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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,885Revenue $M4,089Net Margin (%)4.2Z-Score2.6
Enterprise Value $M5,977EPS $1.7Operating Margin %6.7F-Score6
P/E(ttm))28.0Cash Flow Per Share $2.5Pre-tax Margin (%)6.7Higher ROA y-yY
Price/Book4.510-y EBITDA Growth Rate %0Quick Ratio0Cash flow > EarningsY
Price/Sales1.25-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 %1.9Insider Buy (3m)0ROE % (ttm)16.2Less Shares Outstanding y-yY
Payout Ratio %50.0Shares Outstanding M101ROI % (ttm)5.3Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 56. (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)
$ 48.21-8%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 48.2135%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 48.2153%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 48.2172%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 48.2158%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 48.2141%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 48.2141%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 48.2150%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 48.2150%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 48.2170%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 48.2164%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 48.2143%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 48.2141%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 2014-06-308,518,3668.471.7
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$53.98-10.69view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-9.4view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-9.02view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-7.29view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-7.29view
Putnam James SDirector 2014-01-09Sell30,000$50-3.58view
Putnam James SDirector 2014-01-07Sell30,000$480.44view
Putnam James SDirector 2013-12-23Sell30,000$464.8view
Putnam James SDirector 2013-12-10Sell30,000$449.57view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.3113.94view

Press Releases about LPLA :

    Quarterly/Annual Reports about LPLA:

    News about LPLA:

    Articles On GuruFocus.com
    Meridian Funds Q4 Portfolio Update; Buys LII, LPLA, ALL, EMR, KLAC, WAG Feb 10 2012 

    More From Other Websites
    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
    LPL says broker hiring strong, Q4 share buybacks possible Sep 16 2014
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Regulation FD Disclosure Sep 16 2014
    LPL Financial to Participate in Non-Deal Roadshow Sep 09 2014
    Exclusive - Fund payments to brokerages draw SEC scrutiny Sep 04 2014
    [$$] Ex-LPL Broker Ordered to Pay Nearly $2M Aug 28 2014
    Melissa & Greg Levin Attend the 2014 LPL Financial Insurance Champions Conference Aug 27 2014
    LPL Financial Welcomes Freedom Wealth Alliance to Broker-Dealer and RIA Custodial Platform Aug 27 2014
    ON THE MOVE-Independent broker-dealer NFP hires 53 retirement advisers Aug 21 2014
    FOREX-U.S. dollar gains after Fed minutes suggest hawkish tilt Aug 20 2014
    LPL Financial Welcomes Financial Advocacy Network and its Four Member Independent Advisor Practices... Aug 20 2014
    LPL Financial Unveils Next Generation ClientWorks Platform for Advisors at focus14 Annual Conference Aug 11 2014
    LPL FINANCIAL HOLDINGS INC. Financials Aug 08 2014
    LPL FINANCIAL HOLDINGS INC. Files SEC form 8-K, Other Events Aug 08 2014
    Lucia Capital Group Appoints Derek Bruton CEO; Announces Robust Growth Plans For Family Of Companies... Jul 31 2014
    [$$] LPL to Pay Nearly $3M Over Annuity Sales Violations Jul 30 2014

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