reports
Stifel Reports November 2025 Operating Data
Stifel Reports November 2025 Operating Data ST. LOUIS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for November 30, 2025, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based client assets reached record highs in November, up 8% and 14% year-over-year, driven by strong recruiting and market gains. Cl...
LPL Financial Reports Monthly Activity for November 2025
LPL Financial Reports Monthly Activity for November 2025 SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in November, and $0.3 billion of assets tha...
LPL Welcomes Forest Lake Wealth Partners to Linsco
LPL Welcomes Forest Lake Wealth Partners to Linsco SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel to launch . She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Located in Albany, N.Y., Forest Lake Wealth Partners serves a wide range of clients across the country, including families, business owners, and trade unions. This diverse client base highlights the firm’s commitment to addressing a broad spectrum of financial ...
LPL Financial Holdings Inc: 2 directors
Two Directors at LPL Financial Holdings Inc sold/gave away 6,083 shares at between 0.000USD and 370.993USD. The significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's...
LPL Research Team Releases 2026 Outlook: The Policy Engine
LPL Research Team Releases 2026 Outlook: The Policy Engine Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026. The 2026 Outlook provides a g...
Matthew Morningstar Joins LPL as Chief Legal Officer
Matthew Morningstar Joins LPL as Chief Legal Officer SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise. Morningstar previously served at LPL in leadership roles across advisory and commercial law, litigation and...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joine...
Raymond James Financial Raises Quarterly Dividends on Common Stock by ...
Raymond James Financial Raises Quarterly Dividends on Common Stock by 8% and Announces Quarterly Dividend on Preferred Stock; Announces Increased Common Stock Repurchase Authorization St. Petersburg, Fla., Dec. 03, 2025 (GLOBE NEWSWIRE) -- On December 3, 2025, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.54 per share, payable January 16, 2026 to shareholders of record on January 2, 2026. This is an 8% increase over the previous dividend of $0.50 per share paid on October 15, 2025. The Board also ...
LPL Financial to Present at the Goldman Sachs Financial Services Confe...
LPL Financial to Present at the Goldman Sachs Financial Services Conference SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth managem...
LPL Financial Welcomes Kūpono Wealth Planning
LPL Financial Welcomes Kūpono Wealth Planning SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- announced today that Brandon Wallis, CFP®, CRPS™, of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawaiʻi home sin...
Raymond James Announces Full Redemption of its Series B Preferred Stoc...
Raymond James Announces Full Redemption of its Series B Preferred Stock and Related Depositary Shares St. Petersburg, Fla., Dec. 02, 2025 (GLOBE NEWSWIRE) -- On December 2, 2025, Raymond James Financial, Inc. (NYSE: RJF) announced that, on January 2, 2026, it will redeem all 80,500 outstanding shares of its 6.375% Fixed-to-Floating Rate Series B Non-Cumulative Perpetual Preferred Stock, par value $0.10 per share (the “Series B Preferred Stock”). The redemption of the Series B Preferred Stock will trigger the redemption of the related depositary shares, each representing a 1/40th interest ...
Stifel Reports October 2025 Operating Data
Stifel Reports October 2025 Operating Data ST. LOUIS, Nov. 20, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for October 31, 2025, to provide timely information to investors on certain key performance metrics. Due to the limited nature of this data, a consistent correlation to earnings should not be assumed. Ronald J. Kruszewski, Chairman and Chief Executive Officer, said, “Total client assets and fee-based client assets reached record highs, increasing 12% and 18% year-over-year, respectively, driven by market appreciation and stron...
LPL Financial Reports Monthly Activity for October 2025
LPL Financial Reports Monthly Activity for October 2025 SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of $36.6 billion, or 1.6%, compared to the end of September 2025. Total organic net new assets for October were $7.3 billion, translating to a 3.8% annualized growth rate. This included $0.7 billion of assets from First Horizon Bank that onboarded in October, and $0.5 billion of assets that ...
LPL Financial Welcomes Longstreet Wealth Management
LPL Financial Welcomes Longstreet Wealth Management SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. Located near Lubbock, Texas, with offices in Amarillo and Hereford, the team is comprised of Taylor Graves, CFP®, and Wayne Pierson. Together, they bring nearly four decades of combined experience and serv...
