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Financial Services - Financial - Capital Markets - NASDAQ - US
$ 348.93
0.786 %
$ 26.1 B
Market Cap
26.18
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 19, 2025.

The intrinsic value of one LPLA stock under the worst case scenario is HIDDEN Compared to the current market price of 349 USD, LPL Financial Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jan, 19, 2025.

The intrinsic value of one LPLA stock under the base case scenario is HIDDEN Compared to the current market price of 349 USD, LPL Financial Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jan, 19, 2025.

The intrinsic value of one LPLA stock under the best case scenario is HIDDEN Compared to the current market price of 349 USD, LPL Financial Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
10.1 B REVENUE
228.13%
1.63 B OPERATING INCOME
31.80%
1.07 B NET INCOME
26.08%
513 M OPERATING CASH FLOW
-73.65%
-860 M INVESTING CASH FLOW
-128.53%
-209 M FINANCING CASH FLOW
58.65%
3.11 B REVENUE
6.02%
437 M OPERATING INCOME
-29.36%
255 M NET INCOME
4.72%
209 M OPERATING CASH FLOW
240.65%
-181 M INVESTING CASH FLOW
34.44%
-24.1 M FINANCING CASH FLOW
-4.33%
Balance Sheet LPL Financial Holdings Inc.
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Current Assets 5.69 B
Cash & Short-Term Investments 542 M
Receivables 2.86 B
Other Current Assets 2.29 B
Non-Current Assets 4.69 B
Long-Term Investments 192 M
PP&E 1.03 B
Other Non-Current Assets 3.47 B
Current Liabilities 3.57 B
Accounts Payable 2.92 B
Short-Term Debt 317 M
Other Current Liabilities 336 M
Non-Current Liabilities 4.74 B
Long-Term Debt 3.92 B
Other Non-Current Liabilities 823 M
EFFICIENCY
Earnings Waterfall LPL Financial Holdings Inc.
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Revenue 10.1 B
Cost Of Revenue 7 B
Gross Profit 3.05 B
Operating Expenses 1.42 B
Operating Income 1.63 B
Other Expenses 565 M
Net Income 1.07 B
RATIOS
30.35% GROSS MARGIN
30.35%
16.23% OPERATING MARGIN
16.23%
10.61% NET MARGIN
10.61%
51.29% ROE
51.29%
10.27% ROA
10.27%
19.80% ROIC
19.80%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis LPL Financial Holdings Inc.
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Net Income 1.07 B
Depreciation & Amortization 354 M
Capital Expenditures -403 M
Stock-Based Compensation 68.7 M
Change in Working Capital -1.2 B
Others -511 M
Free Cash Flow 109 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets LPL Financial Holdings Inc.
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Wall Street analysts predict an average 1-year price target for LPLA of $299 , with forecasts ranging from a low of $268 to a high of $334 .
LPLA Lowest Price Target Wall Street Target
268 USD -23.19%
LPLA Average Price Target Wall Street Target
299 USD -14.22%
LPLA Highest Price Target Wall Street Target
334 USD -4.28%
4. DIVIDEND ANALYSIS
0.13% DIVIDEND YIELD
0.3 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership LPL Financial Holdings Inc.
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Sold
0-3 MONTHS
101 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
1.57 M USD 1
9-12 MONTHS
26.5 M USD 5
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 month ago
Dec 05, 2024
Sell 101 K USD
Jambusaria Aneri
Managing Director
- 305
331.94 USD
7 months ago
Jun 14, 2024
Sell 1.57 M USD
Arnold Dan H.
President & CEO
- 5677
277.31 USD
10 months ago
Feb 26, 2024
Sell 19.2 K USD
Sethi Kabir
Managing Director
- 73
263.59 USD
10 months ago
Feb 26, 2024
Sell 176 K USD
Sethi Kabir
Managing Director
- 662
266.12 USD
10 months ago
Feb 26, 2024
Sell 86.2 K USD
Sethi Kabir
Managing Director
- 323
266.89 USD
10 months ago
Feb 26, 2024
Sell 64.8 K USD
Sethi Kabir
Managing Director
- 242
267.9 USD
10 months ago
Feb 26, 2024
Sell 56.1 K USD
Gates Greg
Managing Director
- 213
263.44 USD
10 months ago
Feb 26, 2024
Sell 46.1 K USD
Gates Greg
Managing Director
- 174
264.77 USD
10 months ago
Feb 26, 2024
Sell 2.35 M USD
Gates Greg
Managing Director
- 8823
266.12 USD
10 months ago
Feb 26, 2024
Sell 396 K USD
Gates Greg
Managing Director
- 1484
266.95 USD
10 months ago
Feb 26, 2024
Sell 189 K USD
Gates Greg
Managing Director
- 707
267.87 USD
10 months ago
Feb 26, 2024
Sell 631 K USD
Enyedi Matthew
Managing Director
- 2400
263 USD
10 months ago
Feb 26, 2024
Sell 33.5 K USD
Audette Matthew J
CFO and Head of Business Ops
- 127
263.41 USD
10 months ago
Feb 26, 2024
Sell 79.3 K USD
Audette Matthew J
CFO and Head of Business Ops
- 300
264.37 USD
10 months ago
Feb 26, 2024
Sell 324 K USD
Audette Matthew J
CFO and Head of Business Ops
- 1219
265.68 USD
10 months ago
Feb 26, 2024
Sell 697 K USD
Audette Matthew J
CFO and Head of Business Ops
- 2613
266.68 USD
10 months ago
Feb 26, 2024
Sell 352 K USD
Audette Matthew J
CFO and Head of Business Ops
- 1315
267.79 USD
10 months ago
Feb 26, 2024
Sell 131 K USD
Arnold Dan H.
President & CEO
- 500
262.73 USD
10 months ago
Feb 26, 2024
Sell 211 K USD
Arnold Dan H.
President & CEO
- 800
263.59 USD
10 months ago
Feb 26, 2024
Sell 318 K USD
Arnold Dan H.
President & CEO
- 1200
264.9 USD
10 months ago
Feb 26, 2024
Sell 3.3 M USD
Arnold Dan H.
President & CEO
- 12390
265.99 USD
10 months ago
Feb 26, 2024
Sell 3.07 M USD
Arnold Dan H.
President & CEO
- 11506
266.76 USD
10 months ago
Feb 26, 2024
Sell 2.25 M USD
Arnold Dan H.
President & CEO
- 8411
267.8 USD
10 months ago
Feb 23, 2024
Sell 1.4 M USD
Arnold Dan H.
President & CEO
- 5267
265.39 USD
10 months ago
Feb 23, 2024
Sell 485 K USD
Arnold Dan H.
President & CEO
- 1822
266.43 USD
11 months ago
Feb 20, 2024
Sell 355 K USD
Enyedi Matthew
Managing Director
- 1381
256.94 USD
11 months ago
Feb 20, 2024
Sell 746 K USD
Arnold Dan H.
President & CEO
- 2924
255.19 USD
11 months ago
Feb 20, 2024
Sell 1.07 M USD
Arnold Dan H.
President & CEO
- 4172
256.19 USD
11 months ago
Feb 20, 2024
Sell 387 K USD
Arnold Dan H.
President & CEO
- 1504
257.11 USD
11 months ago
Feb 20, 2024
Sell 310 K USD
Arnold Dan H.
President & CEO
- 1200
258.27 USD
11 months ago
Feb 20, 2024
Sell 51.9 K USD
Arnold Dan H.
President & CEO
- 200
259.47 USD
11 months ago
Feb 05, 2024
Sell 123 K USD
Audette Matthew J
CFO and Head of Business Ops
- 500
246.02 USD
11 months ago
Feb 05, 2024
Sell 3.78 M USD
Audette Matthew J
CFO and Head of Business Ops
- 15250
248.05 USD
11 months ago
Feb 05, 2024
Sell 2.39 M USD
Audette Matthew J
CFO and Head of Business Ops
- 9595
249.1 USD
11 months ago
Feb 05, 2024
Sell 537 K USD
Audette Matthew J
CFO and Head of Business Ops
- 2147
249.95 USD
11 months ago
Feb 05, 2024
Sell 53.2 K USD
Audette Matthew J
CFO and Head of Business Ops
- 212
251.02 USD
1 year ago
Nov 10, 2023
Sell 3.06 M USD
Larsen Sallie R.
Managing Director
- 13488
226.57 USD
1 year ago
Nov 02, 2023
Sell 429 K USD
Jambusaria Aneri
Managing Director
- 1930
222.37 USD
1 year ago
Sep 19, 2023
Sell 43.8 K USD
Arnold Dan H.
