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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366K- 28.05% |
$122M - $146M
|
939K
$348M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-298K- 21.23% |
$99.1M - $119M
|
1.1M
$409M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-296K- 70.49% |
$98.3M - $118M
|
124K
$45.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-255K- 30.68% |
$84.7M - $102M
|
575K
$213M
|
|
|
Nov 14, 2025
Q3 2025
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-250K- 68.49% |
$83.2M - $99.8M
|
115K
$42.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-228K- 29.77% |
$75.8M - $90.9M
|
537K
$199M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-193K- 97.32% |
$64.3M - $77.1M
|
5.32K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-182K- 10.53% |
$60.5M - $72.5M
|
1.54M
$572M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-169K- 28.38% |
$56.4M - $67.6M
|
428K
$158M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-169K- 51.4% |
$56.4M - $67.6M
|
160K
$59.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-159K- 80.98% |
$52.9M - $63.4M
|
37.3K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-157K- 58.22% |
$52.2M - $62.6M
|
113K
$41.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-140K- 19.16% |
$46.5M - $55.7M
|
589K
$218M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-139K- 96.3% |
$46.3M - $55.6M
|
5.35K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-137K- 19.56% |
$45.6M - $54.7M
|
564K
$209M
|
|
|
Nov 14, 2025
Q3 2025
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-124K- 71.18% |
$41.1M - $49.3M
|
50K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-119K- 25.19% |
$39.6M - $47.5M
|
353K
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100K- 16.73% |
$33.3M - $40M
|
499K
$185M
|
|
|
Nov 13, 2025
Q3 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-96.9K- 16.72% |
$32.2M - $38.7M
|
483K
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84K- 8.74% |
$28M - $33.5M
|
878K
$325M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-80K- 97.32% |
$26.6M - $31.9M
|
2.2K
$815K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-74.8K- 2.93% |
$24.9M - $29.9M
|
2.48M
$920M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-47.7K- 38.4% |
$15.9M - $19.1M
|
76.6K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46.4K- 5.32% |
$15.4M - $18.5M
|
824K
$305M
|
|
|
Nov 13, 2025
Q3 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-44.9K- 45.29% |
$14.9M - $17.9M
|
54.2K
$20.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-44.3K- 88.45% |
$14.7M - $17.7M
|
5.79K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-40.4K- 87.76% |
$13.4M - $16.1M
|
5.63K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-40K- 99.93% |
$13.3M - $15.9M
|
27
$10K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-38.5K- 94.14% |
$12.8M - $15.4M
|
2.4K
$889K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.4K- 6.38% |
$12.8M - $15.3M
|
564K
$209M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-37.5K- 91.19% |
$12.5M - $15M
|
3.63K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-36.9K- 18.65% |
$12.3M - $14.7M
|
161K
$59.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-30.9K- 4.94% |
$10.3M - $12.3M
|
594K
$220M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.3K- 15.3% |
$9.76M - $11.7M
|
162K
$60.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29K- 68.41% |
$9.63M - $11.6M
|
13.4K
$4.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-28.2K- 63.68% |
$9.39M - $11.3M
|
16.1K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.2K- 24.77% |
$9.05M - $10.9M
|
82.6K
$30.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-25K- 50.0% |
$8.32M - $9.98M
|
25K
$9.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-24K- 32.06% |
$7.97M - $9.56M
|
50.7K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.7K- 29.74% |
$7.88M - $9.45M
|
55.9K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-23.5K- 7.98% |
$7.82M - $9.37M
|
271K
$100M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-16.2K- 1.87% |
$5.38M - $6.45M
|
848K
$314M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-16K- 84.99% |
$5.33M - $6.39M
|
2.83K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.3K- 3.71% |
$5.1M - $6.11M
|
397K
$147M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 41.34% |
$5.02M - $6.02M
|
21.4K
$7.93M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14.9K- 9.52% |
$4.96M - $5.95M
|
142K
$52.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-14.6K- 6.55% |
$4.85M - $5.82M
|
208K
$77M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.5K- 78.3% |
$4.82M - $5.78M
|
4.02K
$1.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12.7K- 81.53% |
$4.21M - $5.05M
|
2.87K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-12.3K- 29.23% |
$4.08M - $4.9M
|
29.7K
$11M
|
|