LPLA
LPL Financial Holdings Inc. · Financial Services
Insiders sold $7.2M of LPL Financial Holdings Inc. in the last 12 months and bought none
LPLA over the last year
LPLA after insider buys
3 months after each buy, from the first price a copier could get.
2 buys have 3 months of prices so far. A record shows here at 3.
Congress
Members reported 26 trades in LPLA since 2023.
Every filing
157 insider filings since 2016, newest first
Matthew J Audette · CFO
George Burton White · MD
Edward Fandrey · MD
Michelle Oroschakoff · MD
Edward Fandrey · MD
Sallie R. Larsen · MD
Michelle Oroschakoff · MD
Matthew Enyedi · MD
Scott Seese · MD
Edward Fandrey · MD
George Burton White · MD
Michelle Oroschakoff · MD
Matthew J Audette · CFO
Matthew Enyedi · MD
Dan H. Arnold · President and CEO
Richard Steinmeier · MD
Matthew J Audette · CFO
Scott Seese · MD
Michelle Oroschakoff · MD
John Andrew Kalbaugh · MD
Matthew Enyedi · MD
Dan H. Arnold · President and CEO
Matthew J Audette · CFO
Scott Seese · MD
Michelle Oroschakoff · MD
Sallie R. Larsen · MD
John Andrew Kalbaugh · MD
Dan H. Arnold · President and CEO
Brent Simonich · EVP, CAO and Treasurer
Michelle Oroschakoff · MD
Dan H. Arnold · President and CEO
John Andrew Kalbaugh · MD
Matthew Enyedi · MD
Sallie R. Larsen · MD
Sallie R. Larsen · MD
Michelle Oroschakoff · MD
Matthew J Audette · CFO
Richard Steinmeier · MD
Dan H. Arnold · President and CEO
Dan H. Arnold · President and CEO
George Burton White · MD
Michelle Oroschakoff · MD
John Andrew Kalbaugh · MD
Dan H. Arnold · President and CEO
Richard Steinmeier · MD
John Andrew Kalbaugh · MD
Dan H. Arnold · President and CEO
Dan H. Arnold · President and CEO
Matthew J Audette · CFO
Michelle Oroschakoff · MD
About LPL Financial Holdings Inc.
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 institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides fee-based platforms that provide access to mutual funds, exchange traded funds, stocks, bonds, certain options strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. In addition, the company offers retirement solutions for commission and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, it 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; an advisor-facing trading and portfolio rebalancing platform; insurance brokerage general agency services; and technology products, including 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.
Filings come from SEC EDGAR and prices from daily closes. Not investment advice.