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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-602- 21.8% |
$186K - $231K
|
2.16K
$800K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-511- 50.54% |
$158K - $196K
|
500
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-400- 7.03% |
$124K - $153K
|
5.29K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-177- 2.4% |
$54.7K - $67.8K
|
7.2K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-157- 11.13% |
$48.5K - $60.2K
|
1.25K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-112- 10.77% |
$34.6K - $42.9K
|
928
$344K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-96- 12.12% |
$29.7K - $36.8K
|
696
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-83- 7.89% |
$25.6K - $31.8K
|
969
$359K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-32- 0.91% |
$9.88K - $12.3K
|
3.47K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 38.46% |
$9.27K - $11.5K
|
48
$17.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 3.32% |
$7.1K - $8.82K
|
670
$248K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20- 1.52% |
$6.18K - $7.67K
|
1.29K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 6.64% |
$4.94K - $6.13K
|
225
$83.4K
|
|
|
Nov 13, 2025
Q1 2025
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
SELL
|
- |
-14- 1.0% |
$4.32K - $5.37K
|
1.39K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 1.63% |
$4.32K - $5.37K
|
843
$312K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 2.78% |
$1.54K - $1.92K
|
175
$64.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 83.33% |
$1.54K - $1.92K
|
1
$371
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3- 0.19% |
$927 - $1.15K
|
1.57K
$583K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 1.74% |
$618 - $767
|
113
$41.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 5.56% |
$309 - $383
|
17
$6.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48K- 20.25% |
$11M - $16.1M
|
189K
$70M
|
|
|
Feb 13, 2025
Q4 2024
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
SELL
|
- |
-28K- 70.0% |
$6.44M - $9.41M
|
12K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-24.9K- 60.88% |
$5.72M - $8.36M
|
16K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-12.9K- 49.4% |
$2.96M - $4.33M
|
13.2K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-3.37K- 70.34% |
$774K - $1.13M
|
1.42K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
CALL |
-2.6K- 44.83% |
$598K - $873K
|
3.2K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.2K- 36.36% |
$276K - $403K
|
2.1K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.13K- 53.2% |
$260K - $379K
|
993
$368K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-318- 29.61% |
$73.1K - $107K
|
756
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 21.43% |
$69K - $101K
|
1.1K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-287- 24.18% |
$66K - $96.4K
|
900
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-235- 3.05% |
$54K - $78.9K
|
7.47K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-153- 8.11% |
$35.2K - $51.4K
|
1.73K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-49- 3.8% |
$11.3K - $16.5K
|
1.24K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30- 0.61% |
$6.9K - $10.1K
|
4.86K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 16.67% |
$460 - $672
|
10
$3.71K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-158K- 98.54% |
$30.5M - $44.6M
|
2.34K
$869K
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-151K- 14.09% |
$29.2M - $42.7M
|
922K
$342M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-62K- 9.49% |
$12M - $17.5M
|
591K
$219M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60.5K- 15.36% |
$11.7M - $17.1M
|
334K
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 78.61% |
$5.52M - $8.07M
|
7.78K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.21K- 78.3% |
$1.01M - $1.47M
|
1.44K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 76.04% |
$595K - $870K
|
972
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.68K- 68.95% |
$517K - $755K
|
1.21K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.31K- 66.67% |
$445K - $651K
|
1.15K
$427K
|
|