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
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 59.2% |
$311K - $386K
|
694
$260K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-957- 2.32% |
$296K - $367K
|
40.3K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-918- 4.3% |
$284K - $352K
|
20.4K
$7.65M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-776- 22.01% |
$240K - $297K
|
2.75K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-720- 19.5% |
$222K - $276K
|
2.97K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-719- 22.34% |
$222K - $276K
|
2.5K
$936K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-678- 9.44% |
$209K - $260K
|
6.5K
$2.43M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-622- 5.13% |
$192K - $238K
|
11.5K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-569- 27.36% |
$176K - $218K
|
1.51K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-539- 10.39% |
$166K - $207K
|
4.65K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-511- 50.54% |
$158K - $196K
|
500
$187K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 3.23% |
$154K - $192K
|
15K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-466- 0.9% |
$144K - $179K
|
51.5K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-449- 79.89% |
$139K - $172K
|
113
$42.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-400- 7.03% |
$124K - $153K
|
5.29K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-357- 0.84% |
$110K - $137K
|
42K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-355- 12.13% |
$110K - $136K
|
2.57K
$962K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-348- 0.08% |
$107K - $133K
|
458K
$171M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-346- 37.49% |
$107K - $133K
|
577
$216K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-318- 14.66% |
$98.2K - $122K
|
1.85K
$693K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-295- 0.17% |
$91.1K - $113K
|
173K
$64.7M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-289- 3.87% |
$89.3K - $111K
|
7.18K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-286- 1.19% |
$88.3K - $110K
|
23.8K
$8.89M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-260- 18.16% |
$80.3K - $99.7K
|
1.17K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-214- 3.57% |
$66.1K - $82K
|
5.77K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-199- 18.49% |
$61.5K - $76.3K
|
877
$328K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-184- 1.64% |
$56.8K - $70.5K
|
11K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-177- 2.4% |
$54.7K - $67.8K
|
7.2K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-177- 2.27% |
$54.7K - $67.8K
|
7.64K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-168- 8.63% |
$51.9K - $64.4K
|
1.78K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-166- 15.04% |
$51.3K - $63.6K
|
938
$351K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 21.13% |
$50.7K - $62.9K
|
612
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 7.3% |
$50.7K - $62.9K
|
2.08K
$780K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 11.13% |
$48.5K - $60.2K
|
1.25K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-156- 7.85% |
$48.2K - $59.8K
|
1.83K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-150- 0.64% |
$46.3K - $57.5K
|
23.2K
$8.67M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-137- 5.7% |
$42.3K - $52.5K
|
2.27K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119- 4.06% |
$36.8K - $45.6K
|
2.82K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-115- 8.5% |
$35.5K - $44.1K
|
1.24K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-112- 10.77% |
$34.6K - $42.9K
|
928
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 4.08% |
$34.3K - $42.5K
|
2.61K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-100- 0.96% |
$30.9K - $38.3K
|
10.3K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-99- 9.3% |
$30.6K - $37.9K
|
965
$361K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$261K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94- 8.31% |
$29K - $36K
|
1.04K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 1.48% |
$28.1K - $34.9K
|
6.06K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-91- 1.04% |
$28.1K - $34.9K
|
8.63K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 7.89% |
$25.6K - $31.8K
|
969
$363K
|