LPL Financial Holdings Inc (NASDAQ:LPLA)

60.48
Delayed Data
As of Apr 25
 -0.55 / -0.90%
Today’s Change
37.92
Today|||52-Week Range
66.64
+5.85%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 92.62% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Banks/Brokers industry. Last, during the quarter ended December 2017, these large investors purchased a net $607.2 thousand shares.
Mutual fund holders46.82%
Other institutional45.80%
Individual stakeholders26.11%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018EAGLE ASSET MANAGEMENT, INC.  Bought 51.0 Thousand shares of LPL Financial Holdings In...
3/31/2018JAMES INVESTMENT RESEARCH, INC.  Bought 32.3 Thousand shares of LPL Financial Holdings In...
3/31/2018USA FINANCIAL PORTFORMULAS CORP.  Bought 17.6 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Henderson Global Investors Ltd.10.68%9,611,614586,981,267+243,208+2.60%
The Vanguard Group, Inc.10.40%9,363,433571,824,853+141,128+1.53%
SPO Partners & Co.7.73%6,961,426425,134,28600.00%
First Pacific Advisors LLC4.69%4,224,080257,964,566-313,600-6.91%
BlackRock Fund Advisors4.15%3,734,740228,080,572+203,453+5.76%
Fairview Capital Investment Manag...3.83%3,450,303210,710,004-481,398-12.24%
ArrowMark Colorado Holdings LLC3.43%3,083,639188,317,834-121,146-3.78%
Invesco Advisers, Inc.2.55%2,291,550139,944,959-24,800-1.07%
Clarkston Capital Partners LLC2.45%2,201,960134,473,697-108,885-4.71%
Samlyn Capital LLC2.14%1,923,215117,450,740-285,165-12.91%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Henderson Enterprise Fund4.83%4,344,557265,322,096-14,799-0.34%
FPA Crescent Fund4.26%3,834,980234,202,229-330,990-7.95%
Janus Henderson Triton Fund2.81%2,528,001154,385,021-174-0.01%
Vanguard Total Stock Market Index...2.34%2,105,421128,578,060+15,177+0.73%
Vanguard Small Cap Index Fund2.27%2,044,887124,881,249+22,881+1.13%
Invesco Small Cap Value Fund1.81%1,633,31999,746,791-27,900-1.68%
Vanguard Small Cap Value Index Fu...1.44%1,294,05479,027,878-8,877-0.68%
Vanguard Explorer Fund1.43%1,286,13778,544,387-111,245-7.96%
Government Pension Fund - Global ...1.42%1,277,81178,035,918+59,004+4.84%
Vanguard Extended Market Index Fu...1.30%1,169,50471,421,609+14,302+1.24%