30% off. Use code SUMMERSALE30 at checkout for 30% off for 12 months on Plus, Pro and Premium subscriptions. Subscribe now
United States Investment Banking & Investment Services

LPL Financial Holdings Inc (LPLA)

Track

Over the last 90 days, LPL Financial Holdings Inc. has seen 9 insider transactions, all of which were sales totaling approximately $1.13 million. Notably, Matthew J. Audette and Marc Eliot Cohen were involved in multiple sales transactions. There were no insider purchases recorded during this period.
Stock chart
Ticker: LPLA Exchange: NSM
Preparing chart...
Download chart Copy chart image Copy link Share to X Share


Subscribe to get access to the transaction volume chart and in-chart transaction details
• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Top insiders
Trades
Jambusaria Aneri
Group Managing Director
3 sales — total 300,000 USD
Planned sale 17 Jun 2026
Value US$2,852,557.23 | Price 492.56 | Shares 68,262
Planned sale 17 Jun 2026
Value US$3,371,304.26 | Price 229.09 | Shares 9,237
Proposed sale 17 Jun 2026
Value US$100,000.00 | Price 306.00 | Shares 1,000
Planned sale 15 Apr 2026
Value US$1,134,987.02 | Price 458.24 | Shares 36,720
Planned sale 15 Apr 2026
Value US$3,980,564.51 | Price 74.43 | Shares 540
Planned sale 15 Apr 2026
Value US$62,056.26 | Price 328.34 | Shares 189
Planned sale 15 Apr 2026
Value US$72,039.00 | Price 327.45 | Shares 220
Proposed sale 15 Apr 2026
Value US$366,313.85 | Price 330.01 | Shares 1,110
Planned sale 14 Apr 2026
Value US$45,336.24 | Price 326.16 | Shares 139
Planned sale 14 Apr 2026
Value US$107,250.00 | Price 325.00 | Shares 330
Proposed sale 14 Apr 2026
Value US$152,587.43 | Price 325.35 | Shares 469
Sale 10 Mar 2026
Value US$337,040.83 | Price 309.72 | Shares 1,088
Proposed sale 10 Mar 2026
Value US$337,045.02 | Price 309.50 | Shares 1,089
Sale 9 Mar 2026
Value US$682,955.00 | Price 308.75 | Shares 2,212
Proposed sale 9 Mar 2026
Value US$682,955.22 | Price 308.75 | Shares 2,212
Planned sale 2 Mar 2026
Value US$94,248.00 | Price 306.00 | Shares 308
Proposed sale 2 Mar 2026
Value US$94,248.00 | Price 306.00 | Shares 308
Planned sale 26 Feb 2026
Value US$59,057.76 | Price 322.72 | Shares 183
Planned sale 26 Feb 2026
Value US$54,374.06 | Price 321.74 | Shares 169
Planned sale 26 Feb 2026
Value US$213,779.34 | Price 320.99 | Shares 666
Planned sale 26 Feb 2026
Value US$200,570.64 | Price 319.38 | Shares 628
Planned sale 26 Feb 2026
Value US$147,409.94 | Price 318.38 | Shares 463
Proposed sale 26 Feb 2026
Value US$675,190.21 | Price 320.15 | Shares 2,109
Planned sale 26 Feb 2026
Value US$145,933.95 | Price 322.15 | Shares 453
Planned sale 26 Feb 2026
Value US$162,446.24 | Price 321.04 | Shares 506
Planned sale 26 Feb 2026
Value US$87,493.68 | Price 319.32 | Shares 274
Planned sale 26 Feb 2026
Value US$110,841.48 | Price 318.51 | Shares 348
Proposed sale 26 Feb 2026
Value US$506,718.54 | Price 320.51 | Shares 1,581
Planned sale 5 Dec 2025
Value US$14,550.51 | Price 373.09 | Shares 39
Planned sale 5 Dec 2025
Value US$31,647.20 | Price 372.32 | Shares 85
Planned sale 5 Dec 2025
Value US$152,192.00 | Price 371.20 | Shares 410
Planned sale 5 Dec 2025
