LPL Financial Holdings Inc. (LPLA)

About LPL Financial Holdings Inc.

LPL Financial Holdings Inc. is a wealth management firm that provides financial advisors and institutions with affiliation models, investment solutions, and fintech tools. It services and custodies approximately $2.4 trillion in brokerage and advisory assets for around 8 million Americans.

LPLA at a glance

Ticker
LPLA
Company
LPL Financial Holdings Inc.
Exchange
NASDAQ
Sector
Financial Services

Research LPLA on Smallfolk

  • Earnings: Quarterly results, EPS and revenue history, and upcoming earnings dates.
  • Financials: Revenue, profit, margins and balance-sheet trends from SEC filings.
  • Institutional Ownership: Institutional ownership from 13F filings: the largest holders and who bought or sold last quarter.
  • Analyst Forecasts: Analyst ratings, price targets and AI-curated analyst reports.
  • Technical Analysis: Candlestick charts, RSI, MACD, moving averages and AI technical analysis.
  • Speculation: Options flow, short-sale volume and a daily read on speculation versus long-term holding.
  • Trade Analysis: An AI trade analysis that scores an entry, stop and target.
  • Events: Upcoming and recent company events, such as earnings calls and investor days.

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