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Katharine Reeping disposed of $152,719 in stock at $347.88 per share, reducing her direct holdings by 20% while retaining restricted stock units vesting through 2029.
SAN DIEGO, Sept. 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bill Wagner, CFP®, RICP®, Scott Sennett and Andrew Kocukov of Horizon Wealth Management Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors Financial Network.
Jambusaria maintains 6,107 direct shares.
Amundi boosted its stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 30.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 164,400 shares of the financial services provider's stock after acquiring an additional 38,624 shares during the period. Amundi owned 0.21%
SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC , has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Slack reported serving more than $270 million in client assets* and joins LPL from Raymond James.
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 114,224 shares of the financial services provider's stock, valued at approximately $32,175,000. Bamco Inc. NY owned
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SEC filings for LPLA aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.