LPLA sentiment intelligence

LPL Financial Welcomes $370 Million Firm Buell Wealth Management

LPL Financial announced that Buell Wealth Management, a firm with $370 million in assets, has joined its platform. Led by CEO Chris Berris, Buell Wealth Management brings 187 years of combined advisor experience and will continue serving high-net-worth individuals, retirees, and

Tone

Positive 72/100

Event

Market update

Published

15 Jul 2026 15:14

Source

Pulse 2.0

LPL Financial Welcomes Buell Wealth Management

LPL Financial announced that Buell Wealth Management, consisting of five advisors with 187 years of combined experience, has joined its broker-dealer and RIA platform. Buell Wealth Management, led by CEO Chris Berris, was formerly Buell Securities Corporation and reported serving

Tone

Positive 71/100

Event

Market update

Published

15 Jul 2026 13:14

Source

The Manila Times

Five Buell advisors bring 187 years of experience to LPL

LPL Financial announced that Buell Wealth Management, consisting of five financial advisors with a combined 187 years of experience and approximately $370 million in client assets, has joined its broker-dealer and RIA platform. Led by CEO Chris Berris, the Connecticut-based team

Tone

Positive 65/100

Event

Market update

Published

15 Jul 2026 13:14

Source

Stock Titan

LPL Financial Adds $2.4B HNW Team From U.S. Bank

LPL Financial has recruited HighWater Wealth, a San Diego-based firm with $2.4 billion in advisory assets focused on high-net-worth investors, from U.S. Bank. The team has joined Quotient Advisor Partners, an office of supervisory jurisdiction of LPL. HighWater Wealth cited LPL a

Tone

Positive 71/100

Event

Market update

Published

14 Jul 2026 17:17

Source

Market source

J.P. Morgan Sticks to Their Buy Rating for LPL Financial (LPLA)

Tone

Positive 66/100

Event

Analyst action

Published

14 Jul 2026 13:38

Source

The Globe and Mail

LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners

LPL Financial announced that HighWater Wealth, a firm serving approximately $2.4 billion in advisory assets, has joined LPL Financial's broker-dealer and RIA platform, aligning with Quotient Advisor Partners. HighWater Wealth specializes in multi-generational office services for

Tone

Positive 74/100

Event

Market update

Published

14 Jul 2026 13:14

Source

The Manila Times

San Diego Wealth Team Serving $2.4B Joins LPL From U.S. Bank

LPL Financial announced that the San Diego-based HighWater Wealth team, which serves approximately $2.4 billion in advisory assets, has joined its broker-dealer and RIA platform. The team, previously with U.S. Bank, will align with Quotient Advisor Partners, an existing LPL-affil

Tone

Positive 65/100

Event

Market update

Published

14 Jul 2026 13:14

Source

Stock Titan

FMG Expands Board as Platform Surpasses 80,000 Financial Professionals

Tone

Positive 58/100

Event

Market update

Published

14 Jul 2026 10:00

Source

PR Newswire

LPL Financial (LPLA) Q4 2024 earnings summary

LPL Financial reported a strong Q4 2024, ending the year with $1.74 trillion in advisory and brokerage assets and 28,900 advisors, driven by 10% organic asset growth and record recruiting. The company achieved record adjusted EPS of $16.51 for the full year and $4.25 for Q4, alon

Tone

Positive 92/100

Event

Earnings

Published

10 Jul 2026 20:09

Source

Quartr

LPL Financial Holdings (LPLA) Could Be 28% Undervalued As Russell Value Adds Stir Debate

LPL Financial Holdings (LPLA) has been added to several Russell value benchmarks, bringing fresh attention to the stock. Despite a recent 1-month share price increase, its year-to-date performance is down, contrasting with strong long-term returns. Simply Wall St's analysis sugge

Tone

Positive 67/100

Event

Market update

Published

10 Jul 2026 18:09

Source

Sahm

Does LPL Financial (LPLA) Joining Russell Value Indices Alter Its Advisor-Led Growth Narrative?

LPL Financial Holdings Inc. has been included in major Russell value benchmarks, which could broaden its investor base and improve liquidity. While this inclusion is significant, the article emphasizes that LPL's core investment narrative still revolves around its advisor-led gro

Tone

Positive 64/100

Event

Balance sheet

Published

10 Jul 2026 17:09

Source

Simply Wall Street

Swedbank AB Decreases Stock Holdings in LPL Financial Holdings Inc. $LPLA

Swedbank AB significantly reduced its holdings in LPL Financial Holdings Inc. by 19.5% in the first quarter of 2026, selling 14,139 shares and retaining 58,348 shares valued at $17.6 million. Despite this reduction, LPL Financial has shown positive business updates, including hig

Tone

Positive 63/100

Event

Earnings

Published

10 Jul 2026 09:40

Source

MarketBeat

LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction

LPL Financial and its acquired firm, Commonwealth Financial Network, secured the #1 and #2 rankings in the J.D. Power 2026 U.S. Financial Advisor Satisfaction Study for independent advisors. Commonwealth achieved its 13th consecutive #1 ranking, while LPL Financial rose to #2, de

Tone

Positive 73/100

Event

Market update

Published

10 Jul 2026 07:11

Source

The Globe and Mail

LPL Financial Holdings Inc. $LPLA Position Boosted by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by 11.6% in the first quarter, bringing its total holding to 37,605 shares valued at approximately $11.3 million. Despite some insider selling, institutional investors coll

Tone

Positive 75/100

Event

Earnings

Published

09 Jul 2026 10:10

Source

MarketBeat

Is LPL Financial Holdings (LPLA) Undervalued As Russell Value Index Additions Draw New Buyers?

LPL Financial Holdings (LPLA) was recently added to several Russell value benchmarks, which could influence passive fund allocations and its stock valuation. Despite a year-to-date share price decline of 16.82%, the company boasts a five-year total shareholder return of 128.19%.

Tone

Positive 73/100

Event

Market update

Published

09 Jul 2026 08:10

Source

Market source

LPL Financial Holdings Is Maintained at Buy by UBS

UBS has maintained its Buy rating on LPL Financial Holdings. This indicates a continued positive outlook from the firm regarding LPL Financial Holdings' stock performance.

Tone

Positive 73/100

Event

Guidance

Published

09 Jul 2026 06:09

Source

Moomoo

Whittier Trust Co. Boosts Stock Position in LPL Financial Holdings Inc. $LPLA

Whittier Trust Co. increased its stake in LPL Financial Holdings Inc. by 11.2% in the first quarter, now owning 40,451 shares valued at $11.9 million. This comes as LPL Financial reported stronger-than-expected earnings, with EPS of $5.60 and revenue up 34.6% year-over-year. Anal

Tone

Positive 72/100

Event

Earnings

Published

07 Jul 2026 16:11

Source

MarketBeat

LPL Financial Welcomes Advisor David Logsdon

LPL Financial announced that financial advisor David Logsdon has joined its broker-dealer and Registered Investment Advisor platform. Logsdon, founder of Summit Ridge Financial Advisors, brings 30 years of experience and approximately $380 million in client assets from Wells Farg

Tone

Positive 72/100

Event

Market update

Published

07 Jul 2026 13:11

Source

The Manila Times

LPL Financial welcomes advisor with $380M in client assets

LPL Financial announced that advisor David Logsdon, founder of Summit Ridge Financial Advisors, has joined its broker-dealer and RIA platform, bringing approximately $380 million in client assets and 30 years of wealth management experience. Logsdon chose LPL for its technology,

Tone

Positive 66/100

Event

Market update

Published

07 Jul 2026 13:11

Source

Stock Titan