Latest Institutional Sells of Lpl Financial Holdings Inc. (LPLA)
This list provides information on the latest institutional transactions involving Lpl Financial Holdings Inc. (LPLA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.9K- 69.77% |
$4.22M - $5.79M
|
6.45K
$2.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.9K- 50.94% |
$2.52M - $3.46M
|
8.57K
$3.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-6.84K- 57.18% |
$1.94M - $2.66M
|
5.12K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.91K- 8.91% |
$823K - $1.13M
|
29.7K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.88K- 55.94% |
$533K - $731K
|
1.48K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.35K- 36.58% |
$381K - $524K
|
2.33K
$874K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-595- 9.18% |
$169K - $231K
|
5.89K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-568- 8.69% |
$161K - $221K
|
5.97K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-520- 38.43% |
$147K - $202K
|
833
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-391- 13.54% |
$111K - $152K
|
2.5K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-230- 34.95% |
$65.2K - $89.5K
|
428
$160K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-214- 5.46% |
$60.6K - $83.2K
|
3.71K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 12.5% |
$56.7K - $77.8K
|
1.4K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.56% |
$56.7K - $77.8K
|
7.6K
$2.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-179- 1.13% |
$50.7K - $69.6K
|
15.7K
$5.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-150- 64.66% |
$42.5K - $58.3K
|
82
$30.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-149- 5.09% |
$42.2K - $58K
|
2.78K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-112- 7.21% |
$31.7K - $43.6K
|
1.44K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-108- 1.15% |
$30.6K - $42K
|
9.29K
$3.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-92- 3.13% |
$26.1K - $35.8K
|
2.85K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-86- 13.17% |
$24.4K - $33.5K
|
567
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-67- 8.54% |
$19K - $26.1K
|
718
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-65- 19.7% |
$18.4K - $25.3K
|
265
$99.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-57- 65.52% |
$16.1K - $22.2K
|
30
$11.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 6.82% |
$13.9K - $19.1K
|
669
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 2.3% |
$13.9K - $19.1K
|
2.08K
$779K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-43- 0.04% |
$12.2K - $16.7K
|
112K
$41.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.2% |
$10.5K - $14.4K
|
18K
$6.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-25- 1.24% |
$7.08K - $9.72K
|
2K
$747K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-23- 2.66% |
$6.52K - $8.95K
|
843
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 21.0% |
$5.95K - $8.17K
|
79
$29.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.79% |
$5.67K - $7.78K
|
2.51K
$941K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-17- 0.09% |
$4.82K - $6.61K
|
19.2K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12- 22.22% |
$3.4K - $4.67K
|
42
$15.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 3.14% |
$3.4K - $4.67K
|
370
$139K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 28.95% |
$3.12K - $4.28K
|
27
$10.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-11- 0.5% |
$3.12K - $4.28K
|
2.2K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 71.43% |
$2.83K - $3.89K
|
4
$1.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 38.46% |
$1.42K - $1.94K
|
8
$2.99K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 75.0% |
$850 - $1.17K
|
1
$374
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3- 0.39% |
$850 - $1.17K
|
768
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.32% |
$850 - $1.17K
|
937
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.33% |
$850 - $1.17K
|
916
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-2- 0.17% |
$567 - $778
|
1.2K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.32% |
$567 - $778
|
622
$233K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-773K- 85.96% |
$239M - $296M
|
126K
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-470K- 99.64% |
$145M - $180M
|
1.71K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-391K- 10.02% |
$121M - $150M
|
3.51M
$1.32B
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-267K- 45.42% |
$82.5M - $102M
|
321K
$120M
|
|
|
May 15, 2025
Q1 2025
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-200K- 33.33% |
$61.8M - $76.7M
|
400K
$150M
|
|