Home > Insider Trading > Lpl Financial Holdings Inc. > Profile

Lpl Financial Holdings Inc. (LPLA)

Market is closed

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

Insider Roster

Katharine Reeping, Principal Accounting Officer, 2025-09-11
Greg Gates, Group Managing Director, 2025-09-09
Emily Field, Group Managing Director, 2025-09-09

Katharine Reeping, Principal Accounting Officer, 2025-09-11
Greg Gates, Group Managing Director, 2025-09-09
Emily Field, Group Managing Director, 2025-09-09
E. Corey Thomas, Director, 2025-09-03
P Richard Schifter, Director, 2025-09-03
S James Putnam, Director, 2025-09-03
Allison Mnookin, Director, 2025-09-03
Aneri Jambusaria, Group Managing Director, 2025-09-03
Jr Francis William Glavin, Director, 2025-09-03
Paulett Eberhart, Director, 2025-09-03
C Edward Bernard, Director, 2025-09-03
Eliot Marc Cohen, Group Managing Director, 2025-06-16
M Anne Mulcahy, Director, 2025-05-28
J Albert Ko, Director, 2025-05-28
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

Show All Insiders (72)

Hedge Fund Popularity

Display

Display Share Price

Display Large Version

Hedge Fund Holdings

Filing Period:

Last updated on September 04, 2025, 11:18am based on SEC 13F filings Last update: September 04, 2025, 11:18am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Lone Pine Capital Stephen Mandel	1,872,248	$702,036,833	+7%	5%
2.	Samlyn Capital Robert Pohly	1,215,280	$455,693,543	-14%	6.26%
3.	SurgoCap Partners Mala Gaonkar	881,405	$330,500,433	-3%	12.48%
4.	Egerton Capital Limited John Armitage	832,516	$312,168,525	-5%	3.2%
5.	Darlington Partners Capital Scott W. Clark	785,737	$294,627,803	-20%	9.38%

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	$349.60	32	$11,187.20	17,620	2025-09-05	Filing
Gates Officer	$348.04	11	$3,828.44	17,652	2025-09-05	Filing
Gates Officer	$347.46	106	$36,830.76	17,663	2025-09-05	Filing
Gates Officer	$345.44	1	$345.44	17,769	2025-09-05	Filing
Gates Officer	$344.67	3	$1,034.01	17,770	2025-09-05	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Vanguard Group Inc	7,986,766	$2,994,797,648	0.05%
2.	Blackrock, Inc.	4,832,797	$1,812,153,724	0.03%
3.	Boston Partners	3,679,484	$1,379,598,211	1.53%
4.	Henderson Group Plc	3,077,677	$1,154,037,081	0.57%
5.	Dodge & Cox	2,701,709	$1,013,059,824	0.57%

News See All

Click here to See All News