Value US$50,379.84 | Price 370.44 | Shares 136
Planned sale 5 Dec 2025
Value US$12,535.80 | Price 368.70 | Shares 34
Planned sale 5 Dec 2025
Value US$16,925.70 | Price 367.95 | Shares 46
Proposed sale 5 Dec 2025
Value US$274,530.00 | Price 366.04 | Shares 750
Planned sale 5 Dec 2025
Value US$102,256.80 | Price 373.20 | Shares 274
Planned sale 5 Dec 2025
Value US$289,943.80 | Price 372.20 | Shares 779
Planned sale 5 Dec 2025
Value US$909,513.50 | Price 371.23 | Shares 2,450
Planned sale 5 Dec 2025
Value US$385,444.80 | Price 370.62 | Shares 1,040
Planned sale 5 Dec 2025
Value US$67,459.29 | Price 368.63 | Shares 183
Planned sale 5 Dec 2025
Value US$121,863.92 | Price 367.06 | Shares 332
Proposed sale 5 Dec 2025
Value US$1,851,430.32 | Price 366.04 | Shares 5,058
Planned sale 1 Dec 2025
Value US$28,198.40 | Price 352.48 | Shares 80
Proposed sale 1 Dec 2025
Value US$28,198.40 | Price 352.48 | Shares 80
Planned sale 5 Nov 2025
Value US$14,824.68 | Price 380.12 | Shares 39
Planned sale 5 Nov 2025
Value US$64,149.02 | Price 379.58 | Shares 169
Planned sale 5 Nov 2025
Value US$88,508.16 | Price 378.24 | Shares 234
Planned sale 5 Nov 2025
Value US$110,463.93 | Price 377.01 | Shares 293
Planned sale 5 Nov 2025
Value US$100,338.60 | Price 375.80 | Shares 267
Planned sale 5 Nov 2025
Value US$86,217.80 | Price 374.86 | Shares 230
Planned sale 5 Nov 2025
Value US$76,670.00 | Price 374.00 | Shares 205
Planned sale 5 Nov 2025
Value US$23,475.06 | Price 372.62 | Shares 63
Proposed sale 5 Nov 2025
Value US$564,649.75 | Price 376.43 | Shares 1,500
Planned sale 6 Oct 2025
Value US$32,667.54 | Price 320.27 | Shares 102
Planned sale 6 Oct 2025
Value US$41,591.88 | Price 315.09 | Shares 132
Planned sale 6 Oct 2025
Value US$34,230.36 | Price 314.04 | Shares 109
Planned sale 6 Oct 2025
Value US$83,311.20 | Price 313.20 | Shares 266
Planned sale 6 Oct 2025
Value US$44,013.15 | Price 312.15 | Shares 141
Proposed sale 6 Oct 2025
Value US$235,812.95 | Price 314.42 | Shares 750
Planned sale 5 Sep 2025
Value US$11,187.20 | Price 349.60 | Shares 32
Planned sale 5 Sep 2025
Value US$3,828.44 | Price 348.04 | Shares 11
Planned sale 5 Sep 2025
Value US$36,830.76 | Price 347.46 | Shares 106
Planned sale 5 Sep 2025
Value US$345.44 | Price 345.44 | Shares 1
Planned sale 5 Sep 2025
Value US$1,034.01 | Price 344.67 | Shares 3
Planned sale 5 Sep 2025
Value US$51,597.00 | Price 343.98 | Shares 150
Planned sale 5 Sep 2025
Value US$16,115.36 | Price 342.88 | Shares 47
Planned sale 5 Sep 2025
Value US$27,009.31 | Price 341.89 | Shares 79
Planned sale 5 Sep 2025
Value US$64,757.70 | Price 340.83 | Shares 190
Planned sale 5 Sep 2025
Value US$41,141.21 | Price 340.01 | Shares 121
Planned sale 5 Sep 2025
Value US$8,439.50 | Price 337.58 | Shares 25
Planned sale 5 Sep 2025
Value US$43,152.64 | Price 337.13 | Shares 128
Planned sale 5 Sep 2025
Value US$24,180.48 | Price 335.84 | Shares 72
Planned sale 5 Sep 2025
Value US$9,366.84 | Price 334.53 | Shares 28
Planned sale 5 Sep 2025
Value US$108,525.40 | Price 332.90 | Shares 326
Planned sale 5 Sep 2025
Value US$26,214.57 | Price 331.83 | Shares 79
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-06-22 2026-06-17 PlS Planned sale
1.6
Jambusaria Aneri

