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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-204- 23.29% |
$57.8K - $79.3K
|
672
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 12.5% |
$56.7K - $77.8K
|
1.4K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-195- 0.62% |
$55.2K - $75.8K
|
31.3K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-184- 5.38% |
$52.1K - $71.6K
|
3.24K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-125- 13.02% |
$35.4K - $48.6K
|
835
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-99- 15.14% |
$28K - $38.5K
|
555
$206K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-94- 1.23% |
$26.6K - $36.6K
|
7.56K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-78- 11.84% |
$22.1K - $30.3K
|
581
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-77- 2.26% |
$21.8K - $29.9K
|
3.33K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-76- 61.79% |
$21.5K - $29.6K
|
47
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-69- 6.87% |
$19.5K - $26.8K
|
935
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 11.07% |
$19.3K - $26.4K
|
546
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-65- 19.7% |
$18.4K - $25.3K
|
265
$98.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-52- 4.2% |
$14.7K - $20.2K
|
1.19K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-50- 4.28% |
$14.2K - $19.4K
|
1.12K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-39- 5.73% |
$11K - $15.2K
|
642
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 2.21% |
$10.5K - $14.4K
|
1.64K
$608K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-31- 3.98% |
$8.78K - $12.1K
|
747
$277K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-23- 63.89% |
$6.52K - $8.95K
|
13
$4.82K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-22- 1.88% |
$6.23K - $8.56K
|
1.15K
$426K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 21.0% |
$5.95K - $8.17K
|
79
$29.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-20- 2.96% |
$5.67K - $7.78K
|
655
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-12- 22.22% |
$3.4K - $4.67K
|
42
$15.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 71.43% |
$2.83K - $3.89K
|
4
$1.48K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-7- 77.78% |
$1.98K - $2.72K
|
2
$741
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3- 0.37% |
$850 - $1.17K
|
810
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-3- 75.0% |
$850 - $1.17K
|
1
$371
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3- 0.32% |
$850 - $1.17K
|
937
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.33% |
$850 - $1.17K
|
916
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2- 11.76% |
$567 - $778
|
15
$5.56K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 1.46% |
$567 - $778
|
135
$50K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.32% |
$567 - $778
|
622
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 6.67% |
$283 - $389
|
14
$5.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.47% |
$283 - $389
|
67
$24.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-470K- 99.64% |
$145M - $180M
|
1.71K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Hmi Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-115K- 28.54% |
$35.4M - $43.9M
|
287K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-64.9K- 80.92% |
$20M - $24.9M
|
15.3K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-52.9K- 92.06% |
$16.3M - $20.3M
|
4.56K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-40.3K- 99.02% |
$12.4M - $15.4M
|
400
$148K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-31K- 8.59% |
$9.57M - $11.9M
|
330K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-28.1K- 6.73% |
$8.69M - $10.8M
|
390K
$144M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12.7K- 29.56% |
$3.93M - $4.87M
|
30.3K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-11K- 35.49% |
$3.4M - $4.22M
|
20K
$7.41M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-9.98K- 67.17% |
$3.08M - $3.83M
|
4.88K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9K- 65.43% |
$2.78M - $3.45M
|
4.76K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
SELL
|
- |
-7.99K- 30.73% |
$2.47M - $3.06M
|
18K
$6.68M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.05K- 5.32% |
$634K - $787K
|
36.5K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-2.02K- 6.32% |
$625K - $776K
|
30K
$11.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-719- 22.34% |
$222K - $276K
|
2.5K
$926K
|
|