A leading independent broker-dealer in the U.S., the firm provides investment advisory and brokerage services to financial advisors, institutions, and retirement plan sponsors. Its scale and technology platform make it a key player in the wealth management industry, attracting investor attention due to its recurring revenue model and growth potential.
9 members of Congress have disclosed 50 trades in LPL Financial Holdings Inc. (LPLA), a Financial Services company. The buy/sell breakdown shows 24 purchases versus 26 sales, indicating net selling pressure from lawmakers. All data is sourced from STOCK Act periodic transaction reports filed with Congress.
| Date | Politician | Type | Amount |
|---|---|---|---|
| 2026-03-27 | Gilbert Cisneros | buy | $1K – $15K |
| 2026-03-02 | MICHAEL T. MCCAUL | buy | $50K – $100K |
| 2025-12-10 | Gilbert Cisneros | buy | $1K – $15K |
| 2025-10-27 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2025-08-21 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2025-06-27 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2025-05-13 | MARKWAYNE MULLIN | buy | $15K – $50K |
| 2025-03-17 | MICHAEL T. MCCAUL | buy | $50K – $100K |
| 2025-03-03 | Valerie Hoyle | buy | $1K – $15K |
| 2025-02-13 | MARKWAYNE MULLIN | buy | $50K – $100K |
| 2024-12-13 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2024-12-13 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2024-11-06 | MICHAEL T. MCCAUL | buy | $15K – $50K |
| 2024-09-30 | Rohit Khanna | sell | $1K – $15K |
| 2024-09-23 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2024-08-16 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2024-08-15 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2024-08-02 | Rohit Khanna | sell | $1K – $15K |
| 2024-07-18 | John James | sell | $1K – $15K |
| 2023-11-10 | John James | buy | $1K – $15K |
| 2023-04-20 | Susie Lee | sell | $15K – $50K |
| 2023-03-29 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2023-03-01 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2022-12-20 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2022-12-05 | Rohit Khanna | sell | $1K – $15K |
| 2022-10-20 | Rohit Khanna | buy | $1K – $15K |
| 2022-09-02 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2022-06-15 | MICHAEL T. MCCAUL | buy | $1K – $15K |
| 2022-05-20 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2022-05-04 | Rohit Khanna | buy | $1K – $15K |
| 2022-04-01 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2022-01-24 | MICHAEL T. MCCAUL | sell | $100K – $250K |
| 2021-08-06 | Vern Buchanan | buy | $1K – $15K |
| 2021-07-28 | MICHAEL T. MCCAUL | buy | $50K – $100K |
| 2021-07-12 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2021-06-15 | Susie Lee | buy | $1K – $15K |
| 2021-04-09 | Sara Jacobs | sell | $15K – $50K |
| 2021-02-19 | Sara Jacobs | buy | $15K – $50K |
| 2020-11-23 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2020-11-13 | MICHAEL T. MCCAUL | sell | $50K – $100K |
| 2020-10-21 | MICHAEL T. MCCAUL | sell | $1M – $5M |
| 2020-10-19 | Susie Lee | buy | $1K – $15K |
| 2020-09-28 | Susie Lee | buy | $1K – $15K |
| 2020-06-27 | Rohit Khanna | buy | $1K – $15K |
| 2020-05-13 | MICHAEL T. MCCAUL | buy | $15K – $50K |
| 2019-11-21 | Susie Lee | sell | $1K – $15K |
| 2019-10-25 | Susie Lee | sell | $1K – $15K |
| 2019-07-12 | Susie Lee | buy | $1K – $15K |
| 2019-01-24 | Susie Lee | sell | $1K – $15K |
| 2019-01-18 | MICHAEL T. MCCAUL | sell | $1K – $15K |