LPL Financial Launches Cash Management Account to Seamlessly Integrate...
LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the launch of its Cash Management Account (CMA), a solution designed to simplify clients’ financial lives by integrating traditional banking features with investing. The CMA combines the convenience of modern banking features with the strategic benefits of investment flexibility. Clients can manage un...
Stifel to Present at the Wolfe Research Wealth Symposium
Stifel to Present at the Wolfe Research Wealth Symposium ST. LOUIS, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced its participation in the Wolfe Research Wealth Symposium on Thursday, November 13, 2025. Ron Kruszewski, Chairman and CEO, is scheduled to present at 1:15 p.m. Eastern time. A live audio webcast and a copy of the presentation materials will be available directly through the Investor Relations section of the company’s website, , on November 13, 2025. For those who cannot listen to the live broadcast, an audio replay will also be available ...
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Pref...
Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend ST. LOUIS, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.46 per share, payable December 15, 2025, to shareholders of record at the close of business on December 1, 2025. The Board of Directors also declared a quarterly cash dividend on the outstanding shares of its 6.25% Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), 6.125% Non...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
YNDX YANDEX NV CLASS A
WDC WESTERN DIGITAL CORPORATION
TTMI TTM TECHNOLOGIES INC.
RUN SUNRUN INC.
OSIS OSI SYSTEMS INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
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MMSI MERIT MEDICAL SYSTEMS INC.
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BRKR BRUKER CORPORATION
AXTI AXT INC.
ASPN ASPEN AEROGELS
GASS STEALTHGAS
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AUP AURINIA PHARMACEUTICALS INC.
NVT NINH VAN BAY REAL ESTATE
ATEC ALPHATEC HOLDINGS INC.
BIO BIO-RAD LABORATORIES INC. CLASS A
FSLR FIRST SOLAR INC.
LPLA LPL FINANCIAL HOLDINGS INC.
TWLO TWILIO INC. CLASS A
HCC WARRIOR MET COAL INC.
BTU PEABODY ENERGY CORPORATION
NEXA NEXA RESOURCES S.A.
AMRX AMNEAL PHARMACEUTICALS INC. CLASS A
OPXSD OPTEX SYSTEMS HOLDINGS INC
CSTL CASTLE BIOSCIENCES
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AMR ALPHA METALLURGICAL RESOURCES INC
CGEM CULLINAN ONCOLOGY INC
MMED MIND MEDICINE MINDMED
MRVL MARVELL TECHNOLOGY INC
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NVTS NAVITAS SEMICONDUCTOR CORP
APG API GROUP CORP
JOBY JOBY AVIATION INC
SPXC SPX TECHNOLOGIES INC
IE IVANHOE ELECTRIC INC
AMPX AMPRIUS TECHNOLOGIES INC
DUOT DUOS TECHNOLOGIES GROUP INC
IMPP IMPERIAL PETE INC
LAES SEALSQ CORP
LXEO LEXEO THERAPEUTICS INC
METC RAMACO RESOURCES INC.
RAPP RAPPORT THERAPEUTICS INC
TOYO TOYO CO LTD
CLNN CLENE INC
FCEL FUELCELL ENERGY INC.
QUIK QUICKLOGIC CORP
GSAT GLOBALSTAR INC.
ACA ALDA CAPITAL CORP COM
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advi...
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms Platform enhancements build on the most competitive advisory offering in the industry SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, delivering meaningful savings in high-demand programs and helping advisors expand access to high-value investment solutions. Effective July 1, 2026, fees will be lowered for advisors across LPL’s Strategic Asset Management (SAM) and Model...
LPL Financial Announces Third Quarter 2025 Results
LPL Financial Announces Third Quarter 2025 Results Key Financial Results: Net loss was $30 million, translating to diluted loss per share ("EPS") of $0.37 This included $419 million, or $5.21 per share, of one-time acquisition costs incurred at the closing of the Commonwealth Financial Network ("Commonwealth") acquisition Adjusted EPS* increased 25% year-over-year to $5.20 Gross profit* increased 31% year-over-year to $1,479 millionCore G&A* increased 33% year-over-year to $477 millionAdjusted pre-tax income* increased 35% year-over-year to $569 million ...
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