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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-147- 12.2% |
$28.4K - $41.5K
|
1.06K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-124- 1.95% |
$23.9K - $35K
|
6.24K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-110- 3.85% |
$21.2K - $31K
|
2.75K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-102- 6.75% |
$19.7K - $28.8K
|
1.41K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-99- 8.22% |
$19.1K - $27.9K
|
1.11K
$400K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-93- 8.37% |
$17.9K - $26.2K
|
1.02K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-92- 1.92% |
$17.8K - $26K
|
4.69K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-91- 6.26% |
$17.6K - $25.7K
|
1.36K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-89- 1.12% |
$17.2K - $25.1K
|
7.87K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-77- 4.82% |
$14.9K - $21.7K
|
1.52K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-71- 5.82% |
$13.7K - $20K
|
1.15K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-64- 12.65% |
$12.4K - $18.1K
|
442
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-60- 3.95% |
$11.6K - $16.9K
|
1.46K
$528K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-58- 4.9% |
$11.2K - $16.4K
|
1.13K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-48- 1.83% |
$9.26K - $13.5K
|
2.58K
$933K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.69% |
$8.49K - $12.4K
|
2.56K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 2.51% |
$7.72K - $11.3K
|
1.55K
$562K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 36.36% |
$7.72K - $11.3K
|
70
$25.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-37- 0.07% |
$7.14K - $10.4K
|
50.6K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-35- 5.69% |
$6.76K - $9.87K
|
580
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-33- 1.5% |
$6.37K - $9.31K
|
2.17K
$784K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 17.68% |
$6.18K - $9.03K
|
149
$53.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 1.21% |
$5.6K - $8.18K
|
2.37K
$856K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 12.2% |
$4.83K - $7.05K
|
180
$65.1K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-23- 5.11% |
$4.44K - $6.49K
|
427
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-22- 1.36% |
$4.25K - $6.21K
|
1.59K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19- 2.96% |
$3.67K - $5.36K
|
622
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 9.91% |
$2.12K - $3.1K
|
100
$36.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 5.49% |
$1.93K - $2.82K
|
172
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.96% |
$1.74K - $2.54K
|
931
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$1.74K - $2.54K
|
2.43K
$877K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 0.56% |
$1.74K - $2.54K
|
1.6K
$579K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7- 7.78% |
$1.35K - $1.97K
|
83
$30K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$2.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 27.78% |
$965 - $1.41K
|
13
$4.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 9.26% |
$965 - $1.41K
|
49
$17.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.2% |
$965 - $1.41K
|
411
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 7.02% |
$772 - $1.13K
|
53
$19.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3- 0.3% |
$579 - $846
|
1.01K
$365K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.79K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.26% |
$193 - $282
|
18
$6.51K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-775K- 12.74% |
$199M - $224M
|
5.3M
$1.92B
|
|
|
Aug 14, 2024
Q2 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-83.1K- 27.01% |
$21.3M - $24M
|
225K
$81.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-77.6K- 31.54% |
$19.9M - $22.4M
|
168K
$60.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-68.6K- 72.93% |
$17.6M - $19.8M
|
25.5K
$9.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-58.4K- 36.39% |
$15M - $16.9M
|
102K
$36.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-56.3K- 29.01% |
$14.4M - $16.3M
|
138K
$49.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-23.2KClosed |
$5.95M - $6.7M
|
0
$0
|
|