LPL Financial Holdings Inc.
LPLA- Exchange
- Nasdaq
- Industry
- Security & Commodity Brokers, Dealers, Exchanges & Services
- SEC CIK
- 0001397911
In the last 90 days, LPL Financial Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 768 institutions reported holding it in 13F filings for Q2 2026, worth $23.3B in total; superinvestors Lone Pine Capital and Markel Group hold it.
Politicians who traded LPLA
Since 2020, newest trade first. Shares and options by default, including trades reported under an earlier ticker.
- Trades
- 23
- Filings
- 17
- Politicians
- 6
- Buys / sells
- 18 / 5
- Estimated volume
- $349.0K
- Sum of range midpoints
| Politician | Trades | Buys / sells | Est. volume | Last traded | Last filed |
|---|---|---|---|---|---|
 Gilbert Ray Cisneros, Jr. House · CA | 10 | 10 / 0 | $80.0K | Jun 11, 2026 | Jul 2, 2026 |
 Markwayne Mullin Senate · OK | 2 | 2 / 0 | $107.5K | May 13, 2025 | Jun 11, 2025 |
 Val T. Hoyle House · OR | 2 | 1 / 1 | $16.0K | Apr 2, 2025 | May 15, 2026 |
 John James House · MI | 2 | 1 / 1 | $16.0K | Jul 18, 2024 | Sep 2, 2024 |
 Susie Lee House · NV | 5 | 3 / 2 | $64.5K | Apr 20, 2023 | May 12, 2023 |
 Sara Jacobs House · CA | 2 | 1 / 1 | $65.0K | Apr 9, 2021 | May 28, 2021 |
Trades
Reported trades in LPL Financial Holdings Inc., newest filings first.
| Politician | Asset | Type | Owner | Traded | Filed | Delay | Amount | Source |
|---|---|---|---|---|---|---|---|---|
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Jun 5, 2026 | Jul 2, 2026 | 27 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Jun 11, 2026 | Jul 2, 2026 | 21 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | May 19, 2026 | Jun 8, 2026 | 20 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | May 7, 2026 | Jun 8, 2026 | 32 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | May 14, 2026 | Jun 8, 2026 | 25 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | May 12, 2026 | Jun 8, 2026 | 27 days | $1K-$15K | Filing |
Val T. Hoyle House · OR | LPLALPL Financial Holdings Inc. - Common Stock | Sell | Spouse | Apr 2, 2025 | May 15, 2026 | 408 daysLate | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | May 1, 2026 | May 8, 2026 | 7 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Apr 6, 2026 | May 8, 2026 | 32 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Mar 27, 2026 | Apr 7, 2026 | 11 days | $1K-$15K | Filing |
Gilbert Ray Cisneros, Jr. House · CA | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Dec 10, 2025 | Jan 12, 2026 | 33 days | $1K-$15K | Filing |
Val T. Hoyle House · OR | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Spouse | Mar 3, 2025 | Sep 12, 2025 | 193 daysLate | $1K-$15K | Filing |
Markwayne Mullin Senate · OK | LPLALpl Financial Holdings | Buy | Joint | May 13, 2025 | Jun 11, 2025 | 29 days | $15K-$50K | Filing |
Markwayne Mullin Senate · OK | LPLALpl Financial Holdings | Buy | Joint | Feb 13, 2025 | Feb 27, 2025 | 14 days | $50K-$100K | Filing |
John James House · MI | LPLALPL Financial Holdings Inc. - Common Stock | Buy | Self | Nov 10, 2023 | Sep 2, 2024 | 297 daysLate | $1K-$15K | Filing |
John James House · MI | LPLALPL Financial Holdings Inc. - Common Stock | Sell | Self | Jul 18, 2024 | Sep 2, 2024 | 46 daysLate | $1K-$15K | Filing |
Susie Lee House · NV | LPLALPL Financial Holdings Inc. | Sell | Joint | Apr 20, 2023 | May 12, 2023 | 22 days | $15K-$50K | Filing |
Susie Lee House · NV | LPLALPL Financial Holdings Inc. | Buy | Joint | Jun 15, 2021 | Jul 13, 2021 | 28 days | $1K-$15K | Filing |
Sara Jacobs House · CA | LPLALPL Financial Holdings Inc. | Sell | Self | Apr 9, 2021 | May 28, 2021 | 49 daysLate | $15K-$50K | Filing |
Sara Jacobs House · CA | LPLALPL Financial Holdings Inc. | Buy | Self | Feb 19, 2021 | Mar 12, 2021 | 21 days | $15K-$50K | Filing |
Susie Lee House · NV | LPLALPL Financial Holdings Inc. | Buy | Joint | Oct 19, 2020 | Dec 8, 2020 | 50 daysLate | $1K-$15K | Filing |
Susie Lee House · NV | LPLALPL Financial Holdings Inc. | Buy | Joint | Sep 28, 2020 | Oct 24, 2020 | 26 days | $1K-$15K | Filing |
Susie Lee House · NV | LPLALPL Financial Holdings Inc. | Sell (partial) | Joint | Nov 21, 2019 | Jan 16, 2020 | 56 daysLate | $1K-$15K | Filing |
Source: U.S. House Clerk and Senate Office of Public Records (eFD). Amounts are the ranges filers report. Profiles, committees and photos: the unitedstates project (public domain). District maps: U.S. Census Bureau.