LPL Financial Holdings Inc.
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Morgan Stanley updated its 'Vintage Values' stock picks for 2027, including Alphabet, Coca-Cola, and Apple. The 2026 list gained 32.12%, outperforming the S&P 500. The 2027 portfolio focuses on large-cap growth stocks with high quality metrics. Key selections include Alphabet, Coca-Cola, Apple, Dynatrace, Eli Lilly, and others. GOOGL rose 2%, KO fell 1%, and AAPL added 0.8% on Monday.
Katharine Reeping, Principal Accounting Officer at LPL Financial Holdings Inc., sold 439 shares on September 11, 2026, valued at over $150,000. The sale was at an average price of $347.88, reducing her ownership to 0.0022% of outstanding shares. LPL Financial has a market cap of $28.0 billion, TTM revenues of $19.6 billion, and TTM net income of $1.0 billion.
Reeping Katharine (Principal Accounting Officer) sold 440 shares of LPL Financial Holdings Inc. (LPLA) at $347.88 ($0.15M total) on 2026-09-11.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning LPLA (LPL Financial Holdings Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent LPLA coverage spans financial news, insider activity and earnings.
In the last 30 days, LPLA insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($263K). The most active reporter was Jambusaria Aneri, Group Managing Director, with 1 filing. 50% of those filings were made under pre-arranged Rule 10b5-1 plans.
Inclusion signals confidence in the brokerage business.
Minor insider sell reduces insider stake; unlikely to move price materially.
Minor insider sell may signal slight negative sentiment but size is small relative to market cap.
Potential short‑term volatility in LPL shares as investors assess the impact of Arnold's departure and new leadership direction.
Strong revenue growth and beat support a moderate rally.
AlphAI scores every news story that mentions LPLA with an AI model for sentiment and relevance, and aggregates insider trades from LPL Financial Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Morgan Stanley updated its 'Vintage Values' stock picks for 2027, including Alphabet, Coca-Cola, and Apple. The 2026 list gained 32.12%, outperforming the S&P 500. The 2027 portfolio focuses on large-cap growth stocks with high quality metrics. Key selections include Alphabet, Coca-Cola, Apple, Dynatrace, Eli Lilly, and others. GOOGL rose 2%, KO fell 1%, and AAPL added 0.8% on Monday.
3 min readKatharine Reeping, Principal Accounting Officer at LPL Financial Holdings Inc., sold 439 shares on September 11, 2026, valued at over $150,000. The sale was at an average price of $347.88, reducing her ownership to 0.0022% of outstanding shares. LPL Financial has a market cap of $28.0 billion, TTM revenues of $19.6 billion, and TTM net income of $1.0 billion.
2 min readReeping Katharine (Principal Accounting Officer) sold 440 shares of LPL Financial Holdings Inc. (LPLA) at $347.88 ($0.15M total) on 2026-09-11.
1 min readDan Arnold, former CEO of LPL Financial Holdings (LPLA), has joined Stirlingshire, a startup aiming to recruit financial advisors. Stirlingshire, led by Steven Woods, plans to scale to 5,000 advisors and differentiate with AI tools and a 100% payout model. Arnold left LPL in 2024 due to conduct violations, receiving a $12M settlement. LPLA stock rose over 6x during his tenure.
2 min readInvestment banking & brokerage stocks reported Q2 earnings, with Piper Sandler (PIPR) revenues up 21.2% YoY, beating estimates. Perella Weinberg (PWP) revenues flat but beat estimates, while Houlihan Lokey (HLI) revenues down 15.6% YoY, missing estimates. LPL Financial (LPLA) revenues up 35.2% YoY, beating estimates. Stifel (SF) revenues up 13.2% YoY, beating estimates. Sector revenues beat consensus by 4.5%, with guidance 1.1% below.
3 min readLPL Financial and Raymond James Financial Services added advisor teams managing $470M in assets. Preferred Financial Group, with $230M in assets, joined LPL from Harbour Investments. Stillwell Financial Advisors, with $240M in assets, moved to Raymond James from Ameriprise.
2 min readLPL Financial Holdings reported July 2026 results, highlighting lower Model Wealth Portfolios minimums to US$1,000 and expanded access to 110 alternative strategies. The company aims to attract more clients and advisors, but faces risks from fee compression and interest rate sensitivity. Analysts project revenue and earnings growth by 2029, with varying expectations.
3 min readGates Greg (Group Managing Director) sold 4,119 shares of LPL Financial Holdings Inc. (LPLA) at $355.38 ($1.46M total) on 2026-08-20.
1 min readCetera Financial Group said it hired advisors Jim Tucker and Patrick Bria and their Tucker Bria Wealth Strategies team, managing about $420M in assets under administration, from Commonwealth Financial Network, which is owned by LPL Financial. The article also covers Hightower Signature Wealth acquiring Valley Financial Group ($275M AUM), Independent Financial Partners adding two former Commonwealth teams (> $400M), LPL adding a $350M team to Frontline Investment Advisors, and UBS adding a $300M
6 min readCNBC’s “Final Trades” highlighted LPL Financial Holdings, Roundhill Memory ETF (DRAM), iShares U.S. Healthcare ETF (IYH), and J.B. Hunt Transport (JBHT). LPL reported Q2 EPS of $5.60 vs $5.40 expected and sales of $5.186B vs $4.995B. JBHT reported EPS $1.91 vs $1.71 and revenue $3.5B vs $3.24B. Shares and ETFs rose in Wednesday trading.
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