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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 2.2% |
$4.04M - $4.84M
|
539K
$200M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.3K- 5.71% |
$3.76M - $4.51M
|
187K
$69.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-10.2K- 0.28% |
$3.38M - $4.05M
|
3.67M
$1.36B
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10.1K- 26.4% |
$3.36M - $4.03M
|
28.2K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-9.47K- 9.27% |
$3.15M - $3.78M
|
92.7K
$34.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.12K- 2.66% |
$3.03M - $3.64M
|
334K
$124M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.54K- 72.96% |
$2.84M - $3.41M
|
3.17K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.23K- 81.06% |
$2.74M - $3.28M
|
1.92K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.09K- 53.79% |
$2.69M - $3.23M
|
6.95K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.96K- 26.25% |
$2.65M - $3.17M
|
22.3K
$8.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.22K- 1.62% |
$2.4M - $2.88M
|
438K
$162M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.02K- 21.65% |
$2.33M - $2.8M
|
25.4K
$9.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-6.26K- 5.59% |
$2.08M - $2.5M
|
106K
$39.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.08K- 47.43% |
$2.02M - $2.43M
|
6.74K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.79K- 19.44% |
$1.93M - $2.31M
|
24K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.6K- 63.39% |
$1.86M - $2.23M
|
3.23K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.42K- 14.32% |
$1.8M - $2.16M
|
32.4K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.34K- 76.06% |
$1.78M - $2.13M
|
1.68K
$623K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.69K- 86.45% |
$1.56M - $1.87M
|
735
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-4.56K- 1.69% |
$1.52M - $1.82M
|
266K
$98.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-4.33KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-4.2K- 84.0% |
$1.4M - $1.68M
|
800
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.11K- 7.03% |
$1.37M - $1.64M
|
54.4K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-3.96K- 2.65% |
$1.32M - $1.58M
|
145K
$53.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.96K- 49.35% |
$1.32M - $1.58M
|
4.06K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.86K- 20.6% |
$1.28M - $1.54M
|
14.9K
$5.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.82K- 57.03% |
$1.27M - $1.52M
|
2.88K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-3.75K- 1.19% |
$1.25M - $1.5M
|
311K
$115M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.29K- 30.02% |
$1.1M - $1.31M
|
7.68K
$2.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.28K- 99.36% |
$1.09M - $1.31M
|
21
$7.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.19K- 59.6% |
$1.06M - $1.27M
|
2.16K
$802K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.07K- 4.95% |
$1.02M - $1.22M
|
58.9K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-3K- 62.69% |
$999K - $1.2M
|
1.79K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3K- 92.53% |
$998K - $1.2M
|
242
$89.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.75K- 13.66% |
$914K - $1.1M
|
17.4K
$6.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-2.74K- 3.32% |
$911K - $1.09M
|
79.8K
$29.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.64K- 38.6% |
$878K - $1.05M
|
4.2K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.6K- 45.61% |
$865K - $1.04M
|
3.1K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.58K- 25.75% |
$858K - $1.03M
|
7.43K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.49K- 52.56% |
$827K - $992K
|
2.24K
$831K
|
|
|
Nov 13, 2025
Q3 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-2.45K- 3.42% |
$815K - $978K
|
69.1K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.36K- 98.37% |
$784K - $941K
|
39
$14.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.3K- 2.17% |
$766K - $918K
|
103K
$38.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.19K- 10.55% |
$728K - $873K
|
18.5K
$6.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 65.21% |
$716K - $859K
|
1.15K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.13K- 52.69% |
$708K - $849K
|
1.91K
$708K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.07K- 3.87% |
$688K - $825K
|
51.4K
$19M
|
|