LPL Financial Holdings Inc (NASDAQ:LPLA)

Data as of Oct 23
 +1.04 / +2.58%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of LPLA through the 78.43% 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 June 2014, these large investors purchased a net $86.0 thousand shares.
Other institutional44.41%
Mutual fund holders34.02%
Individual stakeholders27.06%

Largest Quarterly Institutional

Latest Institutional Activity

8/31/2014STRATEGIC ADVISERS, INC.  Bought 15.0 Thousand shares of LPL Financial Holdings In...
7/31/2014TAMIR FISHMAN MUTUAL FUNDS LTD.  Bought 3.6 Thousand shares of LPL Financial Holdings In...
7/31/2014CAMBRIA INVESTMENT MANAGEMENT, I...  Bought 2.7 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

Total value ($)Shares
bought / sold
Lone Pine Capital LLC8.49%8,518,366392,270,75400.00%
FPR Partners LLC7.78%7,811,348359,712,575+1,278,500+19.57%
T. Rowe Price Associates, Inc.7.69%7,722,304355,612,099+1,165,908+17.78%
Janus Capital Management LLC5.00%5,021,693231,248,963+196,500+4.07%
The Vanguard Group, Inc.4.63%4,649,803214,123,428+88,032+1.93%
William Blair & Co. LLC (Investme...3.85%3,859,690177,738,725+689,559+21.75%
Stockbridge Partners LLC3.11%3,124,393143,878,298+904,597+40.75%
Artisan Partners LP2.96%2,970,708136,801,103-77,306-2.54%
BlackRock Fund Advisors2.74%2,753,321126,790,432+301,288+12.29%
Fairview Capital Investment Manag...2.47%2,482,824114,334,045+62,800+2.60%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Growth Fund2.99%3,000,000138,150,000+500,000+20.00%
Invesco Small Cap Value Fund2.23%2,239,753103,140,62600.00%
Artisan Mid Cap Fund1.75%1,751,50980,656,989-31,859-1.79%
Akre Focus Fund1.71%1,715,00078,975,75000.00%
Vanguard Mid Cap Index Fund1.45%1,459,78167,222,915+13,231+0.91%
Janus Enterprise Fund1.36%1,361,19862,683,168-19,579-1.42%
Vanguard Total Stock Market Index...1.34%1,347,60562,057,210+17,259+1.30%
Janus Triton Fund1.25%1,253,07657,704,150-40,719-3.15%
Principal Investors - Mid Cap Fun...0.90%899,39841,417,278-367,128-28.99%
Meridian Growth Fund0.81%811,76237,381,64000.00%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.