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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.86K- 36.98% |
$3.04M - $3.78M
|
16.8K
$6.29M
|
|
|
May 14, 2025
Q1 2025
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-9K- 42.36% |
$2.78M - $3.45M
|
12.2K
$4.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9K- 65.43% |
$2.78M - $3.45M
|
4.76K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.91K- 16.98% |
$2.75M - $3.42M
|
43.6K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-8.62K- 2.12% |
$2.66M - $3.31M
|
397K
$149M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8.04K- 1.68% |
$2.48M - $3.08M
|
470K
$176M
|
|
|
Apr 30, 2025
Q1 2025
|
Iridian Asset Management LLC
|
SELL
|
- |
-8K- 27.68% |
$2.47M - $3.07M
|
20.9K
$7.82M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.99K- 30.73% |
$2.47M - $3.06M
|
18K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.54K- 18.6% |
$2.33M - $2.89M
|
33K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-7.42K- 19.4% |
$2.29M - $2.84M
|
30.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-7K- 62.89% |
$2.16M - $2.68M
|
4.13K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.38K- 3.45% |
$1.97M - $2.44M
|
178K
$66.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-6.26K- 0.38% |
$1.93M - $2.4M
|
1.64M
$612M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.9K- 13.39% |
$1.82M - $2.26M
|
38.2K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-5.4K- 4.51% |
$1.67M - $2.07M
|
114K
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.38K- 62.95% |
$1.66M - $2.06M
|
3.17K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.21K- 43.7% |
$1.61M - $2M
|
6.72K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.68K- 9.24% |
$1.45M - $1.79M
|
46K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.8K- 18.88% |
$1.17M - $1.46M
|
16.3K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-3.7K- 19.47% |
$1.14M - $1.42M
|
15.3K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.69K- 2.61% |
$1.14M - $1.41M
|
137K
$51.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.59K- 30.39% |
$1.11M - $1.38M
|
8.22K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.4K- 1.23% |
$1.05M - $1.3M
|
273K
$102M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.25K- 9.51% |
$1.01M - $1.25M
|
31K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.22K- 22.76% |
$995K - $1.23M
|
10.9K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.18K- 16.92% |
$983K - $1.22M
|
15.6K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.13K- 0.37% |
$966K - $1.2M
|
843K
$316M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-3.08K- 5.32% |
$953K - $1.18M
|
54.9K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9K- 9.25% |
$896K - $1.11M
|
28.5K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56KClosed |
$789K - $979K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.53K- 9.24% |
$780K - $968K
|
24.8K
$9.29M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 35.96% |
$757K - $939K
|
4.36K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 28.77% |
$750K - $931K
|
6.01K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 5.32% |
$634K - $787K
|
36.5K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-2.02K- 6.32% |
$625K - $776K
|
30K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.92K- 5.25% |
$594K - $737K
|
34.7K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.81K- 29.75% |
$558K - $692K
|
4.27K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.76K- 2.57% |
$542K - $673K
|
66.6K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 21.13% |
$524K - $650K
|
6.33K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.5K- 35.82% |
$463K - $575K
|
2.69K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.47K- 4.34% |
$452K - $562K
|
32.3K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 9.46% |
$444K - $551K
|
13.8K
$5.15M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.43K- 2.99% |
$443K - $550K
|
46.5K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-1.36K- 1.58% |
$419K - $519K
|
84.2K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.3K- 15.64% |
$402K - $498K
|
7.01K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.29K- 23.03% |
$399K - $496K
|
4.32K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 81.9% |
$383K - $475K
|
274
$103K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 90.11% |
$338K - $419K
|
120
$44.9K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.08K- 24.82% |
$333K - $413K
|
3.27K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 21.08% |
$330K - $410K
|
4K
$1.5M
|