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Lpl Financial Holdings Inc. (LPLA)

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Sector: Security & Commodity Brokers, Dealers, Exchanges & Services

Insider Roster

Greg Gates, Group Managing Director, 2025-07-08
E. Corey Thomas, Director, 2025-06-16
P Richard Schifter, Director, 2025-06-16

Greg Gates, Group Managing Director, 2025-07-08
E. Corey Thomas, Director, 2025-06-16
P Richard Schifter, Director, 2025-06-16
S James Putnam, Director, 2025-06-16
Allison Mnookin, Director, 2025-06-16
Jr Francis William Glavin, Director, 2025-06-16
Paulett Eberhart, Director, 2025-06-16
Eliot Marc Cohen, Group Managing Director, 2025-06-16
C Edward Bernard, Director, 2025-06-16
Aneri Jambusaria, Group Managing Director, 2025-06-04
M Anne Mulcahy, Director, 2025-05-28
J Albert Ko, Director, 2025-05-28
Katharine Reeping, Principal Accounting Officer, 2025-03-10
Richard Steinmeier, Chief Executive Officer, 2025-02-27
Matthew Enyedi, Managing Director, 2025-02-27
Sara Dadyar, Managing Director, 2025-02-27
Althea Brown, Managing Director, 2025-02-27
J Matthew Audette, President And Cfo, 2025-02-27
H. Dan Arnold, President & Ceo, 2024-06-18
Kabir Sethi, Managing Director, 2024-02-28
Brent Simonich, Principal Accounting Officer, 2023-02-28
Dayton Semerjian, Managing Director, 2023-02-28
Michelle Oroschakoff, Managing Director, 2023-02-28
R. Sallie Larsen, Managing Director, 2023-02-28
Burton George White, Managing Director, 2022-03-01
Edward Fandrey, Managing Director, 2022-03-01
Scott Seese, Managing Director, 2021-06-16
Andrew John Kalbaugh, Managing Director, 2021-03-02
S James Riepe, Director, 2020-04-02
Tracy Calder, Managing Director, 2019-11-26
Thomas Gooley, Managing Director, 2019-03-16
D Viet Dinh, Director, 2018-08-27
Jr. P. William Morrissey, Managing Director, 2018-03-16
Marco Hellman, Director, 2018-03-09
Joseph John Brennan, Director, 2017-03-29
P. David Bergers, Managing Director, 2017-03-16
Victor Fetter, Managing Director, 2017-03-09
S Mark Casady, Director, 2017-03-06
Ryan Parker, Md, Invstmt & Planning Solutns, 2016-03-09
R. Jeffrey Buchheister, Evp, Chief Accounting Officer, 2016-03-08
Tpg Group Holdings (Sbs) Advisors, Inc., Other, 2015-12-15
G James Coulter, Other, 2015-12-15
David Bonderman, Other, 2015-12-15
Sharyn Handelsman, Md, Chief Compliance Officer, 2015-06-04
Lux Thomas, Acting Chief Financial Officer, 2015-05-20
W Richard Boyce, Director, 2015-05-20
Frances Mary Schott, Md, Client Expernce & Training, 2015-03-11
Mark Helliker, Md, Client Support Services, 2015-03-11
J. Robert Moore, President, 2015-02-27
D Joan Khoury, Md, Chief Marketing Officer, 2014-02-26
Derek Bruton, Md, Independent Advisor Svcs, 2014-02-26
E Jeffrey Stiefler, Director, 2013-11-21
Hellman & Friedman Llc, Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Associates V, L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Capital Partners V (Parallel), L.p., Large Shareholder, Director, 2013-08-19
Hellman & Friedman Investors V, L.p., Large Shareholder, Director, 2013-08-19
R Allen Thorpe, Director, 2013-08-19
Hellman & Friedman Gp Llc, Large Shareholder, Director, 2013-02-27
Hellman & Friedman Lp, Large Shareholder, Director, 2013-02-27
J. John Mcdermott, Md, Chief Risk Ofc., 2013-02-26
A Jeffrey Goldstein, Director, 2013-02-26
Iii E William Dwyer, President, Nat'l Sales, 2013-02-26
L Stephanie Brown, Md & General Counsel, 2013-02-26
Christopher Feeney, Md, Chief Information Officer, 2012-12-10
Jonathan Eaton, Md, Custom Clearing Services, 2012-05-02
M Esther Stearns, President & Coo, 2012-02-24
D. Erik Ragatz, Director, 2011-12-05
S Becky Shulman, Md & Deputy Cfo, 2011-09-30
M. Denise Abood, Md, Human Capital, 2010-12-27
Bill Maher, Officer, 2009-03-23

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Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on July 02, 2025, 2:47 pm based on SEC 13F filings Last update: July 02, 2025, 2:47 pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Lone Pine Capital Stephen Mandel	1,764,015	$577,079,867	-9%	4.98%
2.	Samlyn Capital Robert Pohly	1,401,255	$458,406,561	-11%	6.79%
3.	Darlington Partners Capital Scott W. Clark	970,737	$317,566,902	+4%	10.61%
4.	SurgoCap Partners Mala Gaonkar	906,442	$296,533,436	+28%	14.65%
5.	Egerton Capital Limited John Armitage	871,265	$285,025,632	+239%	3.29%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Glavin Director	$180.23	557	$100,388.11	2,775	2023-05-04	Filing
Simonich Officer	$219.15	920	$201,618.00	6,042	2022-11-18	Filing
Glavin Director	$217.74	458	$99,724.92	2,218	2022-11-18	Filing
Glavin Director	$142.02	260	$36,925.20	1,760	2022-03-08	Filing
Glavin Director	$141.51	1,500	$212,265.00	1,500	2022-03-08	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Gates Officer	$385.29	35	$13,485.15	20,620	2025-07-03	Filing
Gates Officer	$384.61	315	$121,152.15	20,655	2025-07-03	Filing
Gates Officer	$383.75	363	$139,301.25	20,970	2025-07-03	Filing
Gates Officer	$382.58	351	$134,285.58	21,333	2025-07-03	Filing
Gates Officer	$381.69	159	$60,688.71	21,684	2025-07-03	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Family Wealth Partners, Llc	111,902	$41,959,870	16.79%
2.	Fort Washington Investment Advisors Inc	69,247	$25,965,548	0.15%
3.	Foster Victor Wealth Advisors, Llc	55,647	$21,195,957	1.44%
4.	Umb Bank N A	41,177	$15,440,139	0.24%
5.	Reinhart Partners, Inc.	29,716	$11,142,826	0.38%

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