Group Managing Director

Officer
68,262 +9.0%
492.56
US$2,852,557 		68,262 +9.0% 492.56 US$2,852,557
2026-06-22 2026-06-17 PlS Planned sale
1.6
Jambusaria Aneri

Group Managing Director

Officer
9,237 +3.5%
229.09
US$3,371,304 		9,237 +3.5% 229.09 US$3,371,304
2026-06-17 2026-06-17 PrS Proposed sale
1.6
Jambusaria Aneri

Officer

Officer
63,192
182.12
US$698,939 		63,192 182.12 US$698,939
2026-04-16 2026-04-15 PlS Planned sale
Audette Matthew J

President and CFO

Officer
106 -0.5%
332.27
US$35,221 		106 -0.5% 332.27 US$35,221
2026-04-16 2026-04-15 PlS Planned sale
Audette Matthew J

President and CFO

Officer
595 -2.9%
331.09
US$196,999 		595 -2.9% 331.09 US$196,999
2026-04-16 2026-04-15 PlS Planned sale
Audette Matthew J

President and CFO

Officer
189 -0.9%
328.34
US$62,056 		189 -0.9% 328.34 US$62,056
2026-04-16 2026-04-15 PlS Planned sale
Audette Matthew J

President and CFO

Officer
220 -1.1%
327.45
US$72,039 		220 -1.1% 327.45 US$72,039
2026-04-15 2026-04-15 PrS Proposed sale
Audette Matthew J

Officer

Officer
1,110
330.01
US$366,314 		1,110 330.01 US$366,314
2026-04-16 2026-04-14 PlS Planned sale
Audette Matthew J

President and CFO

Officer
139 -0.7%
326.16
US$45,336 		139 -0.7% 326.16 US$45,336
2026-04-16 2026-04-14 PlS Planned sale
Audette Matthew J

President and CFO

Officer
330 -1.5%
325.00
US$107,250 		330 -1.5% 325.00 US$107,250
2026-04-14 2026-04-14 PrS Proposed sale
Audette Matthew J

Officer

Officer
469
325.35
US$152,587 		469 325.35 US$152,587
2026-03-11 2026-03-10 S Sale
2.6
Cohen Marc Eliot

Group Managing Director

Officer
1,088 -19.8%
309.72
US$337,041 		1,088 -19.8% 309.72 US$337,041
2026-03-10 2026-03-10 PrS Proposed sale
2.6
Cohen Marc Eliot

Officer

Officer
1,089
309.50
US$337,045 		1,089 309.50 US$337,045
2026-03-11 2026-03-09 S Sale
2.6
Cohen Marc Eliot

Group Managing Director

Officer
2,212 -28.7%
308.75
US$682,955 		2,212 -28.7% 308.75 US$682,955
2026-03-09 2026-03-09 PrS Proposed sale
2.6
Cohen Marc Eliot

Officer

Officer
2,212
308.75
US$682,955 		2,212 308.75 US$682,955
2026-03-04 2026-03-02 PlS Planned sale
1.6
Jambusaria Aneri

Group Managing Director

Officer
308 -4.4%
306.00
US$94,248 		308 -4.4% 306.00 US$94,248
2026-03-02 2026-03-02 PrS Proposed sale
1.6
Jambusaria Aneri

Officer

Officer
308
306.00
US$94,248 		308 306.00 US$94,248
2026-02-27 2026-02-26 PlS Planned sale
1.5
Enyedi Matthew

