// company-profile

LPL Financial Holdings Inc.

LPLA
ExchangeNasdaqSectorSecurity & Commodity Brokers, Dealers, Exchanges & ServicesInc.DEFilings210Insiders24
// api This LPL Financial Holdings Inc. insider-trading data is served live by the Form4API insider trading API. Get the same data via API.

// activity-summary

Recent insider activity is bullish. Over the last 30 days, 7 insiders purchased shares versus 2 sales. Buying was led by EBERHART PAULETT.

// 90-day insight

Over the last 90 days, LPL Financial Holdings Inc. insiders bought $0 (21 transactions) and sold $82K (2 transactions).

  • Most active insider: Audette Matthew J with 6 transactions totaling $519K.
  • Largest single sale: $197K by Audette Matthew J on Apr 15, 2026.
  • 78% of recent sales were pre-scheduled 10b5-1 trades — typically less informative than open-market activity.

Activity skews bullish — buys outpace sales.

Institutional Ownership

Top 13F-HR holders of LPL Financial Holdings Inc. as of 2026-03-31

↓ decreasing
Total reported AUM
$22.77B
QoQ change
-15.3%
Reporting period
2026-03-31
#1
Dodge & Cox
CIK 200217
$1.25B
4.1M shares
#2
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
$1.08B
3.6M shares
#3
JANUS HENDERSON GROUP PLC
CIK 1274173
$1.05B
3.5M shares

Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Jun 17, 2026Jambusaria AneriLPLA
Sale10b5
308$306.00$94K
Jun 12, 2026Gates GregLPLA
Tax Withholding
232$295.66$69K
Jun 12, 2026Cohen Marc EliotLPLA
Tax Withholding
44$295.66$13K
Jun 4, 2026EBERHART PAULETTLPLA
Award
5$0.00$0K
Jun 4, 2026SCHIFTER RICHARD PLPLA
Award
19$0.00$0K

45 more transactions hidden

Free account · No credit card required

Building something? Get API access →

Popular companies on Form4API

Browse insider trading activity for other actively-filed companies.