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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-318- 14.66% |
$98.2K - $122K
|
1.85K
$686K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-295- 0.17% |
$91.1K - $113K
|
173K
$64M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-289- 3.87% |
$89.3K - $111K
|
7.18K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-286- 1.19% |
$88.3K - $110K
|
23.8K
$8.8M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-260- 18.16% |
$80.3K - $99.7K
|
1.17K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-252- 6.04% |
$77.8K - $96.6K
|
3.92K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-214- 3.57% |
$66.1K - $82K
|
5.77K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-199- 18.49% |
$61.5K - $76.3K
|
877
$325K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-184- 1.64% |
$56.8K - $70.5K
|
11K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-177- 2.4% |
$54.7K - $67.8K
|
7.2K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-177- 2.27% |
$54.7K - $67.8K
|
7.64K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-168- 8.63% |
$51.9K - $64.4K
|
1.78K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-166- 15.04% |
$51.3K - $63.6K
|
938
$348K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 21.13% |
$50.7K - $62.9K
|
612
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-164- 7.3% |
$50.7K - $62.9K
|
2.08K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 11.13% |
$48.5K - $60.2K
|
1.25K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-156- 7.85% |
$48.2K - $59.8K
|
1.83K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-155- 10.58% |
$47.9K - $59.4K
|
1.31K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-150- 0.64% |
$46.3K - $57.5K
|
23.2K
$8.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.21% |
$43.2K - $53.7K
|
65.9K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-137- 5.7% |
$42.3K - $52.5K
|
2.27K
$840K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-133- 6.45% |
$41.1K - $51K
|
1.93K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119- 4.06% |
$36.8K - $45.6K
|
2.82K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-115- 8.5% |
$35.5K - $44.1K
|
1.24K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-112- 10.77% |
$34.6K - $42.9K
|
928
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 4.08% |
$34.3K - $42.5K
|
2.61K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-100- 0.96% |
$30.9K - $38.3K
|
10.3K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-100- 9.85% |
$30.9K - $38.3K
|
915
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-99- 9.3% |
$30.6K - $37.9K
|
965
$358K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$258K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-94- 8.31% |
$29K - $36K
|
1.04K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 1.48% |
$28.1K - $34.9K
|
6.06K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-91- 1.04% |
$28.1K - $34.9K
|
8.63K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 7.89% |
$25.6K - $31.8K
|
969
$359K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-66- 1.7% |
$20.4K - $25.3K
|
3.82K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-65- 1.11% |
$20.1K - $24.9K
|
5.79K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-63- 0.29% |
$19.5K - $24.1K
|
21.6K
$8.01M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-62- 5.26% |
$19.1K - $23.8K
|
1.12K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-55- 2.37% |
$17K - $21.1K
|
2.26K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-47- 8.44% |
$14.5K - $18K
|
510
$189K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-46- 4.67% |
$14.2K - $17.6K
|
940
$348K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 11.66% |
$13.9K - $17.2K
|
341
$126K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 0.32% |
$13.6K - $16.9K
|
13.5K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-39- 1.26% |
$12K - $14.9K
|
3.06K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-35- 5.39% |
$10.8K - $13.4K
|
614
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 6.84% |
$10.8K - $13.4K
|
477
$177K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-32- 0.91% |
$9.88K - $12.3K
|
3.47K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 38.46% |
$9.27K - $11.5K
|
48
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-29- 2.46% |
$8.96K - $11.1K
|
1.15K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26- 3.4% |
$8.03K - $9.97K
|
739
$274K
|