M | +101K | 101,050 0.13% of shares | medium |
| Q1 2026 as of | Basswood Capital Management, L.L.C. 13F manager | New | Common stock | $9.09M | +30K | 30,206 0.04% of shares | medium |
| Q1 2026 as of | Foyston, Gordon & Payne Inc 13F manager | New | Common stock | $8.64M | +29K | 28,724 0.04% of shares | medium |
| Q2 2026 as of | WINTON GROUP Ltd 13F manager | New | Common stock | $6.16M | +22K | 21,878 0.03% of shares | medium |
| Q1 2026 as of | Polar Asset Management Partners Inc. 13F manager | New | Common stock | $2.68M | +9K | 8,916 0.01% of shares | low |
| Q1 2026 as of | Campbell & CO Investment Adviser LLC 13F manager | New | Common stock | $1.85M | +6K | 6,166 <0.01% of shares | low |
| Q1 2026 as of | D L Carlson Investment Group Inc 13F manager | New | Common stock | $1.37M | +5K | 4,564 <0.01% of shares | low |
| Q1 2026 as of | Peak6 LLC 13F manager | New | Common stock | $968.7K | +3K | 3,220 <0.01% of shares | low |
| Q4 2025 as of | Counterpoint Mutual Funds LLC 13F manager | New | Common stock | $503.6K | +1K | 1,410 <0.01% of shares | low |
| Q4 2025 as of | Persistent Asset Partners Ltd 13F manager | New | Common stock | $501.1K | +1K | 1,403 <0.01% of shares | low |
| Q1 2026 as of | Brighton Jones LLC 13F manager | New | Common stock | $330.4K | +1K | 1,098 <0.01% of shares | low |
| Q1 2026 as of | Evergreen Capital Management LLC 13F manager | New | Common stock | $304.4K | +1K | 1,012 <0.01% of shares | low |
| Q2 2026 as of | Main Street Financial Solutions, LLC 13F manager | New | Common stock | $282.2K | +1K | 1,002 <0.01% of shares | low |
| Q4 2025 as of | West Family Investments, Inc. 13F manager | New | Common stock | $236.8K | +663 | 663 <0.01% of shares | low |
| Q1 2026 as of | Roberts Glore & Co Inc /Il 13F manager | New | Common stock | $229.8K | +764 | 764 <0.01% of shares | low |
| Q3 2021 as of | Leonteq Securities AG 13F manager | New | Common stock | $162.1K | +1K | 1,034 <0.01% of shares | low |
| Q3 2022 as of | Leonteq Securities AG 13F manager | New | Common stock | $12.0K | +55 | 55 <0.01% of shares | low |
| Q2 2024 as of | Leonteq Securities AG 13F manager | New | Common stock | $4.7K | +17 | 17 <0.01% of shares | low |
| Q4 2025 as of | Tucker Asset Management LLC 13F manager | New | Common stock | $1.4K | +4 | 4 <0.01% of shares | low |
| Q1 2026 as of | Park Avenue Securities LLC 13F manager | New | Common stock | $692 | +2K | 2,301 <0.01% of shares | low |