Growth Metrics

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

LPL Financial Holdings' quarterly Short-term Investments came in at $32.1 million in Q3 2021, up 13.72% year-on-year from $28.2 million in Q3 2020, and up 6.35% quarter-over-quarter from $30.2 million in Q2 2021.

LPL Financial Holdings has reported Short-term Investments for 12 years, with the latest figure at $32.1 million in Q3 2021.

  • For the quarter ending Q3 2021, Short-term Investments rose 13.72% year-over-year to $32.1 million; the trailing twelve-month figure through Sep 2021 stood at $32.1 million (up 13.72% YoY), and the FY2020 full-year result was $29.3 million, down 37.02% from the prior year.
  • Short-term Investments for Q3 2021 stood at $32.1 million, 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.
  • Year-over-year, Short-term Investments surged 141.86% in 2018 and tumbled 37.02% in 2020.
  • Tracing LPLA's Short-term Investments over 5 years: stood at $17.9 million in 2017, then soared by 63.69% to $29.3 million in 2018, then surged by 58.7% to $46.4 million in 2019, then plunged by 37.02% to $29.3 million in 2020, then gained 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 Morgan Stanley 330.71 Bn 197.18 Bn -
2 Goldman Sachs 318.59 Bn -618.96 Bn -
3 Schwab Charles 154.74 Bn 109.76 Bn -
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn
5 Interactive Brokers 39.54 Bn 50.13 Bn -
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn -
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn
9 Tradeweb Markets 21.29 Bn 20.04 Bn -
10 Hut 8 14.71 Bn 14.86 Bn 45.47 Mn

Historic Data

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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
Sep 30, 2016 11.84 Mn
Jun 30, 2016 10.99 Mn
Mar 31, 2016 12.36 Mn
Dec 31, 2015 12.00 Mn
Sep 30, 2015 16.61 Mn
Jun 30, 2015 11.99 Mn
Mar 31, 2015 16.29 Mn
Dec 31, 2014 13.47 Mn
Sep 30, 2014 12.93 Mn
Jun 30, 2014 11.03 Mn
Mar 31, 2014 12.39 Mn
Dec 31, 2013 8.96 Mn
Sep 30, 2013 8.85 Mn
Jun 30, 2013 9.05 Mn
Mar 31, 2013 7.53 Mn
Dec 31, 2012 8.09 Mn
Sep 30, 2012 7.16 Mn
Jun 30, 2012 6.86 Mn
Mar 31, 2012 6.69 Mn
Dec 31, 2011 6.29 Mn
Sep 30, 2011 7.56 Mn
Jun 30, 2011 9.74 Mn
Dec 31, 2010 9.26 Mn