LPL Financial Holdings Inc. (LPLA) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
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 financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Of the 6 companies LPL Financial Holdings Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6200, Security & Commodity Brokers, Dealers, Exchanges & Services, from each company's own filings. Largest first.
the bull case· 3
4
customers naming LPLA as a supplier in their own filings
sec filingsfrom their filings+1.95%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '2622
disclosed supplier and customer ties in SEC filings
sec filingsedgarthe bear case· 2
10 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2649
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 29 '26 report. Not a forecast, not advice.
LPL Financial Holdings Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Security & Commodity Brokers, Dealers, Exchanges & Services
High 328.97 at 12:00 pm ET, low 327.71 at 11:00 am ET.
tall tick = annual report · 1 on record
LPLA (LPL Financial Holdings Inc.) has 11 disclosed suppliers and 11 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
767 managers report a position worth $23.4B between them, and 49 of them hold 80% of it.