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 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-434- 9.6% |
$144K - $173K
|
4.09K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-433- 26.12% |
$144K - $173K
|
1.23K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-427- 21.39% |
$142K - $170K
|
1.57K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-383- 4.36% |
$127K - $153K
|
8.41K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-381- 4.77% |
$127K - $152K
|
7.61K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-368- 1.89% |
$122K - $147K
|
19.1K
$7.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-350- 2.0% |
$116K - $140K
|
17.1K
$6.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-345- 5.86% |
$115K - $138K
|
5.54K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-340- 9.18% |
$113K - $136K
|
3.37K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 2.58% |
$109K - $131K
|
12.4K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-312- 16.55% |
$104K - $124K
|
1.57K
$583K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-308- 39.24% |
$102K - $123K
|
477
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-297- 11.89% |
$98.8K - $119K
|
2.2K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-294- 0.55% |
$97.8K - $117K
|
52.7K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-283- 13.34% |
$94.2K - $113K
|
1.84K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-279- 3.08% |
$92.8K - $111K
|
8.77K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-277- 15.01% |
$92.2K - $111K
|
1.57K
$581K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 29.22% |
$89.8K - $108K
|
654
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 1.45% |
$86.2K - $103K
|
17.6K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-257- 15.15% |
$85.5K - $103K
|
1.44K
$533K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 2.8% |
$85.5K - $103K
|
8.91K
$3.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-254- 12.7% |
$84.5K - $101K
|
1.75K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-239- 26.38% |
$79.5K - $95.4K
|
667
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-236- 19.14% |
$78.5K - $94.2K
|
997
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-236- 2.34% |
$78.5K - $94.2K
|
9.84K
$3.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-210- 1.39% |
$69.9K - $83.8K
|
14.9K
$5.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-210- 2.58% |
$69.9K - $83.8K
|
7.93K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-201- 6.96% |
$66.9K - $80.2K
|
2.69K
$997K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-199- 11.73% |
$66.2K - $79.4K
|
1.5K
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-190- 13.57% |
$63.2K - $75.8K
|
1.21K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-177- 14.38% |
$58.9K - $70.6K
|
1.05K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 8.46% |
$58.6K - $70.2K
|
1.9K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 1.33% |
$57.9K - $69.4K
|
12.9K
$4.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-169- 20.02% |
$56.2K - $67.4K
|
675
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-168- 63.88% |
$55.9K - $67K
|
95
$35.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-164- 38.32% |
$54.6K - $65.4K
|
264
$97.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-163- 5.72% |
$54.2K - $65K
|
2.69K
$996K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-156- 1.2% |
$51.9K - $62.2K
|
12.9K
$4.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-155- 7.04% |
$51.6K - $61.8K
|
2.05K
$758K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-153- 50.83% |
$50.9K - $61K
|
148
$54.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-151- 6.65% |
$50.2K - $60.2K
|
2.12K
$785K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-149- 24.92% |
$49.6K - $59.5K
|
449
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-146- 8.51% |
$48.6K - $58.3K
|
1.57K
$582K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-132- 10.97% |
$43.9K - $52.7K
|
1.07K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-128- 5.98% |
$42.6K - $51.1K
|
2.01K
$746K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-128- 1.18% |
$42.6K - $51.1K
|
10.7K
$3.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-126- 3.49% |
$41.9K - $50.3K
|
3.48K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-126- 7.43% |
$41.9K - $50.3K
|
1.57K
$582K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102- 98.08% |
$33.9K - $40.7K
|
2
$741
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-99- 80.49% |
$32.9K - $39.5K
|
24
$8.89K
|
|