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Where insiders trade, we follow

$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.
Financial Services
Sector
Financial - Capital Markets
Industry
Richard Steinmeier
CEO
9118
Employees
$293.08
Current Price
$31.13B
Market Cap
52W Low$262.83
Current$293.0821.5% above low, 78.5% below high
52W High$403.58

Insider Activity Statistics

Aggregated buying and selling activity by time period
PeriodTypeInsidersTransactionsValueSharesBuy/Sell Ratio
1 weekBuys00---
Sells00--
2 weeksBuys00--All Sells
Sells12$1,019,995.833,300
1 monthBuys00--All Sells
Sells412$2,296,150.927,298
2 monthsBuys00--All Sells
Sells412$2,296,150.927,298
3 monthsBuys00--All Sells
Sells412$2,296,150.927,298
See activity going back 12 months โ€” create a free account

Insider Transactions

Recent purchases and sales by company insiders
DateInsiderTypeSharesPriceValueActions
Mar 9, 2026
Cohen Marc Eliot
Group Managing Director
Sale2,212$308.75$682,955.00View Details
Mar 10, 2026
Cohen Marc Eliot
Group Managing Director
Sale1,088$309.72$337,040.83View Details
Mar 2, 2026
Jambusaria Aneri
Group Managing Director
Sale308$306.00$94,248.00View Details
Feb 26, 2026
Audette Matthew J
President and CFO
Sale348$318.51$110,841.48View Details
Feb 26, 2026
Audette Matthew J
President and CFO
Sale506$321.04$162,446.24View Details
Feb 26, 2026
Audette Matthew J
President and CFO
Sale274$319.32$87,493.68View Details
Feb 26, 2026
Audette Matthew J
President and CFO
Sale453$322.15$145,933.95View Details
Feb 26, 2026
Enyedi Matthew
Group Managing Director
Sale463$318.38$147,409.94View Details
Feb 26, 2026
Enyedi Matthew
Group Managing Director
Sale628$319.38$200,570.64View Details
Feb 26, 2026
Enyedi Matthew
Group Managing Director
Sale666$320.99$213,779.34View Details
Feb 26, 2026
Enyedi Matthew
Group Managing Director
Sale169$321.74$54,374.06View Details
Feb 26, 2026
Enyedi Matthew
Group Managing Director
Sale183$322.72$59,057.76View Details
72 more transactions available โ€” create a free account to see 12 months of history

Upcoming Earnings

Scheduled earnings reports
May 6, 2026
EPS
EstimatedN/A
ActualN/A
Revenue
EstimatedN/A
ActualN/A
May 14, 2026
EPS
Estimated$5.65
ActualN/A
Revenue
EstimatedN/A
ActualN/A

Past Earnings

Historical earnings results
Jan 29, 2026
EPS
Estimated$4.92
Actual$5.23
Beat
Revenue
Estimated$4.91B
Actual$4.93B
Beat
3 more earnings records available โ€” create a free account to see 12 months of history
Version: v26.3.23