Data:
{}
Data:
{
"symbol": "LPLA",
"name": "LPL Financial Holdings Inc.",
"price": 327.96,
"changePercentage": 0.94183,
"change": 3.06,
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"dayLow": 322.45,
"dayHigh": 328.855,
"yearHigh": 403.58,
"yearLow": 260.15,
"marketCap": 26231179094,
"priceAvg50": 294.7348,
"priceAvg200": 328.99005,
"exchange": "NASDAQ",
"open": 328.11,
"previousClose": 324.9,
"timestamp": 1784577601
}
Data:
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"symbol": "LPLA",
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Data:
[
{
"title": "Claude AI Bought This Overlooked Stock. Here's Why You Should Pay Attention",
"url": "https://finance.yahoo.com/markets/stocks/articles/claude-ai-bought-overlooked-stock-082308506.html",
"source": "Yahoo! Finance",
"date": "2026-07-21T08:23:08Z",
"summary": "LPL Financial Holdings (NASDAQ:LPLA) doesn't manage money directly. It gives independent financial advisors the tools to run their own practices like trading platforms, compliance support, custody services, and a place to park client accounts. Advisors leave big banks like Merril"
},
{
"title": "1 Mid-Cap Stock with Exciting Potential and 2 We Turn Down",
"url": "https://finance.yahoo.com/markets/stocks/articles/1-mid-cap-stock-exciting-105533716.html",
"source": "Yahoo! Finance",
"date": "2026-07-20T10:55:33Z",
"summary": "Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager t"
},
{
"title": "1 Profitable Stock Worth Your Attention and 2 We Avoid",
"url": "https://finance.yahoo.com/markets/stocks/articles/1-profitable-stock-worth-attention-120922695.html",
"source": "Yahoo! Finance",
"date": "2026-07-16T12:09:22Z",
"summary": "Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thrive tomorrow.\n\nProfits are valuable, but they're not everything. At StockStory, we help you identify th"
},
{
"title": "LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners",
"url": "https://www.globenewswire.com/news-release/2026/07/14/3326872/29579/en/LPL-Financial-Welcomes-HighWater-Wealth-to-Quotient-Advisor-Partners.html",
"source": "GlobeNewswire Inc.",
"date": "2026-07-14T12:55:00Z",
"summary": "HighWater Wealth, a San Diego-based wealth management firm serving high-net-worth families with $2.4 billion in advisory assets, has joined LPL Financial's broker-dealer and RIA platform in partnership with Quotient Advisor Partners. The team of six advisors transitioned from U.S"
},
{
"title": "LPL Financial (LPLA) Declined Amid Structural Fee Pressure and AI Disruption",
"url": "https://finance.yahoo.com/markets/stocks/articles/lpl-financial-lpla-declined-amid-143223647.html",
"source": "Yahoo! Finance",
"date": "2026-07-09T14:32:23Z",
"summary": "Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here. The global equity market continued its rally in May, driven by accelerating AI infrastructure spending and a stronger-than-expected earnings"
},
{
"title": "Is LPL Financial Holdings (LPLA) Undervalued As Russell Value Index Additions Draw New Buyers?",
"url": "https://finance.yahoo.com/markets/stocks/articles/lpl-financial-holdings-lpla-undervalued-081504976.html",
"source": "Yahoo! Finance",
"date": "2026-07-09T08:15:04Z",
"summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.\n\nWhy LPL Financial's index additions matter for shareholders\n\nLPL Financial Holdings (LPLA) was recently add"
},
{
"title": "LPL Financial (LPLA) Stock Has Cheap Fair Value But Rich Earnings",
"url": "https://finance.yahoo.com/markets/stocks/articles/lpl-financial-lpla-stock-cheap-043654446.html",
"source": "Yahoo! Finance",
"date": "2026-07-09T04:36:54Z",
"summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.\n\nLPL Financial Holdings has rewarded long term shareholders with a 128.2% gain over the past five years, yet today its valuation signals are pulling in different directions"
},
{
"title": "LPL Financial (LPLA) Adds $6 Billion Hybrid RIA And Two Advisor Teams",
"url": "https://finance.yahoo.com/markets/stocks/articles/lpl-financial-lpla-adds-6-131025700.html",
"source": "Yahoo! Finance",
"date": "2026-07-08T13:10:25Z",
"summary": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.\n\n* LPL Financial Holdings (NasdaqGS:LPLA) is expanding its growth strategy through the addition of high profile advisors and teams.\n\n* Advisor David Logsdon and the "
},
{
"title": "Which Financial Stocks Actually Benefit When Interest Rates Stay High?",
"url": "https://www.fool.com/investing/2026/07/01/which-financial-stocks-actually-benefit-when-inter/?source=iedfolrf0000001",
"source": "The Motley Fool",
"date": "2026-07-01T08:30:00Z",
"summary": "As the Federal Reserve appears likely to raise interest rates, certain financial stocks stand to benefit. Banks like JPMorgan Chase, Wells Fargo, and Bank of America will see wider net interest margins. Brokerages such as Charles Schwab and LPL Financial will earn more on client "
},
{
"title": "LPL Financial Welcomes Tribute Financial",
"url": "https://www.globenewswire.com/news-release/2026/06/24/3316861/29579/en/LPL-Financial-Welcomes-Tribute-Financial.html",
"source": "GlobeNewswire Inc.",
