LPLA — LPL Financial Holdings Inc.
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on LPLA
| date | signal | measured base rate |
|---|---|---|
| 2026-08-20 | Fair value gap, bearish structure | -0.45% over 21 days · t = -3.29 · n = 108,591 statistically distinguishable from its control group |
| 2026-08-05 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-08-03 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-07-02 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-06-25 | Fair value gap, bearish structure | -0.45% over 21 days · t = -3.29 · n = 108,591 statistically distinguishable from its control group |
| 2026-05-21 | Equal lows taken out structure | -0.64% over 21 days · t = -4.75 · n = 55,661 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-08-20 | Gates Greg Group Managing Director | Open-market sale | 4.1K | 355.38 | 1.5M |
| 2026-08-20 | Gates Greg Group Managing Director | Option exercise | 7.2K | 77.53 | 557.4K |
| 2026-08-03 | Putnam James S Director | Gift | 2.0K | 0.00 | 0 |
| 2026-07-31 | Enyedi Matthew Group Managing Director | Open-market sale 10b5-1 plan | 463 | 352.77 | 163.3K |
| 2026-07-31 | Enyedi Matthew Group Managing Director | Open-market sale 10b5-1 plan | 296 | 353.37 | 104.6K |
| 2026-07-31 | Enyedi Matthew Group Managing Director | Open-market sale 10b5-1 plan | 189 | 351.06 | 66.4K |
| 2026-07-31 | Enyedi Matthew Group Managing Director | Open-market sale 10b5-1 plan | 51 | 354.52 | 18.1K |
| 2026-07-31 | Enyedi Matthew Group Managing Director | Open-market sale 10b5-1 plan | 1 | 355.51 | 356 |
| 2026-06-17 | Jambusaria Aneri Group Managing Director | Open-market sale 10b5-1 plan | 308 | 306.00 | 94.2K |
| 2026-06-12 | Gates Greg Group Managing Director | Shares withheld for tax | 232 | 295.66 | 68.6K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| BlackRock, Inc. | 1.5B | 5.0M |
| Dodge & Cox | 1.2B | 4.1M |
| Boston Partners | 1.2B | 4.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2B | 3.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2B | 3.9M |
| JANUS HENDERSON GROUP PLC | 1.1B | 3.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1B | 3.6M |
| PRINCIPAL FINANCIAL GROUP INC | 793.2M | 2.6M |
| SAMLYN CAPITAL, LLC | 698.9M | 2.3M |
| Capital World Investors | 695.7M | 2.3M |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| SCHEDULE 13G | 2026-08-13 | — | on EDGAR ↗ |
| SCHEDULE 13G | 2026-08-04 | — | on EDGAR ↗ |
| 4 | 2026-08-04 | 2026-08-03 | on EDGAR ↗ |
| 4 | 2026-08-04 | 2026-07-31 | on EDGAR ↗ |
| 10-Q | 2026-08-03 | 2026-06-30 | on EDGAR ↗ |
| 144 | 2026-07-31 | — | on EDGAR ↗ |
| 8-K | 2026-07-30 | 2026-07-30 | on EDGAR ↗ |
| 4 | 2026-06-22 | 2026-06-17 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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