President & CEO
- 175
250 USD
1 year ago
Sep 20, 2023
Sell 88.3 K USD
Arnold Dan H.
President & CEO
- 353
250.03 USD
1 year ago
Sep 13, 2023
Sell 887 K USD
Steinmeier Richard
Managing Director
- 3666
242.07 USD
1 year ago
Sep 13, 2023
Sell 1.29 M USD
Steinmeier Richard
Managing Director
- 5334
242.77 USD
1 year ago
Sep 13, 2023
Sell 293 K USD
Steinmeier Richard
Managing Director
- 1200
243.99 USD
1 year ago
Sep 13, 2023
Sell 24.5 K USD
Steinmeier Richard
Managing Director
- 100
244.65 USD
1 year ago
Aug 22, 2023
Sell 754 K USD
Enyedi Matthew
Managing Director
- 3265
230.86 USD
1 year ago
May 04, 2023
Bought 100 K USD
Glavin William Francis Jr
Director
+ 557
180.23 USD
1 year ago
Feb 27, 2023
Sell 245 K USD
Oroschakoff Michelle
Managing Director
- 1000
245.24 USD
1 year ago
Feb 27, 2023
Sell 593 K USD
Oroschakoff Michelle
Managing Director
- 2408
246.1 USD
1 year ago
Feb 27, 2023
Sell 346 K USD
Oroschakoff Michelle
Managing Director
- 1401
246.99 USD
1 year ago
Feb 27, 2023
Sell 1.1 M USD
Larsen Sallie R.
Managing Director
- 4439
248.13 USD
1 year ago
Feb 27, 2023
Sell 375 K USD
Audette Matthew J
Chief Financial Officer
- 1528
245.3 USD
1 year ago
Feb 27, 2023
Sell 879 K USD
Audette Matthew J
Chief Financial Officer
- 3574
246.06 USD
1 year ago
Feb 27, 2023
Sell 496 K USD
Audette Matthew J
Chief Financial Officer
- 2009
247.01 USD
1 year ago
Feb 27, 2023
Sell 284 K USD
Arnold Dan H.
President & CEO
- 1160
244.82 USD
1 year ago
Feb 27, 2023
Sell 4.65 M USD
Arnold Dan H.
President & CEO
- 18908
245.7 USD
1 year ago
Feb 27, 2023
Sell 4.03 M USD
Arnold Dan H.
President & CEO
- 16316
246.71 USD
1 year ago
Feb 27, 2023
Sell 510 K USD
Arnold Dan H.
President & CEO
- 2060
247.44 USD
1 year ago
Feb 16, 2023
Sell 1.98 M USD
Oroschakoff Michelle
Managing Director
- 7990
248.19 USD
1 year ago
Feb 17, 2023
Sell 49.4 K USD
Oroschakoff Michelle
Managing Director
- 200
246.91 USD
1 year ago
Feb 17, 2023
Sell 184 K USD
Oroschakoff Michelle
Managing Director
- 740
248.26 USD
1 year ago
Feb 17, 2023
Sell 1.49 M USD
Oroschakoff Michelle
Managing Director
- 5969
249.55 USD
1 year ago
Feb 17, 2023
Sell 719 K USD
Oroschakoff Michelle
Managing Director
- 2874
250.33 USD
1 year ago
Feb 13, 2023
Sell 453 K USD
Larsen Sallie R.
Managing Director
- 1881
240.88 USD
1 year ago
Feb 13, 2023
Sell 3.1 M USD
Larsen Sallie R.
Managing Director
- 12828
241.76 USD
1 year ago
Feb 13, 2023
Sell 1.41 M USD
Larsen Sallie R.
Managing Director
- 5810
242.33 USD
1 year ago
Feb 06, 2023
Sell 7.27 K USD
Audette Matthew J
Chief Financial Officer
- 31
234.48 USD
1 year ago
Feb 06, 2023
Sell 5.42 K USD
Audette Matthew J
Chief Financial Officer
- 23
235.47 USD
1 year ago
Feb 06, 2023
Sell 803 K USD
Audette Matthew J
Chief Financial Officer
- 3387
237.21 USD
1 year ago
Feb 06, 2023
Sell 811 K USD
Audette Matthew J
Chief Financial Officer
- 3400
238.49 USD
1 year ago
Feb 06, 2023
Sell 1.91 M USD
Audette Matthew J
Chief Financial Officer
- 7969
239.51 USD
1 year ago
Feb 06, 2023
Sell 1.27 M USD
Audette Matthew J
Chief Financial Officer
- 5300
240.56 USD
1 year ago
Feb 06, 2023
Sell 145 K USD
Audette Matthew J
Chief Financial Officer
- 600
241.5 USD
1 year ago
Feb 06, 2023
Sell 24.2 K USD
Audette Matthew J
Chief Financial Officer
- 100
242.29 USD
2 years ago
Nov 18, 2022
Bought 202 K USD
Simonich Brent
EVP, CAO and Treasurer
+ 920
219.15 USD
2 years ago
Nov 17, 2022
Sell 1.11 M USD
Oroschakoff Michelle
Managing Director
- 5213
213.8 USD
2 years ago
Nov 18, 2022
Bought 99.7 K USD
Glavin William Francis Jr
Director
+ 458
217.74 USD
2 years ago
Oct 31, 2022
Sell 818 K USD
Audette Matthew J
Chief Financial Officer
- 3209
254.84 USD
2 years ago
Oct 31, 2022
Sell 1.17 M USD
Audette Matthew J
Chief Financial Officer
- 4587
255.64 USD
2 years ago
Oct 31, 2022
Sell 1.05 M USD
Audette Matthew J
Chief Financial Officer
- 4100
256.71 USD
2 years ago
Oct 31, 2022
Sell 947 K USD
Audette Matthew J
Chief Financial Officer
- 3669
258.14 USD
2 years ago
Oct 31, 2022
Sell 839 K USD
Audette Matthew J
Chief Financial Officer
- 3235
259.49 USD
2 years ago
Oct 31, 2022
Sell 312 K USD
Audette Matthew J
Chief Financial Officer
- 1200
260.28 USD
2 years ago
Oct 05, 2022
Sell 4.81 M USD
Arnold Dan H.
President & CEO
- 20000
240.27 USD
2 years ago
Aug 17, 2022
Sell 1.37 M USD
Oroschakoff Michelle
Managing Director
- 6086
225.88 USD
2 years ago
Aug 17, 2022
Sell 694 K USD
Oroschakoff Michelle
Managing Director
- 3043
228.09 USD
2 years ago
Aug 17, 2022
Sell 297 K USD
Oroschakoff Michelle
Managing Director
- 1300
228.77 USD
2 years ago
Aug 17, 2022
Sell 393 K USD
Oroschakoff Michelle
Managing Director
- 1709
230.06 USD
2 years ago
Aug 17, 2022
Sell 92.4 K USD
Oroschakoff Michelle
Managing Director
- 400
230.98 USD
2 years ago
Aug 17, 2022
Sell 80 K USD
Oroschakoff Michelle
Managing Director
- 345
231.9 USD
2 years ago
Aug 17, 2022
Sell 587 K USD
Arnold Dan H.
President & CEO
- 2531
231.77 USD
2 years ago
Aug 15, 2022
Sell 257 K USD
Arnold Dan H.
President & CEO
- 1131
226.94 USD
2 years ago
Aug 04, 2022
Sell 1.59 M USD
Steinmeier Richard
Managing Director
- 7355
216.64 USD
2 years ago
Jul 29, 2022
Sell 8.21 M USD
Arnold Dan H.
President & CEO
- 39015
210.33 USD
2 years ago
May 26, 2022
Sell 261 K USD
Arnold Dan H.
President & CEO
- 1336
195.7 USD
2 years ago
May 16, 2022
Sell 281 K USD
Oroschakoff Michelle
Managing Director
- 1644
170.78 USD
2 years ago
May 16, 2022
Sell 897 K USD
Oroschakoff Michelle
Managing Director
- 5217
171.96 USD
2 years ago
May 16, 2022
Sell 1.47 M USD
Oroschakoff Michelle
Managing Director
- 8528
172.62 USD
2 years ago
May 16, 2022
Sell 55.6 K USD
Oroschakoff Michelle
Managing Director
- 320
173.8 USD
2 years ago
May 16, 2022
Sell 2.62 K USD
Oroschakoff Michelle
Managing Director
- 15
174.89 USD
2 years ago
Mar 14, 2022
Sell 303 K USD
Enyedi Matthew
Managing Director
- 1900
159.25 USD
2 years ago
Mar 08, 2022
Bought 36.9 K USD
Glavin William Francis Jr
Director
+ 260
142.02 USD
2 years ago
Mar 08, 2022
Bought 212 K USD
Glavin William Francis Jr
director:
+ 1500
141.51 USD
2 years ago
Feb 28, 2022
Sell 801 K USD
Larsen Sallie R.
