Latest Institutional Sells of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
SELL
 -
-361
- 9.22%
$74.7K - $97.3K
3.55K $1.33M
Feb 13, 2023 Q4 2022
Alcosta Capital Management, Inc.

San Ramon, CA
SELL
 -
-294
- 2.63%
$60.8K - $79.3K
10.9K $4.08M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

SELL
 -
-293
- 13.1%
$60.6K - $79K
1.94K $727K
Jan 27, 2023 Q4 2022
Flynn Zito Capital Management, LLC

SELL
 -
-278
- 3.12%
$57.5K - $75K
8.63K $3.23M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-147
- 2.48%
$30.4K - $39.6K
5.78K $2.16M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-71
- 50.0%
$14.7K - $19.1K
71 $26.6K
Feb 03, 2023 Q4 2022
Convergence Investment Partners, LLC

SELL
 -
-63
- 4.78%
$13K - $17K
1.26K $470K
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-17
- 70.83%
$3.52K - $4.58K
7 $2.62K
Feb 14, 2023 Q4 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-15
- 0.69%
$3.1K - $4.04K
2.15K $805K
Jan 31, 2023 Q4 2022
Clean Yield Group

SELL
 -
-12
- 16.0%
$2.48K - $3.24K
63 $23.6K
Q3 2022
Nov 14, 2022 Q3 2022
Governors Lane LP

New York, NY
SELL
 -
-87.3K
- 60.93%
$15.1M - $20.3M
55.9K $20.9M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-17.3K
- 86.48%
$2.98M - $4.03M
2.71K $1.01M
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

SELL
 -
-6.6K
- 12.15%
$1.14M - $1.54M
47.7K $17.9M
Oct 25, 2022 Q3 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-6.12K
Closed
$1.06M - $1.43M
0 $0
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

SELL
 -
-626
- 35.17%
$108K - $146K
1.15K $432K
Nov 14, 2022 Q3 2022
Zeke Capital Advisors, LLC

Berwyn, PA
SELL
 -
-402
- 17.06%
$69.4K - $93.7K
1.95K $731K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

SELL
 -
-241
- 1.17%
$41.6K - $56.2K
20.4K $7.63M
Nov 14, 2022 Q3 2022
London CO Of Virginia

Richmond, VA
SELL
 -
-44
- 1.9%
$7.59K - $10.3K
2.27K $850K
Q2 2022
Aug 15, 2022 Q2 2022
Alua Capital Management LP

New York, NY
SELL
 -
-205K
Closed
$34.4M - $44.8M
0 $0
Aug 09, 2022 Q2 2022
Swiss National Bank

Zurich, V8
SELL
 -
-190K
Closed
$31.7M - $41.4M
0 $0
Aug 15, 2022 Q2 2022
Governors Lane LP

New York, NY
SELL
 CALL
-155K
- 88.57%
$26M - $33.9M
20K $7.49M
Aug 12, 2022 Q2 2022
Toscafund Asset Management LLP

London, X0
SELL
 -
-117K
Closed
$19.5M - $25.5M
0 $0
Aug 02, 2022 Q2 2022
Bw Gestao De Investimentos Ltda.

SELL
 -
-63.4K
Closed
$10.6M - $13.9M
0 $0
Aug 12, 2022 Q2 2022
Callodine Capital Management, LP

Boston, MA
SELL
 -
-25K
Closed
$4.19M - $5.46M
0 $0
Aug 12, 2022 Q2 2022
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-14.8K
- 36.89%
$2.47M - $3.23M
25.3K $9.47M
Aug 03, 2022 Q2 2022
Sciencast Management LP

SELL
 -
-9.66K
Closed
$1.62M - $2.11M
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-7.96K
Closed
$1.33M - $1.74M
0 $0
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-6.4K
Closed
$1.07M - $1.4M
0 $0
Jul 22, 2022 Q2 2022
Samson Rock Capital LLP

SELL
 -
-6.28K
Closed
$1.05M - $1.37M
0 $0
Jul 19, 2022 Q2 2022
Tributary Capital Management, LLC

SELL
 -
-5.7K
Closed
$955K - $1.25M
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-3.56K
Closed
$596K - $778K
0 $0
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-1.68K
Closed
$282K - $368K
0 $0
Aug 12, 2022 Q2 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-1.6K
Closed
$268K - $350K
0 $0
Jul 11, 2022 Q2 2022
Wedge Capital Management L L P

SELL
 -
-1.57K
Closed
$263K - $343K
0 $0
Jul 20, 2022 Q2 2022
Ibm Retirement Fund

SELL
 -
-1.26K
Closed
$211K - $275K
0 $0
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-1.18K
Closed
$197K - $258K
0 $0
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-674
Closed
$113K - $147K
0 $0
Aug 03, 2022 Q2 2022
Distillate Capital Partners LLC

SELL
 -
-130
- 0.38%
$21.8K - $28.4K
33.8K $12.7M
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-86
- 6.15%
$14.4K - $18.8K
1.31K $492K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63
Closed
$10.6K - $13.8K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-29
Closed
$4.86K - $6.34K
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-13
Closed
$2.18K - $2.84K
0 $0
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

SELL
 -
-12
- 19.67%
$2.01K - $2.62K
49 $18.3K
Q1 2022
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-39.3K
Closed
$5.64M - $7.49M
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-12.8K
Closed
$1.84M - $2.44M
0 $0
May 16, 2022 Q1 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-5.77K
Closed
$829K - $1.1M
0 $0
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-1.94K
Closed
$279K - $371K
0 $0
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

SELL
 -
-175
- 2.18%
$25.1K - $33.4K
7.84K $2.93M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-50
Closed
$7.18K - $9.54K
0 $0

Track Institutional and Insider Activities on LPLA

Follow LPL Financial Holdings Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells LPLA shares.

Notify only if

Insider Trading

Get notified when an Lpl Financial Holdings Inc. insider buys or sells LPLA shares.

Notify only if

News

Receive news related to LPL Financial Holdings Inc.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on LPLA