Purchases and Sales Made in Q2 2025 in Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA) during Q2 2025. The information is specifically focused on institutions that hold shares of LPL Financial Holdings Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 38.46% |
$1.42K - $1.94K
|
8
$3.01K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 71.43% |
$2.83K - $3.89K
|
4
$1.51K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-11- 0.5% |
$3.12K - $4.28K
|
2.2K
$829K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 28.95% |
$3.12K - $4.28K
|
27
$10.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 3.14% |
$3.4K - $4.67K
|
370
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12- 22.22% |
$3.4K - $4.67K
|
42
$15.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-17- 0.09% |
$4.82K - $6.61K
|
19.2K
$7.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 0.79% |
$5.67K - $7.78K
|
2.51K
$947K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 21.0% |
$5.95K - $8.17K
|
79
$29.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-23- 2.66% |
$6.52K - $8.95K
|
843
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-25- 1.24% |
$7.08K - $9.72K
|
2K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.2% |
$10.5K - $14.4K
|
18K
$6.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-43- 0.04% |
$12.2K - $16.7K
|
112K
$42.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 6.82% |
$13.9K - $19.1K
|
669
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49- 2.3% |
$13.9K - $19.1K
|
2.08K
$784K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-57- 65.52% |
$16.1K - $22.2K
|
30
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-65- 19.7% |
$18.4K - $25.3K
|
265
$99.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-67- 8.54% |
$19K - $26.1K
|
718
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-86- 13.17% |
$24.4K - $33.5K
|
567
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-92- 3.13% |
$26.1K - $35.8K
|
2.85K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-99- 15.14% |
$28K - $38.5K
|
555
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-108- 1.15% |
$30.6K - $42K
|
9.29K
$3.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-111- 1.35% |
$31.4K - $43.2K
|
8.1K
$3.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-112- 7.21% |
$31.7K - $43.6K
|
1.44K
$543K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-149- 5.09% |
$42.2K - $58K
|
2.78K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-150- 64.66% |
$42.5K - $58.3K
|
82
$30.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-179- 1.13% |
$50.7K - $69.6K
|
15.7K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 12.5% |
$56.7K - $77.8K
|
1.4K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.56% |
$56.7K - $77.8K
|
7.6K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-214- 5.46% |
$60.6K - $83.2K
|
3.71K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-225- 1.09% |
$63.7K - $87.5K
|
20.4K
$7.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-228- 7.86% |
$64.6K - $88.7K
|
2.67K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-230- 34.95% |
$65.2K - $89.5K
|
428
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-391- 13.54% |
$111K - $152K
|
2.5K
$941K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-406- 19.34% |
$115K - $158K
|
1.69K
$638K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-476- 2.26% |
$135K - $185K
|
20.6K
$7.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-520- 38.43% |
$147K - $202K
|
833
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-568- 8.69% |
$161K - $221K
|
5.97K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-595- 9.18% |
$169K - $231K
|
5.89K
$2.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-932- 33.55% |
$264K - $363K
|
1.85K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.09K- 56.3% |
$308K - $422K
|
843
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.35K- 36.58% |
$381K - $524K
|
2.33K
$879K
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.88K- 55.94% |
$533K - $731K
|
1.48K
$558K
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.91K- 8.91% |
$823K - $1.13M
|
29.7K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-6.84K- 57.18% |
$1.94M - $2.66M
|
5.12K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.9K- 50.94% |
$2.52M - $3.46M
|
8.57K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.3K- 50.35% |
$2.92M - $4M
|
10.1K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.9K- 69.77% |
$4.22M - $5.79M
|
6.45K
$2.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-35.9K- 25.98% |
$10.2M - $13.9M
|
102K
$38.5M
|