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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.61K- 3.44% |
$599K - $876K
|
73.1K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-2.6K- 44.83% |
$598K - $873K
|
3.2K
$1.2M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.77K- 36.55% |
$406K - $594K
|
3.07K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 36.36% |
$276K - $403K
|
2.1K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.38% |
$253K - $370K
|
31.5K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-971- 34.41% |
$223K - $326K
|
1.85K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-842- 32.99% |
$194K - $283K
|
1.71K
$640K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-318- 29.61% |
$73.1K - $107K
|
756
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 21.43% |
$69K - $101K
|
1.1K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-140- 11.09% |
$32.2K - $47K
|
1.12K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-90- 6.16% |
$20.7K - $30.2K
|
1.37K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33- 1.22% |
$7.59K - $11.1K
|
2.68K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30- 0.61% |
$6.9K - $10.1K
|
4.86K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 3.53% |
$2.3K - $3.36K
|
273
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 2.72% |
$2.3K - $3.36K
|
357
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 80.0% |
$919 - $1.34K
|
1
$374
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 12.5% |
$230 - $336
|
7
$2.62K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62K- 9.49% |
$12M - $17.5M
|
591K
$221M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 78.61% |
$5.52M - $8.07M
|
7.78K
$2.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.68K- 68.95% |
$517K - $755K
|
1.21K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.99K- 39.87% |
$383K - $560K
|
3K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.14K- 31.1% |
$220K - $322K
|
2.53K
$947K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$30.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-847- 42.01% |
$163K - $239K
|
1.17K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-555- 3.66% |
$107K - $157K
|
14.6K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-554- 99.82% |
$107K - $156K
|
1
$374
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-465- 48.54% |
$89.7K - $131K
|
493
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.87K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-23- 5.11% |
$4.44K - $6.49K
|
427
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-9- 0.96% |
$1.74K - $2.54K
|
931
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-7- 53.85% |
$1.35K - $1.97K
|
6
$2.25K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5- 9.26% |
$965 - $1.41K
|
49
$18.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 11.11% |
$386 - $564
|
16
$5.99K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-775K- 12.74% |
$199M - $224M
|
5.3M
$1.99B
|
|
|
Aug 14, 2024
Q2 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-83.1K- 27.01% |
$21.3M - $24M
|
225K
$84.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-58.4K- 36.39% |
$15M - $16.9M
|
102K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-56.3K- 29.01% |
$14.4M - $16.3M
|
138K
$51.5M
|
|