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 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 45.45% |
$1.66K - $2K
|
6
$2.22K
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4- 3.96% |
$1.33K - $1.6K
|
97
$35.9K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-4- 0.06% |
$1.33K - $1.6K
|
6.59K
$2.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4- 1.27% |
$1.33K - $1.6K
|
312
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.32% |
$998 - $1.2K
|
936
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 0.62% |
$998 - $1.2K
|
483
$179K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.31% |
$998 - $1.2K
|
976
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.25% |
$665 - $798
|
802
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-1- 1.3% |
$333 - $399
|
76
$28.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- 0.12% |
$333 - $399
|
857
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 20.0% |
$333 - $399
|
4
$1.48K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1- 2.78% |
$333 - $399
|
35
$13K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1- 0.15% |
$333 - $399
|
667
$247K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 8.33% |
$333 - $399
|
11
$4.08K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-1- 0.14% |
$333 - $399
|
694
$257K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-275K- 18.84% |
$77.8M - $107M
|
1.18M
$438M
|
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-221K- 68.98% |
$62.7M - $86.1M
|
99.5K
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-185K- 19.06% |
$52.4M - $72M
|
786K
$291M
|
|
|
Aug 14, 2025
Q2 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-114K- 87.38% |
$32.3M - $44.3M
|
16.4K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-56.4K- 77.72% |
$16M - $21.9M
|
16.2K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-38.7K- 4.45% |
$11M - $15.1M
|
833K
$309M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-33K- 44.36% |
$9.35M - $12.8M
|
41.4K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-30.5K- 79.78% |
$8.64M - $11.9M
|
7.73K
$2.87M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-28.1K- 21.49% |
$7.95M - $10.9M
|
103K
$38M
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-27.5K- 79.15% |
$7.78M - $10.7M
|
7.23K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-19.3K- 4.83% |
$5.46M - $7.5M
|
380K
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Burkehill Global Management, LP
New York, NY |
SELL
|
- |
-15K- 17.65% |
$4.25M - $5.83M
|
70K
$25.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-14.9K- 69.77% |
$4.22M - $5.79M
|
6.45K
$2.39M
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-14.4K- 3.15% |
$4.09M - $5.62M
|
444K
$164M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-13K- 28.89% |
$3.68M - $5.06M
|
32K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-11.1K- 90.95% |
$3.16M - $4.33M
|
1.11K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-9.46K- 28.66% |
$2.68M - $3.68M
|
23.6K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.99K- 99.96% |
$2.55M - $3.5M
|
4
$1.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-5.01K- 75.72% |
$1.42M - $1.95M
|
1.61K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5K- 16.22% |
$1.42M - $1.94M
|
25.8K
$9.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-4.22K- 60.33% |
$1.2M - $1.64M
|
2.78K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.1K- 99.95% |
$596K - $818K
|
1
$371
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.88K- 55.94% |
$533K - $731K
|
1.48K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.79K- 54.89% |
$508K - $697K
|
1.47K
$546K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-1.75K- 40.38% |
$494K - $679K
|
2.58K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1.54K- 37.17% |
$435K - $597K
|
2.6K
$962K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.35K- 36.58% |
$381K - $524K
|
2.33K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.17K- 56.47% |
$331K - $455K
|
902
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.09K- 56.3% |
$308K - $422K
|
843
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-568- 8.69% |
$161K - $221K
|
5.97K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-390- 33.36% |
$110K - $152K
|
779
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-331- 33.4% |
$93.8K - $129K
|
660
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-261- 29.39% |
$73.9K - $102K
|
627
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-228- 7.86% |
$64.6K - $88.7K
|
2.67K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-207- 11.9% |
$58.6K - $80.5K
|
1.53K
$568K
|
|