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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.13K- 0.37% |
$966K - $1.2M
|
843K
$312M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-3.08K- 5.32% |
$953K - $1.18M
|
54.9K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.9K- 9.25% |
$896K - $1.11M
|
28.5K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.9K- 27.1% |
$896K - $1.11M
|
7.8K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.56KClosed |
$789K - $979K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.53K- 9.24% |
$780K - $968K
|
24.8K
$9.19M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.45K- 35.96% |
$757K - $939K
|
4.36K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 28.77% |
$750K - $931K
|
6.01K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 5.32% |
$634K - $787K
|
36.5K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-2.02K- 6.32% |
$625K - $776K
|
30K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.92K- 5.25% |
$594K - $737K
|
34.7K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.81K- 29.75% |
$558K - $692K
|
4.27K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.78K- 55.58% |
$550K - $683K
|
1.42K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.76K- 2.57% |
$542K - $673K
|
66.6K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.7K- 21.13% |
$524K - $650K
|
6.33K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.5K- 35.82% |
$463K - $575K
|
2.69K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.47K- 4.34% |
$452K - $562K
|
32.3K
$12M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 9.46% |
$444K - $551K
|
13.8K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.43K- 2.99% |
$443K - $550K
|
46.5K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-1.36K- 1.58% |
$419K - $519K
|
84.2K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.3K- 15.64% |
$402K - $498K
|
7.01K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-1.29K- 23.03% |
$399K - $496K
|
4.32K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.24K- 81.9% |
$383K - $475K
|
274
$102K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 90.11% |
$338K - $419K
|
120
$44.5K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.08K- 24.82% |
$333K - $413K
|
3.27K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 21.08% |
$330K - $410K
|
4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.01K- 59.2% |
$311K - $386K
|
694
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-981- 2.85% |
$303K - $376K
|
33.4K
$12.4M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-957- 2.32% |
$296K - $367K
|
40.3K
$14.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-918- 4.3% |
$284K - $352K
|
20.4K
$7.57M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-776- 22.01% |
$240K - $297K
|
2.75K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-720- 19.5% |
$222K - $276K
|
2.97K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-719- 22.34% |
$222K - $276K
|
2.5K
$926K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-678- 9.44% |
$209K - $260K
|
6.5K
$2.41M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-622- 5.13% |
$192K - $238K
|
11.5K
$4.26M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-569- 27.36% |
$176K - $218K
|
1.51K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-539- 10.39% |
$166K - $207K
|
4.65K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-511- 50.54% |
$158K - $196K
|
500
$185K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 3.23% |
$154K - $192K
|
15K
$5.56M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-495- 12.46% |
$153K - $190K
|
3.48K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-466- 0.9% |
$144K - $179K
|
51.5K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-449- 79.89% |
$139K - $172K
|
113
$41.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-400- 7.03% |
$124K - $153K
|
5.29K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 1.79% |
$116K - $144K
|
20.6K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-357- 0.84% |
$110K - $137K
|
42K
$15.6M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-355- 12.13% |
$110K - $136K
|
2.57K
$953K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-348- 0.08% |
$107K - $133K
|
458K
$170M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-346- 37.49% |
$107K - $133K
|
577
$214K
|