| $705M | ||
| $677M | ||
| $350M | ||
| $213M | ||
| $93M | ||
| $77M |
Buys | $0 | 0 | 0 |
Sells | $7,736,501 | 16 | 100 |
| Reeping Katharine | Principal Accounting Officer | 0 | $0 | 1 | $153,049 | $-153,049 |
| Jambusaria Aneri | Group Managing Director | 0 | $0 | 4 | $326,761 | $-326,761 |
| Cohen Marc Eliot | Group Managing Director | 0 | $0 | 2 | $1.02M | $-1.02M |
| Audette Matthew J | President and CFO | 0 | $0 | 3 | $1.03M | $-1.03M |
| Enyedi Matthew | Group Managing Director | 0 | $0 | 2 | $1.03M | $-1.03M |
| Steinmeier Richard | Chief Executive Officer | 0 | $0 | 1 | $1.88M | $-1.88M |
| Gates Greg | Group Managing Director | 0 | $0 | 3 | $2.31M | $-2.31M |
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, …
Over the last 12 months, insiders at LPL Financial Holdings Inc. have bought $0 and sold $7.74M worth of LPL Financial Holdings Inc. stock.
On average, over the past 5 years, insiders at LPL Financial Holdings Inc. have bought $306,998 and sold $28.9M 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.
| 2026-09-11 | Sale | Reeping Katharine | Principal Accounting Officer | 439.95 0.0005% | $347.88 | $153,049 | -9.87% | |
| 2026-08-27 | Sale | Jambusaria Aneri | Group Managing Director | 308 0.0004% | $357.36 | $110,067 | -10.08% | |
| 2026-08-20 | Sale | Gates Greg | Group Managing Director | 4,119 0.0052% | $355.38 | $1.46M | -7.41% | |
| 2026-07-31 | Sale | Enyedi Matthew | Group Managing Director | 1,000 0.0012% | $352.72 | $352,716 | -5.97% | |
| 2026-06-17 | Sale | Jambusaria Aneri | Group Managing Director | 308 0.0004% | $306.00 | $94,248 | +7.80% | |
| 2026-04-15 | Sale | Audette Matthew J | President and CFO | 1,110 0.0014% | $330.01 | $366,314 | -3.00% | |
| 2026-04-14 | Sale | Audette Matthew J | President and CFO | 469 0.0006% | $325.34 | $152,586 | -0.28% | |
| 2026-03-10 | Sale | Cohen Marc Eliot | Group Managing Director | 1,088.21 0.0013% | $309.72 | $337,041 | +2.94% | |
| 2026-03-09 | Sale | Cohen Marc Eliot | Group Managing Director | 2,212 0.0027% | $308.75 | $682,955 | +1.50% | |
| 2026-03-02 | Sale | Jambusaria Aneri | Group Managing Director | 308 0.0004% | $306.00 | $94,248 | +3.57% | |
| 2026-02-26 | Sale | Audette Matthew J | President and CFO | 1,581 0.002% | $320.50 | $506,715 | -0.95% | |
| 2026-02-26 | Sale | Enyedi Matthew | Group Managing Director | 2,109 0.0026% | $320.15 | $675,192 | -0.95% | |
| 2025-12-05 | Sale | Gates Greg | Group Managing Director | 750 0.0009% | $370.97 | $278,231 | -12.63% | |
| 2025-12-05 | Sale | Steinmeier Richard | Chief Executive Officer | 5,058 0.0063% | $370.99 | $1.88M | -12.63% | |
| 2025-12-01 | Sale | Jambusaria Aneri | Group Managing Director | 80 <0.0001% | $352.48 | $28,198 | -9.21% | |
| 2025-11-05 | Sale | Gates Greg | Group Managing Director | 1,500 0.0019% | $376.43 | $564,647 | -12.23% | |
| 2025-10-06 | Sale | Gates Greg | Group Managing Director | 750 0.0009% | $314.42 | $235,814 | +6.35% | |
| 2025-09-05 | Sale | Gates Greg | Group Managing Director | 1,500 0.0019% | $338.21 | $507,312 | +0.52% | |
| 2025-09-02 | Sale | Jambusaria Aneri | Group Managing Director | 80 <0.0001% | $361.25 | $28,900 | -7.81% | |
| 2025-08-05 | Sale | Gates Greg | Group Managing Director | 1,500 0.0019% | $374.05 | $561,069 | -10.53% |
| TPG Group Holdings (SBS) Advisors, Inc. | 8794282 11.2938% | $2.62B | 1 | 14 | <0.0001% | |
| Casady Mark S | director | 130957 0.1682% | $38.98M | 1 | 10 | <0.0001% |
| Moore Robert J. | President & COO | 40006 0.0514% | $11.91M | 1 | 2 | +12.22% |
| DINH VIET D | director | 7731 0.0099% | $2.3M | 1 | 0 | +47.72% |
| Buchheister Jeffrey R. | EVP, Chief Accounting Officer | 7504 0.0096% | $2.23M | 1 | 1 | +73.86% |
| Simonich Brent | EVP, CAO and Treasurer | 6042 0.0078% | $1.8M | 2 | 0 | +6.98% |
| Glavin William Francis Jr | director | 2775 0.0036% | $826,006.50 | 3 | 0 | +27.56% |
| Khoury Joan D | MD, Chief Marketing Officer | 2000 0.0026% | $595,320.00 | 1 | 0 | <0.0001% |
| Increased Positions | 421 | +48.06% | 9M | +11.62% |
| Decreased Positions | 373 | -42.58% | 8M | -9.48% |
| New Positions | 156 | New | 4M | New |
| Sold Out Positions | 87 | Sold Out | 1M | Sold Out |
| Total Postitions | 924 | +5.48% | 81M | +2.14% |
| Vanguard Group Inc | $3M | 10.38% | 8.3M | +317,002 | +3.97% | 2025-09-30 |
| Blackrock, Inc. | $1.8M | 6.22% | 4.98M | +143,720 | +2.97% | 2025-09-30 |
| Boston Partners | $1.33M | 4.59% | 3.67M | -10,158 | -0.28% | 2025-09-30 |
| Dodge & Cox | $1.2M | 4.16% | 3.33M | +627,546 | +23.23% | 2025-09-30 |
| Massachusetts Financial Services Co /Ma/ | $1.17M | 4.05% | 3.24M | +800,171 | +32.77% | 2025-09-30 |
| Janus Henderson Group Plc | $1.12M | 3.87% | 3.1M | +19,674 | +0.64% | 2025-09-30 |
| Capital World Investors | $950,563.00 | 3.29% | 2.63M | +3M | +15,960.07% | 2025-09-30 |
| Kayne Anderson Rudnick Investment Management Llc | $897,788.00 | 3.1% | 2.48M | -74,843 | -2.93% | 2025-09-30 |
| Lone Pine Capital Llc | $815,734.00 | 2.82% | 2.26M | +383,466 | +20.48% | 2025-09-30 |
| Principal Financial Group Inc | $712,419.00 | 2.46% | 1.97M | +373,077 | +23.36% | 2025-09-30 |