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 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-66- 1.7% |
$20.4K - $25.3K
|
3.82K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-65- 1.11% |
$20.1K - $24.9K
|
5.79K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-63- 0.29% |
$19.5K - $24.1K
|
21.6K
$8.1M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-62- 5.26% |
$19.1K - $23.8K
|
1.12K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-55- 2.37% |
$17K - $21.1K
|
2.26K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47- 8.44% |
$14.5K - $18K
|
510
$191K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 11.66% |
$13.9K - $17.2K
|
341
$128K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 0.32% |
$13.6K - $16.9K
|
13.5K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-39- 1.26% |
$12K - $14.9K
|
3.06K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-35- 5.39% |
$10.8K - $13.4K
|
614
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 6.84% |
$10.8K - $13.4K
|
477
$179K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-32- 0.91% |
$9.88K - $12.3K
|
3.47K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 38.46% |
$9.27K - $11.5K
|
48
$18K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 2.46% |
$8.96K - $11.1K
|
1.15K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 3.4% |
$8.03K - $9.97K
|
739
$277K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-26- 3.23% |
$8.03K - $9.97K
|
778
$291K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-24- 3.63% |
$7.41K - $9.2K
|
638
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 3.32% |
$7.1K - $8.82K
|
670
$251K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 13.46% |
$6.49K - $8.05K
|
135
$50.5K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20- 1.52% |
$6.18K - $7.67K
|
1.29K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-17- 12.88% |
$5.25K - $6.52K
|
115
$43.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 6.64% |
$4.94K - $6.13K
|
225
$84.2K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 1.63% |
$4.32K - $5.37K
|
843
$316K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.22% |
$3.09K - $3.83K
|
4.58K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 2.31% |
$3.09K - $3.83K
|
422
$158K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 19.57% |
$2.78K - $3.45K
|
37
$13.9K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$65.5K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.88% |
$1.54K - $1.92K
|
565
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 83.33% |
$1.54K - $1.92K
|
1
$374
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-4- 0.61% |
$1.24K - $1.53K
|
647
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.06% |
$927 - $1.15K
|
4.71K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3- 0.19% |
$927 - $1.15K
|
1.57K
$588K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 1.74% |
$618 - $767
|
113
$42.3K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1- 0.01% |
$309 - $383
|
9.33K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1- 0.02% |
$309 - $383
|
6.34K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$309 - $383
|
17
$6.36K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$55.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-120K- 28.52% |
$27.5M - $40.2M
|
300K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-67.1K- 97.67% |
$15.4M - $22.5M
|
1.6K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$70.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-28K- 70.0% |
$6.44M - $9.41M
|
12K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$5.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-23K- 69.71% |
$5.29M - $7.73M
|
10K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.9K- 49.4% |
$2.96M - $4.33M
|
13.2K
$4.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-5.94K- 50.0% |
$1.37M - $2M
|
5.95K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-5.72K- 77.63% |
$1.32M - $1.92M
|
1.65K
$617K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-3.72K- 84.8% |
$855K - $1.25M
|
667
$250K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 32.69% |
$782K - $1.14M
|
7.01K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$532K
|
|