"date": "2026-06-24T12:55:00Z",
"summary": "Tribute Financial, a Missouri and Connecticut-based wealth management firm managing over $500 million in assets, has joined LPL Financial's broker-dealer and RIA platform. Led by CEO Kevin Daniels, the team transitioned from United Planners Financial Services and was attracted to"
},
{
"title": "LPL Welcomes Allegia Wealth Management",
"url": "https://www.globenewswire.com/news-release/2026/06/09/3308868/29579/en/LPL-Welcomes-Allegia-Wealth-Management.html",
"source": "GlobeNewswire Inc.",
"date": "2026-06-09T12:55:00Z",
"summary": "Darren Colananni, a CFP with $230 million in assets under management, has joined LPL Financial's platform to launch Allegia Wealth Management, a wealth management firm serving high-net-worth individuals in the Washington, D.C. area. Colananni selected LPL for its technology, scal"
},
{
"title": "Sharon Olson, CFP\u00ae, CEPA, Founder & Managing Principal of Olson Wealth Group, Announces Firms\u2019 Expanded Exit and Liquidity Planning Capabilities",
"url": "https://www.globenewswire.com/news-release/2026/06/03/3305848/0/en/Sharon-Olson-CFP-CEPA-Founder-Managing-Principal-of-Olson-Wealth-Group-Announces-Firms-Expanded-Exit-and-Liquidity-Planning-Capabilities.html",
"source": "GlobeNewswire Inc.",
"date": "2026-06-03T10:00:00Z",
"summary": "Olson Wealth Group, founded by Sharon Olson (CFP\u00ae, CEPA), has expanded its integrated exit and liquidity planning services for business owners and entrepreneurial families. The firm now coordinates business strategy, tax planning, estate planning, and family office services years"
},
{
"title": "Moneco Advisors Welcomes Three Advisory Teams, Deepening its Partnership Model Across the Northeast",
"url": "https://www.globenewswire.com/news-release/2026/05/26/3301429/0/en/Moneco-Advisors-Welcomes-Three-Advisory-Teams-Deepening-its-Partnership-Model-Across-the-Northeast.html",
"source": "GlobeNewswire Inc.",
"date": "2026-05-26T20:00:00Z",
"summary": "Moneco Advisors, an independent RIA founded in 1980, announced the integration of three advisory teams including Keith Kolinsky, David J. Karachuk, and Tim Tymniak and Joe Tatusko, bringing approximately $250 million in collective assets and 4 advisors to the firm. This marks the"
},
{
"title": "William Blair adds 14 stocks to July conviction list, removes 27 By Investing.com",
"url": "https://www.investing.com/news/analyst-ratings/william-blair-adds-14-stocks-to-july-conviction-list-removes-27-93CH-4770110",
"source": "Investing.com",
"date": "2026-04-20T18:08:21Z",
"summary": "Investing.com - William Blair released its monthly Analyst Conviction List for July 2026, adding 14 stocks and removing 27 from the roster.\n\nThe firm's list is compiled by asking each analyst to select up to two highest-conviction stocks over the next six months. The objective is"
},
{
"title": "What Happened to the \"Sell America\" Trade?",
"url": "https://www.fool.com/investing/2026/03/27/what-happened-to-the-sell-america-trade/?source=iedfolrf0000001",
"source": "The Motley Fool",
"date": "2026-03-27T18:23:00Z",
"summary": "Apollo's chief economist argues there was never a significant \"Sell America\" trade, despite media speculation about international investors selling U.S. assets due to Trump's tariffs and Fed criticism. Data shows U.S. stocks, bonds, and the dollar only sold off simultaneously on "
},
{
"title": "LPL Financial Welcomes Oak Bridge Financial, LLC",
"url": "https://www.benzinga.com/pressreleases/26/01/g49903631/lpl-financial-welcomes-oak-bridge-financial-llc?utm_source=benzinga_taxonomy&utm_medium=rss_feed_free&utm_content=taxonomy_rss&utm_campaign=channel",
"source": "Benzinga",
"date": "2026-01-14T13:55:00Z",
"summary": "LPL Financial announced that Oak Bridge Financial, LLC, a Houston-based wealth management firm managing approximately $230 million in assets, has joined its broker-dealer and RIA platform. Led by industry veterans Peter Goudeau Jr. and Larry Boyd with combined 45 years of experie"
},
{
"title": "Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service",
"url": "https://www.globenewswire.com/news-release/2026/01/13/3217836/29579/en/Wealth-Management-Leaders-Suzanne-Elovic-and-Mike-Murphy-Join-LPL-Financial-to-Strengthen-Advisor-and-Client-Service.html",
"source": "GlobeNewswire Inc.",
"date": "2026-01-13T14:00:00Z",
"summary": "LPL Financial announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both executives bring extensive financial services experience and will focus on enhancing supervision capabil"
},
{
"title": "LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing",
"url": "https://www.globenewswire.com/news-release/2025/11/12/3186315/29579/en/LPL-Financial-Launches-Cash-Management-Account-to-Seamlessly-Integrate-Banking-and-Investing.html",
"source": "GlobeNewswire Inc.",
"date": "2025-11-12T14:00:00Z",
"summary": "LPL Financial introduced a new Cash Management Account (CMA) that integrates banking features with investment capabilities, offering clients enhanced financial management with FDIC protection and modern banking tools."
