Informed-money record

LPLA · LPL Financial Holdings Inc.

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

10

Bearish filings

93

Named actors

11

Disclosed $ (bull / bear)

$80K / $320.5M

Recent disclosures

25 of 103 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-06-17Officer (via Fidelity Brokerage Services LLC) Jambusaria Anerifiled notice to sell$94KSEC ↗
2026-06-11Congress Gilbert Cisnerosbought$8K
2026-06-05Congress Gilbert Cisnerosbought$8K
2026-05-19Congress Gilbert Cisnerosbought$8K
2026-05-14Congress Gilbert Cisnerosbought$8K
2026-05-12Congress Gilbert Cisnerosbought$8K
2026-05-07Director Putnam James SgiftedSEC ↗
2026-05-07Congress Gilbert Cisnerosbought$8K
2026-05-01Congress Gilbert Cisnerosbought$8K
2026-04-15President and CFO Audette Matthew Jsold$62KSEC ↗
2026-04-15President and CFO Audette Matthew Jsold$35KSEC ↗
2026-04-15President and CFO Audette Matthew Jsold$197KSEC ↗
2026-04-15President and CFO Audette Matthew Jsold$72KSEC ↗
2026-04-15Officer (via Fidelity Brokerage Services LLC) Audette Matthew Jfiled notice to sell$366KSEC ↗
2026-04-14President and CFO Audette Matthew Jsold$45KSEC ↗
2026-04-14President and CFO Audette Matthew Jsold$107KSEC ↗
2026-04-14Officer (via Fidelity Brokerage Services LLC) Audette Matthew Jfiled notice to sell$153KSEC ↗
2026-04-06Congress Gilbert Cisnerosbought$8K
2026-03-31Institution (13F) LONE PINE CAPITAL LLCtrimmed a position$124.4M
2026-03-31Institution (13F) Third Point LLCexited a position$182.2M
2026-03-27Congress Gilbert Cisnerosbought$8K
2026-03-10Group Managing Director Cohen Marc Eliotsold$337KSEC ↗
2026-03-10Officer (via Fidelity Brokerage Services LLC) Cohen Marc Eliotfiled notice to sell$337KSEC ↗
2026-03-09Group Managing Director Cohen Marc Eliotsold$683KSEC ↗
2026-03-09Officer (via Fidelity Brokerage Services LLC) Cohen Marc Eliotfiled notice to sell$683KSEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals