Greg Gates, the Group Managing Director of $LPLA, sold 143 shares of the company on 06-05-2025 for an estimated $53,838. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.6% of their shares of this class of stock. Following this trade, they now own 23,436 shares of this class of $LPLA stock.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- MATTHEW J AUDETTE (President and CFO) has made 0 purchases and 9 sales selling 33,365 shares for an estimated $12,159,676.
- MATTHEW ENYEDI (Managing Director) sold 5,154 shares for an estimated $1,903,526
- RICHARD STEINMEIER (Chief Executive Officer) sold 3,500 shares for an estimated $1,308,265
- GREG GATES (Group Managing Director) has made 0 purchases and 8 sales selling 1,500 shares for an estimated $568,300.
- MARC ELIOT COHEN (Managing Director) sold 1,100 shares for an estimated $402,435
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $55,668.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Hedge Fund Activity
We have seen 441 institutional investors add shares of $LPLA stock to their portfolio, and 327 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WINSLOW CAPITAL MANAGEMENT, LLC added 1,457,701 shares (+inf%) to their portfolio in Q1 2025, for an estimated $476,872,305
- DODGE & COX added 1,053,351 shares (+224.1%) to their portfolio in Q1 2025, for an estimated $344,593,246
- PRINCIPAL FINANCIAL GROUP INC added 971,814 shares (+1453.3%) to their portfolio in Q1 2025, for an estimated $317,919,231
- JENNISON ASSOCIATES LLC added 851,115 shares (+786.2%) to their portfolio in Q1 2025, for an estimated $278,433,761
- MILLENNIUM MANAGEMENT LLC removed 773,101 shares (-86.0%) from their portfolio in Q1 2025, for an estimated $252,912,261
- CLARKSTON CAPITAL PARTNERS, LLC added 674,227 shares (+inf%) to their portfolio in Q1 2025, for an estimated $220,566,620
- ALLIANCEBERNSTEIN L.P. added 642,503 shares (+550.5%) to their portfolio in Q1 2025, for an estimated $210,188,431
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 05/21/2025
- Cowen & Co. issued a "Buy" rating on 01/31/2025
- Barclays issued a "Overweight" rating on 01/13/2025
- Citigroup issued a "Buy" rating on 01/10/2025
- UBS issued a "Buy" rating on 01/06/2025
- Wolfe Research issued a "Outperform" rating on 01/03/2025
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
