LPL Financial Ownership
| LPLA Stock | USD 334.45 0.00 0.00% |
Shares in Circulation | First Issued 2006-06-30 | Previous Quarter 75.4 M | Current Value 75.3 M | Avarage Shares Outstanding 93 M | Quarterly Volatility 11 M |
Some institutional investors establish a significant position in stocks such as LPL Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of LPL Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
LPL |
LPL Stock Ownership Analysis
About 97.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.32. LPL Financial Holdings recorded earning per share (EPS) of 14.03. The entity last dividend was issued on the 11th of March 2025. 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. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 5900 people. To find out more about LPL Financial Holdings contact Arnold BS at 800 877 7210 or learn more at https://www.lpl.com.Besides selling stocks to institutional investors, LPL Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different LPL Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align LPL Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
LPL Financial Quarterly Liabilities And Stockholders Equity |
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LPL Financial Insider Trades History
Less than 1% of LPL Financial Holdings are currently held by insiders. Unlike LPL Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against LPL Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of LPL Financial's insider trades
LPL Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as LPL Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading LPL Financial Holdings backward and forwards among themselves. LPL Financial's institutional investor refers to the entity that pools money to purchase LPL Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | |||
| Jpmorgan Chase & Co | 2024-12-31 | 1.2 M | |
| Massachusetts Financial Services Company | 2024-12-31 | 1.1 M | |
| Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1 M | |
| Darlington Partners Capital Management, Lp | 2024-12-31 | 938.4 K | |
| Norges Bank | 2024-12-31 | 936.4 K | |
| Millennium Management Llc | 2024-12-31 | 899.4 K | |
| Clarkston Capital Partners, Llc | 2024-12-31 | 872.3 K | |
| Dimensional Fund Advisors, Inc. | 2024-12-31 | 846.1 K | |
| Td Asset Management Inc | 2024-12-31 | 841.2 K | |
| Vanguard Group Inc | 2024-12-31 | 7.2 M | |
| Blackrock Inc | 2024-12-31 | 4.8 M |
LPL Financial Holdings Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific LPL Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on LPL Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases LPL Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jambusaria Aneri over three months ago Disposition of 305 shares by Jambusaria Aneri of LPL Financial at 331.94 subject to Rule 16b-3 | ||
Schifter Richard P over six months ago Disposition of 182 shares by Schifter Richard P of LPL Financial subject to Rule 16b-3 |
LPL Financial's latest congressional trading
Congressional trading in companies like LPL Financial Holdings, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in LPL Financial by those in governmental positions are based on the same information available to the general public.
| 2025-02-26 | Senator Markwayne Mullin | Acquired $50K to $100K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify |
LPL Financial Outstanding Bonds
LPL Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. LPL Financial Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most LPL bonds can be classified according to their maturity, which is the date when LPL Financial Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US502160AN46 Corp BondUS502160AN46 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
LPL Financial Corporate Filings
F4 | 17th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 10th of March 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
8K | 6th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 3rd of March 2025 Other Reports | ViewVerify |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether LPL Financial Holdings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of LPL Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Lpl Financial Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Lpl Financial Holdings Stock:Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in LPL Financial Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of LPL Financial. If investors know LPL will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about LPL Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.258 | Dividend Share 1.2 | Earnings Share 14.03 | Revenue Per Share | Quarterly Revenue Growth 0.315 |
The market value of LPL Financial Holdings is measured differently than its book value, which is the value of LPL that is recorded on the company's balance sheet. Investors also form their own opinion of LPL Financial's value that differs from its market value or its book value, called intrinsic value, which is LPL Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LPL Financial's market value can be influenced by many factors that don't directly affect LPL Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between LPL Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if LPL Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LPL Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.