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The company

LPL Financial Holdings Inc.

LPLA · Nasdaq

FinancialsCapital Markets & Asset ManagementJust started moving

LPLA stood above a rising 150-day average in 9 of the last 52 weekly readings, including each of the last 1 week. It is 0.7% above that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
1 in a row
Industry in uptrend
27% -9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$12.7M
Officials’ trades on record
32

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

17 Apr – 16 Oct
27%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$15.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

32 disclosed lines: House 28, Senate 2, executive 2; 10 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k11 Jun 2026filed 2 Jul 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k5 Jun 2026filed 2 Jul 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k19 May 2026filed 8 Jun 2026
Markwayne Mullin Executive branch: Office of Government EthicsDepartment of Homeland Securitysold$50k–$100k18 May 2026filed 25 Jul 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k14 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k12 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k7 May 2026filed 8 Jun 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k1 May 2026filed 8 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k6 Apr 2026filed 8 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k27 Mar 2026filed 7 Apr 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k10 Dec 2025filed 12 Jan 2026
Stephen I. Miran Executive branch: Office of Government EthicsCouncil of Economic Adviserssold$15k–$50k9 Jun 2025filed 6 Sep 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months16
Buyers · sellers0 · 7
WhoDidSharesTraded
Katharine ReepingPrincipal Accounting Officersold439.949at $347.8811 Sep 2026filed 14 Sep 2026
Aneri JambusariaGroup Managing Directorsold308at $357.3627 Aug 2026filed 31 Aug 2026
Greg GatesGroup Managing Directorsold4,119at $355.3820 Aug 2026filed 21 Aug 2026
Matthew EnyediGroup Managing Directorsold189at $351.0631 Jul 2026filed 4 Aug 2026
Matthew EnyediGroup Managing Directorsold463at $352.7731 Jul 2026filed 4 Aug 2026
Matthew EnyediGroup Managing Directorsold296at $353.3731 Jul 2026filed 4 Aug 2026
Matthew EnyediGroup Managing Directorsold51at $354.5231 Jul 2026filed 4 Aug 2026
Matthew EnyediGroup Managing Directorsold1at $355.5131 Jul 2026filed 4 Aug 2026
Aneri JambusariaGroup Managing Directorsold308at $306.0017 Jun 2026filed 22 Jun 2026
Matthew J. AudettePresident and CFOsold220at $327.4515 Apr 2026filed 16 Apr 2026
Matthew J. AudettePresident and CFOsold189at $328.3415 Apr 2026filed 16 Apr 2026
Matthew J. AudettePresident and CFOsold595at $331.0915 Apr 2026filed 16 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

Everyone who traded it

Katharine Reeping Company insiderPrincipal Accounting Officer · last 11 Sep 20260 · 1
Emily Field Company insiderGroup Managing Director · last 5 Sep 20260 · 0
Allison Mnookin Company insiderDirector · last 28 Aug 20260 · 0
Corey E. Thomas Company insiderDirector · last 28 Aug 20260 · 0
Edward C. Bernard Company insiderDirector · last 28 Aug 20260 · 0
James S. Putnam Company insiderDirector · last 28 Aug 20260 · 20
Paulett Eberhart Company insiderDirector · last 28 Aug 20260 · 0
Richard P. Schifter Company insiderDirector · last 28 Aug 20260 · 0
William Francis Glavin Jr. Company insiderDirector · last 28 Aug 20263 · 0
Aneri Jambusaria Company insiderGroup Managing Director · last 27 Aug 20260 · 9
Greg Gates Company insiderGroup Managing Director · last 20 Aug 20260 · 9
Matthew Enyedi Company insiderGroup Managing Director · last 31 Jul 20260 · 11

Same industry

MRX Marex GroupLeading+16%
WT WisdomTreeLeading+9%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 31 Dec 2025-5.8%
Cash conversionFY 2025 · to 31 Dec 2025-47.7%
Debt to equityFY 2025 · to 31 Dec 20251.36×
Dividend growthFY 2025 · to 31 Dec 20250.0%
Share count trendFY 2025 · to 19 Feb 20261.3%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.0B
Free cash flowFY 2025 · to 31 Dec 2025−$981.8M

Analyst forecasts

No analyst forecasts yet.