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.
4 members of Congress have disclosed 10 trades in LPL Financial Holdings Inc. (LPLA), a Financial Services company. The buy/sell breakdown shows 2 purchases versus 8 sales, indicating net selling pressure from lawmakers. All data is sourced from STOCK Act periodic transaction reports filed with Congress.
| Date | Politician | Type | Amount |
|---|---|---|---|
| 2018-07-20 | MICHAEL T. MCCAUL | buy | $15K – $50K |
| 2017-08-29 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2017-07-25 | David P. Roe | buy | $15K – $50K |
| 2017-05-25 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2017-05-24 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2017-04-17 | MICHAEL T. MCCAUL | sell | $15K – $50K |
| 2016-09-12 | K. Michael Conaway | sell | $1K – $15K |
| 2015-09-21 | Lamar Smith | sell | $1K – $15K |
| 2015-08-24 | MICHAEL T. MCCAUL | sell | $1K – $15K |
| 2015-08-03 | Lamar Smith | sell | $1K – $15K |