LPL Financial Holdings Inc. (LPLA)
NASDAQ$321.99
Market Cap
$24.05B
Sector
Financial Services
Industry
Financial—Capital Markets
Rank in Sector
493 of 638
Rank in Industry
25 of 47
Insider Buys Sum
Cluster
Trading
Trading
Insider Buys
Quantity
Quantity
Historical
Profitability
Profitability
Investor
Ownership
Ownership
Largest Insider Buys in Sector
LPLA Insider Trading Activity
LPLA Median Price and Trade Amounts History Chart
Statistics of Insider Transactions
Amount of Insider Buys and Sells
Buys | $0 | 0 | 0 |
Sells | $17,449,434 | 7 | 100 |
Related Transactions
| Jambusaria Aneri | Managing Director | 0 | $0 | 1 | $101,242 | $-101,242 |
| Cohen Marc Eliot | Managing Director | 0 | $0 | 1 | $402,435 | $-402,435 |
| Steinmeier Richard | Chief Executive Officer | 0 | $0 | 1 | $1.31M | $-1.31M |
| Arnold Dan H. | President & CEO | 0 | $0 | 1 | $1.57M | $-1.57M |
| Enyedi Matthew | Managing Director | 0 | $0 | 1 | $1.9M | $-1.9M |
| Audette Matthew J | President and CFO | 0 | $0 | 2 | $12.16M | $-12.16M |
About LPL Financial Holdings Inc.
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory …
Insider Activity of LPL Financial Holdings Inc.
Over the last 12 months, insiders at LPL Financial Holdings Inc. have bought $0 and sold $17.45M worth of LPL Financial Holdings Inc. stock.
On average, over the past 5 years, insiders at LPL Financial Holdings Inc. have bought $278,539 and sold $47.73M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 557 shares for transaction amount of $100,388 was made by Glavin William Francis Jr (director) on 2023‑05‑04.
List of Insider Buy and Sell Transactions, LPL Financial Holdings Inc.
| 2025-02-26 | Sale | Audette Matthew J | President and CFO | 4,588 0.0061% | $360.07 | $1.65M | -7.98% | |
| 2025-02-26 | Sale | Cohen Marc Eliot | Managing Director | 1,100 0.0015% | $365.85 | $402,435 | -7.98% | |
| 2025-02-18 | Sale | Steinmeier Richard | Chief Executive Officer | 3,500 0.0047% | $373.79 | $1.31M | -6.62% | |
| 2025-02-10 | Sale | Enyedi Matthew | Managing Director | 5,154 0.0069% | $369.33 | $1.9M | -1.21% | |
| 2025-02-05 | Sale | Audette Matthew J | President and CFO | 28,777 0.0388% | $365.14 | $10.51M | -0.86% | |
| 2024-12-05 | Sale | Jambusaria Aneri | Managing Director | 305 0.0004% | $331.94 | $101,242 | +2.06% | |
| 2024-06-14 | Sale | Arnold Dan H. | President & CEO | 5,677 0.0075% | $277.31 | $1.57M | +1.45% | |
| 2024-02-26 | Sale | Arnold Dan H. | President & CEO | 34,807 0.0465% | $266.54 | $9.28M | +0.30% | |
| 2024-02-26 | Sale | Gates Greg | Managing Director | 11,401 0.0152% | $266.27 | $3.04M | +0.30% | |
| 2024-02-26 | Sale | Audette Matthew J | CFO and Head of Business Ops | 5,574 0.0074% | $266.52 | $1.49M | +0.30% | |
| 2024-02-26 | Sale | Enyedi Matthew | Managing Director | 2,400 0.0032% | $263.00 | $631,200 | +0.30% | |
| 2024-02-26 | Sale | Sethi Kabir | Managing Director | 1,300 0.0017% | $266.50 | $346,451 | +0.30% | |
| 2024-02-23 | Sale | Arnold Dan H. | President & CEO | 7,089 0.0094% | $265.66 | $1.88M | +2.03% | |
| 2024-02-20 | Sale | Arnold Dan H. | President & CEO | 10,000 0.0133% | $256.35 | $2.56M | +4.78% | |
| 2024-02-20 | Sale | Enyedi Matthew | Managing Director | 1,381 0.0018% | $256.94 | $354,834 | +4.78% | |
| 2024-02-05 | Sale | Audette Matthew J | CFO and Head of Business Ops | 27,704 0.0373% | $248.55 | $6.89M | +7.44% | |
| 2023-11-02 | Sale | Jambusaria Aneri | Managing Director | 1,930 0.0026% | $222.37 | $429,174 | +12.54% | |
| 2023-09-20 | Sale | Arnold Dan H. | President & CEO | 353 0.0005% | $250.03 | $88,261 | -2.85% | |
| 2023-09-19 | Sale | Arnold Dan H. | President & CEO | 175 0.0002% | $250.00 | $43,750 | -3.10% | |
| 2023-09-13 | Sale | Steinmeier Richard | Managing Director | 10,300 0.0135% | $242.68 | $2.5M | -0.90% |
Total: 314
*Gray background shows transactions not older than one year
Insider Historical Profitability
19.64%
| TPG Group Holdings (SBS) Advisors, Inc. | 8794282 11.776% | $2.83B | 1 | 14 | <0.0001% | |
| Casady Mark S | director | 130957 0.1754% | $42.17M | 1 | 10 | <0.0001% |
| Moore Robert J. | President & COO | 40006 0.0536% | $12.88M | 1 | 2 | +12.21% |
| DINH VIET D | director | 7731 0.0104% | $2.49M | 1 | 0 | +47.62% |
| Buchheister Jeffrey R. | EVP, Chief Accounting Officer | 7504 0.01% | $2.42M | 1 | 1 | +73.76% |
LPLA Institutional Investors: Active Positions
| Increased Positions | 370 | +49.01% | 8M | +11.52% |
| Decreased Positions | 337 | -44.64% | 8M | -11.67% |
| New Positions | 142 | New | 4M | New |
| Sold Out Positions | 66 | Sold Out | 439,582 | Sold Out |
| Total Postitions | 788 | +4.37% | 72M | -0.15% |
LPLA Ownership Change vs Market
Institutional Investor Ownership
Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
| Vanguard Group Inc | $2.68M | 9.63% | 7.22M | -60,937 | -0.84% | 2024-12-31 |
| Blackrock, Inc. | $1.77M | 6.36% | 4.77M | +12,141 | +0.26% | 2024-12-31 |
| Boston Partners | $1.45M | 5.21% | 3.91M | +805,637 | +25.99% | 2024-12-31 |
| Janus Henderson Group Plc | $1.13M | 4.07% | 3.05M | +522,032 | +20.65% | 2024-12-31 |
| Fmr Llc | $1.1M | 3.95% | 2.96M | -363,848 | -10.95% | 2024-12-31 |
| Kayne Anderson Rudnick Investment Management Llc | $989,102.00 | 3.55% | 2.66M | +57,485 | +2.21% | 2024-12-31 |
| Lone Pine Capital Llc | $714,762.00 | 2.56% | 1.92M | -257,389 | -11.81% | 2024-12-31 |
| State Street Corp | $621,005.00 | 2.23% | 1.67M | -6,557 | -0.39% | 2024-12-31 |
| Wcm Investment Management, Llc | $610,254.00 | 2.19% | 1.64M | -8,053 | -0.49% | 2024-12-31 |
| Samlyn Capital, Llc | $584,775.00 | 2.1% | 1.57M | -72,618 | -4.41% | 2024-12-31 |
Financial Ratios
Summary
Comparison with Competitors
Analyst Recommendations
Analyst Price Targets
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