Managing Director
- 4506
177.77 USD
2 years ago
Feb 28, 2022
Sell 75.5 K USD
Fandrey Edward
Managing Director
- 420
179.67 USD
2 years ago
Feb 28, 2022
Sell 37 K USD
Fandrey Edward
Managing Director
- 205
180.51 USD
2 years ago
Feb 28, 2022
Sell 115 K USD
Fandrey Edward
Managing Director
- 630
181.75 USD
2 years ago
Feb 28, 2022
Sell 53.6 K USD
Audette Matthew J
Chief Financial Officer
- 300
178.55 USD
2 years ago
Feb 28, 2022
Sell 414 K USD
Audette Matthew J
Chief Financial Officer
- 2300
179.92 USD
2 years ago
Feb 28, 2022
Sell 215 K USD
Audette Matthew J
Chief Financial Officer
- 1189
181.14 USD
2 years ago
Feb 28, 2022
Sell 362 K USD
Audette Matthew J
Chief Financial Officer
- 1991
181.85 USD
2 years ago
Feb 28, 2022
Sell 124 K USD
Arnold Dan H.
President & CEO
- 698
178.07 USD
2 years ago
Feb 28, 2022
Sell 646 K USD
Arnold Dan H.
President & CEO
- 3599
179.48 USD
2 years ago
Feb 28, 2022
Sell 1.34 M USD
Arnold Dan H.
President & CEO
- 7447
180.24 USD
2 years ago
Feb 28, 2022
Sell 1.32 M USD
Arnold Dan H.
President & CEO
- 7275
181.47 USD
2 years ago
Feb 28, 2022
Sell 747 K USD
Arnold Dan H.
President & CEO
- 4100
182.1 USD
2 years ago
Feb 16, 2022
Sell 1.87 M USD
Oroschakoff Michelle
Managing Director
- 10117
184.57 USD
2 years ago
Feb 16, 2022
Sell 55.9 K USD
Oroschakoff Michelle
Managing Director
- 300
186.34 USD
2 years ago
Feb 16, 2022
Sell 603 K USD
Oroschakoff Michelle
Managing Director
- 3221
187.19 USD
2 years ago
Feb 16, 2022
Sell 132 K USD
Oroschakoff Michelle
Managing Director
- 700
188.32 USD
2 years ago
Feb 16, 2022
Sell 166 K USD
Oroschakoff Michelle
Managing Director
- 879
189.07 USD
2 years ago
Feb 07, 2022
Sell 2.55 M USD
White George Burton
Managing Director
- 14184
180.12 USD
2 years ago
Feb 07, 2022
Sell 9.19 M USD
White George Burton
Managing Director
- 50735
181.14 USD
2 years ago
Feb 07, 2022
Sell 1.99 M USD
White George Burton
Managing Director
- 10915
182.08 USD
2 years ago
Feb 07, 2022
Sell 829 K USD
White George Burton
Managing Director
- 4534
182.8 USD
2 years ago
Feb 07, 2022
Sell 562 K USD
Audette Matthew J
Chief Financial Officer
- 3122
180.04 USD
2 years ago
Feb 07, 2022
Sell 2.39 M USD
Audette Matthew J
Chief Financial Officer
- 13210
181.14 USD
2 years ago
Feb 07, 2022
Sell 482 K USD
Audette Matthew J
Chief Financial Officer
- 2647
182.18 USD
2 years ago
Feb 07, 2022
Sell 187 K USD
Audette Matthew J
Chief Financial Officer
- 1021
183.03 USD
3 years ago
Dec 07, 2021
Sell 3.7 M USD
White George Burton
Managing Director
- 22271
166.1 USD
3 years ago
Nov 30, 2021
Sell 139 K USD
Fandrey Edward
Managing Director
- 883
157.93 USD
3 years ago
Nov 30, 2021
Sell 100 K USD
Fandrey Edward
Managing Director
- 630
158.93 USD
3 years ago
Nov 30, 2021
Sell 43.3 K USD
Fandrey Edward
Managing Director
- 271
159.73 USD
3 years ago
Nov 16, 2021
Sell 2.1 M USD
Oroschakoff Michelle
Managing Director
- 12610
166.43 USD
3 years ago
Nov 16, 2021
Sell 2.1 M USD
Oroschakoff Michelle
Managing Director
- 12610
166.43 USD
3 years ago
Nov 16, 2021
Sell 246 K USD
Oroschakoff Michelle
Managing Director
- 1470
167.68 USD
3 years ago
Nov 16, 2021
Sell 246 K USD
Oroschakoff Michelle
Managing Director
- 1470
167.68 USD
3 years ago
Nov 16, 2021
Sell 337 K USD
Oroschakoff Michelle
Managing Director
- 2000
168.72 USD
3 years ago
Nov 16, 2021
Sell 337 K USD
Oroschakoff Michelle
Managing Director
- 2000
168.72 USD
3 years ago
Nov 16, 2021
Sell 158 K USD
Oroschakoff Michelle
Managing Director
- 930
169.49 USD
3 years ago
Nov 16, 2021
Sell 158 K USD
Oroschakoff Michelle
Managing Director
- 930
169.49 USD
3 years ago
Aug 26, 2021
Sell 265 K USD
Fandrey Edward
Managing Director
- 1784
148.78 USD
3 years ago
Aug 16, 2021
Sell 1.25 M USD
Larsen Sallie R.
Managing Director
- 8669
143.98 USD
3 years ago
Aug 16, 2021
Sell 840 K USD
Oroschakoff Michelle
Managing Director
- 5848
143.69 USD
3 years ago
Aug 16, 2021
Sell 1.23 M USD
Oroschakoff Michelle
Managing Director
- 8537
143.98 USD
3 years ago
Aug 16, 2021
Sell 551 K USD
Oroschakoff Michelle
Managing Director
- 3800
145.11 USD
3 years ago
Jul 20, 2021
Sell 1 M USD
Enyedi Matthew
Managing Director
- 7712
130 USD
3 years ago
Jun 14, 2021
Sell 1.74 M USD
Seese Scott
Managing Director
- 12521
139.1 USD
3 years ago
Jun 14, 2021
Sell 269 K USD
Fandrey Edward
Managing Director
- 1930
139.49 USD
3 years ago
May 12, 2021
Sell 594 K USD
White George Burton
Managing Director
- 4150
143.16 USD
3 years ago
May 12, 2021
Sell 127 K USD
White George Burton
Managing Director
- 877
144.28 USD
3 years ago
May 12, 2021
Sell 514 K USD
White George Burton
Managing Director
- 3535
145.37 USD
3 years ago
May 12, 2021
Sell 2.6 M USD
White George Burton
Managing Director
- 17780
146.4 USD
3 years ago
May 12, 2021
Sell 2.71 M USD
White George Burton
Managing Director
- 18423
147.17 USD
3 years ago
May 12, 2021
Sell 635 K USD
White George Burton
Managing Director
- 4280
148.32 USD
3 years ago
May 12, 2021
Sell 233 K USD
White George Burton
Managing Director
- 1563
149.33 USD
3 years ago
May 12, 2021
Sell 590 K USD
Oroschakoff Michelle
Managing Director
- 4000
147.43 USD
3 years ago
May 12, 2021
Sell 590 K USD
Oroschakoff Michelle
Managing Director
- 4000
147.43 USD
3 years ago
May 11, 2021
Sell 65.1 K USD
Enyedi Matthew
Managing Director
- 438
148.71 USD
3 years ago
May 10, 2021
Sell 1.48 M USD
Audette Matthew J
Chief Financial Officer
- 9715
152.73 USD
3 years ago
May 10, 2021
Sell 1.3 M USD
Audette Matthew J
Chief Financial Officer
- 8498
153.56 USD
3 years ago
May 10, 2021
Sell 4 M USD
Audette Matthew J
Chief Financial Officer
- 25875
154.77 USD
3 years ago
May 10, 2021
Sell 327 K USD
Audette Matthew J
Chief Financial Officer
- 2100
155.93 USD
3 years ago
May 10, 2021
Sell 730 K USD
Audette Matthew J
Chief Financial Officer
- 4661
156.56 USD
3 years ago
May 10, 2021
Sell 8.83 K USD
Audette Matthew J
Chief Financial Officer
- 56
157.61 USD
3 years ago
May 10, 2021
Sell 455 K USD
Arnold Dan H.
