The chart above plots the price of LPLA over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 55 sessions over that window: $318.00 on 1 May 2026 through $325.00 on 17 July 2026. Finazon · prior-day close.
Market cap$26.0B
P/E (TTM)27.8
52-week range$265.87 – $398.91
Avg volume288.2K
Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Jul 29, 2026
LPLA insider trades
SEC Form 4 · last 90 days · newest reported trade 17 Jun 2026
Open-market buys0
Open-market sells1
Net sold$94K
Non-trade filings20
DateInsiderTypeSharesValue
17 Jun 2026Jambusaria AneriGroup Managing DirectorSell308$94K
Showing the 12 most recent of 21 filings in this window. The figures above count all of them.
Compensation mechanics (11 filings)
Compensation mechanics
Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.
DateInsiderTypeSharesValue
12 Jun 2026Cohen Marc EliotGroup Managing DirectorTax withheld44$13K
12 Jun 2026Gates GregGroup Managing DirectorTax withheld232$69K
04 Jun 2026BERNARD EDWARD CDirectorAward4
04 Jun 2026EBERHART PAULETTDirectorAward5
04 Jun 2026Glavin William Francis JrDirectorAward15
04 Jun 2026Mnookin AllisonDirectorAward3
04 Jun 2026Putnam James SDirectorAward10
04 Jun 2026SCHIFTER RICHARD PDirectorAward19
04 Jun 2026Thomas Corey E.DirectorAward7
15 May 2026BERNARD EDWARD CDirectorAward1,060
15 May 2026EBERHART PAULETTDirectorAward712
LPLA reported financials
SEC EDGAR XBRL
LPLA reported revenue of $17.0B for the fiscal year ended 31 Dec 2025. Net income over the same period was $863.0M.
FigureReportedPeriod
Revenue
$17.0B
31 Dec 2025 fiscal year
Net income
$863.0M
31 Dec 2025 fiscal year
Diluted EPS
$10.92
31 Dec 2025 fiscal year
Total assets
$18.8B
31 Mar 2026 at period end
Total equity
$5.7B
31 Mar 2026 at period end
Source: SEC EDGAR XBRL company facts · latest period ended 31 Mar 2026
LPLA earnings
SEC EDGAR
DatePeriodEPSRevenue
31 Mar 2026Q1 2026$4.43$4.94B
31 Dec 2025FY 2025$10.92$16.99B
30 Sep 2025Q3 2025$-0.37$4.55B
30 Jun 2025Q2 2025$3.40$3.84B
Reported figures & scheduled dates · SEC EDGAR filings
LPLA institutional holders
SEC Form 13F
7 of the 45 institutional funds we track reported a LPLA position for the quarter ended 31 Mar 2026 — a combined $1.2B; the latest of those filings landed 15 May 2026.