Institutional shares held 68.6 Million
647K calls
549K puts
Total value of holdings $22.2B
$210M calls
$178M puts
Market Cap $25.8B
79,769,800 Shares Out.
Institutional ownership 86.03%
# of Institutions 704


Latest Institutional Activity in LPLA

Top Purchases

Q3 2024
Boston Partners Shares Held: 3.1M ($1B)
Q3 2024
First Trust Advisors LP Shares Held: 991K ($321M)
Q3 2024
Marshall Wace, LLP Shares Held: 863K ($280M)
Q3 2024
Lone Pine Capital LLC Shares Held: 2.18M ($706M)
Q3 2024
Third Point LLC Shares Held: 485K ($157M)

Top Sells

Q3 2024
Price T Rowe Associates Inc Shares Held: 616K ($200M)
Q3 2024
Morgan Stanley Shares Held: 871K ($282M)
Q3 2024
Invesco Ltd. Shares Held: 129K ($41.7M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 195K ($63.2M)
Q3 2024
Alliancebernstein L.P. Shares Held: 152K ($49.1M)

About LPLA

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 platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.


Insider Transactions at LPLA

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
199K Shares
From 19 Insiders
Grant, award, or other acquisition 140K shares
Exercise of conversion of derivative security 59.1K shares
Sell / Disposition
187K Shares
From 16 Insiders
Payment of exercise price or tax liability 64.3K shares
Bona fide gift 15.4K shares
Open market or private sale 108K shares

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