Lpl Financial Holdings Inc. LPLA
We take great care to ensure that the data presented and summarized in this overview for LPL Financial Holdings Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LPLA
View all-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.81 Billion0.04% of portfolio
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Black Rock Inc. New York, NY5.3MShares$2.02 Billion0.03% of portfolio
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Boston Partners Boston, MA3.51MShares$1.34 Billion1.48% of portfolio
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Janus Henderson Group PLC London, X03.07MShares$1.17 Billion0.58% of portfolio
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Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 Billion2.23% of portfolio
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Stephen Mandel Lone Pine Capital LLC | Greenwich, Ct1.76MShares$672 Million5.31% of portfolio
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State Street Corp Boston, MA1.68MShares$640 Million0.02% of portfolio
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Wcm Investment Management, LLC Laguna Beach, CA1.64MShares$623 Million1.56% of portfolio
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Geode Capital Management, LLC Boston, MA1.56MShares$594 Million0.04% of portfolio
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Dodge & Cox San Francisco, CA1.52MShares$580 Million0.3% of portfolio
Latest Institutional Activity in LPLA
Top Purchases
Top Sells
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
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jul 03
2025
|
Greg Gates Group Managing Director |
SELL
Open market or private sale
|
Direct |
1,500
-0.87%
|
$573,000
$382.04 P/Share
|
Jun 12
2025
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
4
+0.03%
|
-
|
Jun 12
2025
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
13
+0.03%
|
-
|
Jun 12
2025
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
2
+0.02%
|
-
|
Jun 12
2025
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
6
+0.0%
|
-
|
Jun 12
2025
|
Greg Gates Group Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
234
-1.05%
|
$88,686
$379.39 P/Share
|
Jun 12
2025
|
William Francis Glavin Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
10
+0.04%
|
-
|
Jun 12
2025
|
Edward C Bernard Director |
BUY
Grant, award, or other acquisition
|
Direct |
3
+0.02%
|
-
|
Jun 12
2025
|
Marc Eliot Cohen Group Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
44
-1.08%
|
$16,676
$379.39 P/Share
|
Jun 12
2025
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
4
+0.02%
|
-
|
Jun 05
2025
|
Greg Gates Group Managing Director |
SELL
Open market or private sale
|
Direct |
1,500
-0.81%
|
$568,500
$379.03 P/Share
|
Jun 02
2025
|
Richard P Schifter Director |
SELL
Bona fide gift
|
Direct |
238
-0.6%
|
-
|
Jun 02
2025
|
Aneri Jambusaria Group Managing Director |
SELL
Open market or private sale
|
Direct |
80
-1.39%
|
$30,640
$383.99 P/Share
|
May 23
2025
|
Corey E. Thomas Director |
BUY
Grant, award, or other acquisition
|
Direct |
910
+3.22%
|
-
|
May 23
2025
|
James S Putnam Director |
BUY
Grant, award, or other acquisition
|
Direct |
602
+0.44%
|
-
|
May 23
2025
|
Richard P Schifter Director |
BUY
Grant, award, or other acquisition
|
Direct |
910
+1.15%
|
-
|
May 23
2025
|
Anne M Mulcahy Director |
BUY
Grant, award, or other acquisition
|
Direct |
910
+1.24%
|
-
|
May 23
2025
|
Allison Mnookin Director |
BUY
Grant, award, or other acquisition
|
Direct |
602
+5.17%
|
-
|
May 23
2025
|
Albert J Ko Director |
BUY
Grant, award, or other acquisition
|
Direct |
910
+15.88%
|
-
|
May 23
2025
|
Paulett Eberhart Director |
BUY
Grant, award, or other acquisition
|
Direct |
602
+3.42%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 57.8K shares |
---|---|
Exercise of conversion of derivative security | 33.9K shares |
Payment of exercise price or tax liability | 18.6K shares |
---|---|
Open market or private sale | 46.6K shares |
Bona fide gift | 8.66K shares |