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LPL Investment Holdings Inc (LPLA)  
$286.21 6.83 (2.44%) as of 4:30 Fri 5/31


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Exchange: Nasdaq Small Cap
Security Type: Common
Shares Out: 79,770,000
Market Cap: 22.83(B)
Last Volume: 0 Avg Vol: 0
52 Week Range: $195.79 - $284.4
Level I Sector: Financials
Level II Sector: Financial Services
Level III Sector: Investment Brokerage - National

Member Indexes:
   

Rankings:
     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  339
Guru Rank Value     : 3.6
Guru Occurances    : 2

 

            6 Months   1 Year   2 Year  
 
Company Profile   LPL Financial Holdings is a holding company. Through its subsidiaries, Co. is engaged in the retail financial advice market and is an independent broker-dealer. Co.'s product and solution access includes: commission-based products, which include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and education savings plans and insurance; and fee-based platforms and support, which includes wrap-fee programs, mutual fund asset allocation programs, an advisor-improved digital advice program, advisory programs provided by third-party investment advisor firms, financial planning services and retirement plan consulting services.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 0 1,935
Total Buy Value $0 $0 $0 $401,731
Total People Bought 0 0 0 2
Total Buy Transactions 0 0 0 3
Total Shares Sold 0 101,656 131,167 374,538
Total Sell Value $0 $26,463,831 $33,334,367 $90,708,391
Total People Sold 0 5 8 9
Total Sell Transactions 0 9 15 32
End Date 2024-03-03 2023-12-01 2023-06-02 2022-06-02

   
Records found: 1235
  Page 10 of 50  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Steinmeier Richard Managing Director   •       –      –    2022-02-25 4 A $0.00 $0 D/D 9,146 24,078     -
   Steinmeier Richard Managing Director   •       –      –    2022-02-25 4 D $182.73 $773,679 D/D (4,234) 21,466     -
   Semerjian Dayton Managing Director   •       –      –    2022-02-25 4 A $0.00 $0 D/D 2,044 14,373     -
   Semerjian Dayton Managing Director   •       –      –    2022-02-25 4 D $182.73 $142,347 D/D (779) 12,329     -
   Oroschakoff Michelle Managing Director   •       –      –    2022-02-25 4 A $0.00 $0 D/D 8,641 37,888     -
   Oroschakoff Michelle Managing Director   •       –      –    2022-02-25 4 D $182.73 $864,861 D/D (4,733) 36,071     -
   Audette Matthew J Chief Financial Officer   •       –      –    2022-02-25 4 A $0.00 $0 D/D 13,849 18,447     -
   Audette Matthew J Chief Financial Officer   •       –      –    2022-02-25 4 D $182.73 $1,424,380 D/D (7,795) 16,062     -
   Oroschakoff Michelle Managing Director   •       –      –    2022-02-16 4 AS $184.57 $2,824,152 D/D (15,217) 33,980 1%     
   Oroschakoff Michelle Managing Director   •       –      –    2022-02-16 4 OE $19.85 $397,000 D/D 20,000 49,197     -
   Arnold Dan H. President & CEO   •       •      –    2022-02-13 4 D $187.08 $993,769 D/D (5,312) 172,132     -
   Audette Matthew J Chief Financial Officer   •       –      –    2022-02-07 4 AS $180.04 $3,624,048 D/D (20,000) 12,393 2%     
   Audette Matthew J Chief Financial Officer   •       –      –    2022-02-07 4 OE $19.85 $397,000 D/D 20,000 32,393     -
   White George Burton Managing Director   •       –      –    2022-02-07 4 S $180.12 $14,561,178 D/D (80,368) 46,628 -2%     
   White George Burton Managing Director   •       –      –    2022-02-07 4 OE $19.85 $2,369,225 D/D 80,368 126,996     -
   Gates Greg Managing Director   •       –      –    2021-12-10 4 D $160.27 $370,865 D/D (2,314) 20,506     -
   White George Burton Managing Director   •       –      –    2021-12-07 4 S $166.10 $3,699,213 D/D (22,271) 46,628 -33%     
   White George Burton Managing Director   •       –      –    2021-12-07 4 OE $39.48 $928,846 D/D 22,271 68,899     -
   Fandrey Edward Managing Director   •       –      –    2021-11-24 4 D $171.99 $301,842 D/D (1,755) 19,442     -
   Arnold Dan H. President & CEO   •       •      –    2021-11-16 4 GD $0.00 $0 D/D 3,571 177,444     -
   Oroschakoff Michelle Managing Director   •       –      –    2021-11-16 4 AS $166.43 $2,840,238 D/D (17,010) 29,197 11%     
   Oroschakoff Michelle Managing Director   •       –      –    2021-11-16 4 OE $19.85 $687,641 D/D 20,000 46,207     -
   Steinmeier Richard Managing Director   •       –      –    2021-09-07 4 D $147.69 $551,770 D/D (3,736) 19,166     -
   Thomas Corey E. Director   –       •      –    2021-08-27 4 A $0.00 $0 D/D 11 9,082     -
   Eberhart Paulett Director   –       •      –    2021-08-27 4 A $0.00 $0 D/D 9 21,201     -
  1235 Records found
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  Page 10 of 50
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
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