Updated: May 19, 2026

James S Putnam

LPLALPL Financial Holdings Inc.SEC CIK: 0001405298
Estimated Net Worth
$322 Million0.5%vs Last Year
Last Updated: May 19, 2026 11:36 PM EST

Transaction Summary

Total Transactions75
Buy-Sell Ratio3.35
Buy Transactions57
Sell Transactions17

Transaction Volume

Total Volume$41.94M
Net Volume-$41.28M
Buy Volume$328.19K
Sell Volume$41.61M

Trade Analysis

AVG Trade Size$559.14K
Largest Trade$13.71M
Most Active MonthMay
Most Active Year2013

Trading Sentiment

OverallBearish
Recent TradeSelling
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

James S Putnam has an estimated net worth of $322 Million. This is based on reported shares in LPL Financial Holdings Inc..



2023 was James S Putnam's most active year for acquiring shares with 10 total transactions. James S Putnam's most active month to acquire stocks was the month of April. 2013 was James S Putnam's most active year for disposing of shares, totalling 21 transactions. James S Putnam's most active month to dispose stocks was the month of October. 2010 saw James S Putnam paying a total of $1,119,746.60 for 734,700 shares, this is the most they've acquired in one year. In 2010 James S Putnam cashed out on 1,228,997 shares for a total of $14,828,910.00, their largest year based on trade value.

Holdings & Transactions

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