},
{
"title": "Trump Tariffs To Wreak Havoc For 'Inflation-Fearing Consumers,' Shows Fed's Beige Book, But Analyst Notes Recession Risks Appear 'Well Contained'",
"url": "https://www.benzinga.com/markets/economic-data/25/10/48243644/trump-tariffs-to-wreak-havoc-for-inflation-fearing-consumers-shows-feds-beige-book-but-anal",
"source": "Benzinga",
"date": "2025-10-16T08:17:04Z",
"summary": "The Federal Reserve's Beige Book reveals that Trump-era tariffs are causing price increases for businesses, with costs increasingly passed to consumers. Despite economic challenges, analysts suggest recession risks remain 'well-contained'."
},
{
"title": "Mountain America Celebrates Grand Opening of New West Valley Branch",
"url": "https://www.globenewswire.com/news-release/2025/09/23/3155120/0/en/Mountain-America-Celebrates-Grand-Opening-of-New-West-Valley-Branch.html",
"source": "GlobeNewswire Inc.",
"date": "2025-09-23T21:04:00Z",
"summary": "Mountain America Credit Union is expanding its presence in Utah by opening a new branch in West Valley, offering financial services and hosting a community celebration on October 4, 2025."
},
{
"title": "LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform",
"url": "https://www.globenewswire.com/news-release/2025/08/27/3140051/29579/en/LPL-Financial-Completes-Onboarding-of-First-Horizon-Advisors-to-Institution-Services-Platform.html",
"source": "GlobeNewswire Inc.",
"date": "2025-08-27T13:00:00Z",
"summary": "LPL Financial has integrated First Horizon Advisors' broker-dealer and investment advisory services onto its platform, transitioning approximately $12B in brokerage and advisory assets, with the remaining assets expected to onboard in the coming months."
}
]
Data:
{}
Data:
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{
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"utilization_signal": "Medium"
}
],
"short_interest": [
{
"symbol": "LPLA",
"file_date": "",
"error": "Symbol not found in FINRA biweekly file"
}
],
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"settlement_date": "20260313",
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"price": 289.62
},
{
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{
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},
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},
{
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}
],
"trend": "rising",
"trend_description": "FTD quantity increasing \u2014 settlement pressure building, potential squeeze precursor"
}
}
Data:
{
"insider": [],
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"symbol": "LPLA",
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"assetType": "Stock",
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"capitalGainsOver200USD": "False",
"comment": "MFI67",
"link": "https://efdsearch.senate.gov/search/view/ptr/8bb121de-bbff-4550-9dd4-b60d4002e230/"
},
{
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"link": "https://efdsearch.senate.gov/search/view/ptr/8bb121de-bbff-4550-9dd4-b60d4002e230/"
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{
"symbol": "LPLA",
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"link": "https://efdsearch.senate.gov/search/view/ptr/6826f825-671a-42f4-b367-0c7f571821e9/"
},
{
"symbol": "LPLA",
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"link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034906.pdf"
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{
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"transactionDate": "2025-04-02",
"firstName": "Val",
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"office": "Val Hoyle",
"district": "",
"owner": "Spouse",
"assetDescription": "LPL Financial Holdings Inc",
"assetType": "Stock",
"type": "Sale",
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},
{
"symbol": "LPLA",
"senateID": "M001157",
"disclosureDate": "2026-04-10",
"transactionDate": "2026-03-02",
"firstName": "Michael",
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"office": "Michael McCaul",
"district": "TX10",
"owner": "Spouse",
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},
{
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Data:
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Data:
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{
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{
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{
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{
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