LPL Financial Holdings Inc (NASDAQ:LPLA)

During the Trading Day
48.08 -0.34 / -0.70%
Data as of 4:14pm ET
Day’s Change
During After-Hours   Switch to standard view »
48.08 0.00 / 0.00%
 
Volume: 8.1K
Institutional investors hold a majority ownership of LPLA through the 78.49% 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 $182.0 thousand shares.
Other institutional44.65%
Mutual fund holders33.85%
Individual stakeholders27.06%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014AMERICAN CENTURY INVESTMENT MANA...  Bought 1.3 Million shares of LPL Financial Holdings In...
6/30/2014FPR PARTNERS LLC  Bought 1.3 Million shares of LPL Financial Holdings In...
6/30/2014T. ROWE PRICE ASSOCIATES, INC.  Bought 1.2 Million shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Lone Pine Capital LLC8.49%8,518,366414,759,24100.00%
FPR Partners LLC7.78%7,811,348380,334,534+1,278,500+19.57%
T. Rowe Price Associates, Inc.7.69%7,722,304375,998,982+1,165,908+17.78%
Janus Capital Management LLC5.00%5,021,693244,506,232+196,500+4.07%
The Vanguard Group, Inc.4.63%4,649,803226,398,908+88,032+1.93%
William Blair & Co. LLC (Investme...3.85%3,859,690187,928,306+689,559+21.75%
Stockbridge Partners LLC3.11%3,124,393152,126,695+904,597+40.75%
Artisan Partners LP2.96%2,970,708144,643,773-77,306-2.54%
BlackRock Fund Advisors2.74%2,753,321134,059,199+301,288+12.29%
Fairview Capital Investment Manag...2.47%2,482,824120,888,701+62,800+2.60%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Mid Cap Growth Fund2.99%3,000,000146,070,000+500,000+20.00%
Invesco Small Cap Value Fund2.23%2,239,753109,053,574+167,600+8.09%
Artisan Mid Cap Fund1.75%1,751,50985,280,973-31,859-1.79%
Akre Focus Fund1.71%1,715,00083,503,35000.00%
Vanguard Mid Cap Index Fund1.44%1,446,55070,432,520+12,778+0.89%
Janus Enterprise Fund1.36%1,361,19866,276,731-19,579-1.42%
Vanguard Total Stock Market Index...1.34%1,347,60565,614,887+17,259+1.30%
Janus Triton Fund1.25%1,253,07661,012,270-40,719-3.15%
Principal Investors - Mid Cap Fun...0.90%899,39843,791,689-367,128-28.99%
Meridian Growth Fund0.81%811,76239,524,69200.00%

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