LPL Financial Holdings Inc
LPLA319.320USD
+3.889+1.23%
Fechamento 04/29, 16:00（ET）Cotações atrasadas em 15 min
23.84BValor de mercado
22.52P/L TTM
Mais detalhes de LPL Financial Holdings Inc Empresa
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.
Informações da empresa
Código da empresaLPLA
Nome da EmpresaLPL Financial Holdings Inc
Data de listagemNov 18, 2010
Fundado em2005
CEOMr. Richard (Rich) Steinmeier
Número de funcionários9000
Tipo de títulosOrdinary Share
Fim do ano fiscalNov 18
Endereço4707 Executive Drive
CidadeSAN DIEGO
Bolsa de valoresNASDAQ Global Select Consolidated
PaísUnited States of America
Código postal92121
Telefone18008777210
Sitehttps://lplfinancial.lpl.com/
Código da empresaLPLA
Data de listagemNov 18, 2010
Fundado em2005
Executivos da empresa
Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-30.94%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
5.74K
-1.37%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
4.91K
-52.98%
Ms. Sara Dadyar
Ms. Sara Dadyar
Chief Human Resources Officer, Managing Director
Chief Human Resources Officer, Managing Director
1.80K
--
Ver Mais
Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Detalhamento da receita
Moeda: USDTempo de atualização: qua, 12 de mar
Moeda: USDTempo de atualização: qua, 12 de mar
FY2019
Por EmpresaUSD
Nome
Receita
Proporção
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%
Sem dados
Por Empresa
Por Região
Por EmpresaUSD
Nome
Receita
Proporção
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%
Acionista
Tempo de atualização: há 21 horas
Tempo de atualização: há 21 horas
Estatísticas dos acionistas
Tipo
Estatísticas dos acionistas
Acionista
Proporção
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
Estatísticas dos acionistas
Acionista
Proporção
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
Tipo
Acionista
Proporção
Investment Advisor/Hedge Fund
36.94%
Investment Advisor
31.25%
Hedge Fund
15.38%
Pension Fund
2.37%
Research Firm
1.90%
Bank and Trust
1.37%
Sovereign Wealth Fund
1.23%
Individual Investor
0.60%
Family Office
0.06%
Other
8.90%
Participação acionária institucional
Tempo de atualização: seg, 20 de jan
Tempo de atualização: seg, 20 de jan
Período do relatório
N.º de instituições
Ações detidas
Proporção
Variação
2025Q1
1431
73.77M
92.25%
-4.18M
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
2023Q2
1251
73.96M
96.49%
-8.10M
2023Q1
1225
76.53M
97.68%
-5.22M
2022Q4
1179
78.17M
98.64%
-3.63M
Ver Mais
Atividade dos acionistas
Nome
Ações detidas
Proporção
Variação
Var. %
Data
The Vanguard Group, Inc.
7.19M
8.98%
-60.15K
-0.83%
Dec 31, 2024
Boston Partners
3.91M
4.88%
+805.64K
+25.99%
Dec 31, 2024
BlackRock Institutional Trust Company, N.A.
3.56M
4.44%
+42.22K
+1.20%
Dec 31, 2024
Janus Henderson Investors
3.05M
3.81%
+522.03K
+20.65%
Dec 31, 2024
Kayne Anderson Rudnick Investment Management, LLC
2.66M
3.32%
+57.48K
+2.21%
Dec 31, 2024
Fidelity Management & Research Company LLC
2.43M
3.03%
-348.60K
-12.57%
Dec 31, 2024
Lone Pine Capital, L.L.C.
1.92M
2.4%
-257.39K
-11.81%
Dec 31, 2024
State Street Global Advisors (US)
1.67M
2.09%
-6.56K
-0.39%
Dec 31, 2024
WCM Investment Management
1.64M
2.05%
-8.05K
-0.49%
Dec 31, 2024
Samlyn Capital, LLC
1.57M
1.97%
-72.62K
-4.41%
Dec 31, 2024
Ver Mais
ETFs Relacionados
Tempo de atualização: dom, 6 de abr
Tempo de atualização: dom, 6 de abr
Nome
Proporção
Gabelli Financial Services Opportunities ETF
4.05%
Argent Mid Cap ETF
3.72%
Otter Creek Focus Strategy ETF
2.99%
Future Fund Long/Short ETF
2.78%
AdvisorShares Gerber Kawasaki ETF
2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
2.53%
PGIM Jennison Focused Mid-Cap ETF
2.52%
NYLI Winslow Focused Large Cap Growth ETF
2.02%
VanEck Morningstar SMID Moat ETF
1.87%
First Trust Financials AlphaDEX Fund
1.85%
Ver Mais
Gabelli Financial Services Opportunities ETF
Proporção4.05%
Argent Mid Cap ETF
Proporção3.72%
Otter Creek Focus Strategy ETF
Proporção2.99%
Future Fund Long/Short ETF
Proporção2.78%
AdvisorShares Gerber Kawasaki ETF
Proporção2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proporção2.53%
PGIM Jennison Focused Mid-Cap ETF
Proporção2.52%
NYLI Winslow Focused Large Cap Growth ETF
Proporção2.02%
VanEck Morningstar SMID Moat ETF
Proporção1.87%
First Trust Financials AlphaDEX Fund
Proporção1.85%
Dividendo
Um total de
420.94M
USD foi distribuído em dividendos nos últimos 5 anos.
Data
Dividendo
Data de registro
Data de pagamento
Data ex-dividendo
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
Apr 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 01, 2023 going ex on May 17, 2023
May 18, 2023
Jun 01, 2023
May 17, 2023
Feb 03, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 28, 2023 going ex on Mar 13, 2023
Mar 14, 2023
Mar 28, 2023
Mar 13, 2023
Oct 27, 2022
LPLA.NB Final Cash Dividend of gross USD 0.25 paid on Nov 28, 2022 going ex on Nov 09, 2022
Nov 10, 2022
Nov 28, 2022
Nov 09, 2022
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Desdobramento de ações
Data
Tipo
Proporção
Sem dados
Data
Tipo
Proporção
Sem dados