President & CEO
- 2981
152.72 USD
3 years ago
May 10, 2021
Sell 392 K USD
Arnold Dan H.
President & CEO
- 2555
153.59 USD
3 years ago
May 10, 2021
Sell 1.22 M USD
Arnold Dan H.
President & CEO
- 7851
154.78 USD
3 years ago
May 10, 2021
Sell 109 K USD
Arnold Dan H.
President & CEO
- 700
155.81 USD
3 years ago
May 10, 2021
Sell 236 K USD
Arnold Dan H.
President & CEO
- 1507
156.56 USD
3 years ago
Mar 08, 2021
Sell 192 K USD
Steinmeier Richard
Managing Director
- 1406
136.67 USD
3 years ago
Feb 26, 2021
Sell 118 K USD
Seese Scott
Managing Director
- 907
130.23 USD
3 years ago
Feb 26, 2021
Sell 123 K USD
Oroschakoff Michelle
Managing Director
- 943
130.23 USD
3 years ago
Feb 26, 2021
Sell 121 K USD
Kalbaugh John Andrew
Managing Director
- 926
130.23 USD
3 years ago
Mar 01, 2021
Sell 64.9 K USD
Enyedi Matthew
Managing Director
- 476
136.41 USD
3 years ago
Feb 26, 2021
Sell 19.5 K USD
Audette Matthew J
Chief Financial Officer
- 151
128.85 USD
3 years ago
Feb 26, 2021
Sell 29.5 K USD
Audette Matthew J
Chief Financial Officer
- 227
129.96 USD
3 years ago
Feb 26, 2021
Sell 21.9 K USD
Audette Matthew J
Chief Financial Officer
- 167
131.01 USD
3 years ago
Feb 26, 2021
Sell 112 K USD
Audette Matthew J
Chief Financial Officer
- 846
131.97 USD
3 years ago
Feb 26, 2021
Sell 16.1 K USD
Audette Matthew J
Chief Financial Officer
- 121
132.65 USD
3 years ago
Feb 26, 2021
Sell 333 K USD
Arnold Dan H.
President & CEO
- 2558
130.23 USD
3 years ago
Feb 24, 2021
Sell 629 K USD
Seese Scott
Managing Director
- 4661
134.94 USD
3 years ago
Feb 24, 2021
Sell 69.2 K USD
Oroschakoff Michelle
Managing Director
- 513
134.94 USD
3 years ago
Feb 24, 2021
Sell 69.2 K USD
Oroschakoff Michelle
Managing Director
- 513
134.94 USD
3 years ago
Feb 24, 2021
Sell 606 K USD
Larsen Sallie R.
Managing Director
- 4489
134.94 USD
3 years ago
Feb 24, 2021
Sell 606 K USD
Larsen Sallie R.
Managing Director
- 4489
134.94 USD
3 years ago
Feb 23, 2021
Sell 1.16 M USD
Kalbaugh John Andrew
Managing Director
- 8745
132.64 USD
3 years ago
Feb 23, 2021
Sell 1.16 M USD
Kalbaugh John Andrew
Managing Director
- 8745
132.64 USD
3 years ago
Feb 24, 2021
Sell 630 K USD
Kalbaugh John Andrew
Managing Director
- 4669
134.94 USD
3 years ago
Feb 24, 2021
Sell 630 K USD
Kalbaugh John Andrew
Managing Director
- 4669
134.94 USD
3 years ago
Feb 24, 2021
Sell 1.19 M USD
Audette Matthew J
Chief Financial Officer
- 8847
134.94 USD
3 years ago
Feb 24, 2021
Sell 258 K USD
Arnold Dan H.
President & CEO
- 1923
134.33 USD
3 years ago
Feb 24, 2021
Sell 1.23 M USD
Arnold Dan H.
President & CEO
- 9057
135.6 USD
3 years ago
Feb 24, 2021
Sell 1.6 M USD
Arnold Dan H.
President & CEO
- 11704
136.55 USD
3 years ago
Feb 24, 2021
Sell 358 K USD
Arnold Dan H.
President & CEO
- 2610
137.2 USD
3 years ago
Feb 16, 2021
Bought 250 K USD
Simonich Brent
EVP, CAO and Treasurer
+ 1909
131 USD
3 years ago
Feb 12, 2021
Sell 513 K USD
Oroschakoff Michelle
Managing Director
- 4000
128.16 USD
3 years ago
Feb 16, 2021
Sell 1.04 M USD
Arnold Dan H.
President & CEO
- 7974
130.86 USD
3 years ago
Feb 10, 2021
Sell 291 K USD
Kalbaugh John Andrew
Managing Director
- 2301
126.68 USD
3 years ago
Feb 10, 2021
Sell 956 K USD
Kalbaugh John Andrew
Managing Director
- 7499
127.45 USD
3 years ago
Feb 10, 2021
Sell 1.05 M USD
Kalbaugh John Andrew
Managing Director
- 8184
128.31 USD
3 years ago
Feb 09, 2021
Sell 184 K USD
Enyedi Matthew
Managing Director
- 1473
124.89 USD
4 years ago
Nov 24, 2020
Sell 496 K USD
Larsen Sallie R.
Managing Director
- 5225
95 USD
4 years ago
Nov 16, 2020
Sell 575 K USD
Larsen Sallie R.
Managing Director
- 6300
91.22 USD
4 years ago
Nov 12, 2020
Sell 347 K USD
Oroschakoff Michelle
Managing Director
- 4000
86.79 USD
4 years ago
Nov 09, 2020
Sell 343 K USD
Steinmeier Richard
Managing Director
- 3984
86 USD
4 years ago
Nov 09, 2020
Sell 8.41 K USD
Audette Matthew J
Chief Financial Officer
- 100
84.07 USD
4 years ago
Nov 09, 2020
Sell 120 K USD
Audette Matthew J
Chief Financial Officer
- 1400
85.93 USD
4 years ago
Nov 09, 2020
Sell 400 K USD
Audette Matthew J
Chief Financial Officer
- 4600
86.9 USD
4 years ago
Nov 09, 2020
Sell 342 K USD
Audette Matthew J
Chief Financial Officer
- 3900
87.8 USD
4 years ago
Nov 09, 2020
Sell 205 K USD
Audette Matthew J
Chief Financial Officer
- 2300
88.92 USD
4 years ago
Nov 09, 2020
Sell 17.9 K USD
Audette Matthew J
Chief Financial Officer
- 200
89.48 USD
4 years ago
Nov 09, 2020
Sell 1.1 M USD
Arnold Dan H.
President & CEO
- 12892
85 USD
4 years ago
Sep 04, 2020
Sell 85.4 K USD
Arnold Dan H.
President & CEO
- 1000
85.44 USD
4 years ago
Sep 03, 2020
Sell 81.7 K USD
Arnold Dan H.
President & CEO
- 956
85.41 USD
4 years ago
Aug 12, 2020
Sell 1.64 M USD
White George Burton
Managing Director
- 19412
84.28 USD
4 years ago
Aug 12, 2020
Sell 268 K USD
White George Burton
Managing Director
- 3161
84.82 USD
4 years ago
Aug 12, 2020
Sell 337 K USD
Oroschakoff Michelle
Managing Director
- 4000
84.33 USD
4 years ago
Aug 12, 2020
Sell 2.49 M USD
Kalbaugh John Andrew
Managing Director
- 29668
84.09 USD
4 years ago
Aug 12, 2020
Sell 2.49 M USD
Kalbaugh John Andrew
Managing Director
- 29668
84.09 USD
4 years ago
Aug 12, 2020
Sell 1.78 M USD
Kalbaugh John Andrew
Managing Director
- 21099
84.57 USD
4 years ago
Aug 12, 2020
Sell 1.78 M USD
Kalbaugh John Andrew
Managing Director
- 21099
84.57 USD
4 years ago
Aug 11, 2020
Sell 1.26 M USD
Arnold Dan H.
President & CEO
- 14752
85.29 USD
4 years ago
Aug 13, 2020
Sell 34 K USD
Arnold Dan H.
President & CEO
- 400
85.05 USD
4 years ago
Jun 09, 2020
Sell 466 K USD
Steinmeier Richard
Managing Director
- 5418
86.02 USD
4 years ago
Jun 09, 2020
Sell 3.25 M USD
Kalbaugh John Andrew
Managing Director
- 38211
85.13 USD
4 years ago
Jun 09, 2020
Sell 1.27 M USD
Arnold Dan H.
