InsidersTradesSigma
Follow the LPL Financial Holdings Inc. stock price and the full insider trade history of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Finance & Banking sector, LPL Financial Holdings Inc. has published 363 insider filings. Market capitalisation: €29.2bn. The latest transaction was filed on 8 September 2026 (Retenue fiscale). Among the most active insiders: SCHIFTER RICHARD P. The full history is free.
363
Insider Decl.
n/a
Thresholds
€577,255
4 ops.
Buy Volume
€16m
31 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate LPL Financial Holdings Inc. Buy (bullish), based on 14 analysts. Average price target: US$431.86.
40Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 18,621 of 29,064 companies
43.0
score / 100
Value37
Quality50
FCF yld-3.4%
Earn yld3.0%
EV/EBITDA16.8x
ROE19%
Gross mgn24%
Net mgn5.1%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 8 September 2026
Declarations363 total
106 shares@ US$359.330.0001% mcap100.0% of flowCommon StockSEC:0001628280-26-060908:0
4 shares0Common StockSEC:0001628280-26-059797:0
3 shares0Common StockSEC:0001628280-26-059791:0
10 shares0Common StockSEC:0001628280-26-059806:0
2 shares0Common StockSEC:0001628280-26-059821:0
7 shares0Common StockSEC:0001628280-26-059832:0
14 shares0Common StockSEC:0001628280-26-059837:0
4 shares0Common StockSEC:0001628280-26-059842:0
308 shares@ US$357.36Common StockSEC:0001628280-26-059596:0
308 shares@ US$357.360.0004% mcap8.7% of flowCommonSEC144:0001959173-26-006482
7,189 shares@ US$77.530.0019% mcap11.7% of flowCommon StockSEC:0001628280-26-058423:0
4,119 shares@ US$355.380.0050% mcap30.7% of flowCommon StockSEC:0001628280-26-058423:1
4,119 shares@ US$355.380.0050% mcap53.2% of flowCommonSEC144:0001959173-26-006263
1 shares@ US$355.510.0000% mcap0.0% of flowCommon StockSEC:0001628280-26-052585:4
296 shares@ US$353.370.0004% mcap6.9% of flowCommon StockSEC:0001628280-26-052585:2
2,000 shares0Common StockSEC:0001628280-26-052599:0
189 shares@ US$351.060.0002% mcap4.4% of flowCommon StockSEC:0001628280-26-052585:0
463 shares@ US$352.770.0006% mcap10.7% of flowCommon StockSEC:0001628280-26-052585:1
51 shares@ US$354.520.0001% mcap1.2% of flowCommon StockSEC:0001628280-26-052585:3
1,000 shares@ US$352.7160.0012% mcap30.1% of flowCommonSEC144:0001959173-26-005487
308 shares@ US$306.000.0004% mcap8.2% of flowCommonSEC144:0001959173-26-004734
44 sharesCommon StockSEC:0001628280-26-043261:0
5 shares0Common StockSEC:0001628280-26-041532:0
4 shares0Common StockSEC:0001628280-26-041528:0
330 shares@ US$325.000.0003% mcap4.3% of flowCommon StockSEC:0001628280-26-025520:0
25 of 363 declarations
关于 LPL Financial Holdings Inc.
LPL Financial Holdings Inc.（股票代码：LPLA）是一家领先的美国财富管理和顾问平台公司，在美国纳斯达克市场上市。公司总部位于加利福尼亚州圣迭戈，其业务围绕为独立财务顾问、咨询公司和机构提供经纪、咨询、托管、技术和实践管理能力而建立。LPL 成立于 1989 年，由 Linsco 和 Private Ledger 合并而成，其长期战略是为顾问提供独立性，同时为他们提供机构规模的基础设施。([lpl.com](https://www.lpl.com/about-us.html?utm_source=openai)) 从商业模式的角度来看，LPL 不是一家传统的零售银行。其核心业务集中在财富管理和顾问中介分销。公司提供经纪服务、投资咨询支持、托管和清算相关能力、财务规划工具、数字化工作流解决方案以及广泛的投资产品和服务菜单。LPL 的平台旨在支持多种联营模式，包括经纪自营商、注册投资顾问（RIA）和机构计划，这使其在财富管理价值链的很大一部分中拥有影响力。([lpl.com](https://www.lpl.com/about-us.html?utm_source=openai)) 在竞争方面，LPL 被广泛认为是美国最重要的独立咨询平台之一。其吸引力来自于规模、全国分销、技术和服务广度，所有这些在一个顾问越来越需要高效运营支持、更强的经济效益以及能够简化过渡的平台市场中都至关重要。公司强调其广泛的美国业务足迹以及为全国范围内的广大顾问和机构提供服务的能力。([lpl.com](https://www.lpl.com/about-us.html?utm_source=openai)) 最近的发展强调了积极的整合战略。2025 年，LPL 宣布并完成了对 Commonwealth Financial Network 的收购，这是一项重大交易，扩大了公司的顾问基础和资产规模。2026 年，公司宣布了一项收购 Mariner Advisor Network 的交易，巩固了并购渠道。LPL 还继续投资于技术，并扩大了其另类投资产品，这表明管理层仍然专注于拓宽平台能力并深化顾问参与度。([lpl.com](https://www.lpl.com/news-media/press-releases/lpl-financial-closes-its-acquisition-of-commonwealth-financial-network.html?utm_source=openai))
