LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021)

LPL Financial Holdings (LPLA) recorded quarterly Short-term Investments of $32.1 million in Q3 2021, up 6.35% quarter-over-quarter from $30.2 million in Q2 2021, and up 13.72% on a YoY basis from $28.2 million in Q3 2020.

LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021) Analysis & Trends

LPL Financial Holdings' Short-term Investments history runs 12 years deep, the most recent figure standing at $32.1 million for Q3 2021.

  • In Q3 2021, Short-term Investments rose 13.72% year-over-year to $32.1 million; the TTM figure through Sep 2021 stood at $32.1 million (up 13.72% YoY), while the FY2020 annual figure was $29.3 million, down 37.02% from the prior year.
  • Short-term Investments was $32.1 million for Q3 2021 at LPL Financial Holdings, up from $30.2 million in the prior quarter.
  • In the past five years, Short-term Investments ranged from a high of $48.0 million in Q1 2021 to a low of $13.4 million in Q3 2017.
  • Historically, Short-term Investments has averaged $27.9 million across 5 years, with a median of $29.3 million in 2020.
  • The sharpest annual moves came in 2018 and 2020: Short-term Investments soared 141.86% in 2018, then tumbled 37.02% in 2020.
  • A 5-year view of Short-term Investments shows it stood at $17.9 million in 2017, then surged by 63.69% to $29.3 million in 2018, then jumped by 58.7% to $46.4 million in 2019, then sank by 37.02% to $29.3 million in 2020, then rose by 9.68% to $32.1 million in 2021.
  • The last three Short-term Investments figures came in at $32.1 million (Q3 2021), $30.2 million (Q2 2021), and $48.0 million (Q1 2021), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn -
2 Morgan Stanley 349.82 Bn 216.29 Bn -
3 Goldman Sachs 333.85 Bn -603.70 Bn -
4 Schwab Charles 160.31 Bn 115.33 Bn -
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn
6 Interactive Brokers 42.79 Bn 53.38 Bn -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn -
8 Tradeweb Markets 21.20 Bn 19.96 Bn -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn

Historic Data

Download Data
DateValue
Sep 30, 2021 32.09 Mn
Jun 30, 2021 30.17 Mn
Mar 31, 2021 47.96 Mn
Dec 31, 2020 29.25 Mn
Sep 30, 2020 28.22 Mn
Jun 30, 2020 35.33 Mn
Mar 31, 2020 29.20 Mn
Dec 31, 2019 46.45 Mn
Sep 30, 2019 32.77 Mn
Jun 30, 2019 29.42 Mn
Mar 31, 2019 27.36 Mn
Dec 31, 2018 29.27 Mn
Sep 30, 2018 32.46 Mn
Jun 30, 2018 24.06 Mn
Mar 31, 2018 16.26 Mn
Dec 31, 2017 17.88 Mn
Sep 30, 2017 13.42 Mn
Jun 30, 2017 14.36 Mn
Mar 31, 2017 13.50 Mn
Dec 31, 2016 11.40 Mn