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 …
Over the last 12 months, insiders at LPL Financial Holdings Inc. have bought $0 and sold $28.14M worth of LPL Financial Holdings Inc. stock.
On average, over the past 5 years, insiders at LPL Financial Holdings Inc. have bought $371,385 and sold $46.56M 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.
2024-12-05 | Sale | Managing Director | 305 0.0004% | $331.94 | $101,242 | -0.38% | ||
2024-06-14 | Sale | President & CEO | 5,677 0.0075% | $277.31 | $1.57M | -12.26% | ||
2024-02-26 | Sale | President & CEO | 34,807 0.0465% | $266.54 | $9.28M | -1.09% | ||
2024-02-26 | Sale | Managing Director | 11,401 0.0152% | $266.27 | $3.04M | -1.09% | ||
2024-02-26 | Sale | CFO and Head of Business Ops | 5,574 0.0074% | $266.52 | $1.49M | -1.09% | ||
2024-02-26 | Sale | Managing Director | 2,400 0.0032% | $263.00 | $631,200 | -1.09% | ||
2024-02-26 | Sale | Managing Director | 1,300 0.0017% | $266.50 | $346,451 | -1.09% | ||
2024-02-23 | Sale | President & CEO | 7,089 0.0094% | $265.66 | $1.88M | +0.70% | ||
2024-02-20 | Sale | President & CEO | 10,000 0.0133% | $256.35 | $2.56M | +3.50% | ||
2024-02-20 | Sale | Managing Director | 1,381 0.0018% | $256.94 | $354,834 | +3.50% | ||
2024-02-05 | Sale | CFO and Head of Business Ops | 27,704 0.0373% | $248.55 | $6.89M | +6.43% | ||
2023-11-02 | Sale | Managing Director | 1,930 0.0026% | $222.37 | $429,174 | +11.04% | ||
2023-09-20 | Sale | President & CEO | 353 0.0005% | $250.03 | $88,261 | -3.17% | ||
2023-09-19 | Sale | President & CEO | 175 0.0002% | $250.00 | $43,750 | -3.37% | ||
2023-09-13 | Sale | Managing Director | 10,300 0.0135% | $242.68 | $2.5M | -1.26% | ||
2023-08-22 | Sale | Managing Director | 3,265 0.0043% | $230.86 | $753,758 | +5.13% | ||
2023-05-04 | director | 557 0.0007% | $180.23 | $100,388 | +28.40% | |||
2023-02-27 | Sale | President & CEO | 38,444 0.0487% | $246.20 | $9.46M | -8.64% | ||
2023-02-27 | Sale | Managing Director | 4,439 0.0057% | $248.13 | $1.1M | -8.64% | ||
2023-02-27 | Sale | Managing Director | 4,809 0.0061% | $246.18 | $1.18M | -8.64% |
TPG Group Holdings (SBS) Advisors, Inc. | 8794282 11.7446% | $327.93 | 1 | 14 | <0.0001% | |
Casady Mark S | director | 130957 0.1749% | $327.93 | 1 | 10 | <0.0001% |
Moore Robert J. | President & COO | 40006 0.0534% | $327.93 | 1 | 2 | +12.2% |
DINH VIET D | director | 7731 0.0103% | $327.93 | 1 | 0 | +47.63% |
Buchheister Jeffrey R. | EVP, Chief Accounting Officer | 7504 0.01% | $327.93 | 1 | 1 | +73.82% |
The Vanguard Group | $1.86B | 9.43 | 7.05M | -1.32% | -$24.86M | 0.03 | |
BlackRock | $1.61B | 8.14 | 6.08M | +1.94% | +$30.61M | 0.04 | |
Fidelity Investments | $836.27M | 4.24 | 3.17M | +13.08% | +$96.72M | 0.06 | |
Janus Henderson | $680.5M | 3.45 | 2.58M | -9.42% | -$70.78M | 0.34 | |
T. Rowe Price | $627.42M | 3.18 | 2.37M | -3.31% | -$21.47M | 0.08 |