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LPLA Insider Trading

Insider Ownership Percentage: 1.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $21,256,173.60

LPL Financial Insider Trading History Chart

This chart shows the insider buying and selling history at LPL Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

LPL Financial Share Price & Price History

Current Price: $282.10
Price Change: ▲ Price Increase of +2.8 (1.00%)
As of 07/1/2024 05:31 PM ET

This chart shows the closing price history over time for LPLA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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LPL Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/14/2024Dan H. ArnoldCEOSell5,677$277.31$1,574,288.87142,608View SEC Filing Icon  
2/26/2024Dan H. ArnoldCEOSell34,807$266.54$9,277,457.78141,810View SEC Filing Icon  
2/26/2024Kabir SethiDirectorSell1,300$266.50$346,450.0010,245View SEC Filing Icon  
2/26/2024Matthew J. AudetteCFOSell5,574$266.52$1,485,582.4813,663View SEC Filing Icon  
2/23/2024Dan H. ArnoldCEOSell7,089$265.66$1,883,263.74133,169View SEC Filing Icon  
2/20/2024Dan H. ArnoldCEOSell10,000$256.35$2,563,500.00137,044View SEC Filing Icon  
2/20/2024Matthew EnyediDirectorSell1,381$256.94$354,834.148,634View SEC Filing Icon  
11/2/2023Aneri JambusariaDirectorSell1,930$222.37$429,174.101,802View SEC Filing Icon  
9/20/2023Dan H. ArnoldCEOSell353$250.03$88,260.59145,884View SEC Filing Icon  
9/13/2023Richard SteinmeierDirectorSell10,300$242.68$2,499,604.0016,914View SEC Filing Icon  
8/22/2023Matthew EnyediDirectorSell3,265$230.86$753,757.909,978View SEC Filing Icon  
5/4/2023William Francis Glavin, Jr.DirectorBuy557$180.23$100,388.112,775View SEC Filing Icon  
2/27/2023Dan H. ArnoldCEOSell38,444$246.20$9,464,912.80154,884View SEC Filing Icon  
2/27/2023Matthew J. AudetteCFOSell7,111$246.17$1,750,514.8712,644View SEC Filing Icon  
2/27/2023Michelle OroschakoffDirectorSell4,809$246.18$1,183,879.6223,852View SEC Filing Icon  
2/13/2023Sallie R. LarsenDirectorSell20,519$241.84$4,962,314.9624,555View SEC Filing Icon  
2/6/2023Matthew J. AudetteCFOSell20,810$239.30$4,979,833.0012,667View SEC Filing Icon  
11/18/2022Brent Blain SimonichCAOBuy920$219.15$201,618.006,042View SEC Filing Icon  
11/17/2022Michelle OroschakoffDirectorSell5,213$213.80$1,114,539.4041,100View SEC Filing Icon  
10/31/2022Matthew J. AudetteCFOSell20,000$257.09$5,141,800.0012,667View SEC Filing Icon  
10/5/2022Dan H. ArnoldCEOSell20,000$240.27$4,805,400.00157,823View SEC Filing Icon  
8/17/2022Dan H. ArnoldCEOSell11,391$230.63$2,627,106.33162,608View SEC Filing Icon  
8/15/2022Dan H. ArnoldCEOSell10,000$225.56$2,255,600.00162,608View SEC Filing Icon  
8/4/2022Richard SteinmeierDirectorSell7,355$216.64$1,593,387.2024,078View SEC Filing Icon  
7/29/2022Dan H. ArnoldCEOSell39,015$210.33$8,206,024.95162,608View SEC Filing Icon  
5/27/2022Dan H. ArnoldCEOSell19,508$200.36$3,908,622.88162,608View SEC Filing Icon  
5/16/2022Michelle OroschakoffDirectorSell15,724$172.23$2,708,144.5242,068View SEC Filing Icon  
3/14/2022Matthew EnyediDirectorSell1,900$159.25$302,575.00View SEC Filing Icon  
3/8/2022William Francis Glavin, Jr.DirectorBuy1,760$141.59$249,198.40View SEC Filing Icon  
2/28/2022Dan H. ArnoldCEOSell23,119$180.77$4,179,221.63View SEC Filing Icon  
2/28/2022Matthew J. AudetteCFOSell5,780$180.76$1,044,792.80View SEC Filing Icon  
2/28/2022Sallie R. LarsenDirectorSell4,506$177.77$801,031.62View SEC Filing Icon  
2/16/2022Michelle OroschakoffDirectorSell15,217$185.59$2,824,123.03View SEC Filing Icon  
2/7/2022George Burton WhiteDirectorSell80,368$181.18$14,561,074.24View SEC Filing Icon  
2/7/2022Matthew J. AudetteCFOSell20,000$181.20$3,624,000.00View SEC Filing Icon  
12/7/2021George Burton WhiteDirectorSell22,271$166.10$3,699,213.10View SEC Filing Icon  
11/30/2021Edward FandreyDirectorSell1,784$158.56$282,871.04View SEC Filing Icon  
11/16/2021Michelle OroschakoffDirectorSell17,010$166.97$2,840,159.70View SEC Filing Icon  
8/26/2021Edward FandreyDirectorSell1,784$148.78$265,423.52View SEC Filing Icon  
7/20/2021Matthew EnyediDirectorSell7,712$130.00$1,002,560.00View SEC Filing Icon  
See Full Table
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SEC Filings (Institutional Ownership Changes) for LPL Financial (NASDAQ:LPLA)

