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
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-63
Closed
$10.6K - $13.8K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-29
Closed
$4.86K - $6.34K
0 $0
Aug 09, 2022 Q2 2022
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-13
Closed
$2.18K - $2.84K
0 $0
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

SELL
 -
-12
- 19.67%
$2.01K - $2.62K
49 $18.2K
Q1 2022
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-39.3K
Closed
$5.64M - $7.49M
0 $0
Jun 21, 2022 Q1 2022
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-12.8K
Closed
$1.84M - $2.44M
0 $0
May 16, 2022 Q1 2022
Paloma Partners Management CO

Greenwich, CT
SELL
 -
-5.77K
Closed
$829K - $1.1M
0 $0
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-1.94K
Closed
$279K - $371K
0 $0
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

SELL
 -
-175
- 2.18%
$25.1K - $33.4K
7.84K $2.9M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-50
Closed
$7.18K - $9.54K
0 $0
May 16, 2022 Q1 2022
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-12
Closed
$1.72K - $2.29K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Hg Vora Capital Management, LLC

New York, NY
SELL
 -
-800K
Closed
$122M - $140M
0 $0
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-64.1K
Closed
$9.78M - $11.2M
0 $0
Feb 11, 2022 Q4 2021
Sovarnum Capital L.P.

New York, NY
SELL
 -
-15K
Closed
$2.29M - $2.63M
0 $0
Feb 15, 2022 Q4 2021
Nfj Investment Group, LLC

Dallas, TX
SELL
 -
-3.02K
Closed
$461K - $529K
0 $0
Feb 09, 2022 Q4 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-2.2K
Closed
$336K - $385K
0 $0
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-2K
Closed
$306K - $350K
0 $0
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.53K
Closed
$234K - $268K
0 $0
Jan 04, 2022 Q4 2021
Park National Corp

SELL
 -
-1.29K
Closed
$196K - $225K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-178
Closed
$27.2K - $31.2K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-177
Closed
$27K - $31K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-75
Closed
$11.4K - $13.1K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-56
Closed
$8.55K - $9.8K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-43
Closed
$6.56K - $7.53K
0 $0
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-20
Closed
$3.05K - $3.5K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-18
Closed
$2.75K - $3.15K
0 $0
Jan 13, 2022 Q4 2021
Pacifica Partners Inc.

SELL
 -
-14
Closed
$2.14K - $2.45K
0 $0
Q3 2021
Oct 25, 2021 Q3 2021
Spx Equities Gestao De Recursos Ltda

Rio De Janeiro, D5
SELL
 -
-100K
Closed
$12.8M - $16.2M
0 $0
Nov 15, 2021 Q3 2021
York Capital Management Global Advisors, LLC

New York, NY
SELL
 -
-28.8K
Closed
$3.68M - $4.64M
0 $0
Oct 20, 2021 Q3 2021
Summer Haven Investment Management, LLC

SELL
 -
-5.56K
Closed
$709K - $896K
0 $0
Nov 15, 2021 Q3 2021
Kemnay Advisory Services Inc.

New York, NY
SELL
 -
-5.49K
Closed
$700K - $884K
0 $0
Nov 12, 2021 Q3 2021
Qtron Investments LLC

Boston, MA
SELL
 -
-2.13K
Closed
$271K - $343K
0 $0
Nov 15, 2021 Q3 2021
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-1.93K
Closed
$246K - $310K
0 $0
Oct 25, 2021 Q3 2021
Exos Asset Management LLC

New York, NY
SELL
 -
-393
Closed
$50.1K - $63.3K
0 $0
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-124
Closed
$15.8K - $20K
0 $0
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-65
Closed
$8.29K - $10.5K
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-14
Closed
$1.79K - $2.26K
0 $0
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
Closed
$765 - $967
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-70.4K
Closed
$9.48M - $11M
0 $0
Aug 13, 2021 Q2 2021
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-21.2K
Closed
$2.85M - $3.32M
0 $0
Aug 16, 2021 Q2 2021
Castellan Group

Louisville, KY
SELL
 -
-12.4K
Closed
$1.67M - $1.95M
0 $0
Aug 16, 2021 Q2 2021
Lee Capital Holdings LLC

New York, NY
SELL
 -
-7.42K
Closed
$998K - $1.16M
0 $0
Aug 12, 2021 Q2 2021
Saltoro Capital, LP

Dallas, TX
SELL
 -
-5.4K
Closed
$727K - $846K
0 $0
Aug 16, 2021 Q2 2021
Caxton Associates LP

New York, NY
SELL
 -
-2.08K
Closed
$280K - $326K
0 $0
Aug 13, 2021 Q2 2021
Wolverine Asset Management LLC

SELL
 -
-389
Closed
$52.4K - $61K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-300
Closed
$40.4K - $47K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-131
Closed
$17.6K - $20.5K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-68
Closed
$9.15K - $10.7K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-50
Closed
$6.73K - $7.83K
0 $0

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