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
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
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
Closed
$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 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 $775K
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
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
Feb 14, 2023 Q4 2022
Aua Capital Management, LLC

Camp Hill, PA
SELL
 -
-5
- 20.83%
$1.03K - $1.35K
19 $7.04K
Q3 2022
Nov 14, 2022 Q3 2022
Governors Lane LP

New York, NY
SELL
 -
-87.3K
- 60.93%
$15.1M - $20.3M
55.9K $20.7M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-17.3K
- 86.48%
$2.98M - $4.03M
2.71K $1M
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

SELL
 -
-6.6K
- 12.15%
$1.14M - $1.54M
47.7K $17.7M
Oct 25, 2022 Q3 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-6.12K
Closed
$1.06M - $1.43M
0 $0
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

SELL
 -
-626
- 35.17%
$108K - $146K
1.15K $428K
Nov 14, 2022 Q3 2022
Zeke Capital Advisors, LLC

Berwyn, PA
SELL
 -
-402
- 17.06%
$69.4K - $93.7K
1.95K $724K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

SELL
 -
-241
- 1.17%
$41.6K - $56.2K
20.4K $7.55M
Nov 14, 2022 Q3 2022
London CO Of Virginia

Richmond, VA
SELL
 -
-44
- 1.9%
$7.59K - $10.3K
2.27K $841K
Q2 2022
Aug 15, 2022 Q2 2022
Alua Capital Management LP

New York, NY
SELL
 -
-205K
Closed
$34.4M - $44.8M
0 $0
Aug 09, 2022 Q2 2022
Swiss National Bank

Zurich, V8
SELL
 -
-190K
Closed
$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 $7.41M
Aug 12, 2022 Q2 2022
Toscafund Asset Management LLP

London, X0
SELL
 -
-117K
Closed
$19.5M - $25.5M
0 $0
Aug 02, 2022 Q2 2022
Bw Gestao De Investimentos Ltda.

SELL
 -
-63.4K
Closed
$10.6M - $13.9M
0 $0
Aug 12, 2022 Q2 2022
Callodine Capital Management, LP

Boston, MA
SELL
 -
-25K
Closed
$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 $9.37M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-7.96K
Closed
$1.33M - $1.74M
0 $0
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

SELL
 -
-6.4K
Closed
$1.07M - $1.4M
0 $0
Jul 22, 2022 Q2 2022
Samson Rock Capital LLP

SELL
 -
-6.28K
Closed
$1.05M - $1.37M
0 $0
Jul 19, 2022 Q2 2022
Tributary Capital Management, LLC

SELL
 -
-5.7K
Closed
$955K - $1.25M
0 $0
Jul 20, 2022 Q2 2022
O'Shares Investment Advisers, LLC

SELL
 -
-3.56K
Closed
$596K - $778K
0 $0
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-1.68K
Closed
$282K - $368K
0 $0
Aug 12, 2022 Q2 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-1.6K
Closed
$268K - $350K
0 $0
Jul 11, 2022 Q2 2022
Wedge Capital Management L L P

SELL
 -
-1.57K
Closed
$263K - $343K
0 $0
Jul 20, 2022 Q2 2022
Ibm Retirement Fund

SELL
 -
-1.26K
Closed
$211K - $275K
0 $0
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-1.18K
Closed
$197K - $258K
0 $0
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-674
Closed
$113K - $147K
0 $0
Aug 03, 2022 Q2 2022
Distillate Capital Partners LLC

SELL
 -
-130
- 0.38%
$21.8K - $28.4K
33.8K $12.5M
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-86
- 6.15%
$14.4K - $18.8K
1.31K $487K
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63
Closed
$10.6K - $13.8K
0 $0

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