95.66% of LPL Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at LPLA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

LPL Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/20/2024HM Payson & Co.195,128$51.55M1.0%+105.1%0.261%Search for SEC Filing on Google Icon
6/11/2024EverSource Wealth Advisors LLC1,673$0.45M0.0%-8.7%0.002%Search for SEC Filing on Google Icon
6/10/2024Schwab Charitable Fund1,000$0.26M0.0%N/A0.001%Search for SEC Filing on Google Icon
6/4/2024DekaBank Deutsche Girozentrale8,627$2.24M0.0%+5.4%0.012%Search for SEC Filing on Google Icon
5/28/2024Boston Partners1,765,230$466.43M0.6%+71.9%2.363%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC3,153$0.83M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers13,634$3.60M0.0%+260.7%0.018%Search for SEC Filing on Google Icon
5/21/2024Atria Investments Inc12,185$3.22M0.0%-3.3%0.016%Search for SEC Filing on Google Icon
5/21/2024Swedbank AB13,809$3.65M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/17/2024Plato Investment Management Ltd980$0.26M0.0%+1,109.9%0.001%Search for SEC Filing on Google Icon
5/17/2024iA Global Asset Management Inc.1,434$0.38M0.0%-18.4%0.002%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank79,043$20.88M0.1%-3.7%0.106%Search for SEC Filing on Google Icon
5/17/2024SkyView Investment Advisors LLC4,666$1.23M0.2%N/A0.006%Search for SEC Filing on Google Icon
5/17/2024Castleark Management LLC4,065$1.07M0.0%-6.2%0.005%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC1,544$0.41M0.0%+18.3%0.002%Search for SEC Filing on Google Icon
5/16/2024Redwood Investment Management LLC5,714$1.51M0.1%-7.6%0.008%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System121,566$32.12M0.0%+0.8%0.163%Search for SEC Filing on Google Icon
5/16/2024B. Riley Wealth Advisors Inc.2,211$0.58M0.0%+136.7%0.003%Search for SEC Filing on Google Icon
5/16/2024Dynasty Wealth Management LLC822$0.22M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.340,522$89.97M0.4%-29.0%0.456%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC2,575,715$680.51M0.4%-9.4%3.448%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC10,279$2.72M0.1%+71.7%0.014%Search for SEC Filing on Google Icon
5/16/2024BlueMar Capital Management LLC12,231$3.23M5.4%-1.5%0.016%Search for SEC Filing on Google Icon
5/15/2024Mount Yale Investment Advisors LLC1,746$0.46M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio36,506$9.65M0.0%-5.2%0.049%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado8,106$2.14M0.0%-7.3%0.011%Search for SEC Filing on Google Icon
5/15/2024Bamco Inc. NY122,038$32.24M0.1%+7.2%0.163%Search for SEC Filing on Google Icon
5/15/2024Fairview Capital Investment Management LLC498,919$131.82M7.4%-0.7%0.668%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD2,374,801$627.42M0.1%-3.3%3.179%Search for SEC Filing on Google Icon
5/15/2024Magnetar Financial LLC3,475$0.92M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC940$0.25M0.0%+1,640.7%0.001%Search for SEC Filing on Google Icon
5/15/2024Epoch Investment Partners Inc.927,369$245.01M1.1%+19.8%1.241%Search for SEC Filing on Google Icon
5/15/2024LRI Investments LLC1,195$0.32M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd6,127$1.62M0.0%N/A0.008%Search for SEC Filing on Google Icon
5/15/2024Brant Point Investment Management LLC34,472$9.11M0.8%-12.2%0.046%Search for SEC Filing on Google Icon
5/14/2024Canada Pension Plan Investment Board783,777$207.07M0.2%+12.7%1.049%Search for SEC Filing on Google Icon
5/14/2024Capital Research Global Investors1,597,136$421.96M0.1%-27.7%2.138%Search for SEC Filing on Google Icon
