LPL Financial Holdings Inc.LPLAEarnings & Financial Report
Nasdaq · Financials · Security & Commodity Brokers, Dealers, Exchanges & Services
LPL Financial Holdings Inc. was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. LPL Financial has main offices in Boston, Fort Mill, Austin, and San Diego. The company is a member of FINRA and the SIPC.
Top Holders
| Holder | % Owned | Shares | Change | As of |
|---|---|---|---|---|
| The Vanguard Group | 9.44% | 7.1M | — | 2024-02-13 |
| BlackRock, Inc. | 6.40% | 4.8M | flat | 2024-11-12 |
Insider Transactions
Net 90d: −$2.82M · buys $0 / sells $2.82MRange:
Action:
Role:
| Insider | Role | Action | ||||
|---|---|---|---|---|---|---|
| 2026-04-15 | Audette Matthew J | President and CFO | Sell (open market) | 220 | $327.45 | $72.0K |
| 2026-04-15 | Audette Matthew J | President and CFO | Sell (open market) | 189 | $328.34 | $62.1K |
| 2026-04-15 | Audette Matthew J | President and CFO | Sell (open market) | 595 | $331.09 | $197.0K |
| 2026-04-15 | Audette Matthew J | President and CFO | Sell (open market) | 106 | $332.27 | $35.2K |
| 2026-04-14 | Audette Matthew J | President and CFO | Sell (open market) | 330 | $325.00 | $107.3K |
| 2026-04-14 | Audette Matthew J | President and CFO | Sell (open market) | 139 | $326.16 | $45.3K |
| 2026-03-24 | Allison Mnookin | Director | Grant | 3 | $0.00 | $0 |
| 2026-03-24 | SCHIFTER RICHARD P | Director | Grant | 19 | $0.00 | $0 |
| 2026-03-24 | Putnam James S | Director | Grant | 10 | $0.00 | $0 |
| 2026-03-24 | Thomas Corey E. | Director | Grant | 7 | $0.00 | $0 |
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