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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,391Revenue $M4,322Net Margin (%)4.0Altman Z-Score--
Enterprise Value $M5,526EPS $1.8Operating Margin %6.8Piotroski F-Score5
P/E(ttm)26.0Beneish M-Score--Pre-tax Margin (%)6.7Higher ROA y-yN
Price/Book4.510-y EBITDA Growth Rate %--Quick Ratio--Cash flow > EarningsY
Price/Sales1.15-y EBITDA Growth Rate %--Current Ratio--Lower Leverage y-yN
Price/Free Cash Flow--y-y EBITDA Growth Rate %8.8ROA % (ttm)4.4Higher Current Ratio y-yN
Dividend Yield %2.2PEG--ROE % (ttm)17.1Less Shares Outstanding y-yY
Payout Ratio %55.0Shares Outstanding M96.1ROIC % (ttm)8.2Gross Margin Increase y-yN

Gurus Latest Trades with LPLA

Number of guru portfolios checked: 68.
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LPLAChuck Akre 2015-03-31 Reduce-0.29%$40.52 - $46.48
($44.19)
$ 45.693%Reduce 14.57%1,465,185
LPLASteve Mandel 2014-12-31 Sold Out -1.5%$40.26 - $45.58
($42.98)
$ 45.696%Sold Out0
LPLASteve Mandel 2014-03-31 Buy 1.9%$47.04 - $55.93
($52.61)
$ 45.69-13%New holding8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 45.6928%Reduce 9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 45.6945%Reduce 23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 45.6963%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 45.6950%Add 20.00%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 45.6934%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 45.6934%Add 30.20%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 45.6942%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 45.6942%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 45.6962%New holding219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 45.6956%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 45.6935%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 45.6933%New holding20,000
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 investors:

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
Arnold Dan H.President 2015-06-10Sell4,273$48-4.81view
Handelsman SharynMD, Chief Compliance Officer 2015-06-02Sell6,393$43.55.03view
Casady Mark SChairman & Chief Exec. Officer 2015-05-28Buy21,100$42.487.56view
Arnold Dan H.CFO 2015-03-02Sell3,661$45.141.22view
Arnold Dan H.CFO 2015-02-24Sell5,458$46-0.67view
Arnold Dan H.CFO 2015-02-19Sell18,542$46.15-1view
Thomas LuxEVP, CAO 2014-02-28Sell4,000$53.98-15.36view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-13.78view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-14.13view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-12.13view

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 

More From Other Websites
Wells Fargo, Raymond James, LPL Fined by the FINRA - Analyst Blog Jul 07 2015
LPL Financial Welcomes Advisory Firm Retirement Plan Analytics Jul 07 2015
LPL Financial Welcomes Advisory Firm Retirement Plan Analytics Jul 07 2015
LPL Financial Announces Second Quarter 2015 Earnings Release Date and Conference Call Jul 07 2015
LPL Financial Announces Second Quarter 2015 Earnings Release Date and Conference Call Jul 07 2015
Raymond James, Wells Fargo, LPL face steep FINRA sanctions Jul 06 2015
Wells Fargo, LPL, Raymond James to reimburse $30 mln in fees -FINRA Jul 06 2015
Finra Orders Wells Fargo, Raymond James, LPL to Pay $30 Million to Clients Jul 06 2015
Wells Fargo, LPL, Raymond James to reimburse $30 mln in fund fees-FINRA Jul 06 2015
John Hancock Retirement Plan Services (JHRPS) Makes LPL Financial's Employee Advice Solution... Jun 26 2015
InvestmentNews Honors Two LPL Financial-Affiliated Industry Professionals Among its 40 Under 40 Jun 25 2015
LPL Financial Research Releases First Annual U.S. Retirement Index Jun 25 2015
LPL Financial Research Releases First Annual U.S. Retirement Index Jun 25 2015
LPL Financial's Sara Nomellini Receives Charlotte Business Journal's Women in Business Award Jun 23 2015
MOVES-JP Morgan Asset Management, E&Y, LPL Financial Jun 22 2015
MOVES-LPL Financial names Tom Gooley head of service, trading and operations Jun 22 2015
LPL Financial Names Tom Gooley Managing Director, Head of Service, Trading and Operations Jun 22 2015
LPL Financial Names Tom Gooley Managing Director, Head of Service, Trading and Operations Jun 22 2015
It’s a ‘bizarro world’ for stocks and you may not be ready Jun 17 2015
LPL Financial Research Publishes Midyear Investment Outlook 2015 Jun 16 2015

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