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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8.29K- 99.95% |
$1.5M - $1.81M
|
4
$1.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.83K- 31.89% |
$512K - $616K
|
6.04K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.27K- 91.39% |
$411K - $495K
|
214
$79.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-994- 2.77% |
$180K - $217K
|
34.9K
$12.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-927- 33.23% |
$168K - $202K
|
1.86K
$690K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-197- 5.42% |
$35.6K - $42.9K
|
3.44K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-179- 5.31% |
$32.4K - $39K
|
3.19K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-174- 14.18% |
$31.5K - $37.9K
|
1.05K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-157- 14.39% |
$28.4K - $34.2K
|
934
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-155- 1.04% |
$28K - $33.8K
|
14.7K
$5.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-35- 8.31% |
$6.33K - $7.63K
|
386
$143K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 5.88% |
$181 - $218
|
16
$5.93K
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.2K- 29.94% |
$5.22M - $6.95M
|
63.6K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-25K- 31.25% |
$4.8M - $6.39M
|
55K
$20.4M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.8K- 53.31% |
$2.08M - $2.76M
|
9.48K
$3.51M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.1KClosed |
$1.94M - $2.58M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-9.03K- 66.57% |
$1.73M - $2.31M
|
4.54K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.7K- 71.3% |
$1.48M - $1.97M
|
3.1K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-6K- 60.0% |
$1.15M - $1.53M
|
4K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.42% |
$474K - $632K
|
43.1K
$16M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-1.75K- 42.24% |
$336K - $447K
|
2.39K
$887K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-847- 34.04% |
$163K - $216K
|
1.64K
$608K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-551- 31.52% |
$106K - $141K
|
1.2K
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-537- 80.63% |
$103K - $137K
|
129
$47.8K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 49.36% |
$96K - $128K
|
513
$190K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-341- 10.6% |
$65.5K - $87.1K
|
2.88K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-112- 5.33% |
$21.5K - $28.6K
|
1.99K
$737K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-50- 4.17% |
$9.6K - $12.8K
|
1.15K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28- 2.75% |
$5.38K - $7.16K
|
990
$367K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12Closed |
$2.3K - $3.07K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-11- 23.91% |
$2.11K - $2.81K
|
35
$13K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58.3K- 61.29% |
$12.1M - $15.7M
|
36.8K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-35.2K- 42.12% |
$7.29M - $9.5M
|
48.4K
$17.9M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 6.25% |
$1.5M - $1.95M
|
109K
$40.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-2.61K- 20.27% |
$540K - $704K
|
10.3K
$3.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.12K- 33.73% |
$439K - $572K
|
4.17K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.94K- 9.88% |
$402K - $524K
|
17.7K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.64K- 42.72% |
$339K - $441K
|
2.19K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.45K- 59.88% |
$300K - $390K
|
970
$359K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.09K- 34.28% |
$226K - $294K
|
2.09K
$774K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-361- 9.22% |
$74.7K - $97.3K
|
3.55K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-294- 2.63% |
$60.8K - $79.3K
|
10.9K
$4.04M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-293- 13.1% |
$60.6K - $79K
|
1.94K
$720K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-278- 3.12% |
$57.5K - $75K
|
8.63K
$3.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-147- 2.48% |
$30.4K - $39.6K
|
5.78K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71- 50.0% |
$14.7K - $19.1K
|
71
$26.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-63- 4.78% |
$13K - $17K
|
1.26K
$465K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 70.83% |
$3.52K - $4.58K
|
7
$2.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.69% |
$3.1K - $4.04K
|
2.15K
$797K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-12- 16.0% |
$2.48K - $3.24K
|
63
$23.3K
|
|