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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.69% |
$47.9M - $59.5M
|
476
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-29K- 92.83% |
$8.95M - $11.1M
|
2.24K
$696K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-10.7K- 17.79% |
$3.3M - $4.1M
|
49.4K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.8K- 18.88% |
$1.17M - $1.46M
|
16.3K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.75K- 30.34% |
$1.16M - $1.44M
|
8.6K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-2.78K- 7.86% |
$860K - $1.07M
|
32.6K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.78K- 55.58% |
$550K - $683K
|
1.42K
$442K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-811- 10.77% |
$250K - $311K
|
6.72K
$2.09M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-811- 15.32% |
$250K - $311K
|
4.48K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-780- 17.49% |
$241K - $299K
|
3.68K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-779- 10.73% |
$241K - $299K
|
6.48K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-720- 19.5% |
$222K - $276K
|
2.97K
$924K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-679- 14.01% |
$210K - $260K
|
4.17K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-375- 1.79% |
$116K - $144K
|
20.6K
$6.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-252- 6.04% |
$77.8K - $96.6K
|
3.92K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-212- 0.21% |
$65.5K - $81.3K
|
101K
$31.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-140- 0.21% |
$43.2K - $53.7K
|
65.9K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 11.57% |
$15.4K - $19.2K
|
382
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-35- 6.84% |
$10.8K - $13.4K
|
477
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 57.89% |
$3.4K - $4.22K
|
8
$2.49K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 1.74% |
$618 - $767
|
113
$35.1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-981K- 98.99% |
$225M - $330M
|
10K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-519K- 48.18% |
$119M - $174M
|
559K
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-359K- 41.6% |
$82.5M - $121M
|
504K
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-353K- 57.26% |
$81.1M - $118M
|
263K
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-312K- 55.74% |
$71.7M - $105M
|
248K
$76.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-311K- 69.36% |
$71.6M - $105M
|
138K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-291K- 42.06% |
$67M - $97.9M
|
401K
$125M
|
|
|
Feb 14, 2025
Q4 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
SELL
|
- |
-257K- 11.81% |
$59.2M - $86.5M
|
1.92M
$597M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-247K- 40.67% |
$56.8M - $83M
|
361K
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-227K- 35.33% |
$52.3M - $76.4M
|
416K
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-203K- 58.02% |
$46.7M - $68.3M
|
147K
$45.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200K- 80.3% |
$45.9M - $67.1M
|
49K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-161K- 14.67% |
$37.1M - $54.2M
|
938K
$292M
|
|
|
Feb 14, 2025
Q4 2024
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-150K- 20.0% |
$34.5M - $50.4M
|
600K
$186M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-120K- 28.52% |
$27.5M - $40.2M
|
300K
$93.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-108K- 41.4% |
$24.7M - $36.1M
|
152K
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105K- 10.72% |
$24.1M - $35.2M
|
872K
$271M
|
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-95.4K- 55.25% |
$21.9M - $32.1M
|
77.3K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-86.5K- 31.72% |
$19.9M - $29.1M
|
186K
$57.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-85.7K- 71.47% |
$19.7M - $28.8M
|
34.2K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-85.2K- 92.59% |
$19.6M - $28.6M
|
6.81K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-76.5K- 33.67% |
$17.6M - $25.7M
|
151K
$46.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76K- 5.96% |
$17.5M - $25.5M
|
1.2M
$373M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-73.5K- 60.3% |
$16.9M - $24.7M
|
48.4K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-72.6K- 4.41% |
$16.7M - $24.4M
|
1.57M
$489M
|
|
|
Feb 14, 2025
Q4 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-71.6K- 14.99% |
$16.5M - $24M
|
406K
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Surgo Cap Partners LP
New York, NY |
SELL
|
- |
-71.5K- 9.15% |
$16.4M - $24M
|
709K
$220M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-67.1K- 97.67% |
$15.4M - $22.5M
|
1.6K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-65.4K- 7.21% |
$15M - $22M
|
841K
$261M
|
|