LPL Financial (LPLA)

LPL Holdings, Inc. • PTC Holdings, Inc. • The Private Trust Company • LPL Financial LLC • LPL Insurance Associates, Inc. • LPL Employee Services, LLC • Allen & Company • Blaze Portfolio Systems LLC • Fiduciary Trust Company ...

IRS number

203717839

LPLA stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$329.63

Low target

$250.00

High target

$413.00

Latest filings (excl ownership)

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8-K/A

Entry into a Material Definitive Agreement

9 Dec 24

8-K

Departure of Directors or Certain Officers

9 Dec 24

8-K

Entry into a Material Definitive Agreement

4 Nov 24

LPL Financial Announces Third Quarter 2024 Results

30 Oct 24

8-K

Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors

21 Oct 24

8-K

LPL Financial Holdings Inc. Announces Termination of President and CEO Dan H. Arnold

30 Jul 24

Key Financial Results

25 Jul 24

8-K

Entry into a Material Definitive Agreement

20 May 24

Transcripts

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LPLA

Earnings call transcript

2024 Q3

30 Oct 24

LPLA

Earnings call transcript

2024 Q2

25 Jul 24

LPLA

Earnings call transcript

2024 Q1

30 Apr 24

LPLA

Earnings call transcript

2023 Q4

1 Feb 24

LPLA

Earnings call transcript

2023 Q3

26 Oct 23

LPLA

Earnings call transcript

2023 Q2

27 Jul 23

LPLA

Earnings call transcript

2023 Q2

27 Jul 23

LPLA

Earnings call transcript

2023 Q1

27 Apr 23

LPLA

Earnings call transcript

2022 Q4

2 Feb 23

LPLA

Earnings call transcript

2022 Q3

28 Oct 22

Latest ownership filings

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144

Notice of proposed sale of securities

19 Dec 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

William Francis Glavin Jr

4 Dec 24

PAULETT EBERHART

4 Dec 24

Financial summary

Financial statements Chart LPLA financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

LPLA institutional ownership history Ownership history

91.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	626	671	-6.7%
Opened positions	81	101	-19.8%
Closed positions	126	72	+75.0%
Increased positions	237	265	-10.6%
Reduced positions	232	207	+12.1%

13F shares	Current	Prev Q	Change
Total value	15.73 tn	18.94 tn	-17.0%
Total shares	69.15 mm	70.99 mm	-2.6%
Total puts	548.60 k	134.11 k	+309.1%
Total calls	647.30 k	109.90 k	+489.0%
Total put/call ratio	0.8	1.2	-30.5%

Largest owners	Shares	Value	Change
Vanguard	7.28 mm	$1.69 tn	+1.3%
BLK BlackRock	4.75 mm	$1.11 tn	NEW
FMR	3.32 mm	$772.93 bn	+24.4%
Boston Partners	3.10 mm	$722.77 bn	+64.3%
Kayne Anderson Rudnick Investment Management	2.60 mm	$605.59 bn	+0.5%
JHG Janus Henderson	2.53 mm	$588.21 bn	-0.5%
Lone Pine Capital	2.18 mm	$507.17 bn	+29.4%
STT State Street	1.68 mm	$390.14 bn	-1.5%
WCM Investment Management	1.65 mm	$380.84 bn	-0.8%
Samlyn Capital	1.65 mm	$382.84 bn	+37.7%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-5.30 mm	EXIT
BLK BlackRock	4.75 mm	+4.75 mm	NEW
Capital Research Global Investors	0.00	-1.58 mm	EXIT
T. Rowe Price	615.99 k	-1.48 mm	-70.7%
Boston Partners	3.10 mm	+1.21 mm	+64.3%
Norges Bank	0.00	-928.89 k	EXIT
First Trust Advisors	991.03 k	+901.51 k	+1007.0%
TD Asset Management	0.00	-881.18 k	EXIT
Marshall Wace	863.25 k	+863.25 k	NEW
FMR	3.32 mm	+650.67 k	+24.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LPLA insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
5 Dec 24	Aneri Jambusaria	Common Stock	Sell	Dispose S	No	No	331.94	305	101.24 k	3,920
2 Dec 24	Bernard Edward C	Common Stock	Grant	Acquire A	No	No	0	3	0.00	14,269
2 Dec 24	Eberhart Paulett	Common Stock	Grant	Acquire A	No	No	0	4	0.00	20,725
2 Dec 24	Glavin William Francis Jr	Common Stock	Grant	Acquire A	No	No	0	12	0.00	22,371
2 Dec 24	Mnookin Allison	Common Stock	Grant	Acquire A	No	No	0	2	0.00	10,433