Group Managing Director

Officer
183 -1.3%
322.72
US$59,058 		183 -1.3% 322.72 US$59,058
2026-02-27 2026-02-26 PlS Planned sale
1.5
Enyedi Matthew

Group Managing Director

Officer
169 -1.2%
321.74
US$54,374 		169 -1.2% 321.74 US$54,374
2026-02-27 2026-02-26 PlS Planned sale
1.5
Enyedi Matthew

Group Managing Director

Officer
666 -4.4%
320.99
US$213,779 		666 -4.4% 320.99 US$213,779
2026-02-27 2026-02-26 PlS Planned sale
1.5
Enyedi Matthew

Group Managing Director

Officer
628 -4.0%
319.38
US$200,571 		628 -4.0% 319.38 US$200,571
2026-02-27 2026-02-26 PlS Planned sale
1.5
Enyedi Matthew

Group Managing Director

Officer
463 -2.9%
318.38
US$147,410 		463 -2.9% 318.38 US$147,410
2026-02-27 2026-02-26 PlS Planned sale
Audette Matthew J

President and CFO

Officer
453 -2.1%
322.15
US$145,934 		453 -2.1% 322.15 US$145,934
2026-02-27 2026-02-26 PlS Planned sale
Audette Matthew J

President and CFO

Officer
506 -2.3%
321.04
US$162,446 		506 -2.3% 321.04 US$162,446
2026-02-27 2026-02-26 PlS Planned sale
Audette Matthew J

President and CFO

Officer
274 -1.2%
319.32
US$87,494 		274 -1.2% 319.32 US$87,494
2026-02-27 2026-02-26 PlS Planned sale
Audette Matthew J

President and CFO

Officer
348 -1.5%
318.51
US$110,841 		348 -1.5% 318.51 US$110,841
2026-02-26 2026-02-26 PrS Proposed sale
Audette Matthew J

Officer

Officer
1,581
320.51
US$506,719 		1,581 320.51 US$506,719
2026-02-26 2026-02-26 PrS Proposed sale
1.5
Enyedi Matthew

Officer

Officer
2,109
320.15
US$675,190 		2,109 320.15 US$675,190
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
39 -0.3%
373.09
US$14,551 		39 -0.3% 373.09 US$14,551
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
85 -0.6%
372.32
US$31,647 		85 -0.6% 372.32 US$31,647
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
410 -2.7%
371.20
US$152,192 		410 -2.7% 371.20 US$152,192
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
136 -0.9%
370.44
US$50,380 		136 -0.9% 370.44 US$50,380
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
34 -0.2%
368.70
US$12,536 		34 -0.2% 368.70 US$12,536
2025-12-09 2025-12-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
46 -0.3%
367.95
US$16,926 		46 -0.3% 367.95 US$16,926
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
274 -2.9%
373.20
US$102,257 		274 -2.9% 373.20 US$102,257
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
779 -7.5%
372.20
US$289,944 		779 -7.5% 372.20 US$289,944
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
2,450 -19.1%
371.23
US$909,514 		2,450 -19.1% 371.23 US$909,514
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
1,040 -7.5%
370.62
US$385,445 		1,040 -7.5% 370.62 US$385,445
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
183 -1.3%
368.63
US$67,459 		183 -1.3% 368.63 US$67,459
2025-12-09 2025-12-05 PlS Planned sale
2.9
Steinmeier Richard

Chief Executive Officer

Officer
332 -2.3%
367.06
US$121,864 		332 -2.3% 367.06 US$121,864
2025-12-05 2025-12-05 PrS Proposed sale
2.9
Steinmeier Richard

Officer; Director

Executive Director
5,058
366.04
US$1,851,430 		5,058 366.04 US$1,851,430
2025-12-05 2025-12-05 PrS Proposed sale
1.5
Gates Greg

Officer

Officer
750
366.04
US$274,530 		750 366.04 US$274,530
2025-12-03 2025-12-01 PlS Planned sale
1.6
Jambusaria Aneri

