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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.8K- 2.37% |
$598K - $717K
|
74K
$27.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.79K- 67.45% |
$594K - $713K
|
862
$319K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.66K- 3.38% |
$553K - $663K
|
47.5K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.65K- 7.08% |
$548K - $658K
|
21.6K
$8.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.61K- 40.38% |
$535K - $641K
|
2.37K
$879K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.56K- 86.89% |
$518K - $622K
|
235
$87.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-1.55K- 5.22% |
$516K - $619K
|
28.2K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.51K- 30.07% |
$502K - $602K
|
3.51K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.5K- 0.92% |
$499K - $599K
|
162K
$59.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42K- 16.11% |
$471K - $565K
|
7.38K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.42K- 10.71% |
$471K - $565K
|
11.8K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.39K- 3.75% |
$464K - $556K
|
35.8K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.37K- 9.42% |
$456K - $547K
|
13.2K
$4.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.36K- 8.64% |
$451K - $541K
|
14.3K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 38.33% |
$428K - $513K
|
2.07K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 71.48% |
$425K - $510K
|
510
$189K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.24K- 4.69% |
$411K - $493K
|
25.1K
$9.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.12K- 2.04% |
$373K - $447K
|
53.8K
$20M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.11K- 80.36% |
$368K - $441K
|
270
$100K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.1K- 6.47% |
$366K - $439K
|
15.9K
$5.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.1K- 35.35% |
$365K - $438K
|
2.01K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.09K- 19.71% |
$362K - $434K
|
4.43K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.09K- 8.64% |
$362K - $434K
|
11.5K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 29.28% |
$352K - $422K
|
2.56K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.05K- 17.77% |
$351K - $421K
|
4.88K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.04K- 82.11% |
$345K - $414K
|
226
$83.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.57% |
$337K - $404K
|
63.3K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.01K- 83.47% |
$336K - $403K
|
200
$74.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$333K - $399K
|
1K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1KClosed |
$333K - $399K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 1.7% |
$333K - $399K
|
57.9K
$21.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-973- 11.71% |
$324K - $388K
|
7.34K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-852- 12.89% |
$283K - $340K
|
5.76K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-842- 95.14% |
$280K - $336K
|
43
$15.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-807- 37.53% |
$268K - $322K
|
1.34K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
CALL |
-800- 50.0% |
$266K - $319K
|
800
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-800- 28.81% |
$266K - $319K
|
1.98K
$733K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-779- 5.47% |
$259K - $311K
|
13.5K
$4.99M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-772- 49.74% |
$257K - $308K
|
780
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-721- 15.06% |
$240K - $288K
|
4.07K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-654- 7.26% |
$218K - $261K
|
8.36K
$3.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-652- 16.15% |
$217K - $260K
|
3.39K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-639- 25.72% |
$213K - $255K
|
1.85K
$684K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-607- 17.41% |
$202K - $242K
|
2.88K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-587- 7.24% |
$195K - $234K
|
7.52K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-558- 13.4% |
$186K - $223K
|
3.61K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-547- 5.62% |
$182K - $218K
|
9.19K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-547- 32.31% |
$182K - $218K
|
1.15K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-477- 28.8% |
$159K - $190K
|
1.18K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-474- 5.96% |
$158K - $189K
|
7.47K
$2.77M
|
|