LPL Financial Holdings ($LPLA) Insider Trading & Smart Money Activity
LPL Financial Holdings Inc. ($LPLA) has 2 insider trades, 5 congress trades, 8 13F position changes and 8 analyst ratings on file. Insiders filed 2 Form 4 transactions in the last 12 months, none of them open-market purchases or sales.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- $0
- Congress trades (12 mo)
- 5
- 13F moves on file
- 8
- Analyst ratings on file
- 8
LPLA insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 5 / 0 | 3 / 5 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All LPLA insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | Morgan Stanley | Reiterates to Overweight | PT $393 | -3.0% | Read | ||||||
| Analyst | UBS | Reiterates to Buy | PT $390 | -0.4% | — | ||||||
| Analyst | JP Morgan | Reiterates to Overweight | PT $445 | -0.4% | — | ||||||
| Analyst | Barclays | Reiterates to Overweight | PT $409 | -0.4% | — | ||||||
| Analyst | BMO Capital | Reiterates to Outperform | PT $370 | -2.0% | — | ||||||
| Analyst | Citizens | Reiterates to Market Outperform | PT $500 | -0.6% | — | ||||||
| Analyst | B of A Securities | Reiterates to Buy | PT $554 | -0.6% | — | ||||||
| Analyst | Wells Fargo | Reiterates to Overweight | PT $362 | +4.6% | — | ||||||
| Insider | Greg GatesGroup Managing Director | Sell (Tax withholding) | 232 sh | $68.59K | +0.7% | +8.6% | — | ||||
| Insider | Cohen Marc EliotGroup Managing Director | Sell (Tax withholding) | 44 sh | $13.01K | +0.7% | +8.6% | — | ||||
| Congress | Gilbert Ray Cisneros Jr. | Purchase | $1,001 - $15,000 | +3.0% | +12.5% | Read | |||||
| Congress | Gilbert Ray Cisneros Jr. | Purchase | $1,001 - $15,000 | +2.5% | +5.6% | Read | |||||
| Congress | Gilbert Cisneros | Purchase | $1,001 - $15,000 | -1.6% | +2.4% | Read | |||||
| 13F | Lone Pine Capital | Reduced | -24.98K sh | $572.28M | -4.6% | -1.4% | Read | ||||
| Congress | Gilbert Cisneros | Purchase | $1,001 - $15,000 | -3.4% | -0.9% | Read | |||||
| 13F | Epoch Investment Partners | Reduced | -54.15K sh | $121.88M | -3.4% | -0.9% | — | ||||
| 13F | Barrow Hanley Mewhinney & Strauss | Reduced | -167.88K sh | $312.10M | -5.8% | -1.7% | — | ||||
| 13F | Barrow Hanley Mewhinney & Strauss | Reduced | -167.88K sh | $305.24M | -5.8% | -1.7% | — | ||||
| Congress | Gilbert Cisneros | Purchase | $1,001 - $15,000 | -2.4% | -3.0% | Read | |||||
| 13F | Boston Partners | Added | +581.18K sh | $1.18B | +2.3% | +0.2% | — | ||||
| 13F | Boston Partners | Added | +581.18K sh | $1.15B | +2.3% | +0.2% | — | ||||
| 13F | Cantillon Capital Management | Reduced | -44.14K sh | $90.71M | -3.7% | -8.3% | — | ||||
| 13F | Fort Washington Investment Advisors | Added | +96.70K sh | $97.18M | +1.0% | -12.7% | — |
1W / 1M / 6M = how LPLA moved from the trade or filing date.
Insider trading in LPLA: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Greg Gates | Group Managing Director | 1 | — | Jun 12, 2026 | |
| Cohen Marc Eliot | Group Managing Director | 1 | — | Jun 12, 2026 |
Members of Congress trading LPLA
Institutions moving LPLA (13F)
Analyst ratings on LPLA
| Date | Firm | Action | Rating | Price target | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | Reiterates | Overweight | $387 → $393 | -3.0% | Read | |||
| UBS | Reiterates | Buy | $391 → $390 | -0.4% | — | |||
| JP Morgan | Reiterates | Overweight | $428 → $445 | -0.4% | — | |||
| Barclays | Reiterates | Overweight | $401 → $409 | -0.4% | — | |||
| BMO Capital | Reiterates | Outperform | $390 → $370 | -2.0% | — | |||
| Citizens | Reiterates | Market Outperform | $500 | -0.6% | — | |||
| B of A Securities | Reiterates | Buy | $557 → $554 | -0.6% | — | |||
| Wells Fargo | Reiterates | Overweight | $362 | +4.6% | — |
Frequently asked questions
What is the latest insider trade in LPLA?
Greg Gates, Group Managing Director filed a sell (tax withholding) of 232 sh worth $68.59K on Jun 12, 2026.
Which members of Congress traded LPLA?
5 disclosed trades by Gilbert Cisneros and Gilbert Ray Cisneros Jr.. The latest was on Jun 11, 2026.
Which institutions changed their LPLA positions?
Recent 13F filers moving the stock include Barrow Hanley Mewhinney & Strauss, Boston Partners, Lone Pine Capital, Epoch Investment Partners and Cantillon Capital Management.
Other capital markets stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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