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

  
3m +/-  
Form
   Riepe James S Director   –       •      –    2011-12-01 4 A $0.00 $0 D/D 1,667 42,715     -
   Ragatz Erik D. Director   –       •      –    2011-12-01 4 A $0.00 $0 D/D 1,667 3,180     -
   Brennan John Joseph Director   –       •      –    2011-12-01 4 A $0.00 $0 D/D 1,667 26,744     -
   Boyce Richard W Director   –       •      –    2011-12-01 4 A $0.00 $0 D/D 1,667 3,180     -
   Casady Mark S Chairman & Chief Exec. Officer   •       •      –    2011-12-01 4 S $30.00 $29,520 D/D (984) 1,280,133     -
   Arnold Dan H. MD & Division President, FIS   •       –      –    2011-11-30 4 S $30.00 $1,680,000 D/D (56,000) 246,684     -
   Casady Mark S Chairman & Chief Exec. Officer   •       •      –    2011-11-30 4 S $30.00 $570,480 D/D (19,016) 1,281,117     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-11-28 4 S $27.79 $34,738 D/D (1,250) 229,406     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-11-21 4 S $28.07 $35,088 D/D (1,250) 230,656     -
   Brown Stephanie L MD & General Counsel   •       –      –    2011-11-17 4 GD $28.48 $2,136,000 D/D 75,000 605,985     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-11-14 4 S $28.39 $35,488 D/D (1,250) 231,906     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-11-07 4 S $28.83 $36,038 D/D (1,250) 233,156     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-10-31 4 S $28.67 $35,838 D/D (1,250) 234,406     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-10-10 4 S $26.20 $32,750 D/D (1,250) 235,656     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-10-03 4 S $25.22 $31,525 D/D (1,250) 236,906     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-09-26 4 S $25.00 $31,250 D/D (1,250) 238,156     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-09-19 4 S $25.38 $31,725 D/D (1,250) 239,406     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-09-12 4 S $25.00 $31,250 D/D (1,250) 240,656     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-09-06 4 S $26.69 $33,363 D/D (1,250) 241,906     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-08-29 4 S $27.74 $34,675 D/D (1,250) 243,156     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-08-22 4 S $27.48 $34,350 D/D (1,250) 244,406     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-08-15 4 S $27.52 $34,400 D/D (1,250) 245,656     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-08-08 4 S $30.56 $38,200 D/D (1,250) 246,906     -
   Eaton Jonathan MD, Custom Clearing Services   •       –      –    2011-08-01 4 S $32.96 $41,200 D/D (1,250) 248,156     -
   Arnold Dan H. MD & Division President, FIS   •       –      –    2011-08-01 4 S $32.73 $458,220 D/D (14,000) 302,684     -
  1246 Records found
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  Page 47 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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