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LPLA
Not investment advice · 13F data lagged ~45 days · Full disclaimer
LP

LPL Financial

LPLA13F as of Jun 30, 2026 · next update ~Nov 14
Who's buying LPLA

Top funds were split on LPL Financial in Q2 (Apr⁠–⁠Jun)

Buying:
FundsInsidersCongress1
  • Top funds
    2 of 4 bought more, 2 sold some. Largest: Dodge & Cox, $1.3B (1% of its portfolio).
  • Insiders
    No buys, 14 sales in 12 months.
  • Congress
    1 member bought (8 trades), 0 sales in 12 months.
4 funds$1.9B held1.3% avg. weightQ2: 2 bought / 2 sold
13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).
Share price · market data, not from 13F reports
Q2 2026
Insider trades (Form 4)
Last 2 years · 28 filings
DateInsiderTypeSharesPriceValue
Sep 11, 2026
Katharine Reeping
Sold440$347.88$153K
Aug 27, 2026
Aneri Jambusaria
Managing Director
Sold308$357.36$110K
Aug 20, 2026
Greg Gates
Managing Director
Sold4,119$355.38$1.46M
Jul 31, 2026
Matthew Enyedi
Managing Director
Sold1,000$352.72$353K
Jun 17, 2026
Aneri Jambusaria
Managing Director
Sold308$306.00$94K
Apr 14, 2026
Matthew J Audette
President & CFO
Sold1,579$328.63$519K
Mar 9, 2026
Marc Eliot Cohen
Managing Director
Sold3,300$309.07$1.02M
Mar 2, 2026
Aneri Jambusaria
Managing Director
Sold308$306.00$94K
Feb 26, 2026
Matthew Enyedi
Managing Director
Sold2,109$320.15$675K
Feb 26, 2026
Matthew J Audette
President & CFO
Sold1,581$320.50$507K
Dec 5, 2025
Richard Steinmeier
CEO
Sold5,058$370.99$1.88M
Dec 5, 2025
Greg Gates
Managing Director
Sold750$370.98$278K
Dec 1, 2025
Aneri Jambusaria
Managing Director
Sold80$352.48$28K
Nov 5, 2025
Greg Gates
Managing Director
Sold1,500$376.43$565K
Oct 6, 2025
Greg Gates
Managing Director
Sold750$314.42$236K
Sep 5, 2025
Greg Gates
Managing Director
Sold1,500$338.21$507K
Sep 2, 2025
Aneri Jambusaria
Managing Director
Sold80$361.25$29K
Aug 5, 2025
Greg Gates
Managing Director
Sold1,500$374.05$561K
Jul 3, 2025
Greg Gates
Managing Director
Sold1,500$382.63$574K
Jun 5, 2025
Greg Gates
Managing Director
Sold1,500$378.87$568K
Jun 2, 2025
Aneri Jambusaria
Managing Director
Sold80$383.99$31K
Mar 14, 2025
Aneri Jambusaria
Managing Director
Sold80$311.87$25K
Feb 26, 2025
Marc Eliot Cohen
Managing Director
Sold1,100$365.85$402K
Feb 26, 2025
Matthew J Audette
President & CFO
Sold4,588$360.07$1.65M
Feb 18, 2025
Richard Steinmeier
CEO
Sold3,500$373.79$1.31M
Feb 10, 2025
Matthew Enyedi
Managing Director
Sold5,154$369.33$1.90M
Feb 5, 2025
Matthew J Audette
President & CFO
Sold28,777$365.14$10.51M
Dec 5, 2024
Aneri Jambusaria
Managing Director
Sold305$331.94$101K