President & CEO
- 14901
85.56 USD
4 years ago
Jun 09, 2020
Sell 439 K USD
Arnold Dan H.
President & CEO
- 5099
86.1 USD
4 years ago
Jun 05, 2020
Sell 1.6 M USD
Arnold Dan H.
President & CEO
- 19487
81.98 USD
4 years ago
Jun 05, 2020
Sell 962 K USD
Arnold Dan H.
President & CEO
- 11647
82.62 USD
4 years ago
Jun 05, 2020
Sell 227 K USD
Arnold Dan H.
President & CEO
- 2720
83.48 USD
4 years ago
Jun 05, 2020
Sell 97 K USD
Arnold Dan H.
President & CEO
- 1146
84.62 USD
4 years ago
Feb 26, 2020
Sell 47.4 K USD
Oroschakoff Michelle
Managing Director
- 558
84.86 USD
4 years ago
Feb 25, 2020
Sell 58.4 K USD
Oroschakoff Michelle
Managing Director
- 665
87.78 USD
4 years ago
Feb 26, 2020
Sell 38.7 K USD
Kalbaugh John Andrew
Managing Director
- 456
84.86 USD
4 years ago
Feb 25, 2020
Sell 46.3 K USD
Kalbaugh John Andrew
Managing Director
- 528
87.78 USD
4 years ago
Feb 26, 2020
Sell 79.5 K USD
Audette Matthew J
Chief Financial Officer
- 937
84.86 USD
4 years ago
Feb 25, 2020
Sell 96.1 K USD
Audette Matthew J
Chief Financial Officer
- 1095
87.78 USD
4 years ago
Feb 13, 2020
Sell 475 K USD
Oroschakoff Michelle
Managing Director
- 5000
94.95 USD
4 years ago
Feb 14, 2020
Sell 614 K USD
Arnold Dan H.
President & CEO
- 6468
94.88 USD
4 years ago
Jan 27, 2020
Sell 5.98 M USD
Kalbaugh John Andrew
Managing Director
- 64380
92.94 USD
4 years ago
Jan 27, 2020
Sell 5.98 M USD
Kalbaugh John Andrew
Managing Director
- 64380
92.94 USD
5 years ago
Dec 06, 2019
Sell 1.89 M USD
White George Burton
Managing Director
- 20482
92.3 USD
5 years ago
Dec 06, 2019
Sell 20.5 K USD
White George Burton
Managing Director
- 221
92.7 USD
5 years ago
Nov 25, 2019
Sell 1.21 M USD
Calder Tracy
Managing Director
- 13181
91.6 USD
5 years ago
Nov 13, 2019
Sell 430 K USD
Oroschakoff Michelle
Managing Director
- 5000
85.95 USD
5 years ago
Nov 06, 2019
Sell 3.28 M USD
White George Burton
Managing Director
- 38066
86.25 USD
5 years ago
Nov 06, 2019
Sell 1.13 M USD
White George Burton
Managing Director
- 13074
86.59 USD
5 years ago
Sep 10, 2019
Sell 2.56 M USD
Kalbaugh John Andrew
Managing Director
- 31840
80.27 USD
5 years ago
Sep 10, 2019
Sell 22.7 K USD
Kalbaugh John Andrew
Managing Director
- 280
81.07 USD
5 years ago
Sep 10, 2019
Sell 3.85 M USD
Arnold Dan H.
President & CEO
- 48159
80 USD
5 years ago
Aug 22, 2019
Sell 1.46 M USD
Arnold Dan H.
President & CEO
- 19347
75.26 USD
5 years ago
Aug 22, 2019
Sell 30.7 K USD
Arnold Dan H.
President & CEO
- 400
76.64 USD
5 years ago
Aug 13, 2019
Sell 358 K USD
Oroschakoff Michelle
Managing Director
- 5000
71.67 USD
5 years ago
Aug 05, 2019
Sell 674 K USD
Audette Matthew J
Chief Financial Officer
- 8813
76.49 USD
5 years ago
Aug 05, 2019
Sell 284 K USD
Audette Matthew J
Chief Financial Officer
- 3687
77.11 USD
5 years ago
May 28, 2019
Sell 507 K USD
Oroschakoff Michelle
Managing Director
- 6000
84.51 USD
5 years ago
May 08, 2019
Sell 42.1 K USD
Calder Tracy
Managing Director
- 500
84.25 USD
5 years ago
May 08, 2019
Sell 42.1 K USD
Calder Tracy
Managing Director
- 500
84.25 USD
5 years ago
May 03, 2019
Sell 104 K USD
Arnold Dan H.
President & CEO
- 1222
85 USD
5 years ago
Mar 14, 2019
Sell 89.6 K USD
Oroschakoff Michelle
Managing Director
- 1214
73.81 USD
5 years ago
Mar 14, 2019
Sell 1.88 M USD
Gooley Thomas
Managing Director
- 25392
74.06 USD
5 years ago
Feb 26, 2019
Sell 894 K USD
Oroschakoff Michelle
Managing Director
- 11593
77.11 USD
5 years ago
Feb 26, 2019
Sell 831 K USD
Calder Tracy
Managing Director
- 10747
77.34 USD
5 years ago
Feb 26, 2019
Sell 550 K USD
Arnold Dan H.
President & CEO
- 7113
77.34 USD
5 years ago
Feb 11, 2019
Sell 3.08 M USD
Kalbaugh John Andrew
Managing Director
- 40000
76.94 USD
5 years ago
Feb 11, 2019
Sell 3.08 M USD
Kalbaugh John Andrew
Managing Director
- 40000
76.94 USD
5 years ago
Feb 04, 2019
Sell 3.02 M USD
Gooley Thomas
Managing Director
- 40340
74.81 USD
5 years ago
Feb 04, 2019
Sell 233 K USD
Gooley Thomas
Managing Director
- 3100
75.06 USD
6 years ago
Jan 16, 2019
Sell 2.57 M USD
Arnold Dan H.
President & CEO
- 36774
70 USD
6 years ago
Jan 10, 2019
Sell 1.58 M USD
White George Burton
Managing Director
- 23892
66 USD
6 years ago
Dec 12, 2018
Sell 274 K USD
RIEPE JAMES S
Director
- 4517
60.69 USD
6 years ago
Dec 12, 2018
Sell 1.81 M USD
Gooley Thomas
Managing Director
- 29876
60.72 USD
6 years ago
Nov 27, 2018
Sell 378 K USD
Oroschakoff Michelle
Managing Director
- 6000
63 USD
6 years ago
Nov 08, 2018
Sell 1.58 M USD
White George Burton
Managing Director
- 23893
66 USD
6 years ago
Sep 28, 2018
Sell 16.1 K USD
Larsen Sallie R.
Managing Director
- 250
64.4 USD
6 years ago
Aug 27, 2018
Sell 403 K USD
Oroschakoff Michelle
Managing Director
- 6000
67.11 USD
6 years ago
Aug 01, 2018
Sell 401 K USD
Arnold Dan H.
President & CEO
- 6000
66.9 USD
6 years ago
Jun 14, 2018
Sell 114 K USD
Kalbaugh John Andrew
Managing Director
- 1627
70.2 USD
6 years ago
May 11, 2018
Sell 421 K USD
Oroschakoff Michelle
Managing Director
- 6050
69.58 USD
6 years ago
May 07, 2018
Sell 477 K USD
Calder Tracy
Managing Director
- 7388
64.54 USD
6 years ago
Mar 14, 2018
Sell 90.5 K USD
Kalbaugh John Andrew
Managing Director
- 1398
64.76 USD
6 years ago
Mar 13, 2018
Sell 1.36 M USD
White George Burton
Managing Director
- 20800
65.34 USD
6 years ago
Mar 13, 2018
Sell 276 K USD
White George Burton
Managing Director
- 4200
65.79 USD
6 years ago
Mar 07, 2018
Sell 151 K USD
Kalbaugh John Andrew
Managing Director
- 2397
63.16 USD
6 years ago
Mar 06, 2018
Sell 1.86 M USD
Hellman Marco
Director
- 29300
63.63 USD
6 years ago
Mar 07, 2018
Sell 76.2 K USD
Arnold Dan H.
President & CEO
- 1206
63.15 USD
6 years ago
Mar 07, 2018
Sell 635 K USD
Arnold Dan H.
