Trade

with

LPL Financial Holdings Inc
(NASDAQ: LPLA)
AdChoices
40.93
-0.37
-0.90%
After Hours :
40.93
0.00
0.00%

Open

41.25

Previous Close

41.30

Volume (Avg)

1.69M (790.80k)

Day's Range

40.82-41.68

52Wk Range

38.34-56.45

Market Cap.

4.11B

Dividend Rate (Yield )

- (2.22%)

Beta

1.02

Shares Outstanding

100.38M

P/E Ratio (EPS)

23.81 (1.72)

AdChoices
Financials
  • Income Statement
  • Balance Sheet
  • Cash Flow
Operating Income
299.26M
Operating Margin
7.32
Total Equity
-
Retained Earnings
-
Free Cashflow
-
Price/Cashflow
-
Ownership

Institutional Ownership

-

Top 10 Institutions

69.42%

Mutual Fund Ownership

35.73%

Float

86.03%

5% / Insider Ownership

3.07%

Corporate insiders or major stockholders reporting trading activity in the stock.

Top Mutual Fund Owners

Top Institutional Owners

Mutual Fund Name

Institution Name

  • Mutual Fund Name

  • Shares Held

  • % Change

  • % Outstanding

  • T. Rowe Price Mid Cap Growth Fund

  •  

    3,000,000

  • 20.00

  • 2.99

  • Invesco Small Cap Value

  •  

    2,239,753

  • 8.09

  • 2.20

  • Standard Life US Small-Cap Equity Fund (Invesco)

  •  

    2,239,753

  • 0.00

  • 2.23

  • Akre Focus Fd

  •  

    1,715,000

  • 0.00

  • 1.71

  • Vanguard Mid-Cap Index Fund

  •  

    1,459,781

  • 0.91

  • 1.45

  • Artisan Mid Cap Fund

  •  

    1,439,458

  • -17.82

  • 1.43

  • Janus Enterprise Fd

  •  

    1,427,329

  • 0.00

  • 1.42

  • Vanguard Total Stock Mkt Idx

  •  

    1,393,562

  • 0.59

  • 1.39

  • Janus Triton Fund

  •  

    1,367,766

  • 0.00

  • 1.36

  • Principal MidCap Fund

  •  

    865,398

  • -3.78

  • 0.86

  • Institution Name

  • Shares Held

  • % Change

  • % Outstanding

  • TPG Capital, L.P.

  •  

    12,887,109

  • 0.00%

  • 12.84

  • Lone Pine Capital LLC

  •  

    8,518,366

  • 0.00%

  • 8.49

  • FPR Partners LLC

  •  

    7,811,348

  • +19.57%

  • 7.78

  • T. Rowe Price Associates, Inc.

  •  

    7,722,304

  • +17.78%

  • 7.69

  • Janus Capital Management LLC

  •  

    5,021,693

  • +4.07%

  • 5.00

  • Vanguard Group, Inc.

  •  

    4,649,803

  • +1.93%

  • 4.63

  • Blair William & Co

  •  

    3,859,690

  • +21.75%

  • 3.85

  • Stockbridge Partners LLC

  •  

    3,124,393

  • +40.75%

  • 3.11

  • Artisan Partners Limited Partnership

  •  

    2,970,708

  • -2.54%

  • 2.96

Company Profile

Sector

Financial Services

Industry

Capital Markets

Type

Cyclical

Style

Mid Core

LPL Financial Holdings Inc offers technology, brokerage and investment advisory services through business relationships with all types of financial advisors. The Company along with its subsidiaries supports diverse client base. The C...moreompany’s focus is to provide advisors with the front, middle and back-office support to serve the markets for independent investment advice. The Company provide integrated platform of brokerage and investment advisory services to more than 13,600 independent financial advisors and financial advisors at more than 700 financial institutions throughout the United States, enabling them to provide their clients with financial advice. The Company’s subsidiary, LPL Financial supports over 280 Independent RIAs with over 2,000 advisors who conduct their advisory business through ...moreseparate entities by establishing their own RIAs rather than using Company’s corporate RIA. The Company, through Independent Advisors delivers a comprehensive and integrated suite of products and services to support their practices. Through Institutions, it provides solutions to financial institutions such as regional banks, credit unions and insurers, who seek to provide a broad array of services for their clients. The Company, through its subsidiary Fortigent, provides solutions and consulting services to asset RIAs, banks and trust companies serving high-net-worth clients by providing them with investment advice and helping them build their wealth management practices. Advisors use BranchNet workstation, an integrated technology platform that is server-based and web-accessible to manage all aspects of their businesses for clients. In addition, the Company’s Resource Center is embedded within BranchNet to provide advisors assess to the research, training, compliance and support services, as well as the ability to review products and develop marketing materials, including direct access to financial product information and exclusive research commentaries; detailed regulatory requirements; valuable marketing tools; operational information; comprehensive training and technical support. The Company provides its advisors commission-based, fee-based, cash and money market products and services including annuities, mutual funds, exchange-traded funds, and alternative investments, including real estate investment trusts. The sale and administration of these products are facilitated through BranchNet and Resource Center. The advisors with Independent RIA firms have the ability to conduct investment advisory business using the Company’s platform and tools and carry a brokerage license with LPL Financial to support brokerage accounts. The Company competes with Morgan Stanley; Merrill Lynch, Pierce, Fenner, & Smith Incorporated; UBS Financial Services Inc.; and Wells Fargo Advisors, LLC., Edward D. Jones & Co., L.P. and Raymond James Financial Services, Inc., Charles Schwab & Co., Fidelity Brokerage Services LLC and TD Ameritrade among others.lessless

Key People

Mr. Mark S. Casady

CEO/Chairman of the Board/Director

Mr. James S. Putnam

Director/Vice Chairman of the Board

Mr. Dan H. Arnold

CFO

Mr. Mark R. Helliker

Managing Director, Divisional

Mr. John Andrew Kalbaugh

Managing Director, Divisional

Incorporated

1989

Employees

-

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