5/14/2024Toronto Dominion Bank67,213$17.76M0.0%+584.7%0.090%Search for SEC Filing on Google Icon
5/14/2024Sheaff Brock Investment Advisors LLC8,809$2.33M0.1%+8.2%0.012%Search for SEC Filing on Google Icon
5/14/2024Heron Bay Capital Management89,929$23.76M5.0%-4.6%0.120%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.1,935$0.51M0.0%-41.2%0.003%Search for SEC Filing on Google Icon
5/14/2024Axxcess Wealth Management LLC2,217$0.59M0.0%+52.3%0.003%Search for SEC Filing on Google Icon
5/14/2024Shell Asset Management Co.1,857$0.49M0.0%-45.3%0.002%Search for SEC Filing on Google Icon
5/14/2024Castle Hook Partners LP131,637$34.78M1.0%N/A0.176%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.6,685$1.77M0.1%-3.8%0.009%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co42,229$11.17M0.0%-4.5%0.057%Search for SEC Filing on Google Icon
5/14/2024National Bank of Canada FI119,772$32.18M0.0%+421.7%0.160%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.1,599$0.42M0.0%-19.0%0.002%Search for SEC Filing on Google Icon
5/13/2024Thornburg Investment Management Inc.55,771$14.73M0.2%-9.8%0.075%Search for SEC Filing on Google Icon
5/13/2024UniSuper Management Pty Ltd1,100$0.29M0.0%+83.3%0.001%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP3,631$0.96M0.1%-65.7%0.005%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC15,518$4.10M0.0%-3.6%0.021%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd230$61K0.0%-40.3%0.000%Search for SEC Filing on Google Icon
5/11/2024Cynosure Group LLC1,164$0.31M0.1%N/A0.002%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.4,944$1.31M0.1%N/A0.007%Search for SEC Filing on Google Icon
5/10/2024Ontario Teachers Pension Plan Board1,265$0.33M0.0%-52.8%0.002%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC5,153$1.36M0.0%+533.8%0.007%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.7,046,946$1.86B0.0%-1.3%9.432%Search for SEC Filing on Google Icon
5/10/2024Alera Investment Advisors LLC2,654$0.70M0.1%-1.4%0.004%Search for SEC Filing on Google Icon
5/10/2024Westfield Capital Management Co. LP385,227$101.78M0.5%-10.2%0.516%Search for SEC Filing on Google Icon
5/10/2024Intech Investment Management LLC41,850$11.06M0.2%+38.8%0.056%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp55,110$14.58M0.0%-26.8%0.074%Search for SEC Filing on Google Icon
5/9/2024Trillium Asset Management LLC184,672$48.79M1.2%-2.6%0.247%Search for SEC Filing on Google Icon
5/9/2024Orion Portfolio Solutions LLC4,676$1.24M0.0%-4.9%0.006%Search for SEC Filing on Google Icon
5/9/2024Blair William & Co. IL25,287$6.68M0.0%+7.8%0.034%Search for SEC Filing on Google Icon
5/9/2024Picton Mahoney Asset Management23,628$6.24M0.2%N/A0.032%Search for SEC Filing on Google Icon
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.39,331$10.39M0.0%+14.9%0.053%Search for SEC Filing on Google Icon
5/9/2024Fortis Capital Advisors LLC1,969$0.52M0.2%N/A0.003%Search for SEC Filing on Google Icon
5/9/2024Jackson Square Partners LLC193,966$51.25M2.1%+21.5%0.260%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System95,589$25.26M0.0%+8.8%0.128%Search for SEC Filing on Google Icon
5/9/2024Eagle Bay Advisors LLC790$0.21M0.1%-22.4%0.001%Search for SEC Filing on Google Icon
5/9/2024TD Asset Management Inc1,103,655$291.59M0.3%+33.2%1.477%Search for SEC Filing on Google Icon
5/9/2024Koshinski Asset Management Inc.981$0.26M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.35,769$9.45M0.0%+11.0%0.048%Search for SEC Filing on Google Icon
