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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.05K- 71.8% |
$683K - $819K
|
806
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 18.17% |
$673K - $807K
|
9.11K
$3.38M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.99K- 29.88% |
$660K - $792K
|
4.66K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.8K- 2.37% |
$598K - $717K
|
74K
$27.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.79K- 67.45% |
$594K - $713K
|
862
$319K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.66K- 3.38% |
$553K - $663K
|
47.5K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.65K- 7.08% |
$548K - $658K
|
21.6K
$8.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.61K- 40.38% |
$535K - $641K
|
2.37K
$879K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.56K- 86.89% |
$518K - $622K
|
235
$87.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-1.55K- 5.22% |
$516K - $619K
|
28.2K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.51K- 30.07% |
$502K - $602K
|
3.51K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.5K- 0.92% |
$499K - $599K
|
162K
$59.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42K- 16.11% |
$471K - $565K
|
7.38K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.42K- 10.71% |
$471K - $565K
|
11.8K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.39K- 3.75% |
$464K - $556K
|
35.8K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.37K- 9.42% |
$456K - $547K
|
13.2K
$4.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.36K- 8.64% |
$451K - $541K
|
14.3K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 38.33% |
$428K - $513K
|
2.07K
$767K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-1.24K- 4.69% |
$411K - $493K
|
25.1K
$9.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.12K- 2.04% |
$373K - $447K
|
53.8K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.1K- 6.47% |
$366K - $439K
|
15.9K
$5.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.1K- 35.35% |
$365K - $438K
|
2.01K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.09K- 19.71% |
$362K - $434K
|
4.43K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.09K- 8.64% |
$362K - $434K
|
11.5K
$4.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.06K- 29.28% |
$352K - $422K
|
2.56K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.05K- 17.77% |
$351K - $421K
|
4.88K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.04K- 82.11% |
$345K - $414K
|
226
$83.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.57% |
$337K - $404K
|
63.3K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.01K- 83.47% |
$336K - $403K
|
200
$74.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$333K - $399K
|
1K
$371K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1KClosed |
$333K - $399K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 1.7% |
$333K - $399K
|
57.9K
$21.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-973- 11.71% |
$324K - $388K
|
7.34K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-852- 12.89% |
$283K - $340K
|
5.76K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-842- 95.14% |
$280K - $336K
|
43
$15.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-807- 37.53% |
$268K - $322K
|
1.34K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
CALL |
-800- 50.0% |
$266K - $319K
|
800
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-800- 28.81% |
$266K - $319K
|
1.98K
$733K
|
|