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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-779- 5.47% |
$259K - $311K
|
13.5K
$4.99M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-772- 49.74% |
$257K - $308K
|
780
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-721- 15.06% |
$240K - $288K
|
4.07K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-652- 16.15% |
$217K - $260K
|
3.39K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-639- 25.72% |
$213K - $255K
|
1.85K
$684K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-587- 7.24% |
$195K - $234K
|
7.52K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-558- 13.4% |
$186K - $223K
|
3.61K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-547- 5.62% |
$182K - $218K
|
9.19K
$3.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-547- 32.31% |
$182K - $218K
|
1.15K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-477- 28.8% |
$159K - $190K
|
1.18K
$437K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-474- 5.96% |
$158K - $189K
|
7.47K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-434- 9.6% |
$144K - $173K
|
4.09K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-433- 26.12% |
$144K - $173K
|
1.23K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-427- 21.39% |
$142K - $170K
|
1.57K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-383- 4.36% |
$127K - $153K
|
8.41K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-381- 4.77% |
$127K - $152K
|
7.61K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-368- 1.89% |
$122K - $147K
|
19.1K
$7.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-350- 2.0% |
$116K - $140K
|
17.1K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 2.58% |
$109K - $131K
|
12.4K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-312- 16.55% |
$104K - $124K
|
1.57K
$583K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-308- 39.24% |
$102K - $123K
|
477
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-294- 0.55% |
$97.8K - $117K
|
52.7K
$19.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-283- 13.34% |
$94.2K - $113K
|
1.84K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-279- 3.08% |
$92.8K - $111K
|
8.77K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-277- 15.01% |
$92.2K - $111K
|
1.57K
$581K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 29.22% |
$89.8K - $108K
|
654
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-259- 1.45% |
$86.2K - $103K
|
17.6K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-257- 15.15% |
$85.5K - $103K
|
1.44K
$533K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-257- 2.8% |
$85.5K - $103K
|
8.91K
$3.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-254- 12.7% |
$84.5K - $101K
|
1.75K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-239- 26.38% |
$79.5K - $95.4K
|
667
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-236- 19.14% |
$78.5K - $94.2K
|
997
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-236- 2.34% |
$78.5K - $94.2K
|
9.84K
$3.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-210- 1.39% |
$69.9K - $83.8K
|
14.9K
$5.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-210- 2.58% |
$69.9K - $83.8K
|
7.93K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-201- 6.96% |
$66.9K - $80.2K
|
2.69K
$997K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-199- 11.73% |
$66.2K - $79.4K
|
1.5K
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-190- 13.57% |
$63.2K - $75.8K
|
1.21K
$448K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-177- 14.38% |
$58.9K - $70.6K
|
1.05K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-176- 8.46% |
$58.6K - $70.2K
|
1.9K
$706K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 1.33% |
$57.9K - $69.4K
|
12.9K
$4.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-169- 20.02% |
$56.2K - $67.4K
|
675
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-168- 63.88% |
$55.9K - $67K
|
95
$35.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-164- 38.32% |
$54.6K - $65.4K
|
264
$97.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-156- 1.2% |
$51.9K - $62.2K
|
12.9K
$4.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-153- 50.83% |
$50.9K - $61K
|
148
$54.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-149- 24.92% |
$49.6K - $59.5K
|
449
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-146- 8.51% |
$48.6K - $58.3K
|
1.57K
$582K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-132- 10.97% |
$43.9K - $52.7K
|
1.07K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-128- 5.98% |
$42.6K - $51.1K
|
2.01K
$746K
|
|