President & CEO
- 10000
63.5 USD
6 years ago
Mar 02, 2018
Sell 354 K USD
RIEPE JAMES S
Director
- 5632
62.77 USD
6 years ago
Feb 28, 2018
Sell 718 K USD
Hellman Marco
Director
- 10886
66 USD
6 years ago
Feb 26, 2018
Sell 3.16 M USD
Hellman Marco
Director
- 47920
66 USD
6 years ago
Feb 27, 2018
Sell 10.6 M USD
Hellman Marco
Director
- 159814
66.22 USD
6 years ago
Feb 26, 2018
Sell 180 K USD
Kalbaugh John Andrew
Managing Director
- 2764
65.2 USD
6 years ago
Feb 26, 2018
Sell 261 K USD
Arnold Dan H.
President & CEO
- 4004
65.2 USD
6 years ago
Feb 22, 2018
Sell 71.4 M USD
Hellman Marco
Director
- 1150000
62.12 USD
6 years ago
Feb 05, 2018
Sell 36.3 K USD
Morrissey William P. Jr.
Managing Director
- 600
60.57 USD
6 years ago
Feb 05, 2018
Sell 480 K USD
Morrissey William P. Jr.
Managing Director
- 7697
62.38 USD
6 years ago
Feb 05, 2018
Sell 738 K USD
Morrissey William P. Jr.
Managing Director
- 11703
63.09 USD
6 years ago
Feb 05, 2018
Sell 24.5 K USD
Kalbaugh John Andrew
Managing Director
- 400
61.16 USD
6 years ago
Feb 05, 2018
Sell 444 K USD
Kalbaugh John Andrew
Managing Director
- 7100
62.49 USD
6 years ago
Feb 05, 2018
Sell 158 K USD
Kalbaugh John Andrew
Managing Director
- 2500
63.17 USD
7 years ago
Nov 15, 2017
Sell 182 K USD
Arnold Dan H.
President & CEO
- 3742
48.54 USD
7 years ago
Jun 02, 2017
Sell 1.26 M USD
Morrissey William P. Jr.
Managing Director
- 32150
39.34 USD
7 years ago
Mar 13, 2017
Sell 254 K USD
Calder Tracy
Managing Director
- 6465
39.3066 USD
7 years ago
Mar 14, 2017
Sell 89.8 K USD
Arnold Dan H.
President & CEO
- 2302
39.03 USD
7 years ago
Mar 14, 2017
Sell 157 K USD
Arnold Dan H.
President & CEO
- 4004
39.13 USD
7 years ago
Mar 14, 2017
Sell 357 K USD
Arnold Dan H.
President & CEO
- 9122
39.17 USD
7 years ago
Mar 02, 2017
Sell 81.5 K USD
Casady Mark S
Director
- 2000
40.75 USD
7 years ago
Feb 27, 2017
Sell 420 K USD
Calder Tracy
Managing Director
- 10747
39.0547 USD
7 years ago
Feb 22, 2017
Sell 1 M USD
White George Burton
MD, Investor & Invstmt Solutns
- 25000
40.1388 USD
7 years ago
Feb 22, 2017
Sell 1 M USD
White George Burton
MD, Investor & Invstmt Solutns
- 25000
40.1388 USD
7 years ago
Feb 23, 2017
Sell 1.19 M USD
Kalbaugh John Andrew
MD, Divisional President NSC
- 30000
39.73 USD
7 years ago
Feb 22, 2017
Sell 2.37 M USD
Casady Mark S
Director
- 58628
40.4009 USD
7 years ago
Feb 13, 2017
Sell 36 M USD
Hellman Marco
Director
- 900000
40 USD
7 years ago
Feb 15, 2017
Sell 14.9 M USD
Casady Mark S
Director
- 365213
40.76 USD
7 years ago
Feb 13, 2017
Sell 2.56 M USD
Casady Mark S
Director
- 62640
40.84 USD
7 years ago
Feb 14, 2017
Sell 8.31 M USD
Casady Mark S
Director
- 204471
40.65 USD
8 years ago
Feb 12, 2016
Bought 1.64 K USD
Buchheister Jeffrey R.
EVP, Chief Accounting Officer
+ 100
16.4 USD
8 years ago
Mar 08, 2016
Sell 25.7 K USD
Arnold Dan H.
President
- 1208
21.27 USD
8 years ago
Feb 29, 2016
Bought 98.9 K USD
DINH VIET D
Director
+ 4844
20.4212 USD
8 years ago
Feb 25, 2016
Sell 21.1 K USD
Arnold Dan H.
President
- 1095
19.2919 USD
9 years ago
Dec 14, 2015
Sell 1.07 M USD
Morrissey William P. Jr.
MD, Divisional Pres. of IAS
- 25000
42.85 USD
9 years ago
Dec 14, 2015
Sell 455 K USD
Buchheister Jeffrey R.
EVP, Chief Accounting Officer
- 10688
42.59 USD
9 years ago
Dec 10, 2015
Sell 187 M USD
TPG Group Holdings (SBS) Advisors, Inc.
- 4319537
43.2719 USD
9 years ago
Jun 10, 2015
Sell 205 K USD
Arnold Dan H.
President
- 4273
48 USD
9 years ago
Jun 02, 2015
Sell 278 K USD
Handelsman Sharyn
MD, Chief Compliance Officer
- 6393
43.5 USD
9 years ago
May 28, 2015
Bought 896 K USD
Casady Mark S
Chairman & Chief Exec. Officer
+ 21100
42.4802 USD
9 years ago
Mar 02, 2015
Sell 165 K USD
Arnold Dan H.
Chief Financial Officer
- 3661
45.1443 USD
9 years ago
Feb 24, 2015
Sell 251 K USD
Arnold Dan H.
Chief Financial Officer
- 5458
46 USD
9 years ago
Feb 19, 2015
Sell 856 K USD
Arnold Dan H.
Chief Financial Officer
- 18542
46.1545 USD
10 years ago
Feb 28, 2014
Sell 216 K USD
Thomas Lux
EVP, CAO
- 4000
53.98 USD
10 years ago
Feb 14, 2014
Sell 851 K USD
Bruton Derek
MD, Independent Advisor Svcs
- 16000
53.21 USD
10 years ago
Feb 13, 2014
Sell 199 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 3823076
52 USD
10 years ago
Feb 13, 2014
Sell 199 M USD
TPG Group Holdings (SBS) Advisors, Inc.
Director
- 3823076
52 USD
10 years ago
Feb 14, 2014
Sell 5.33 M USD
Moore Robert J.
President & COO
- 99993
53.286 USD
10 years ago
Feb 14, 2014
Sell 5.33 M USD
Moore Robert J.
President & COO
- 99993
53.286 USD
10 years ago
Feb 12, 2014
Sell 1.56 M USD
Moore Robert J.
President & COO
- 30000
52 USD
10 years ago
Feb 12, 2014
Sell 1.56 M USD
Moore Robert J.
President & COO
- 30000
52 USD
10 years ago
Feb 12, 2014
Sell 3.64 M USD
Arnold Dan H.
