LPLA · Financials
Lpl Finl Hldgs Inc
27/100
Smart-money confidence1 of 3 sources positive
Below average interest
company insiders are selling
What this band has actually done: stocks scoring 25–45 beat the S&P 500 over the next three months 45.3% of the time, across 39,662 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
52
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$24.3B
Industry
Capital Markets
Sector
Financial Services
Exchange
NasdaqGS
About LPL FINL HLDGS INC
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides…
Who's behind the signal
Every informed buyer we can see on LPLA, across all three feeds.
Hedge funds · 10
Bridgewater Associates (Dalio)
New position
Tudor Investment (Paul Tudor Jones)
New position
Dodge & Cox
Increased +10%
Point72 (Steve Cohen)
Increased +902%
Renaissance Technologies
Increased +26%
AQR Capital Management
Increased +5%
+4 more in the full breakdown below ↓
Congress · 6
Gilbert Ray Cisneros, Jr.
bought
Markwayne Mullin
bought
Val T. Hoyle
sold
John James
sold
Susie Lee
sold
Sara Jacobs
sold
Insiders
Company insiders
Selling
Recent sells8
Congressional trades · 22 on record
Disclosures from 2020-09-28 to 2026-06-11
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-06-11 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-06-05 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-05-19 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-05-14 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-05-12 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-05-07 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-05-01 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-04-06 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2026-03-27 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-12-10 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
Show the other 12
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-05-13 | Markwayne Mullin · R-OK | Senate | Bought | $15,001 - $50,000 |
| 2025-04-02 | Val T. Hoyle · D-OR | House | Sold | $1,001 - $15,000 |
| 2025-03-03 | Val T. Hoyle · D-OR | House | Bought | $1,001 - $15,000 |
| 2025-02-13 | Markwayne Mullin · R-OK | Senate | Bought | $50,001 - $100,000 |
| 2024-07-18 | John James · R-MI | House | Sold | $1,001 - $15,000 |
| 2023-11-10 | John James · R-MI | House | Bought | $1,001 - $15,000 |
| 2023-04-20 | Susie Lee · D-NV | House | Sold | $15,001 - $50,000 |
| 2021-06-15 | Susie Lee · D-NV | House | Bought | $1,001 - $15,000 |
| 2021-04-09 | Sara Jacobs · D-CA | House | Sold | $15,001 - $50,000 |
| 2021-02-19 | Sara Jacobs · D-CA | House | Bought | $15,001 - $50,000 |
| 2020-10-19 | Susie Lee · D-NV | House | Bought | $1,001 - $15,000 |
| 2020-09-28 | Susie Lee · D-NV | House | Bought | $1,001 - $15,000 |
Not a model pick — but on our radar.
LPL FINL HLDGS INC isn't in the top-10 model right now, but 10 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
10
Investors
2
New positions
4
Increasing
3
Decreasing
1
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
% of portfolio
0.0%
Position change
NEW
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.2×
% of portfolio
0.0%
Position change
NEW
0.0% of Tudor Investment's portfolio
Trust weight: 1.2×
% of portfolio
0.7%
Position change
+10%
0.7% of Dodge & Cox's portfolio
Trust weight: 1.1×
% of portfolio
0.2%
Position change
+902%
0.2% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+26%
0.1% of Renaissance Technologies's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+5%
0.0% of AQR Capital Management's portfolio
Trust weight: 1.4×
% of portfolio
2.1%
Position change
−40%
2.1% of Lone Pine Capital's portfolio
Trust weight: 1.4×
% of portfolio
1.2%
Position change
—
1.2% of Markel Group's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−30%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−77%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LPL FINL HLDGS INC
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
0
Buys
8
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-11 | Reeping Katharine | Insider | SELL | 440 | $347.88 | $153,067 |
| 2026-08-27 | Jambusaria Aneri | Insider | SELL | 308 | $357.36 | $110,067 |
| 2026-08-20 | Gates Greg | Insider | SELL | 4,119 | $355.38 | $1,463,810 |
| 2026-07-31 | Enyedi Matthew | Insider | SELL | 1 | $355.51 | $356 |
| 2026-07-31 | Enyedi Matthew | Insider | SELL | 51 | $354.52 | $18,081 |
| 2026-07-31 | Enyedi Matthew | Insider | SELL | 296 | $353.37 | $104,598 |
| 2026-07-31 | Enyedi Matthew | Insider | SELL | 463 | $352.77 | $163,333 |
| 2026-07-31 | Enyedi Matthew | Insider | SELL | 189 | $351.06 | $66,350 |
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LPL FINL HLDGS INC or any security.
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