LPL Financial Holdings Inc (LPLA)
Industry Capital Markets
This stock can be held in an Investment ISA and an Investment Account
Sell
$360.42
Buy
$450.00
$16.33 (+4.53%)
LPL Financial Holdings Inc operates as a broker through its subsidiaries. The company provides a platform of proprietary technology, brokerage, and investment advisor services to financial advisors and institutions.
Prices updated at 12 May 2025, 23:26 EDT
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Prices in USD
Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
- Key stats
- Price
- Fair value
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- News
- Financials
- Valuation
- Profile
Sector
Financial Services
Industry
Capital Markets
Chairman
Mr. James S. Putnam
CEO
Mr. Richard Steinmeier
Most recent earnings
31 Dec 2024
Fiscal year end
31 Dec 2024
Employees
9,000
Head office
4707 Executive Drive
San Diego
United States
92121
Key personnel
| Owner name | Salary | Bonus | All other compensation | Total compensation | Restricted stock award |
|---|---|---|---|---|---|
Mr. Matthew J. Audette President and Chief Financial Officer | 0.65m | - | - | 4.38m | - |
Ms. Katharine Reeping Chief Accounting Officer | - | - | - | - | - |
Ms. Anne M. Mulcahy Independent Director | 0.13m | - | - | 0.31m | - |
Mr. Edward Cage Bernard Independent Director | 0.13m | - | - | 0.32m | - |
Ms. H. Paulett Eberhart Independent Director | 0.14m | - | - | 0.33m | - |
Mr. Richard Paul Schifter Independent Director | 0.12m | - | - | 0.30m | - |
Mr. James S. Putnam Chairman of the Board | 0.25m | - | - | 0.44m | - |
Ms. Allison H. Mnookin Independent Director | 0.14m | - | - | 0.32m | - |
Mr. Corey E. Thomas Independent Director | 0.13m | - | - | 0.31m | - |
Mr. William Francis Glavin, Jr Independent Director | 0.13m | - | - | 0.31m | - |
Mr. Richard Steinmeier Director and Chief Executive Officer | 0.66m | - | - | 4.72m | - |
Mr. Matthew Enyedi Managing Director, Client Success | 0.52m | - | - | 2.90m | - |
Mr. Greg Gates Managing Director, Chief Technology and Information Officer | 0.55m | - | - | 3.86m | - |
Mr. Albert J Ko Independent Director | 0.12m | - | - | 0.30m | - |
Ms. Aneri Jambusaria Managing Director, Wealth Management | - | - | - | - | - |
Ms. Althea Brown Managing Director, Chief Legal Officer and Corporate Secretary | 0.50m | - | - | 2.96m | - |
Ms. Sara Dadyar Managing Director and Chief Human Resources Officer | - | - | - | - | - |
Mr. Marc Eliot Cohen Managing Director, Business Strategy and Innovation | - | - | - | - | - |
Top 5 shareholders
| Owner name | No. of shares | Share as % of port. | Last change | Portfolio % change | Date of portfolio | % Total assets |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 7,218,657 | 0.04105 | -60937 | -0.837093 | 30 Apr 2025 | 9.03 |
| BlackRock Inc | 4,766,545 | 0.03149 | 12141 | 0.255363 | 30 Apr 2025 | 5.96 |
| Boston Partners Global Investors, Inc | 3,905,541 | 1.55503 | 805637 | 25.989095 | 30 Apr 2025 | 4.88 |
| Janus Capital Management LLC | 3,372,790 | 9.24589 | 414276 | - | 30 Apr 2025 | 4.22 |
| Fidelity Management & Research Company LLC | 3,083,112 | 14.82631 | -1640734 | - | 30 Apr 2025 | 3.86 |
Director dealings
| Date | Action | Name | Price | Value | No. of shares | Holding (%) | Additional info |
|---|---|---|---|---|---|---|---|
| 05 Dec 2024 | - | Ms. Aneri Jambusaria | 331.94 | 101,242 | 3,920 | - | - |
| 02 Dec 2024 | - | Mr. Edward Cage Bernard | - | - | 14,269 | - | - |
| 02 Dec 2024 | - | Ms. H. Paulett Eberhart | - | - | 20,725 | - | - |
| 02 Dec 2024 | - | Mr. Richard Paul Schifter | - | - | 39,707 | - | - |
| 02 Dec 2024 | - | Mr. James S. Putnam | - | - | 136,029 | - | - |
| 02 Dec 2024 | - | Ms. Allison H. Mnookin | - | - | 10,433 | - | - |
| 02 Dec 2024 | - | Mr. Corey E. Thomas | - | - | 12,908 | - | - |
| 02 Dec 2024 | - | Mr. William Francis Glavin, Jr | - | - | 22,371 | - | - |
| 12 Sep 2024 | - | Ms. Althea Brown | 206.98 | 106,388 | 5,676 | - | - |
| 23 Aug 2024 | - | Mr. Edward Cage Bernard | - | - | 14,266 | - | - |
| 23 Aug 2024 | - | Ms. H. Paulett Eberhart | - | - | 20,721 | - | - |
| 23 Aug 2024 | - | Mr. Richard Paul Schifter | - | - | 39,691 | - | - |
| 23 Aug 2024 | - | Mr. James S. Putnam | - | - | 136,021 | - | - |
| 23 Aug 2024 | - | Ms. Allison H. Mnookin | - | - | 10,431 | - | - |
| 23 Aug 2024 | - | Mr. Corey E. Thomas | - | - | 12,903 | - | - |
| 23 Aug 2024 | - | Mr. William Francis Glavin, Jr | - | - | 22,359 | - | - |
| 09 Aug 2024 | - | Mr. Richard Paul Schifter | - | - | 40,756 | - | - |
| 09 Aug 2024 | - | Mr. Richard Paul Schifter | - | - | 39,664 | - | - |
| 09 Aug 2024 | - | Mr. Richard Paul Schifter | - | - | 39,846 | - | - |
| 09 Aug 2024 | - | Mr. Richard Paul Schifter | - | - | 40,028 | - | - |
Please note that past performance is not a reliable indicator of future returns.
