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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-15- 0.16% |
$3.45K - $5.04K
|
9.17K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.63% |
$3.22K - $4.7K
|
2.19K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12- 0.1% |
$2.76K - $4.03K
|
12.6K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11- 3.13% |
$2.53K - $3.7K
|
340
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 1.72% |
$2.3K - $3.36K
|
570
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 3.53% |
$2.3K - $3.36K
|
273
$84.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 2.72% |
$2.3K - $3.36K
|
357
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 5.23% |
$2.07K - $3.02K
|
163
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-8- 0.67% |
$1.84K - $2.69K
|
1.18K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.31% |
$1.84K - $2.69K
|
2.56K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-8- 5.71% |
$1.84K - $2.69K
|
132
$41K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 38.1% |
$1.84K - $2.69K
|
13
$4.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 46.15% |
$1.38K - $2.02K
|
7
$2.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-5- 0.43% |
$1.15K - $1.68K
|
1.16K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 10.26% |
$919 - $1.34K
|
35
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 0.71% |
$919 - $1.34K
|
562
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.17% |
$919 - $1.34K
|
2.4K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 80.0% |
$919 - $1.34K
|
1
$311
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2- 1.18% |
$460 - $672
|
167
$51.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 2.86% |
$460 - $672
|
68
$21.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 12.5% |
$230 - $336
|
7
$2.18K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-220K- 97.03% |
$42.5M - $62.2M
|
6.74K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62K- 9.49% |
$12M - $17.5M
|
591K
$184M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 78.61% |
$5.52M - $8.07M
|
7.78K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.7KClosed |
$2.26M - $3.3M
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.68K- 68.95% |
$517K - $755K
|
1.21K
$375K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.99K- 39.87% |
$383K - $560K
|
3K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.77K- 21.84% |
$342K - $500K
|
6.34K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.72K- 49.4% |
$331K - $484K
|
1.76K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.14K- 31.1% |
$220K - $322K
|
2.53K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-950- 21.32% |
$183K - $268K
|
3.51K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-899- 91.73% |
$174K - $254K
|
81
$25.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-847- 42.01% |
$163K - $239K
|
1.17K
$363K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-734- 3.03% |
$142K - $207K
|
23.5K
$7.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-600- 33.33% |
$116K - $169K
|
1.2K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-555- 3.66% |
$107K - $157K
|
14.6K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-554- 99.82% |
$107K - $156K
|
1
$311
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-465- 48.54% |
$89.7K - $131K
|
493
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-102- 6.75% |
$19.7K - $28.8K
|
1.41K
$438K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-46- 3.39% |
$8.88K - $13K
|
1.31K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-38- 88.37% |
$7.33K - $10.7K
|
5
$1.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 12.2% |
$4.83K - $7.05K
|
180
$55.9K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-23- 5.11% |
$4.44K - $6.49K
|
427
$133K
|
|