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| Date | Value |
|---|---|
| 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 |