Latest Institutional Sells of Lpl Financial Holdings Inc. (LPLA)

LPLA Quotes by TradingView

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
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-43
Closed
$6.56K - $7.53K
0 $0
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-20
Closed
$3.05K - $3.5K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-18
Closed
$2.75K - $3.15K
0 $0
Jan 13, 2022 Q4 2021
Pacifica Partners Inc.

SELL
 -
-14
Closed
$2.14K - $2.45K
0 $0
Q3 2021
Oct 25, 2021 Q3 2021
Spx Equities Gestao De Recursos Ltda

Rio De Janeiro, D5
SELL
 -
-100K
Closed
$12.8M - $16.2M
0 $0
Nov 15, 2021 Q3 2021
York Capital Management Global Advisors, LLC

New York, NY
SELL
 -
-28.8K
Closed
$3.68M - $4.64M
0 $0
Oct 20, 2021 Q3 2021
Summer Haven Investment Management, LLC

SELL
 -
-5.56K
Closed
$709K - $896K
0 $0
Nov 15, 2021 Q3 2021
Kemnay Advisory Services Inc.

New York, NY
SELL
 -
-5.49K
Closed
$700K - $884K
0 $0
Nov 12, 2021 Q3 2021
Qtron Investments LLC

Boston, MA
SELL
 -
-2.13K
Closed
$271K - $343K
0 $0
Nov 15, 2021 Q3 2021
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-1.93K
Closed
$246K - $310K
0 $0
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-124
Closed
$15.8K - $20K
0 $0
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-65
Closed
$8.29K - $10.5K
0 $0
Nov 12, 2021 Q3 2021
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-14
Closed
$1.79K - $2.26K
0 $0
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-6
Closed
$765 - $967
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-70.4K
Closed
$9.48M - $11M
0 $0
Aug 13, 2021 Q2 2021
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-21.2K
Closed
$2.85M - $3.32M
0 $0
Aug 17, 2021 Q2 2021
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-14.3K
Closed
$1.92M - $2.24M
0 $0
Aug 16, 2021 Q2 2021
Castellan Group

Louisville, KY
SELL
 -
-12.4K
Closed
$1.67M - $1.95M
0 $0
Aug 16, 2021 Q2 2021
Lee Capital Holdings LLC

New York, NY
SELL
 -
-7.42K
Closed
$998K - $1.16M
0 $0
Aug 12, 2021 Q2 2021
Saltoro Capital, LP

Dallas, TX
SELL
 -
-5.4K
Closed
$727K - $846K
0 $0
Aug 16, 2021 Q2 2021
Caxton Associates LP

New York, NY
SELL
 -
-2.08K
Closed
$280K - $326K
0 $0
Aug 13, 2021 Q2 2021
Wolverine Asset Management LLC

SELL
 -
-389
Closed
$52.4K - $61K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-300
Closed
$40.4K - $47K
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-131
Closed
$17.6K - $20.5K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-68
Closed
$9.15K - $10.7K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-50
Closed
$6.73K - $7.83K
0 $0
Aug 06, 2021 Q2 2021
Stuart Chaussee & Associates, Inc.

SELL
 -
-19
Closed
$2.56K - $2.98K
0 $0
Q1 2021
May 06, 2021 Q1 2021
Quantitative Systematic Strategies LLC

SELL
 -
-17.5K
Closed
$1.81M - $2.57M
0 $0
May 12, 2021 Q1 2021
Premier Asset Management LLC

Chicago, IL
SELL
 -
-9.51K
Closed
$980K - $1.39M
0 $0
May 11, 2021 Q1 2021
Mufg Securities Emea PLC

London, X0
SELL
 -
-6K
Closed
$619K - $878K
0 $0
May 17, 2021 Q1 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.75K
Closed
$283K - $402K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-1.28K
Closed
$132K - $187K
0 $0
Apr 26, 2021 Q1 2021
Cutler Group LP

SELL
 -
-500
Closed
$51.6K - $73.1K
0 $0
May 17, 2021 Q1 2021
Peddock Capital Advisors, LLC

SELL
 -
-122
Closed
$12.6K - $17.8K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-85
Closed
$8.76K - $12.4K
0 $0
Apr 28, 2021 Q1 2021
Delta Asset Management LLC

Memphis, TN
SELL
 -
-78
Closed
$8.04K - $11.4K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-70
Closed
$7.22K - $10.2K
0 $0
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-44
Closed
$4.54K - $6.44K
0 $0
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-17
Closed
$1.75K - $2.49K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-9
Closed
$928 - $1.32K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-7
Closed
$722 - $1.02K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-5
Closed
$516 - $731
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
New Mountain Vantage Advisers, L.L.C.

New York, NY
SELL
 -
-117K
Closed
$8.94M - $12.2M
0 $0
Feb 16, 2021 Q4 2020
Mangrove Partners

New York, NY
SELL
 -
-66.9K
Closed
$5.09M - $6.97M
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-15.8K
Closed
$1.2M - $1.65M
0 $0
Feb 05, 2021 Q4 2020
Keebeck Alpha, LP

Stamford, CT
SELL
 -
-2.97K
Closed
$226K - $310K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-300
Closed
$22.8K - $31.3K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-220
Closed
$16.8K - $22.9K
0 $0
Jan 20, 2021 Q4 2020
Provident Wealth Management, LLC

SELL
 -
-40
Closed
$3.05K - $4.17K
0 $0

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