LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021)
LPL Financial Holdings (LPLA) posted quarterly Short-term Investments of $32.1 million for Q3 2021, up 13.72% year-over-year from $28.2 million in Q3 2020, and up 6.35% on a QoQ basis from $30.2 million in Q2 2021.
LPL Financial Holdings (LPLA) Short-term Investments (2010 - 2021) Analysis & Trends
LPL Financial Holdings (LPLA) has reported Short-term Investments for 12 consecutive years, with $32.1 million the latest figure, recorded in 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 came in at $32.1 million for Q3 2021 at LPL Financial Holdings, up from $30.2 million in the prior quarter.
- The five-year high for Short-term Investments was $48.0 million in Q1 2021, with the low at $13.4 million in Q3 2017.
- Average Short-term Investments over 5 years is $27.9 million, with a median of $29.3 million recorded in 2020.
- Across the five-year window, Short-term Investments soared 141.86% in 2018 and plunged 37.02% in 2020, its largest moves.
- Year by year, Short-term Investments 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 slumped by 37.02% to $29.3 million in 2020, then climbed by 9.68% to $32.1 million in 2021.
- According to Business Quant data, Short-term Investments over the past three periods registered $32.1 million, $30.2 million, and $48.0 million for Q3 2021, Q2 2021, and Q1 2021 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn |
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 |