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LPL Financial Holdings Inc

LPLA
385.140USD
+12.800+3.44%
Cierre 02/06, 16:00ETCotizaciones retrasadas 15 min
30.83BCap. mercado
35.11P/E TTM

LPL Financial Holdings Inc

385.140
+12.800+3.44%

Más Datos de LPL Financial Holdings Inc Compañía

LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.

Información de LPL Financial Holdings Inc

Símbolo de cotizaciónLPLA
Nombre de la empresaLPL Financial Holdings Inc
Fecha de salida a bolsaNov 18, 2010
Director ejecutivoSteinmeier (Richard)
Número de empleados9000
Tipo de seguridadOrdinary Share
Fin del año fiscalNov 18
Dirección4707 Executive Drive
CiudadSAN DIEGO
Bolsa de valoresNASDAQ OMX - NASDAQ BASIC
PaísUnited States of America
Código postal92121
Teléfono18008777210
Sitio Webhttps://lplfinancial.lpl.com/
Símbolo de cotizaciónLPLA
Fecha de salida a bolsaNov 18, 2010
Director ejecutivoSteinmeier (Richard)

Ejecutivos de LPL Financial Holdings Inc

Nombre
Nombre/Posición
Posición
Accionistas
Cambio
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+7.00%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+910.00%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
17.05K
-5058.00%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
15.98K
-1131.00%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-62.00%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
9.38K
-750.00%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-3775.00%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
5.51K
+2.00%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
5.50K
-80.00%
Mr. Albert J. (Al) Ko
Mr. Albert J. (Al) Ko
Independent Director
Independent Director
2.57K
+910.00%
Ver más
Nombre
Nombre/Posición
Posición
Accionistas
Cambio
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.81K
+7.00%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
36.37K
+910.00%
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
17.05K
-5058.00%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
15.98K
-1131.00%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-62.00%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
9.38K
-750.00%

Desglose de ingresos

Divisa: USDActualizado: mié., 12 de mar
Divisa: USDActualizado: mié., 12 de mar
FY2019
Por negocioUSD
Nombre
Ganancia
Proporción
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%
La empresa aún no ha revelado los datos relevantes.
Por negocio
Por región
Por negocioUSD
Nombre
Ganancia
Proporción
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%

Estadísticas de accionistas

Actualizado: dom., 1 de feb
Actualizado: dom., 1 de feb
Accionistas
Tipos de accionistas
Accionistas
Accionistas
Proporción
The Vanguard Group, Inc.
10.13%
Boston Partners
4.58%
MFS Investment Management
4.56%
BlackRock Institutional Trust Company, N.A.
4.55%
Dodge & Cox
4.16%
Otro
72.02%
Accionistas
Accionistas
Proporción
The Vanguard Group, Inc.
10.13%
Boston Partners
4.58%
MFS Investment Management
4.56%
BlackRock Institutional Trust Company, N.A.
4.55%
Dodge & Cox
4.16%
Otro
72.02%
Tipos de accionistas
Accionistas
Proporción
Investment Advisor
45.51%
Investment Advisor/Hedge Fund
34.79%
Hedge Fund
11.75%
Pension Fund
3.30%
Research Firm
2.79%
Sovereign Wealth Fund
1.41%
Bank and Trust
1.35%
Individual Investor
0.53%
Family Office
0.06%

Participación institucional

Actualizado: jue., 1 de ene
Actualizado: jue., 1 de ene
Periodo del informe
Número de instituciones
Acciones mantenidas
Proporción
Cambio
2025Q4
1557
80.81M
100.94%
-5.30M
2025Q3
1516
81.75M
102.14%
-2.21M
2025Q2
1492
82.27M
103.50%
+3.72M
2025Q1
1532
80.52M
100.85%
+3.23M
2024Q4
1478
73.56M
98.63%
-5.28M
2024Q3
1420
73.69M
98.51%
-5.08M
2024Q2
1392
73.47M
98.34%
-6.34M
2024Q1
1358
74.12M
99.20%
-5.45M
2023Q4
1312
72.67M
97.32%
-7.05M
2023Q3
1276
73.83M
97.60%
-7.64M
Ver más

