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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Alua Capital Management LP
New York, NY |
SELL
|
- |
-205KClosed |
$34.4M - $44.8M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-190KClosed |
$31.7M - $41.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Governors Lane LP
New York, NY |
SELL
|
CALL |
-155K- 88.57% |
$26M - $33.9M
|
20K
$7.21M
|
|
Aug 12, 2022
Q2 2022
|
Toscafund Asset Management LLP
London, X0 |
SELL
|
- |
-117KClosed |
$19.5M - $25.5M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-63.4KClosed |
$10.6M - $13.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-25KClosed |
$4.19M - $5.46M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 36.89% |
$2.47M - $3.23M
|
25.3K
$9.11M
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-9.66KClosed |
$1.62M - $2.11M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-7.96KClosed |
$1.33M - $1.74M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-6.4KClosed |
$1.07M - $1.4M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Samson Rock Capital LLP
|
SELL
|
- |
-6.28KClosed |
$1.05M - $1.37M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-5.7KClosed |
$955K - $1.25M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-3.56KClosed |
$596K - $778K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.68KClosed |
$282K - $368K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.6KClosed |
$268K - $350K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.57KClosed |
$263K - $343K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.28KClosed |
$214K - $279K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.26KClosed |
$211K - $275K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.18KClosed |
$197K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-674Closed |
$113K - $147K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Distillate Capital Partners LLC
|
SELL
|
- |
-130- 0.38% |
$21.8K - $28.4K
|
33.8K
$12.2M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-86- 6.15% |
$14.4K - $18.8K
|
1.31K
$473K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63Closed |
$10.6K - $13.8K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-29Closed |
$4.86K - $6.34K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$2.18K - $2.84K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-12- 19.67% |
$2.01K - $2.62K
|
49
$17.7K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-39.3KClosed |
$5.64M - $7.49M
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-12.8KClosed |
$1.84M - $2.44M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.77KClosed |
$829K - $1.1M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.94KClosed |
$279K - $371K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-175- 2.18% |
$25.1K - $33.4K
|
7.84K
$2.82M
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-67Closed |
$9.63K - $12.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$7.18K - $9.54K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-31Closed |
$4.45K - $5.91K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12Closed |
$1.72K - $2.29K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hg Vora Capital Management, LLC
New York, NY |
SELL
|
- |
-800KClosed |
$122M - $140M
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-64.1KClosed |
$9.78M - $11.2M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-15KClosed |
$2.29M - $2.63M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.02KClosed |
$461K - $529K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.2KClosed |
$336K - $385K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2KClosed |
$306K - $350K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.53KClosed |
$234K - $268K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-1.29KClosed |
$196K - $225K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-950Closed |
$145K - $166K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-941Closed |
$144K - $165K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-178Closed |
$27.2K - $31.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-177Closed |
$27K - $31K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-75Closed |
$11.4K - $13.1K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-56Closed |
$8.55K - $9.8K
|
0
$0
|