Greg Gates, the Group Managing Director of $LPLA, sold 34 shares of the company on 12-05-2025 for an estimated $12,535. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.2% of their shares of this class of stock. Following this trade, they now own 15,290 shares of this class of $LPLA stock.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 57 times in the past 6 months. Of those trades, 0 have been purchases and 57 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- GREG GATES (Group Managing Director) has made 0 purchases and 55 sales selling 7,500 shares for an estimated $2,721,024.
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $57,098.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Hedge Fund Activity
We have seen 364 institutional investors add shares of $LPLA stock to their portfolio, and 461 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 2,612,184 shares (+15960.1%) to their portfolio in Q3 2025, for an estimated $869,047,494
- FMR LLC removed 1,332,551 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $443,326,392
- WINSLOW CAPITAL MANAGEMENT, LLC removed 1,183,069 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $393,595,225
- MILLENNIUM MANAGEMENT LLC added 965,693 shares (+1104.0%) to their portfolio in Q3 2025, for an estimated $321,276,404
- EGERTON CAPITAL (UK) LLP removed 832,516 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $276,969,748
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 800,171 shares (+32.8%) to their portfolio in Q3 2025, for an estimated $266,208,889
- DODGE & COX added 627,546 shares (+23.2%) to their portfolio in Q3 2025, for an estimated $208,778,278
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Revenue
$LPLA had revenues of $4.6B in Q3 2025. This is an increase of 46.44% from the same period in the prior year.
You can track LPLA financials on Quiver Quantitative's LPLA stock page.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 10/31/2025
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- Morgan Stanley issued a "Overweight" rating on 10/01/2025
- Goldman Sachs issued a "Buy" rating on 09/12/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 11 analysts offer price targets for $LPLA in the last 6 months, with a median target of $420.0.
Here are some recent targets:
- Bill Katz from TD Cowen set a target price of $410.0 on 11/03/2025
- Benjamin Budish from Barclays set a target price of $420.0 on 10/31/2025
- Christopher Allen from Citigroup set a target price of $380.0 on 10/31/2025
- Devin Ryan from Citizens set a target price of $475.0 on 10/31/2025
- Michael Cho from JP Morgan set a target price of $438.0 on 10/20/2025
- Devin Ryan from JMP Securities set a target price of $455.0 on 10/09/2025
- Brennan Hawken from BMO Capital set a target price of $365.0 on 10/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
