Lpl Financial Ownership

LPLA
 Stock
  

USD 181.23  3.25  1.76%   

Some institutional investors establish a significant position in stocks such as Lpl Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Lpl Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Additionally, see Stocks Correlation.
  
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Lpl Financial Dividend Yield is projected to slightly decrease based on the last few years of reporting. The past year's Dividend Yield was at 0.006. The current year Dividends per Basic Common Share is expected to grow to 0.93, whereas Payment of Dividends and Other Cash Distributions is forecasted to decline to (86.4 M). Lpl Financial Weighted Average Shares is projected to decrease significantly based on the last few years of reporting. The past year's Weighted Average Shares was at 80 Million. The current year Weighted Average Shares Diluted is expected to grow to about 83.1 M, whereas Issuance Purchase of Equity Shares is forecasted to decline to (51.8 M).
Lpl Financial Holdings holds a total of 80.15 Million outstanding shares. The majority of Lpl Financial outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in Lpl Financial Holdings to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in Lpl Financial Holdings. Please pay attention to any change in the institutional holdings of Lpl Financial as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Lpl Financial Stock Ownership Analysis

About 99.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.86. Lpl Financial Holdings recorded earning per share (EPS) of 5.68. The entity next dividend is scheduled to be issued on the 14th of March 2022. LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California. Lpl Financial operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 6051000 people. To find out more about Lpl Financial Holdings contact Mark Casady at 800 877-7210 or learn more at www.lpl.com.
Besides selling stocks to institutional investors, Lpl Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Lpl Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Lpl Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Lpl Financial Quarterly Share Based Compensation

13.34 Million

Share
Less than 1% of Lpl Financial Holdings are currently held by insiders. Unlike Lpl Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Lpl Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

Lpl Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Lpl Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Lpl Financial investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Lpl Financial Holdings specific information freely available to individual and institutional investors to make a timely investment decision.
14th of June 2022
Regulation FD Disclosure
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18th of May 2022
Other Events. Submission of Matters to a Vote of Security Holders
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28th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
11th of February 2022
Unclassified Corporate Event
View

Lpl Financial Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Lpl Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lpl Financial Holdings backward and forwards among themselves. Lpl Financial's institutional investor refers to the entity that pools money to purchase Lpl Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Janus Henderson Group PlcCommon Shares7.8 M1.4 B
Vanguard Group IncCommon SharesM1.3 B
Wellington Management Group LlpCommon Shares3.6 M652.9 M
Blackrock IncCommon Shares3.5 M648.4 M
Kayne Anderson Rudnick Investment Management LlcCommon Shares2.7 M490.5 M
Invesco LtdCommon Shares2.4 M432 M
Fmr LlcCommon Shares2.2 M405.2 M
Note, although Lpl Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Lpl Financial Holdings Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lpl Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lpl Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lpl Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Corey E few days ago via Macroaxis 
Acquisition by Thomas Corey E of tradable shares of Lpl Financial subject to Rule 16b-3
Michelle Oroschakoff over a month ago via Macroaxis 
Exercise or conversion by Michelle Oroschakoff of 12744 shares of Lpl Financial subject to Rule 16b-3
Sallie Larsen over a month ago via Macroaxis 
Exercise or conversion by Sallie Larsen of 15815 shares of Lpl Financial subject to Rule 16b-3
Sethi Kabir over a month ago via Macroaxis 
Acquisition by Sethi Kabir of 12108 shares of Lpl Financial subject to Rule 16b-3
Richard Schifter over three months ago via Macroaxis 
Acquisition by Richard Schifter of tradable shares of Lpl Financial subject to Rule 16b-3
William Glavin over three months ago via Macroaxis 
Purchase by William Glavin of 260 shares of Lpl Financial
Michelle Oroschakoff over three months ago via Macroaxis 
Exercise or conversion by Michelle Oroschakoff of 20000 shares of Lpl Financial subject to Rule 16b-3
Fandrey Edward over six months ago via Macroaxis 
Payment of 1755 shares by Fandrey Edward of Lpl Financial subject to Rule 16b-3
Richard Steinmeier over six months ago via Macroaxis 
Payment of 3736 shares by Richard Steinmeier of Lpl Financial subject to Rule 16b-3
Thomas Corey E over six months ago via Macroaxis 
Acquisition by Thomas Corey E of tradable shares of Lpl Financial subject to Rule 16b-3
Fandrey Edward over six months ago via Macroaxis 
Sale by Fandrey Edward of 1784 shares of Lpl Financial
Dan Arnold over six months ago via Macroaxis 
Bona fide gift to Dan Arnold of 23000 shares of Lpl Financial subject to Section 16

Lpl Financial Investors Sentiment

The influence of Lpl Financial's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Lpl Financial. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Lpl Financial Implied Volatility

    
  4.67  
Lpl Financial's implied volatility exposes the market's sentiment of Lpl Financial Holdings stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Lpl Financial's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Lpl Financial stock will not fluctuate a lot when Lpl Financial's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Lpl Financial in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Lpl Financial's short interest history, or implied volatility extrapolated from Lpl Financial options trading.

Current Sentiment - LPLA

Lpl Financial Holdings Investor Sentiment

Most of Macroaxis users are now bullish on Lpl Financial Holdings. What is your trading attitude regarding investing in Lpl Financial Holdings? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish

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Additionally, see Stocks Correlation. Note that the Lpl Financial Holdings information on this page should be used as a complementary analysis to other Lpl Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Lpl Financial Holdings price analysis, check to measure Lpl Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lpl Financial is operating at the current time. Most of Lpl Financial's value examination focuses on studying past and present price action to predict the probability of Lpl Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Lpl Financial's price. Additionally, you may evaluate how the addition of Lpl Financial to your portfolios can decrease your overall portfolio volatility.
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Is Lpl Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lpl Financial. If investors know Lpl Financial will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lpl Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.031
Market Capitalization
14.8 B
Quarterly Revenue Growth YOY
0.21
Return On Assets
0.0682
Return On Equity
0.29
The market value of Lpl Financial Holdings is measured differently than its book value, which is the value of Lpl Financial that is recorded on the company's balance sheet. Investors also form their own opinion of Lpl Financial's value that differs from its market value or its book value, called intrinsic value, which is Lpl Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lpl Financial's market value can be influenced by many factors that don't directly affect Lpl Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lpl Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Lpl Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lpl Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.