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LPL Investment Holdings Inc (LPLA)  
$267.77 0.23 (0.09%) as of 4:30 Fri 5/17


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Exchange: Nasdaq Small Cap
Security Type: Common
Shares Out: 79,770,000
Market Cap: 21.36(B)
Last Volume: 0 Avg Vol: 0
52 Week Range: $193.61 - $273.91
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 73,952 101,656 131,167 413,554
Total Sell Value $19,578,085 $26,463,831 $33,334,367 $98,405,745
Total People Sold 5 5 8 9
Total Sell Transactions 8 9 15 34
End Date 2024-02-18 2023-11-17 2023-05-19 2022-05-19

   
Records found: 1235
  Page 19 of 50  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   White George Burton Managing Director   •       –      –    2020-02-25 4 A $0.00 $0 D/D 2,951 31,101     -
   White George Burton Managing Director   •       –      –    2020-02-25 4 D $84.48 $26,020 D/D (308) 28,150     -
   Enyedi Matthew Managing Director   •       –      –    2020-02-25 4 A $0.00 $0 D/D 2,108 4,475     -
   Enyedi Matthew Managing Director   •       –      –    2020-02-25 4 D $84.48 $14,446 D/D (171) 2,367     -
   Audette Matthew J Chief Financial Officer   •       –      –    2020-02-25 4 A $0.00 $0 D/D 4,701 20,937     -
   Audette Matthew J Chief Financial Officer   •       –      –    2020-02-25 4 D $84.48 $41,902 D/D (496) 16,236     -
   Audette Matthew J Chief Financial Officer   •       –      –    2020-02-25 4 AS $87.78 $96,119 D/D (1,095) 16,732 -11%     
   Larsen Sallie R. Managing Director   •       –      –    2020-02-25 4 A $0.00 $0 D/D 2,277 19,592     -
   Larsen Sallie R. Managing Director   •       –      –    2020-02-25 4 D $84.48 $18,248 D/D (216) 17,315     -
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-25 4 A $0.00 $0 D/D 3,057 11,307     -
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-25 4 D $84.48 $24,922 D/D (295) 8,250     -
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-25 4 AS $87.78 $58,374 D/D (665) 8,545 -11%     
   Kalbaugh John Andrew Managing Director   •       –      –    2020-02-25 4 A $0.00 $0 D/D 2,521 31,112     -
   Kalbaugh John Andrew Managing Director   •       –      –    2020-02-25 4 D $84.48 $30,413 D/D (360) 28,591     -
   Kalbaugh John Andrew Managing Director   •       –      –    2020-02-25 4 AS $87.78 $46,348 D/D (528) 28,951 -11%     
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-23 4 D $94.86 $33,486 D/D (353) 9,210     -
   Larsen Sallie R. Managing Director   •       –      –    2020-02-23 4 D $94.86 $24,094 D/D (254) 17,531     -
   Enyedi Matthew Managing Director   •       –      –    2020-02-23 4 D $94.86 $15,083 D/D (159) 2,538     -
   Seese Scott Managing Director   •       –      –    2020-02-23 4 D $94.86 $43,920 D/D (463) 19,200     -
   Kalbaugh John Andrew Managing Director   •       –      –    2020-02-23 4 D $94.86 $39,367 D/D (415) 29,479     -
   White George Burton Managing Director   •       –      –    2020-02-23 4 D $94.86 $33,296 D/D (351) 28,458     -
   Audette Matthew J Chief Financial Officer   •       –      –    2020-02-23 4 D $94.86 $58,434 D/D (616) 17,827     -
   Arnold Dan H. President & CEO   •       •      –    2020-02-14 4 AS $94.88 $613,684 D/D (6,468) 197,133 -19%     
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-13 4 AS $94.95 $474,750 D/D (5,000) 9,563 -21%     
   Oroschakoff Michelle Managing Director   •       –      –    2020-02-13 4 OE $48.09 $240,450 D/D 5,000 14,563     -
  1235 Records found
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  Page 19 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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