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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 2024-03-28 2023-12-26 2023-06-27 2022-06-27

   
Records found: 1246
  Page 37 of 50  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Helliker Mark MD, B/D Support Services   •       –      –    2015-02-24 4 D $45.58 $12,717 D/D (279) 4,367     -
   Fetter Victor MD, Chief Information Officer   •       –      –    2015-02-24 4 D $45.58 $15,999 D/D (351) 15,572     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2015-02-24 4 D $45.58 $3,419 D/D (75) 1,511     -
   Arnold Dan H. Chief Financial Officer   •       –      –    2015-02-24 4 D $45.58 $20,648 D/D (453) 185,474     -
   Arnold Dan H. Chief Financial Officer   •       –      –    2015-02-24 4 AS $46.00 $251,068 D/D (5,458) 185,927     -
   Arnold Dan H. Chief Financial Officer   •       –      –    2015-02-24 4 OE $27.80 $151,732 D/D 5,458 191,385     -
   Bergers David P. MD, Legal & Govt Relations   •       –      –    2015-02-24 4 D $45.58 $6,472 D/D (142) 50,030     -
   White George Burton MD, Chief Investment Officer   •       –      –    2015-02-22 4 D $45.69 $17,545 D/D (384) 5,914     -
   Schott Mary Frances MD, Client Expernce & Training   •       –      –    2015-02-22 4 D $45.69 $11,423 D/D (250) 5,494     -
   Morrissey William P. Jr. MD, Independent Advisor Svcs   •       –      –    2015-02-22 4 D $45.69 $11,925 D/D (261) 5,661     -
   Larsen Sallie R. MD, Chief Human Cap. Officer   •       –      –    2015-02-22 4 D $45.69 $16,631 D/D (364) 8,200     -
   Kalbaugh John Andrew MD, Institution Services   •       –      –    2015-02-22 4 D $45.69 $15,032 D/D (329) 8,011     -
   Helliker Mark MD, B/D Support Services   •       –      –    2015-02-22 4 D $45.69 $16,631 D/D (364) 4,646     -
   Buchheister Jeffrey R. EVP, Chief Accounting Officer   •       –      –    2015-02-22 4 D $45.69 $3,701 D/D (81) 1,586     -
   Arnold Dan H. Chief Financial Officer   •       –      –    2015-02-19 4 AS $46.15 $855,797 D/D (18,542) 185,927     -
   Arnold Dan H. Chief Financial Officer   •       –      –    2015-02-19 4 OE $27.80 $515,468 D/D 18,542 204,469     -
   Fetter Victor MD, Chief Information Officer   •       –      –    2014-12-17 4 D $43.70 $179,607 D/D (4,110) 15,923     -
   Eberhart Paulett Director   –       •      –    2014-11-21 4 A $41.91 $59,093 D/D 1,410 1,410     -
   Oroschakoff Michelle MD, Chief Risk Officer   •       –      –    2014-11-01 4 A $0.00 $0 D/D 1,208 8,035     -
   Oroschakoff Michelle MD, Chief Risk Officer   •       –      –    2014-09-03 4 D $48.09 $24,526 D/D (510) 6,827     -
   Casady Mark S Chairman & Chief Exec. Officer   •       •      –    2014-08-21 4 GD $0.00 $0 D/D 300,000 9,857     -
   Bergers David P. MD, Legal & Govt Relations   •       –      –    2014-08-05 4 A $0.00 $0 D/D 5,375 50,172     -
   Bergers David P. MD, Legal & Govt Relations   •       –      –    2014-08-05 4 D $46.51 $23,999 D/D (516) 44,797     -
   Buchheister Jeffrey R. EVP, Chief Accounting OfficerO   •       –      –    2014-08-01 3 IO $0.00 $0 D/D 0 1,667     -
   Schott Mary Frances MD, Client Expernce & Training   •       –      –    2014-06-05 3 IO $0.00 $0 D/D 0 5,744     -
  1246 Records found
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  Page 37 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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