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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,856Revenue $M4,089Net Margin (%)4.5Z-Score2.5
Enterprise Value $M5,939EPS $1.7Operating Margin %7.3F-Score5
P/E(ttm))28.1Cash Flow Per Share $2.5Pre-tax Margin (%)7.1Higher ROA y-yN
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)16.5Less 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)
$ 48.38-8%New holding, 8518366 sh.8,518,366
LPLAMeridian Funds 2013-06-30 Reduce-0.13%$32.3 - $38.9
($35.76)
$ 48.3835%Reduce -9.54%1,048,400
LPLAMeridian Funds 2013-03-31 Reduce-0.4%$28.16 - $33.61
($31.51)
$ 48.3854%Reduce -23.63%1,159,000
LPLAChuck Akre 2012-12-31 Add0.4%$25.23 - $29.68
($27.99)
$ 48.3873%Add 13.33%1,700,000
LPLAChuck Akre 2012-09-30 Add0.55%$27.44 - $34.22
($30.44)
$ 48.3859%Add 20%1,500,000
LPLAChuck Akre 2012-06-30 Add1.22%$30.49 - $38.67
($34.19)
$ 48.3842%Add 56.25%1,250,000
LPLAMeridian Funds 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 48.3842%Add 30.2%1,465,365
LPLAChuck Akre 2012-03-31 Add1.94%$30.43 - $38.34
($32.19)
$ 48.3850%Add 166.67%800,000
LPLAMeridian Funds 2012-03-31 Add1.05%$30.43 - $38.34
($32.19)
$ 48.3850%Add 412.59%1,125,460
LPLAMeridian Funds 2011-12-31 Buy 0.22%$25.1 - $30.54
($28.28)
$ 48.3871%New holding, 219565 sh.219,565
LPLAChuck Akre 2011-09-30 Add0.94%$24.47 - $34.65
($29.37)
$ 48.3865%Add 193.98%289,425
LPLAChuck Akre 2011-03-31 Add0.54%$32.29 - $36.37
($33.81)
$ 48.3843%Add 392.25%98,450
LPLAChuck Akre 2010-12-31 Buy 0.15%$32.15 - $36.3
($34.23)
$ 48.3841%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$53.98-9.69view
Bruton DerekMD, Independent Advisor Svcs 2014-02-14Sell16,000$53.21-8.38view
Moore Robert J.President & COO 2014-02-14Sell129,993$52.99-8view
TPG Group Holdings (SBS) Advis10% Owner 2014-02-13Sell3,823,076$52-6.25view
Arnold Dan H.CFO 2014-02-12Sell70,000$52-6.25view
Putnam James SDirector 2014-01-09Sell30,000$50-2.5view
Putnam James SDirector 2014-01-07Sell30,000$481.56view
Putnam James SDirector 2013-12-23Sell30,000$465.98view
Putnam James SDirector 2013-12-10Sell30,000$4410.8view
Thomas LuxEVP, CAO 2013-11-14Sell1,000$42.3115.22view

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
    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
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    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 Welcomes Financial Advocacy Network and its Four Member Independent Advisor Practices... Aug 20 2014
    LPL Financial Announces Expansion of CRM Offering for Advisors at focus14 Annual Conference Through... Aug 14 2014
    LPL Financial Unveils New Retirement Planning Participant Website at focus14 Conference Aug 14 2014
    LPL Financial Unveils Next Generation ClientWorks Platform for Advisors at focus14 Annual Conference Aug 11 2014
    LPL Financial Kicks Off focus14 Annual Advisor Conference in San Diego Aug 11 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
    UPDATE 1-LPL Financial profit falls as regulatory expenses jump Jul 30 2014
    LPL Financial Announces Financial Results for Second Quarter 2014 Jul 30 2014
    Q2 2014 LPL Financial Holdings Inc Earnings Release - Before Market Open Jul 30 2014
    LPL Financial profit falls 4.4 pct as costs rise Jul 30 2014

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