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 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-24.4K- 28.65% |
$5.11M - $5.84M
|
60.7K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-10.8K- 46.14% |
$2.28M - $2.6M
|
12.7K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-10.4K- 54.01% |
$2.18M - $2.49M
|
8.84K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-6.67K- 30.34% |
$1.4M - $1.6M
|
15.3K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-2.4K- 97.84% |
$504K - $575K
|
53
$17.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.3K- 28.79% |
$483K - $551K
|
5.69K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-2K- 25.0% |
$420K - $480K
|
6K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.55K- 32.66% |
$325K - $371K
|
3.19K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.27K- 30.34% |
$267K - $305K
|
2.92K
$940K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.27K- 10.48% |
$267K - $305K
|
10.8K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-279- 11.62% |
$58.6K - $66.9K
|
2.12K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-122- 2.01% |
$25.6K - $29.3K
|
5.93K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-109- 1.75% |
$22.9K - $26.1K
|
6.12K
$1.97M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-57- 71.25% |
$12K - $13.7K
|
23
$7.41K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-32- 3.08% |
$6.72K - $7.67K
|
1.01K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-14- 63.64% |
$2.94K - $3.36K
|
8
$2.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.83% |
$2.52K - $2.88K
|
1.44K
$462K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 58.82% |
$2.1K - $2.4K
|
7
$2.25K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 41.5% |
$5.76M - $6.52M
|
37.1K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.43K- 35.74% |
$531K - $602K
|
4.37K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.72K- 23.97% |
$375K - $424K
|
5.44K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-429- 8.55% |
$93.7K - $106K
|
4.59K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-165- 14.97% |
$36.1K - $40.8K
|
937
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-132- 0.8% |
$28.8K - $32.7K
|
16.3K
$5.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-46- 3.61% |
$10.1K - $11.4K
|
1.23K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-35- 3.16% |
$7.65K - $8.66K
|
1.07K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-24- 0.29% |
$5.24K - $5.94K
|
8.38K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7- 0.21% |
$1.53K - $1.73K
|
3.4K
$1.1M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-42.4K- 23.97% |
$7.67M - $9.24M
|
134K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-39.4K- 81.91% |
$7.13M - $8.59M
|
8.7K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.29K- 99.95% |
$1.5M - $1.81M
|
4
$1.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.83K- 31.89% |
$512K - $616K
|
6.04K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.27K- 91.39% |
$411K - $495K
|
214
$68.9K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-994- 2.77% |
$180K - $217K
|
34.9K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-927- 33.23% |
$168K - $202K
|
1.86K
$600K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-197- 5.42% |
$35.6K - $42.9K
|
3.44K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-179- 5.31% |
$32.4K - $39K
|
3.19K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-174- 14.18% |
$31.5K - $37.9K
|
1.05K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-157- 14.39% |
$28.4K - $34.2K
|
934
$301K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-155- 1.04% |
$28K - $33.8K
|
14.7K
$4.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-35- 8.31% |
$6.33K - $7.63K
|
386
$124K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$181 - $218
|
16
$5.15K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-74.2K- 45.65% |
$14.2M - $19M
|
88.4K
$28.5M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.2K- 29.94% |
$5.22M - $6.95M
|
63.6K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25K- 31.25% |
$4.8M - $6.39M
|
55K
$17.7M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.8K- 53.31% |
$2.08M - $2.76M
|
9.48K
$3.05M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.1KClosed |
$1.94M - $2.58M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.03K- 66.57% |
$1.73M - $2.31M
|
4.54K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.7K- 71.3% |
$1.48M - $1.97M
|
3.1K
$998K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-6K- 60.0% |
$1.15M - $1.53M
|
4K
$1.29M
|
|