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LPL Investment Holdings Inc (LPLA)  
$276.41 1.51 (0.55%) as of 4:30 Thu 6/27


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Exchange: Nasdaq Small Cap
Security Type: Common
Shares Out: 79,770,000
Market Cap: 22.05(B)
Last Volume: 0 Avg Vol: 0
52 Week Range: $209.89 - $288.82
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 5,677 107,333 136,844 380,215
Total Sell Value $1,574,289 $28,038,120 $34,908,656 $92,282,680
Total People Sold 1 5 8 9
Total Sell Transactions 1 10 16 33
End Date 2024-03-31 2023-12-29 2023-06-30 2022-06-30

   
Records found: 1246
  Page 34 of 50  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Bergers David P. MD, Legal & Govt Relations   •       –      –    2016-02-24 4 D $19.35 $2,748 D/D (142) 33,963     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2016-02-24 4 D $19.35 $1,451 D/D (75) 5,355     -
   Kalbaugh John Andrew MD,Rel. Mgmt & Bus. Consulting   •       –      –    2016-02-24 4 D $19.35 $5,031 D/D (260) 10,241     -
   Parker Ryan MD, Invstmt & Planning Solutns   •       –      –    2016-02-24 4 D $19.35 $3,502 D/D (181) 2,852     -
   Oroschakoff Michelle MD, Chief Risk Officer   •       –      –    2016-02-24 4 D $19.35 $5,418 D/D (280) 10,040     -
   Morrissey William P. Jr. MD, Business Development   •       –      –    2016-02-24 4 D $19.35 $3,928 D/D (203) 6,091     -
   Fetter Victor MD, Chief Information Officer   •       –      –    2016-02-24 4 D $19.35 $6,792 D/D (351) 17,289     -
   White George Burton MD, Research   •       –      –    2016-02-24 4 D $19.35 $6,231 D/D (322) 11,036     -
   Larsen Sallie R. MD, Chief Human Cap. Officer   •       –      –    2016-02-22 4 D $19.92 $7,251 D/D (364) 9,342     -
   Kalbaugh John Andrew MD,Rel. Mgmt & Bus. Consulting   •       –      –    2016-02-22 4 D $19.92 $6,554 D/D (329) 10,501     -
   Morrissey William P. Jr. MD, Divisional President IAS   •       –      –    2016-02-22 4 D $19.92 $5,199 D/D (261) 6,294     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2016-02-22 4 D $19.92 $1,614 D/D (81) 5,430     -
   White George Burton MD, Research   •       –      –    2016-02-22 4 D $19.92 $7,689 D/D (386) 11,358     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2016-02-12 4 B $16.40 $1,640 D/D 100 7,504 2.66     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2015-12-14 4 S $42.59 $455,202 D/D (10,688) 5,511     -
   Morrissey William P. Jr. MD, Divisional Pres. of IAS   •       –      –    2015-12-14 4 S $42.85 $1,071,250 D/D (25,000) 6,555     -
   Morrissey William P. Jr. MD, Divisional Pres. of IAS   •       –      –    2015-12-14 4 OE $21.60 $540,000 D/D 25,000 31,555     -
   Coulter James G Former 10% Owner   –       –      –    2015-12-10 4 S $43.27 $186,914,573 I/I (4,319,537) 8,794,282     -
   Arnold Dan H. President   •       –      –    2015-12-07 4 GD $0.00 $0 D/D 3,500 180,117     -
   Oroschakoff Michelle MD, Chief Risk Officer   •       –      –    2015-11-01 4 D $42.60 $6,475 D/D (152) 10,320     -
   Audette Matthew J Chief Financial Officer   •       –      –    2015-10-30 4 A $0.00 $0 D/D 17,605 17,605     -
   Dinh Viet D Director   –       •      –    2015-10-01 4 A $39.39 $113,719 D/D 2,887 2,887     -
   Oroschakoff Michelle MD, Chief Risk Officer   •       –      –    2015-09-03 4 D $39.21 $19,997 D/D (510) 10,472     -
   Gooley Thomas MD, Svc, Trading & Operations   •       –      –    2015-08-06 4 A $0.00 $0 D/D 6,858 6,858     -
   Bergers David P. MD, Legal & Govt Relations   •       –      –    2015-08-05 4 D $43.66 $839,058 D/D (19,218) 34,105     -
  1246 Records found
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  Page 34 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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