5/8/2024Hiddenite Capital Partners LP12,900$3.41M1.3%N/A0.017%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC5,178$1.37M0.0%+8.4%0.007%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC1,826$0.48M0.0%-13.5%0.002%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE21,185$5.60M0.0%+0.5%0.028%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.75,248$19.88M0.0%-36.0%0.101%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.5,977$1.58M0.0%+8.9%0.008%Search for SEC Filing on Google Icon
5/8/2024Headlands Technologies LLC6,081$1.61M0.4%+30.2%0.008%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.113,254$29.92M0.0%+23.4%0.152%Search for SEC Filing on Google Icon
5/7/202412 West Capital Management LP30,300$8.01M0.7%N/A0.041%Search for SEC Filing on Google Icon
5/7/2024Susquehanna Fundamental Investments LLC37,727$9.97M0.5%N/A0.050%Search for SEC Filing on Google Icon
5/7/2024Forsta AP Fonden28,200$7.45M0.1%-30.7%0.038%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.2,787$0.74M0.0%-25.1%0.004%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC1,087$0.29M0.0%-43.1%0.001%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC4,789$1.27M0.0%+403.0%0.006%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP751$0.20M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/6/2024Envestnet Portfolio Solutions Inc.15,452$4.08M0.0%-1.1%0.021%Search for SEC Filing on Google Icon
5/6/2024Mawer Investment Management Ltd.29,626$7.83M0.0%+99.8%0.040%Search for SEC Filing on Google Icon
5/4/2024Valley Wealth Managers Inc.1,562$0.41M0.0%+16.7%0.002%Search for SEC Filing on Google Icon
5/3/2024Mediolanum International Funds Ltd26,485$6.96M0.1%N/A0.035%Search for SEC Filing on Google Icon
5/3/2024Coronation Fund Managers Ltd.298,178$78.78M2.1%+159.5%0.399%Search for SEC Filing on Google Icon
5/3/2024Markel Group Inc.454,291$120.02M1.2%+6.5%0.608%Search for SEC Filing on Google Icon
5/3/2024Commerce Bank183,513$48.48M0.3%-0.1%0.246%Search for SEC Filing on Google Icon
5/3/2024BI Asset Management Fondsmaeglerselskab A S1,818$0.48M0.0%-11.9%0.002%Search for SEC Filing on Google Icon
5/3/2024Central Pacific Bank Trust Division272$72K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/3/2024Whittier Trust Co. of Nevada Inc.11,199$2.96M0.1%+12,772.4%0.015%Search for SEC Filing on Google Icon
5/3/2024Whittier Trust Co.20,662$5.46M0.1%N/A0.028%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
LPL Financial logo
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Read More on LPL Financial

Today's Range

Now: $282.10
Low: $279.14
High: $284.59

50 Day Range

MA: $274.99
Low: $264.29
High: $288.82

52 Week Range

Now: $282.10
Low: $200.18
High: $289.88

Volume

658,348 shs

Average Volume

530,512 shs

Market Capitalization

$21.08 billion

P/E Ratio

21.31

Dividend Yield

0.43%

Beta

0.9

Who are the company insiders with the largest holdings of LPL Financial?

LPL Financial's top insider shareholders include:
  1. Dan H Arnold (CEO)
  2. Michelle Oroschakoff (Director)
  3. Sallie R Larsen (Director)
  4. Richard Steinmeier (Director)
  5. Matthew J Audette (CFO)
  6. Kabir Sethi (Director)
  7. Matthew Enyedi (Director)
  8. Brent Simonich (CAO)
  9. William Francis Glavin Jr (Director)
  10. Aneri Jambusaria (Director)
Learn More about top insider investors at LPL Financial.
Young billionaire opens the door for millions of Americans
From Porter & Company   |   Ad
You can now profit from a catalog of 11 inventions that will likely make their way into millions of U.S. households in the months and years to come. And you can do this whether you’re rich or poor… There are no special income requirements.
Anyone can do this.