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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2019
Q2 2019
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10.2KClosed |
$716K - $863K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Bailard, Inc.
|
SELL
|
- |
-6.98KClosed |
$492K - $592K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.69KClosed |
$401K - $483K
|
0
$0
|
|
|
Jul 03, 2019
Q2 2019
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.85KClosed |
$272K - $327K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-370Closed |
$26.1K - $31.4K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-311Closed |
$21.9K - $26.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-37Closed |
$2.61K - $3.14K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-16Closed |
$1.13K - $1.36K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-216KClosed |
$12.9M - $16.9M
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Hartford Investment Management CO
|
SELL
|
- |
-3.9KClosed |
$233K - $304K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-300Closed |
$17.9K - $23.4K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-33Closed |
$1.97K - $2.57K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-33Closed |
$1.97K - $2.57K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Clearfield Capital Management LP
New York, NY |
SELL
|
- |
-345KClosed |
$18.4M - $22.7M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-7.7KClosed |
$410K - $506K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-5.35KClosed |
$285K - $351K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-750Closed |
$39.9K - $49.3K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-400Closed |
$21.3K - $26.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-234Closed |
$12.4K - $15.4K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-44Closed |
$2.34K - $2.89K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-43.3KClosed |
$2.77M - $3.03M
|
0
$0
|
|
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-12.4KClosed |
$794K - $870K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-10.8KClosed |
$690K - $756K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.07KClosed |
$516K - $565K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-239Closed |
$15.3K - $16.7K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-57Closed |
$3.64K - $3.99K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-49Closed |
$3.13K - $3.43K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
- |
-259KClosed |
$14.7M - $18.7M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-91.1KClosed |
$5.14M - $6.58M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-21.6KClosed |
$1.22M - $1.56M
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bfsg, LLC
|
SELL
|
- |
-5.29KClosed |
$299K - $382K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-766Closed |
$43.3K - $55.3K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-161Closed |
$9.09K - $11.6K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-275KClosed |
$15.7M - $18.1M
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-27.6KClosed |
$1.58M - $1.82M
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6.13KClosed |
$350K - $404K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1KClosed |
$57.2K - $66K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-65Closed |
$3.72K - $4.29K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-195KClosed |
$9.49M - $11.3M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-151KClosed |
$7.34M - $8.7M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-16.7KClosed |
$813K - $964K
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-9.73KClosed |
$474K - $561K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$4.87K - $5.77K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.46KClosed |
$111K - $127K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-140Closed |
$6.31K - $7.22K
|
0
$0
|
|