Who
Aneri Jambusaria
Group Managing Director
Company insider
Files Form 4 as: Group Managing Director, LPL Financial Holdings.
In numbers
- Trades disclosed
- 27
- Buys
- 0
- Sells
- 9
- Bought
- $0
- Sold
- $1.2M
- Companies
- 1
- Companies where not an officer
- 0
- First trade
- 25 Feb 2023
- Last trade
- 27 Aug 2026
- Last filed
- 31 Aug 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 27 Aug 2026filed 31 Aug 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $110K308 at $357.36 | filing |
| 27 Aug 2026filed 31 Aug 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $110K308 at $357.36 | filing |
| 17 Jun 2026filed 22 Jun 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $94K308 at $306.00 | filing |
| 17 Jun 2026filed 22 Jun 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $94K308 at $306.00 | filing |
| 2 Mar 2026filed 4 Mar 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $94K308 at $306.00 | filing |
| 2 Mar 2026filed 4 Mar 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $94K308 at $306.00 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —942 at $0.00 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code F | $228K715 at $318.47 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —1,302 at $0.00 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —942 at $0.00 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code F | $228K715 at $318.47 | filing |
| 25 Feb 2026filed 27 Feb 2026 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —1,302 at $0.00 | filing |
| 1 Dec 2025filed 3 Dec 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $28K80 at $352.48 | filing |
| 2 Sep 2025filed 3 Sep 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $29K80 at $361.25 | filing |
| 2 Jun 2025filed 4 Jun 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $31K80 at $383.99 | filing |
| 14 Mar 2025filed 17 Mar 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $25K80 at $311.87 | filing |
| 25 Feb 2025filed 27 Feb 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —1,788 at $0.00 | filing |
| 25 Feb 2025filed 27 Feb 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code F | $355K992 at $357.36 | filing |
| 25 Feb 2025filed 27 Feb 2025 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Code A | —1,106 at $0.00 | filing |
| 5 Dec 2024filed 9 Dec 2024 | LPLA LPL Financial HoldingsCapital Markets & Asset Management | SEC FORM 4 Sold | $101K305 at $331.94 | filing |
News
Wealth Accumulation and Adviser Independence Fuel LPL Financial's (LPLA) Long-Term ThesisLPLA · insidermonkey.com · 21 Oct 2026Recent Research Analysts' Ratings Updates for LPL Financial (LPLA)LPLA · dailypolitical.com · 19 Oct 2026Contrasting Main Street Capital (NYSE:MAIN) and LPL Financial (NASDAQ:LPLA)LPLA · tickerreport.com · 17 Oct 2026
0 headlines in the last 90 days name Aneri Jambusaria; 3 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.