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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-97- 9.88% |
$32.3K - $38.7K
|
885
$328K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-97- 39.75% |
$32.3K - $38.7K
|
147
$54.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-97- 5.38% |
$32.3K - $38.7K
|
1.71K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-91- 0.5% |
$30.3K - $36.3K
|
17.9K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 0.37% |
$29.9K - $35.9K
|
24.3K
$8.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Iridian Asset Management LLC
|
SELL
|
- |
-90- 0.65% |
$29.9K - $35.9K
|
13.8K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-89- 0.86% |
$29.6K - $35.5K
|
10.3K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-86- 11.17% |
$28.6K - $34.3K
|
684
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85- 0.45% |
$28.3K - $33.9K
|
19K
$7.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-84- 5.94% |
$27.9K - $33.5K
|
1.33K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-75- 3.38% |
$25K - $29.9K
|
2.14K
$795K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-75- 0.37% |
$25K - $29.9K
|
20.3K
$7.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-68- 5.94% |
$22.6K - $27.1K
|
1.08K
$399K
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-66- 1.3% |
$22K - $26.3K
|
5K
$1.85M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-58- 6.05% |
$19.3K - $23.1K
|
901
$334K
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-56- 1.31% |
$18.6K - $22.3K
|
4.21K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-54- 2.51% |
$18K - $21.5K
|
2.1K
$777K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-50- 6.7% |
$16.6K - $20K
|
696
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-48- 0.87% |
$16K - $19.2K
|
5.44K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-47- 73.44% |
$15.6K - $18.8K
|
17
$6.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-45- 50.0% |
$15K - $18K
|
45
$16.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-43- 2.98% |
$14.3K - $17.2K
|
1.4K
$518K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41- 2.59% |
$13.6K - $16.4K
|
1.54K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 1.47% |
$12.3K - $14.8K
|
2.48K
$918K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-34- 40.48% |
$11.3K - $13.6K
|
50
$18.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-31- 0.44% |
$10.3K - $12.4K
|
7.04K
$2.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-31- 3.21% |
$10.3K - $12.4K
|
936
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-29- 2.62% |
$9.65K - $11.6K
|
1.08K
$399K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29- 1.2% |
$9.65K - $11.6K
|
2.38K
$882K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 4.27% |
$9.32K - $11.2K
|
627
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-28- 3.36% |
$9.32K - $11.2K
|
805
$298K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 3.48% |
$8.32K - $9.98K
|
694
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25- 0.27% |
$8.32K - $9.98K
|
9.26K
$3.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24- 1.13% |
$7.98K - $9.58K
|
2.1K
$777K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23- 0.11% |
$7.65K - $9.18K
|
20.5K
$7.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-23- 28.75% |
$7.65K - $9.18K
|
57
$21.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 16.35% |
$5.66K - $6.78K
|
87
$32.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 8.57% |
$4.99K - $5.99K
|
160
$59.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 22.95% |
$4.66K - $5.59K
|
47
$17.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-14- 1.48% |
$4.66K - $5.59K
|
932
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-12- 1.67% |
$3.99K - $4.79K
|
706
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10- 55.56% |
$3.33K - $3.99K
|
8
$2.96K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8- 0.13% |
$2.66K - $3.19K
|
6.36K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-8- 26.67% |
$2.66K - $3.19K
|
22
$8.15K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-8- 0.55% |
$2.66K - $3.19K
|
1.45K
$538K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 70.0% |
$2.33K - $2.79K
|
3
$1.11K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-7- 0.58% |
$2.33K - $2.79K
|
1.2K
$445K
|
|