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LPL Investment Holdings Inc (LPLA)  
$279.30 2.89 (1.05%) as of 4:30 Fri 6/28


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Exchange: Nasdaq Small Cap
Security Type: Common
Shares Out: 79,770,000
Market Cap: 22.28(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 45 of 50  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-03-12 4 S $35.83 $44,788 D/D (1,250) 211,359     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-03-09 4 S $36.00 $1,944,000 D/D (54,000) 212,609     -
   Dwyer William E Iii Pres., Natl Sales & Mktg.   •       –      –    2012-03-06 4 OE $1.49 $96,403 D/D 64,700 429,142     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-03-05 4 S $33.75 $42,188 D/D (1,250) 266,609     -
   Casady Mark S Chairman & Chief Exec. Officer   •       •      –    2012-03-02 4 GD $0.00 $0 D/D 37,800 1,182,333     -
   Dwyer William E Iii Pres., Natl Sales & Mktg.   •       –      –    2012-03-02 4 S $34.16 $1,198,948 D/D (35,098) 363,912     -
   Dwyer William E Iii Pres., Natl Sales & Mktg.   •       –      –    2012-03-02 4 OE $1.35 $47,382 D/D 35,098 399,010     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-02-27 4 S $32.55 $40,688 D/D (1,250) 267,859     -
   Stearns Esther M President & COO   •       –      –    2012-02-22 4 D $32.60 $9,258,661 D/D (284,008) 616,926     -
   Stearns Esther M President & COO   •       –      –    2012-02-22 4 OE $0.00 $0 D/D 627,918 900,934     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-02-22 4 D $32.60 $1,330,178 D/D (40,803) 269,109     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-02-22 4 OE $0.00 $0 D/D 94,256 309,912     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-02-21 4 S $32.90 $41,125 D/D (1,250) 215,656     -
   Hellman & Friedman Capital Partners V (parallel), Director   –       •      –    2012-02-09 4 A $0.00 $0 I/I 3,100 4,116,240     -
   Dwyer William E Iii Pres., Natl Sales & Mktg.   •       –      –    2012-02-09 4 S $32.27 $1,132,612 D/D (35,098) 278,459     -
   Dwyer William E Iii Pres., Natl Sales & Mktg.   •       –      –    2012-02-09 4 OE $1.35 $47,382 D/D 35,098 313,557     -
   Goldstein Jeffrey A Director   –       •      –    2012-02-09 4 A $0.00 $0 D/D 1,550 1,550     -
   Riepe James S Director   –       •      –    2012-02-09 4 A $0.00 $0 D/D 1,550 44,265     -
   Schifter Richard P Director   –       •      –    2012-02-09 4 A $0.00 $0 D/D 1,550 4,730     -
   Boyce Richard W Director   –       •      –    2012-02-09 4 A $0.00 $0 D/D 1,550 4,730     -
   Brennan John Joseph Director   –       •      –    2012-02-09 4 A $0.00 $0 D/D 1,550 28,294     -
   Casady Mark S Chairman & Chief Exec. Officer   •       •      –    2012-02-09 4 S $32.28 $1,936,800 D/D (60,000) 1,220,133     -
   Hellman & Friedman Capital Partners V (parallel), Director   –       •      –    2012-02-02 4 D $0.00 $0 I/I (3,180) 4,115,867     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-01-30 4 S $32.53 $40,663 D/D (1,250) 218,156     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2012-01-23 4 S $34.46 $43,075 D/D (1,250) 219,406     -
  1246 Records found
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  Page 45 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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