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 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-20K- 1.25% |
$5.14M - $5.79M
|
1.58M
$571M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-6.57K- 67.37% |
$1.69M - $1.9M
|
3.18K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6.48K- 50.29% |
$1.66M - $1.87M
|
6.41K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-5.65K- 46.2% |
$1.45M - $1.63M
|
6.58K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.49K- 31.61% |
$896K - $1.01M
|
7.56K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 60.17% |
$409K - $461K
|
1.06K
$382K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.31K- 59.29% |
$336K - $379K
|
900
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-1K- 4.44% |
$256K - $289K
|
21.5K
$7.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-747- 18.52% |
$192K - $216K
|
3.29K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-606- 1.61% |
$155K - $175K
|
37.1K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-471- 27.84% |
$121K - $136K
|
1.22K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-441- 4.32% |
$113K - $127K
|
9.77K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-403- 4.97% |
$103K - $116K
|
7.7K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 17.65% |
$76.9K - $86.6K
|
1.4K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-259- 18.06% |
$66.4K - $74.8K
|
1.18K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-228- 11.75% |
$58.5K - $65.9K
|
1.71K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-227- 3.85% |
$58.2K - $65.6K
|
5.68K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-186- 1.54% |
$47.7K - $53.7K
|
11.9K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-150- 6.78% |
$38.5K - $43.3K
|
2.06K
$746K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-130- 92.86% |
$33.3K - $37.5K
|
10
$3.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-116- 10.41% |
$29.7K - $33.5K
|
998
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-114- 2.29% |
$29.2K - $32.9K
|
4.87K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-100- 0.66% |
$25.6K - $28.9K
|
15K
$5.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-71- 18.39% |
$18.2K - $20.5K
|
315
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-70- 0.69% |
$17.9K - $20.2K
|
10K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-63- 28.25% |
$16.2K - $18.2K
|
160
$57.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54- 5.66% |
$13.8K - $15.6K
|
900
$326K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51- 2.03% |
$13.1K - $14.7K
|
2.47K
$893K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-50- 4.59% |
$12.8K - $14.4K
|
1.04K
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-50- 25.0% |
$12.8K - $14.4K
|
150
$54.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-34- 1.49% |
$8.72K - $9.82K
|
2.25K
$813K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-34- 3.58% |
$8.72K - $9.82K
|
915
$331K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12- 0.66% |
$3.08K - $3.47K
|
1.79K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.46% |
$1.54K - $1.73K
|
1.31K
$474K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 75.0% |
$769 - $866
|
1
$362
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-22K- 50.26% |
$5.08M - $6.02M
|
21.8K
$7.88M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.3K- 11.77% |
$3.52M - $4.18M
|
115K
$41.4M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.94K- 65.66% |
$1.6M - $1.9M
|
3.63K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.44K- 31.9% |
$1.49M - $1.76M
|
13.8K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.4K- 64.03% |
$785K - $932K
|
1.91K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.03K- 54.94% |
$469K - $556K
|
1.67K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.87K- 99.84% |
$431K - $511K
|
3
$1.09K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.42K- 52.83% |
$327K - $388K
|
1.27K
$458K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-858- 34.2% |
$198K - $235K
|
1.65K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-469- 7.59% |
$108K - $128K
|
5.71K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-270- 6.23% |
$62.3K - $73.9K
|
4.07K
$1.47M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-138- 7.43% |
$31.8K - $37.8K
|
1.72K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-87- 5.42% |
$20.1K - $23.8K
|
1.52K
$549K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-49- 4.84% |
$11.3K - $13.4K
|
963
$348K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 7.71% |
$6.92K - $8.21K
|
359
$130K
|
|