LPLA · Financial Services
LPL FINL HLDGS INC
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
52
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
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Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$26.3B
Industry
Capital Markets
Sector
Financial Services
Exchange
NasdaqGS
About LPL FINL HLDGS INC
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. The company's brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance; and client cash programs consist of Federal Deposit Insurance Corporation (FDIC) insured bank sweep vehicles, and a client cash and money market account. It also provides…
Who's behind the signal
Every informed buyer we can see on LPLA, across all three feeds.
Hedge funds · 9
Point72 (Steve Cohen)
New position
D.E. Shaw & Co
Increased +2%
Lone Pine Capital (Mandel)
Decreased −8%
Third Point (Loeb)
Decreased −14%
Markel Group (Tom Gayner)
Unchanged
Bridgewater Associates (Dalio)
Decreased −43%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 5
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2021-06-15 | Susie Lee · D-NV | House | BOUGHT | $1,001 - $15,000 |
| 2021-04-09 | Sara Jacobs · D-CA | House | SOLD | $15,001 - $50,000 |
| 2021-02-19 | Sara Jacobs · D-CA | House | BOUGHT | $15,001 - $50,000 |
| 2020-10-19 | Susie Lee · D-NV | House | BOUGHT | $1,001 - $15,000 |
| 2020-09-28 | Susie Lee · D-NV | House | BOUGHT | $1,001 - $15,000 |
Not a model pick — but on our radar.
LPL FINL HLDGS INC isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
1
New positions
1
Increasing
6
Decreasing
1
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+2%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.4×
% of portfolio
5.4%
Position change
−8%
5.4% of Lone Pine Capital's portfolio
Trust weight: 1.2×
% of portfolio
2.5%
Position change
−14%
2.5% of Third Point's portfolio
Trust weight: 1.4×
% of portfolio
1.4%
Position change
—
1.4% of Markel Group's portfolio
Trust weight: 1.3×
% of portfolio
0.1%
Position change
−43%
0.1% of Bridgewater Associates's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−7%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−71%
0.1% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−17%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to LPL FINL HLDGS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell LPL FINL HLDGS INC or any security.
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