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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,109Revenue $M4,089Net Margin (%)4.2Z-Score2.4
Enterprise Value $M5,200EPS $1.7Operating Margin %6.7F-Score6
P/E(ttm))23.8Cash Flow Per Share $2.5Pre-tax Margin (%)6.7Higher ROA y-yY
Price/Book3.810-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.05-y EBITDA Growth Rate %0Current Ratio0Lower Leverage y-yN
Price/Cash Flow11.4y-y EBITDA Growth Rate %6.5ROA % (ttm)4.5Higher Current Ratio y-yN
Dividend Yield %2.2Insider Buy (3m)0ROE % (ttm)16.2Less Shares Outstanding y-yY
Payout Ratio %50.0Shares Outstanding M100ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 40.93-22%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 40.9314%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 40.9330%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 40.9346%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 40.9334%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 40.9320%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 40.9320%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 40.9327%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 40.9327%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 40.9345%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 40.9339%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 40.9321%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 40.9320%New holding, 20000 sh.20,000
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

LPLA is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
LPLA Steve Mandel 2014-06-308,518,3668.491.7
LPLA Chuck Akre 2014-06-301,715,0001.712.5
LPLA Meridian Funds 2013-06-301,048,4001.041.5-9.54%
Premium Most recent portfolio changes are included for Premium Members only!


LPLA: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-24.18view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-23.08view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-22.76view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-21.29view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-21.29view
Putnam James SDirector 2014-01-09Sell30,000$50-18.14view
Putnam James SDirector 2014-01-07Sell30,000$48-14.73view
Putnam James SDirector 2013-12-23Sell30,000$46-11.02view
Putnam James SDirector 2013-12-10Sell30,000$44-6.98view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.31-3.26view

Press Releases about LPLA :

    Quarterly/Annual Reports about LPLA:

    News about LPLA:

    Articles On GuruFocus.com
    These 12 Stocks Pay More Money To Shareholders Oct 12 2014 
    Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

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    LPL Financial Selected as Finalist for Two 2014 NC Tech Awards Oct 22 2014
    [$$] Ex-LPL Adviser's Talks With Wunderlich Scuttled Oct 21 2014
    LPL Financial Announces Earnings Update for Third Quarter 2014 Oct 21 2014
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Results of Operations and Financial Condition Oct 21 2014
    LPL Financial Announces Earnings Update for Third Quarter 2014 Oct 21 2014
    LPL Financial Advisor Ron Carson Named 'Top Performer' In The Investmentnews 2014 Financial... Oct 15 2014
    LPL Financial to reimburse annuity-switching fees to investors Oct 14 2014
    [$$] LPL Sacks Top Wealth Manager in Texas Oct 10 2014
    U.S. Fed frets over strong dollar, global woes -minutes Oct 08 2014
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Other... Oct 07 2014
    LPL Financial Announces Third Quarter 2014 Earnings Release Date and Conference Call Oct 02 2014
    MOVES-RCS Capital says President Michael Weil to become CEO Sep 23 2014
    LPL broker hiring strong, Q4 share buybacks possible Sep 18 2014
    ON THE MOVE-LPL beat out 3 rivals to recruit new Michigan team Sep 18 2014
    LPL Financial Welcomes StreamSong Advisors to Broker-Dealer and RIA Custodial Platform Sep 18 2014
    US STOCKS-Wall St ticks higher as Fed keeps low rates pledge Sep 17 2014
    MOVES-LPL Financial LLC names Cronin to head state government relations Sep 17 2014

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