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LPL Financial Holdings Inc (NASDAQ:LPLA)

26.40
Delayed Data
As of 4:00pm ET
 +0.33 / +1.27%
Today’s Change
15.38
Today|||52-Week Range
48.18
-38.10%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 105.34% 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 2015, these large investors purchased a net $7.1 million shares.
Other institutional69.53%
Mutual fund holders35.81%
Individual stakeholders25.69%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

4/07/2016FAIRVIEW CAPITAL INVESTMENT MANA...  Bought 1.9 Million shares of LPL Financial Holdings In...
3/31/2016SIMPLEX TRADING LLC  Bought 27.7 Thousand shares of LPL Financial Holdings In...
3/31/2016EAGLE ASSET MANAGEMENT, INC.  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
FPR Partners LLC13.29%11,826,707293,302,334+1,334,889+12.72%
SPO Partners & Co.9.63%8,570,936212,559,213-140,000-1.61%
T. Rowe Price Associates, Inc.9.12%8,111,518201,165,646+157,466+1.98%
Janus Capital Management LLC7.45%6,629,364164,408,227+198,931+3.09%
Fairview Capital Investment Manag...6.22%5,532,462137,205,058+1,923,073+53.28%
The Vanguard Group, Inc.6.02%5,351,576132,719,085+126,984+2.43%
First Pacific Advisors LLC5.07%4,508,600111,813,280+116,490+2.65%
Marcato Capital Management LP4.93%4,388,985108,846,828-1,657,871-27.42%
Stockbridge Partners LLC4.44%3,949,23897,941,10200.00%
Invesco Advisers, Inc.3.72%3,312,25982,144,023-1,074,123-24.49%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Enterprise Fund2.83%2,520,98562,520,428+232,325+10.15%
Invesco Small Cap Value Fund2.77%2,463,25361,088,67400.00%
Principal Investors - Mid Cap Fun...2.22%1,974,53948,968,567+209,500+11.87%
Janus Triton Fund1.83%1,627,71440,367,307-8,595-0.53%
Vanguard Small Cap Index Fund1.83%1,626,14140,328,297+807,212+98.57%
Vanguard Total Stock Market Index...1.73%1,538,39638,152,221+4,393+0.29%
T Rowe Price Mid Cap Growth Fund1.69%1,500,00037,200,000-2,000,000-57.14%
Vanguard Small Cap Value Index Fu...1.04%927,14122,993,097+458,475+97.83%
Janus Venture Fund1.02%909,26122,549,673-470-0.05%
Vanguard Extended Market Index Fu...0.94%835,90020,730,320+19,360+2.37%