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
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-7
Closed
$722 - $1.02K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-5
Closed
$516 - $731
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
New Mountain Vantage Advisers, L.L.C.

New York, NY
SELL
 -
-117K
Closed
$8.94M - $12.2M
0 $0
Feb 16, 2021 Q4 2020
Mangrove Partners

New York, NY
SELL
 -
-66.9K
Closed
$5.09M - $6.97M
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-15.8K
Closed
$1.2M - $1.65M
0 $0
Feb 05, 2021 Q4 2020
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-2.97K
Closed
$226K - $310K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-300
Closed
$22.8K - $31.3K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-220
Closed
$16.8K - $22.9K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-40
Closed
$3.05K - $4.17K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-12
Closed
$914 - $1.25K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Adage Capital Partners Gp, L.L.C.

Boston, MA
SELL
 -
-77.2K
Closed
$5.72M - $6.57M
0 $0
Nov 05, 2020 Q3 2020
Twin Capital Management Inc

SELL
 -
-29.2K
Closed
$2.17M - $2.49M
0 $0
Nov 16, 2020 Q3 2020
Maltese Capital Management LLC

New York, NY
SELL
 -
-28.1K
Closed
$2.08M - $2.39M
0 $0
Nov 05, 2020 Q3 2020
Bank Of The West

SELL
 -
-6K
Closed
$445K - $511K
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-5.11K
Closed
$379K - $435K
0 $0
Nov 12, 2020 Q3 2020
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-3.86K
Closed
$286K - $328K
0 $0
Mar 12, 2021 Q3 2020
Crestone Asset Management LLC

SELL
 -
-3.8K
Closed
$282K - $323K
0 $0
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-3.65K
Closed
$271K - $311K
0 $0
Nov 16, 2020 Q3 2020
Intrua Financial, LLC

Houston, TX
SELL
 -
-3.24K
Closed
$240K - $276K
0 $0
Nov 12, 2020 Q3 2020
Alpine Global Management, LLC

New York, NY
SELL
 -
-3.03K
Closed
$225K - $258K
0 $0
Nov 13, 2020 Q3 2020
Ovata Capital Management LTD

SELL
 -
-360
Closed
$26.7K - $30.6K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-206
Closed
$15.3K - $17.5K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-118
Closed
$8.75K - $10K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-47
Closed
$3.48K - $4K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Origin Asset Management LLP

London, X0
SELL
 -
-35.5K
Closed
$1.73M - $3.04M
0 $0
Aug 12, 2020 Q2 2020
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-27.7K
Closed
$1.35M - $2.37M
0 $0
Jul 21, 2020 Q2 2020
Signature Estate & Investment Advisors LLC

SELL
 -
-19.4K
Closed
$942K - $1.66M
0 $0
Jul 30, 2020 Q2 2020
Hancock Whitney Corp

SELL
 -
-8.7K
Closed
$423K - $744K
0 $0
Aug 14, 2020 Q2 2020
Highland Capital Management Fund Advisors, L.P.

Dallas, TX
SELL
 -
-8K
Closed
$389K - $684K
0 $0
Jul 09, 2020 Q2 2020
Contravisory Investment Management, Inc.

SELL
 -
-2.81K
Closed
$136K - $240K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.88K
- 98.79%
$91.2K - $160K
23 $8.32K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-47
Closed
$2.29K - $4.02K
0 $0
Aug 06, 2020 Q2 2020
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-40
Closed
$1.95K - $3.42K
0 $0
Aug 14, 2020 Q2 2020
Associated Banc Corp

Green Bay, WI
SELL
 -
-28
Closed
$1.36K - $2.4K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-14
Closed
$681 - $1.2K
0 $0
Jul 14, 2020 Q2 2020
Bedel Financial Consulting, Inc.

SELL
 -
-3
Closed
$146 - $257
0 $0
Aug 11, 2020 Q2 2020
Agf Investments LLC

Boston, MA
SELL
 -
-1
Closed
$48.7 - $85.5
0 $0
Q1 2020
May 15, 2020 Q1 2020
Highline Capital Management, L.P.

New York, NY
SELL
 -
-516K
Closed
$20.1M - $51M
0 $0
May 14, 2020 Q1 2020
Lord, Abbett & Co. LLC

Jersey City, NJ
SELL
 -
-205K
Closed
$7.98M - $20.2M
0 $0
May 15, 2020 Q1 2020
University Of Notre Dame Du Lac

South Bend, IN
SELL
 -
-89.2K
Closed
$3.48M - $8.82M
0 $0
May 15, 2020 Q1 2020
Two Sigma Investments, LP

New York, NY
SELL
 PUT
-8.7K
Closed
$339K - $860K
0 $0
Apr 21, 2020 Q1 2020
Stevens Capital Management LP

Radnor, PA
SELL
 -
-7.05K
Closed
$275K - $696K
0 $0
May 15, 2020 Q1 2020
Sawgrass Asset Management LLC

SELL
 -
-4.53K
Closed
$177K - $448K
0 $0
May 15, 2020 Q1 2020
Coatue Management LLC

New York, NY
SELL
 -
-3.22K
Closed
$126K - $319K
0 $0
May 08, 2020 Q1 2020
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-2.76K
Closed
$108K - $273K
0 $0
May 15, 2020 Q1 2020
Barings LLC

SELL
 -
-2.6K
Closed
$101K - $257K
0 $0
Apr 23, 2020 Q1 2020
Financial Counselors Inc

SELL
 -
-2.5K
Closed
$97.6K - $247K
0 $0
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-200
Closed
$7.8K - $19.8K
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Hap Trading, LLC

New York, NY
SELL
 -
-224K
Closed
$16.2M - $21.1M
0 $0

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