Daily Stock Analysis, LPLA, LPL Financial Holdings Inc, priceseries

LPL Financial Holdings Inc. Daily Stock Analysis
Stock Information
Open
155.09
Close
143.67
High
156.35
Low
143.48
Previous Close
157.11
Daily Price Gain
-13.44
YTD High
196.29
YTD High Date
Feb 10, 2022
YTD Low
143.48
YTD Low Date
Mar 7, 2022
YTD Price Change
-19.13
YTD Gain
-11.75%
52 Week High
196.29
52 Week High Date
Feb 10, 2022
52 Week Low
126.62
52 Week Low Date
Jul 19, 2021
52 Week Price Change
9.46
52 Week Gain
7.05%
Recent priceSeries Trade Signals

These are sample algorithmic trades based on actual market data.

Trade Type
Entry Date
Entry Price
Exit Date
Exit Price
Trade Hold Time
Gain
Trade Record
LONG
Jun 27. 2017
39.21
Aug 2. 2017
42.23
25 Trading Days
7.73%
Link
LONG
Sep 18. 2017
44.93
Oct 17. 2017
49.57
21 Trading Days
10.33%
Link
LONG
Dec 7. 2017
51.42
Jan 16. 2018
57.17
25 Trading Days
11.17%
Link
LONG
May 7. 2018
62.44
May 29. 2018
66.78
15 Trading Days
6.95%
Link
LONG
Oct 30. 2018
56.49
Nov 14. 2018
59.83
11 Trading Days
5.91%
Link
LONG
Jan 4. 2019
59.69
Feb 21. 2019
74.29
32 Trading Days
24.46%
Link
LONG
Nov 1. 2019
81.36
Dec 3. 2019
88.42
21 Trading Days
8.69%
Link
LONG
Apr 24. 2020
52.57
May 12. 2020
61.44
12 Trading Days
16.87%
Link
LONG
May 15. 2020
61.76
Jun 11. 2020
77.10
18 Trading Days
24.85%
Link
LONG
Dec 1. 2020
92.71
Jan 4. 2021
102.72
22 Trading Days
10.80%
Link
LONG
Feb 2. 2021
113.62
Feb 26. 2021
129.03
17 Trading Days
13.55%
Link
LONG
Sep 22. 2021
147.21
Oct 27. 2021
172.34
25 Trading Days
17.07%
Link
LONG
Jan 3. 2022
162.80
Jan 14. 2022
171.56
9 Trading Days
5.38%
Link
LONG
Jan 28. 2022
166.32
Feb 17. 2022
184.49
14 Trading Days
10.93%
Link
Company Information
Stock Symbol
LPLA
Exchange
NasdaqGS
Company URL
http://www.lpl.com
Company Phone
617 423 3644
CEO
Dan Hogan Arnold
Headquarters
Massachusetts
Business Address
75 STATE STREET, 22ND FLOOR, BOSTON, MA 02109
Sector
Equity
Industry Category
Financial Services
Industry Group
Investment Brokerage - National
CIK
0001397911
About

LPL Financial Holdings, Inc. engages in the provision of technology, brokerage and investment advisory services. It provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions. It operates it business through its subsidiaries under the following business segments: Independent Advisor Services and Institution Services. The Independent Advisor Services segment provides business consulting, business development, and marketing support as well as in-depth practice management programs and training. The Institution Services segment supports advisors and program managers at community and regional banks and credit unions. It also offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research The company was founded in 1989 and is headquartered in Boston, MA.

Description

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The company's fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1968 and is based in Boston, Massachusetts.