Chief Financial Officer
- 70000
52 USD
11 years ago
Jan 09, 2014
Sell 1.5 M USD
Putnam James S
Director
- 30000
50 USD
11 years ago
Jan 07, 2014
Sell 1.44 M USD
Putnam James S
Director
- 30000
48 USD
11 years ago
Dec 23, 2013
Sell 1.38 M USD
Putnam James S
Director
- 30000
46 USD
11 years ago
Dec 09, 2013
Sell 832 K USD
Putnam James S
Director
- 18898
44 USD
11 years ago
Dec 09, 2013
Sell 832 K USD
Putnam James S
Director
- 18898
44 USD
11 years ago
Dec 10, 2013
Sell 488 K USD
Putnam James S
Director
- 11102
44 USD
11 years ago
Dec 10, 2013
Sell 488 K USD
Putnam James S
Director
- 11102
44 USD
11 years ago
Nov 14, 2013
Sell 42.3 K USD
Thomas Lux
EVP, CAO
- 1000
42.31 USD
11 years ago
Nov 12, 2013
Sell 720 K USD
Putnam James S
Director
- 17132
42.01 USD
11 years ago
Nov 13, 2013
Sell 542 K USD
Putnam James S
Director
- 12868
42.12 USD
11 years ago
Nov 12, 2013
Sell 1.39 M USD
Putnam James S
Director
- 33070
42.01 USD
11 years ago
Nov 13, 2013
Sell 701 K USD
Putnam James S
Director
- 16627
42.16 USD
11 years ago
Nov 08, 2013
Sell 2.34 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 59000
39.6823 USD
11 years ago
Nov 05, 2013
Sell 4.85 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 119148
40.717 USD
11 years ago
Nov 06, 2013
Sell 3.31 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 81502
40.6099 USD
11 years ago
Nov 07, 2013
Sell 3.14 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 79029
39.7829 USD
11 years ago
Oct 18, 2013
Sell 1.07 M USD
Putnam James S
Director
- 26641
40.01 USD
11 years ago
Oct 21, 2013
Sell 134 K USD
Putnam James S
Director
- 3359
40.01 USD
11 years ago
Oct 18, 2013
Sell 1.53 M USD
Putnam James S
Director
- 38267
40 USD
11 years ago
Oct 21, 2013
Sell 370 K USD
Putnam James S
Director
- 9233
40.04 USD
11 years ago
Sep 04, 2013
Sell 4.16 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 112524
37.0049 USD
11 years ago
Sep 05, 2013
Sell 4.73 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 125865
37.5733 USD
11 years ago
Sep 06, 2013
Sell 821 K USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 21848
37.5795 USD
11 years ago
Aug 29, 2013
Sell 2.28 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 60960
37.469 USD
11 years ago
Aug 30, 2013
Sell 482 K USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 13050
36.943 USD
11 years ago
Sep 03, 2013
Sell 3.61 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 97830
36.8845 USD
11 years ago
Jun 12, 2013
Sell 2.93 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 79908
36.6316 USD
11 years ago
Jun 13, 2013
Sell 2.12 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
- 57818
36.6663 USD
11 years ago
Jun 04, 2013
Sell 1.75 M USD
STIEFLER JEFFREY E
Director
- 46942
37.18 USD
11 years ago
May 15, 2013
Sell 1.14 M USD
Putnam James S
Director
- 30000
38 USD
11 years ago
May 15, 2013
Sell 1.71 M USD
Putnam James S
Director
- 45000
38 USD
11 years ago
May 09, 2013
Sell 1.08 M USD
Putnam James S
Director
- 30000
36 USD
11 years ago
May 09, 2013
Sell 1.44 M USD
Putnam James S
Director
- 40000
36 USD
11 years ago
May 03, 2013
Sell 866 K USD
Helliker Mark
MD, B/D Support Services
- 24927
34.73 USD
11 years ago
Apr 10, 2013
Sell 850 K USD
Putnam James S
Director
- 25000
34.01 USD
11 years ago
Apr 10, 2013
Sell 1.36 M USD
Putnam James S
Director
- 40000
34.01 USD
11 years ago
Feb 27, 2013
Sell 785 K USD
STIEFLER JEFFREY E
Director
- 25000
31.41 USD
11 years ago
Feb 19, 2013
Sell 728 K USD
Putnam James S
Director
- 22293
32.67 USD
11 years ago
Feb 19, 2013
Sell 595 K USD
Putnam James S
Director
- 18207
32.67 USD
11 years ago
Feb 15, 2013
Sell 578 K USD
Putnam James S
Director
- 17707
32.66 USD
11 years ago
Feb 15, 2013
Sell 712 K USD
Putnam James S
Director
- 21793
32.66 USD
11 years ago
Feb 11, 2013
Sell 731 K USD
Bruton Derek
MD, National Sales Manager
- 22348
32.71 USD
11 years ago
Jan 28, 2013
Sell 331 K USD
Brown Stephanie L
MD & General Counsel
- 10349
32 USD
11 years ago
Jan 29, 2013
Sell 363 K USD
Brown Stephanie L
MD & General Counsel
- 11000
33 USD
11 years ago
Jan 29, 2013
Sell 352 K USD
Brown Stephanie L
MD & General Counsel
- 10349
34 USD
12 years ago
Jan 09, 2013
Sell 310 K USD
Brown Stephanie L
MD & General Counsel
- 10350
30 USD
12 years ago
Dec 06, 2012
Sell 253 K USD
Feeney Christopher
MD, Chief Information Officer
- 9000
28.07 USD
12 years ago
Nov 23, 2012
Sell 866 K USD
Brown Stephanie L
MD & General Counsel
- 32056
27 USD
12 years ago
Oct 31, 2012
Sell 29.3 K USD
Brown Stephanie L
MD & General Counsel
- 1008
29.02 USD
12 years ago
Nov 01, 2012
Sell 149 K USD
Brown Stephanie L
MD & General Counsel
- 5122
29.17 USD
12 years ago
Aug 16, 2012
Sell 4.08 M USD
Casady Mark S
Chairman & Chief Exec. Officer
- 142662
28.63 USD
12 years ago
Aug 08, 2012
Bought 568 K USD
Moore Robert J.
President & COO
+ 20000
28.42 USD
12 years ago
Jun 29, 2012
Sell 372 K USD
Brown Stephanie L
MD & General Counsel
- 11000
33.83 USD
12 years ago
May 11, 2012
Bought 64 K USD
Khoury Joan D
MD, Chief Marketing Officer
+ 2000
32 USD
12 years ago
May 07, 2012
Sell 213 M USD
Hellman & Friedman LLC
director, 10 percent owner:
- 6374200
33.3788 USD
12 years ago
May 07, 2012
Sell 29.1 M USD
Hellman & Friedman LLC
director, 10 percent owner:
- 872175
33.3788 USD
12 years ago
May 07, 2012
Sell 121 K USD
Hellman & Friedman LLC
director, 10 percent owner:
- 3625
33.3788 USD
12 years ago
May 07, 2012
Bought 242 M USD
TPG Group Holdings (SBS) Advisors, Inc.
10 percent owner
+ 7250000
33.3788 USD
12 years ago
Apr 30, 2012
Sell 44.6 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
35.7 USD
12 years ago
Apr 10, 2012
Sell 522 K USD
Brown Stephanie L
MD & General Counsel
- 14000
37.26 USD
12 years ago
Apr 10, 2012
Sell 411 K USD
Brown Stephanie L
MD & General Counsel
- 11000
37.36 USD
12 years ago
Apr 09, 2012
Sell 46.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
37.44 USD
12 years ago
Apr 02, 2012
Sell 272 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 7250
37.53 USD
12 years ago
Mar 26, 2012
Sell 93.3 K USD
Putnam James S
Director
- 2456
38 USD
12 years ago
Mar 27, 2012
Sell 1.43 M USD
Putnam James S
Director
- 37544
38.01 USD
12 years ago
Mar 26, 2012
Sell 47 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
37.62 USD
12 years ago
Mar 19, 2012
Sell 46.1 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
36.9 USD
12 years ago
Mar 09, 2012
Sell 1.44 M USD
Putnam James S
Director
- 40000
36 USD
12 years ago
Mar 09, 2012
Sell 1.94 M USD
Eaton Jonathan
MD, Custom Clearing Services
- 54000
36 USD
12 years ago
Mar 12, 2012
Sell 44.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
35.83 USD
12 years ago
Mar 05, 2012
Sell 42.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
33.75 USD
12 years ago
Feb 27, 2012
Sell 40.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
32.55 USD
12 years ago
Feb 21, 2012
Sell 41.1 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
32.9 USD
12 years ago
Feb 13, 2012
Sell 40.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
32.66 USD
12 years ago
Feb 09, 2012
Sell 1.94 M USD
Casady Mark S
Chairman & Chief Exec. Officer
- 60000
32.28 USD
12 years ago
Jan 30, 2012
Sell 40.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
32.53 USD
13 years ago
Jan 23, 2012
Sell 43.1 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
34.46 USD
13 years ago
Jan 18, 2012
Sell 734 K USD
Putnam James S
Director
- 21583
34 USD
13 years ago
Jan 19, 2012
Sell 626 K USD
Putnam James S
Director
- 18417
34.01 USD
13 years ago
Jan 18, 2012
Sell 160 K USD
Stearns Esther M
President & COO
- 4700
34 USD
13 years ago
Jan 19, 2012
Sell 330 K USD
Stearns Esther M
President & COO
- 9700
34.01 USD
13 years ago
Jan 17, 2012
Sell 41.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
33.48 USD
13 years ago
Jan 11, 2012
Sell 3.3 K USD
Stearns Esther M
President & COO
- 100
33 USD
13 years ago
Jan 12, 2012
Sell 492 K USD
Stearns Esther M
President & COO
- 14900
33.01 USD
13 years ago
Jan 10, 2012
Sell 480 K USD
Stearns Esther M
President & COO
- 15000
32.02 USD
13 years ago
Jan 09, 2012
Sell 1.18 M USD
Stearns Esther M
President & COO
- 37900
31.01 USD
13 years ago
Jan 09, 2012
Sell 38.6 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
30.87 USD
13 years ago
Jan 05, 2012
Sell 983 K USD
Stearns Esther M
President & COO
- 32100
30.61 USD
13 years ago
Jan 06, 2012
Sell 1.44 M USD
Stearns Esther M
President & COO
- 46500
30.9 USD
13 years ago
Jan 04, 2012
Sell 744 K USD
Stearns Esther M
President & COO
- 24600
30.24 USD
13 years ago
Jan 03, 2012
Sell 887 K USD
Stearns Esther M
President & COO
- 28900
30.68 USD
13 years ago
Jan 03, 2012
Sell 38.5 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