Actividad de los accionistas

Nombre
Acciones mantenidas
Proporción
Cambio
Cambio %
Fecha
The Vanguard Group, Inc.
8.27M
10.33%
+223.33K
+2.78%
Sep 30, 2025
Boston Partners
3.67M
4.58%
-10.16K
-0.28%
Sep 30, 2025
MFS Investment Management
3.20M
3.99%
+783.00K
+32.45%
Sep 30, 2025
BlackRock Institutional Trust Company, N.A.
3.64M
4.55%
+115.77K
+3.28%
Sep 30, 2025
Dodge & Cox
3.33M
4.16%
+627.55K
+23.23%
Sep 30, 2025
Janus Henderson Investors
3.10M
3.87%
+19.67K
+0.64%
Sep 30, 2025
Capital World Investors
2.63M
3.28%
+2.61M
+15960.07%
Sep 30, 2025
Kayne Anderson Rudnick Investment Management, LLC
2.48M
3.1%
-74.84K
-2.93%
Sep 30, 2025
Lone Pine Capital, L.L.C.
2.26M
2.82%
+383.47K
+20.48%
Sep 30, 2025
Principal Global Investors (Equity)
1.97M
2.46%
+373.08K
+23.36%
Sep 30, 2025
Ver más

ETFs relacionados

Actualizado: sáb., 6 de dic
Actualizado: sáb., 6 de dic
Nombre
Proporción
Argent Mid Cap ETF
3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
3.19%
Future Fund Long/Short ETF
3.1%
Gabelli Financial Services Opportunities ETF
2.96%
Nuveen ESG Mid-Cap Growth ETF
2.66%
AdvisorShares Gerber Kawasaki ETF
2.52%
PGIM Jennison Focused Mid-Cap ETF
2.4%
ProShares Equities for Rising Rates ETF
2.09%
Invesco Bloomberg MVP Multi-Factor ETF
2.01%
SPDR S&P Capital Markets ETF
1.84%
Ver más
Argent Mid Cap ETF
Proporción3.7%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proporción3.19%
Future Fund Long/Short ETF
Proporción3.1%
Gabelli Financial Services Opportunities ETF
Proporción2.96%
Nuveen ESG Mid-Cap Growth ETF
Proporción2.66%
AdvisorShares Gerber Kawasaki ETF
Proporción2.52%
PGIM Jennison Focused Mid-Cap ETF
Proporción2.4%
ProShares Equities for Rising Rates ETF
Proporción2.09%
Invesco Bloomberg MVP Multi-Factor ETF
Proporción2.01%
SPDR S&P Capital Markets ETF
Proporción1.84%

Dividendos

Un total de 341.85M USD se ha distribuido en dividendos durante los últimos 5 años.
Fecha
Dividendos
Fecha de registro
Fecha de pago
Fecha ex-dividendo
Oct 30, 2025
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 01, 2025 going ex on Nov 13, 2025
Nov 13, 2025
Dec 01, 2025
Nov 13, 2025
Jul 31, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 29, 2025 going ex on Aug 15, 2025
Aug 15, 2025
Aug 29, 2025
Aug 15, 2025
May 08, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 12, 2025 going ex on May 30, 2025
May 30, 2025
Jun 12, 2025
May 30, 2025
Jan 30, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 25, 2025 going ex on Mar 11, 2025
Mar 11, 2025
Mar 25, 2025
Mar 11, 2025
Oct 31, 2024
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 02, 2024 going ex on Nov 14, 2024
Nov 14, 2024
Dec 02, 2024
Nov 14, 2024
Jul 25, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
May 03, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 04, 2024 going ex on May 20, 2024
May 21, 2024
Jun 04, 2024
May 20, 2024
Feb 06, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 26, 2024 going ex on Mar 11, 2024
Mar 12, 2024
Mar 26, 2024
Mar 11, 2024
Oct 27, 2023
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Nov 27, 2023 going ex on Nov 08, 2023
Nov 09, 2023
Nov 27, 2023
Nov 08, 2023
Jul 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
Ver más

División de acciones

Fecha
Fecha ex-dividendo
Tipo
Relación
Sin datos
Fecha
Fecha ex-dividendo
Tipo
Relación
Sin datos
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