LPL Financial Holdings Inc

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LPL Financial Holdings Inc
CIK #0001397911
EDGAR Form CIK 2011 - 2026
10-K [0001397911]
10-Q [0001397911]
3 [0001397911]
4 [0001397911]
5 [0001397911]
8-K [0001397911]
SC 13D [0001397911]
SC 13G [0001397911]
Form 13D/13G Filer Form 13D/13G Subject Filed
Dodge & Cox LPL Financial Holdings Inc [2026-05-14]
Vanguard Capital Management LLC LPL Financial Holdings Inc [2026-04-30]
BlackRock Inc LPL Financial Holdings Inc [2023-02-03]
Wellington Management Group LLP LPL Financial Holdings Inc [2021-02-04]
Janus Henderson Group PLC LPL Financial Holdings Inc [2017-06-12]
First Pacific Advisors LLC LPL Financial Holdings Inc [2017-02-14]
Fairview Capital Investment Management LLC LPL Financial Holdings Inc [2016-02-22]
Vanguard Group Inc LPL Financial Holdings Inc [2016-02-10]
Marcato Capital Management LP LPL Financial Holdings Inc [2015-09-22]
Price T Rowe Associates Inc /MD/ LPL Financial Holdings Inc [2015-02-12]
SPO Advisory Corp LPL Financial Holdings Inc [2014-12-22]
Wellington Management Co LLP LPL Financial Holdings Inc [2014-02-14]
Janus Capital Management LLC LPL Financial Holdings Inc [2014-02-14]
Lone Pine Capital LLC LPL Financial Holdings Inc [2014-02-07]
FPR Partners LLC LPL Financial Holdings Inc [2013-02-14]
Form 3/4/5 Subject 2011 - 2026
Jambusaria Aneri
LPL Financial Holdings Inc
Gates Greg
Cohen Marc Eliot
Putnam James S
Mnookin Allison
Glavin William Francis Jr
Eberhart Paulett
Bernard Edward C
Thomas Corey E
View All
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 10 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 19 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 3 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 7 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 5 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 15 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-24 Grant 4 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-10 Sell 1,088.21 $309.72 337,040
LPL Financial Holdings Inc LPLA
Stock Option (Right to Buy) · derivative
2026-03-09 Option exercise 2,212 $0.00
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-09 Sell 2,212 $308.75 682,955
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-09 Option exercise 2,212 $77.53 171,496
LPL Financial Holdings Inc LPLA
Common Stock
2026-03-02 Sell 308 $306.00 94,248
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 274 $319.32 87,494
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 463 $318.38 147,410
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 348 $318.51 110,841
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 666 $320.99 213,779
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 169 $321.74 54,374
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 183 $322.72 59,058
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 453 $322.15 145,934
LPL Financial Holdings Inc LPLA
Common Stock
2026-02-26 Sell 628 $319.38 200,571
showing 20 of 200 most recent transactions
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