Group Managing Director

Officer
80 -1.4%
352.48
US$28,198 		80 -1.4% 352.48 US$28,198
2025-12-01 2025-12-01 PrS Proposed sale
1.6
Jambusaria Aneri

Officer

Officer
80
352.48
US$28,198 		80 352.48 US$28,198
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
39 -0.3%
380.12
US$14,825 		39 -0.3% 380.12 US$14,825
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
169 -1.1%
379.58
US$64,149 		169 -1.1% 379.58 US$64,149
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
234 -1.5%
378.24
US$88,508 		234 -1.5% 378.24 US$88,508
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
293 -1.8%
377.01
US$110,464 		293 -1.8% 377.01 US$110,464
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
267 -1.6%
375.80
US$100,339 		267 -1.6% 375.80 US$100,339
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
230 -1.4%
374.86
US$86,218 		230 -1.4% 374.86 US$86,218
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
205 -1.2%
374.00
US$76,670 		205 -1.2% 374.00 US$76,670
2025-11-07 2025-11-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
63 -0.4%
372.62
US$23,475 		63 -0.4% 372.62 US$23,475
2025-11-05 2025-11-05 PrS Proposed sale
1.5
Gates Greg

Officer

Officer
1,500
376.43
US$564,650 		1,500 376.43 US$564,650
2025-10-08 2025-10-06 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
102 -0.6%
320.27
US$32,668 		102 -0.6% 320.27 US$32,668
2025-10-08 2025-10-06 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
132 -0.8%
315.09
US$41,592 		132 -0.8% 315.09 US$41,592
2025-10-08 2025-10-06 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
109 -0.6%
314.04
US$34,230 		109 -0.6% 314.04 US$34,230
2025-10-08 2025-10-06 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
266 -1.5%
313.20
US$83,311 		266 -1.5% 313.20 US$83,311
2025-10-08 2025-10-06 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
141 -0.8%
312.15
US$44,013 		141 -0.8% 312.15 US$44,013
2025-10-06 2025-10-06 PrS Proposed sale
1.5
Gates Greg

Officer

Officer
750
314.42
US$235,813 		750 314.42 US$235,813
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
32 -0.2%
349.60
US$11,187 		32 -0.2% 349.60 US$11,187
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
11 -0.1%
348.04
US$3,828 		11 -0.1% 348.04 US$3,828
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
106 -0.6%
347.46
US$36,831 		106 -0.6% 347.46 US$36,831
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
1 -0.0%
345.44
US$345 		1 -0.0% 345.44 US$345
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
3 -0.0%
344.67
US$1,034 		3 -0.0% 344.67 US$1,034
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
150 -0.8%
343.98
US$51,597 		150 -0.8% 343.98 US$51,597
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
47 -0.3%
342.88
US$16,115 		47 -0.3% 342.88 US$16,115
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
79 -0.4%
341.89
US$27,009 		79 -0.4% 341.89 US$27,009
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
190 -1.0%
340.83
US$64,758 		190 -1.0% 340.83 US$64,758
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
121 -0.7%
340.01
US$41,141 		121 -0.7% 340.01 US$41,141
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
25 -0.1%
337.58
US$8,440 		25 -0.1% 337.58 US$8,440
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
128 -0.7%
337.13
US$43,153 		128 -0.7% 337.13 US$43,153
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
72 -0.4%
335.84
US$24,180 		72 -0.4% 335.84 US$24,180
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
28 -0.2%
334.53
US$9,367 		28 -0.2% 334.53 US$9,367
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
326 -1.7%
332.90
US$108,525 		326 -1.7% 332.90 US$108,525
2025-09-09 2025-09-05 PlS Planned sale
1.5
Gates Greg

Group Managing Director

Officer
79 -0.4%
331.83
US$26,215 		79 -0.4% 331.83 US$26,215
Explore more

More insider trading research around LPL Financial Holdings Inc

More insider trades in United States
Similar Financials companies with insider activity
More Banking & Investment Services companies with insider activity
More Investment Banking & Investment Services companies with insider activity
Insider trading in North America