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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-537- 80.63% |
$103K - $137K
|
129
$34.1K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 49.36% |
$96K - $128K
|
513
$136K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-341- 10.6% |
$65.5K - $87.1K
|
2.88K
$760K
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-300- 1.5% |
$57.6K - $76.7K
|
19.7K
$5.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-112- 5.33% |
$21.5K - $28.6K
|
1.99K
$526K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-77- 6.92% |
$14.8K - $19.7K
|
1.04K
$274K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.22% |
$9.6K - $12.8K
|
2.21K
$583K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-50- 4.17% |
$9.6K - $12.8K
|
1.15K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28- 2.75% |
$5.38K - $7.16K
|
990
$262K
|
|
|
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
$9.26K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-408K- 43.34% |
$84.5M - $110M
|
533K
$141M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-58.3K- 61.29% |
$12.1M - $15.7M
|
36.8K
$9.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-35.2K- 42.12% |
$7.29M - $9.5M
|
48.4K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 6.25% |
$1.5M - $1.95M
|
109K
$28.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-2.61K- 20.27% |
$540K - $704K
|
10.3K
$2.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.12K- 33.73% |
$439K - $572K
|
4.17K
$1.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.94K- 9.88% |
$402K - $524K
|
17.7K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.64K- 42.72% |
$339K - $441K
|
2.19K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.45K- 59.88% |
$300K - $390K
|
970
$257K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.09K- 34.28% |
$226K - $294K
|
2.09K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-361- 9.22% |
$74.7K - $97.3K
|
3.55K
$940K
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-294- 2.63% |
$60.8K - $79.3K
|
10.9K
$2.88M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-293- 13.1% |
$60.6K - $79K
|
1.94K
$514K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-278- 3.12% |
$57.5K - $75K
|
8.63K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-147- 2.48% |
$30.4K - $39.6K
|
5.78K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-71- 50.0% |
$14.7K - $19.1K
|
71
$18.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-63- 4.78% |
$13K - $17K
|
1.26K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26- 35.14% |
$5.38K - $7.01K
|
48
$12.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 70.83% |
$3.52K - $4.58K
|
7
$1.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.69% |
$3.1K - $4.04K
|
2.15K
$569K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-12- 16.0% |
$2.48K - $3.24K
|
63
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5- 20.83% |
$1.03K - $1.35K
|
19
$5.03K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
SELL
|
- |
-87.3K- 60.93% |
$15.1M - $20.3M
|
55.9K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-39.1K- 58.74% |
$6.74M - $9.11M
|
27.5K
$7.26M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17.3K- 86.48% |
$2.98M - $4.03M
|
2.71K
$715K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-6.6K- 12.15% |
$1.14M - $1.54M
|
47.7K
$12.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-6.12KClosed |
$1.06M - $1.43M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.3K- 61.11% |
$569K - $770K
|
2.1K
$555K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-626- 35.17% |
$108K - $146K
|
1.15K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-402- 17.06% |
$69.4K - $93.7K
|
1.95K
$517K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-241- 1.17% |
$41.6K - $56.2K
|
20.4K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-44- 1.9% |
$7.59K - $10.3K
|
2.27K
$600K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Alua Capital Management LP
New York, NY |
SELL
|
- |
-205KClosed |
$34.4M - $44.8M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-190KClosed |
$31.7M - $41.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Governors Lane LP
New York, NY |
SELL
|
CALL |
-155K- 88.57% |
$26M - $33.9M
|
20K
$5.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-117KClosed |
$19.5M - $25.5M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-63.4KClosed |
$10.6M - $13.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-25KClosed |
$4.19M - $5.46M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 36.89% |
$2.47M - $3.23M
|
25.3K
$6.69M
|
|