30.77 USD
13 years ago
Dec 27, 2011
Sell 36.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
29.37 USD
13 years ago
Dec 19, 2011
Sell 35.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.18 USD
13 years ago
Dec 12, 2011
Sell 36.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.92 USD
13 years ago
Dec 05, 2011
Sell 37.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
30.21 USD
13 years ago
Nov 30, 2011
Sell 570 K USD
Casady Mark S
Chairman & Chief Exec. Officer
- 19016
30 USD
13 years ago
Dec 01, 2011
Sell 29.5 K USD
Casady Mark S
Chairman & Chief Exec. Officer
- 984
30 USD
13 years ago
Nov 28, 2011
Sell 34.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
27.79 USD
13 years ago
Nov 21, 2011
Sell 35.1 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.07 USD
13 years ago
Nov 14, 2011
Sell 35.5 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.39 USD
13 years ago
Nov 07, 2011
Sell 36 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.83 USD
13 years ago
Oct 31, 2011
Sell 35.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
28.67 USD
13 years ago
Oct 10, 2011
Sell 32.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
26.2 USD
13 years ago
Oct 03, 2011
Sell 31.5 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
25.22 USD
13 years ago
Sep 26, 2011
Sell 31.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
25 USD
13 years ago
Sep 19, 2011
Sell 31.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
25.38 USD
13 years ago
Sep 12, 2011
Sell 31.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
25 USD
13 years ago
Sep 06, 2011
Sell 33.4 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
26.69 USD
13 years ago
Aug 29, 2011
Sell 34.7 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
27.74 USD
13 years ago
Aug 22, 2011
Sell 34.4 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
27.48 USD
13 years ago
Aug 15, 2011
Sell 34.4 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
27.52 USD
13 years ago
Aug 08, 2011
Sell 38.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
30.56 USD
13 years ago
Aug 01, 2011
Sell 41.2 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
32.96 USD
13 years ago
Jul 11, 2011
Sell 41.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
33.46 USD
13 years ago
Jul 06, 2011
Sell 597 K USD
Brown Stephanie L
MD & General Counsel
- 17057
35 USD
13 years ago
Jul 05, 2011
Sell 42.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
34.21 USD
13 years ago
Jun 27, 2011
Sell 41.4 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
33.14 USD
13 years ago
Jun 20, 2011
Sell 43.1 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
34.49 USD
13 years ago
Jun 13, 2011
Sell 43.3 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
34.65 USD
13 years ago
Jun 06, 2011
Sell 44.8 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
35.84 USD
13 years ago
May 31, 2011
Sell 44.4 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
35.52 USD
13 years ago
May 23, 2011
Sell 42.6 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
34.07 USD
13 years ago
May 18, 2011
Sell 42.5 K USD
Eaton Jonathan
MD, Custom Clearing Services
- 1250
33.97 USD
13 years ago
May 02, 2011
Sell 7.47 M USD
Stearns Esther M
President & COO
- 214400
34.85 USD
14 years ago
Dec 22, 2010
Bought 3.29 M USD
Moore Robert J.
Chief Financial Officer
+ 95000
34.61 USD
14 years ago
Dec 22, 2010
Bought 1.38 M USD
Brown Stephanie L
MD & General Counsel
+ 40000
34.61 USD
14 years ago
Dec 22, 2010
Bought 3.29 M USD
Stearns Esther M
President & COO
+ 95000
34.61 USD
14 years ago
Dec 22, 2010
Bought 5.19 M USD
Casady Mark S
Chairman & Chief Exec. Officer
+ 150000
34.61 USD
14 years ago
Dec 22, 2010
Bought 1.47 M USD
Eaton Jonathan
MD, Custom Clearing Services
+ 42400
34.61 USD
14 years ago
Dec 22, 2010
Bought 1.3 M USD
Abood Denise M.
MD, Human Capital
+ 37600
34.61 USD
14 years ago
Nov 17, 2010
Sell 2.61 M USD
Putnam James S
Director
- 86970
30 USD
14 years ago
Nov 17, 2010
Sell 12.2 M USD
Putnam James S
Director
- 407327
30 USD
14 years ago
Nov 17, 2010
Sell 39.1 M USD
Stearns Esther M
President & COO
- 1302444
30 USD
14 years ago
Nov 17, 2010
Sell 14.5 M USD
Eaton Jonathan
MD, Custom Clearing Services
- 484074
30 USD
14 years ago
Nov 17, 2010
Sell 64.5 M USD
Casady Mark S
Chairman & Chief Exec. Officer
- 2148916
30 USD
14 years ago
Nov 17, 2010
Sell 3.77 M USD
Brown Stephanie L
MD & General Counsel
- 125831
30 USD
14 years ago
Nov 17, 2010
Sell 207 K USD
Abood Denise M.
MD, Human Capital
- 6906
30 USD
7. News
LPLA Announces Y/Y Rise in Brokerage and Advisory Assets in November LPL Financial's November brokerage and advisory assets, client cash balance and total net new assets rise on a year-over-year basis. zacks.com - 1 month ago
LPL Financial Reports Monthly Activity for November 2024 SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for November 2024. globenewswire.com - 1 month ago
LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif. globenewswire.com - 1 month ago
Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm's corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company's business services offerings and innovation lab for emerging solutions. globenewswire.com - 1 month ago
LPL Financial Welcomes Prestige Wealth Group SAN DIEGO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the advisors of Prestige Wealth Group (PWG), led by managing partners Rich Galgano, CFP®, and Matt Geraci, CFP®, have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $540 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. globenewswire.com - 1 month ago
LPL Research Team Releases 2025 Outlook: Pragmatic Optimism SAN DIEGO, Dec. 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its 2025 Outlook, “Pragmatic Optimism.” Setting the tone for the new year, this report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios. globenewswire.com - 1 month ago
LPL Financial Celebrates its Growing Network of Women in Wealth Management Representing the largest community of female financial advisors in the industry, LPL Achieve Conference unites community of successful wealth professionals globenewswire.com - 1 month ago
LPL Financial Welcomes Financial Advisor Francisco J. Blanco SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial's broker-dealer, RIA and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage and retirement plan assets* and joins from JP Morgan Chase. globenewswire.com - 1 month ago
LPL Financial Welcomes Frontline Investment Advisors SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have joined LPL Financial's broker-dealer, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage and retirement plan assets* and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services. globenewswire.com - 1 month ago
LPL Financial to present at the Goldman Sachs Financial Services Conference SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at the Goldman Sachs Financial Services Conference on December 10. globenewswire.com - 1 month ago
LPL Financial Welcomes Argosy Financial SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial's broker-dealer, RIA and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Centaurus Financial. globenewswire.com - 1 month ago
LPLA Stock Up as Brokerage and Advisory Assets Grow in October Solid market performance and the acquisition of Atria drive LPL Financial's total brokerage and advisory assets in October 2024. zacks.com - 1 month ago
8. Profile Summary

LPL Financial Holdings Inc. LPLA

image
COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 26.1 B
Dividend Yield 0.13%
Description 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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory 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 programs; 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 to trusts 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.
Contact 4707 Executive Drive, San Diego, CA, 92121 https://www.lpl.com
IPO Date Nov. 18, 2010
Employees 8787
Officers Mr. Richard Steinmeier Chief Executive Officer, MD, Chief Growth Officer & Director Ms. Judith Kohoskie Ricketts Executive Vice President of Operations Mr. Greg Gates MD and Chief Technology & Information Officer Ms. Aneri Jambusaria CFP Managing Director of LPL Services Group Mr. Matthew Jon Audette B.S. President, Chief Financial Officer & Head of Business Operations Mr. Matthew K. Enyedi Managing Director of Client Success Ms. Althea Brown MD & Chief Legal Officer Robert Krivit Senior Vice President & Head of Trading Ms. Sara Dadyar MD & Chief Human Capital Officer Mr. Marc Andrew Zabicki C.F.A. Chief Investment Officer