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LPL Financial Holdings Inc (NASDAQ:LPLA)

49.49
BATS BZX Real-Time Price
As of 10:47am ET
 +0.19 / +0.39%
Today’s Change
34.01
Today|||52-Week Range
53.92
+40.56%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 92.41% 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 September 2017, these large investors purchased a net $402.6 thousand shares.
Mutual fund holders47.06%
Other institutional45.36%
Individual stakeholders27.66%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017FIDELITY MANAGEMENT & RESEARCH C...  Bought 1.3 Million shares of LPL Financial Holdings In...
9/30/2017GOLDMAN SACHS & CO. LLC (PRIVATE...  Bought 900.4 Thousand shares of LPL Financial Holdings In...
9/30/2017JUNTO CAPITAL MANAGEMENT LP  Bought 826.2 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.10.42%9,376,323465,159,384+154,018+1.67%
Henderson Global Investors Ltd.10.41%9,368,406464,766,622-33,420-0.36%
SPO Partners & Co.7.74%6,961,426345,356,344-1,224,600-14.96%
First Pacific Advisors LLC5.04%4,537,680225,114,305-11,670-0.26%
Fairview Capital Investment Manag...4.37%3,931,701195,051,687-413,607-9.52%
BlackRock Fund Advisors3.93%3,531,287175,187,148+191,636+5.74%
ArrowMark Colorado Holdings LLC3.56%3,204,785158,989,384-276,388-7.94%
Balyasny Asset Management LP2.72%2,451,164121,602,246+700,149+39.99%
Invesco Advisers, Inc.2.57%2,316,350114,914,124-214,500-8.48%
Clarkston Capital Partners LLC2.57%2,310,845114,641,020-306,470-11.71%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Enterprise Fund4.84%4,353,745215,989,289+156,708+3.73%
FPA Crescent Fund4.63%4,165,970206,673,77200.00%
Janus Triton Fund2.81%2,529,251125,476,142+291,039+13.00%
Vanguard Total Stock Market Index...2.34%2,101,294104,245,195+80,925+4.01%
Vanguard Small Cap Index Fund2.28%2,047,462101,574,590+57,423+2.89%
Invesco Small Cap Value Fund1.85%1,661,21982,413,075-25,968-1.54%
Vanguard Explorer Fund1.65%1,486,29773,735,194+107,515+7.80%
Vanguard Small Cap Value Index Fu...1.47%1,318,37765,404,683+20,272+1.56%
Government Pension Fund - Global ...1.36%1,218,80760,465,015+1,218,807--
Vanguard Extended Market Index Fu...1.23%1,104,78654,808,433+80,471+7.86%