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LPL Financial Holdings Inc (NASDAQ:LPLA)

38.39
Delayed Data
As of Jan 20
 +0.37 / +0.97%
Today’s Change
15.38
Today|||52-Week Range
42.86
+9.03%
Year-to-Date
The 95.79% of LPLA shares held by institutional investors is a greater percentage than is typically held for stocks in the Investment Banks/Brokers industry.
Other institutional53.76%
Mutual fund holders42.04%
Individual stakeholders28.80%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016FOX RUN MANAGEMENT LLC  Bought 12.5 Thousand shares of LPL Financial Holdings In...
11/30/2016NYL INVESTORS LLC  Bought 5.5 Thousand shares of LPL Financial Holdings In...
11/30/2016VANGUARD INVESTMENTS AUSTRALIA L...  Bought 3.8 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 LLC13.43%11,971,736421,524,82500.00%
SPO Partners & Co.9.68%8,633,626303,989,97100.00%
Janus Capital Management LLC8.51%7,589,020267,209,394+1,106,942+17.08%
T. Rowe Price Associates, Inc.6.93%6,177,463217,508,472+265,065+4.48%
Fairview Capital Investment Manag...6.52%5,812,770204,667,632-25,542-0.44%
The Vanguard Group, Inc.6.49%5,782,513203,602,283+405,827+7.55%
First Pacific Advisors LLC5.12%4,565,690160,757,945+120+0.00%
Invesco Advisers, Inc.4.63%4,128,648145,369,69600.00%
Stockbridge Partners LLC4.46%3,972,873139,884,85800.00%
Clarkston Capital Partners LLC3.85%3,434,585120,931,738+122,650+3.70%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Mid Cap Value Fund4.70%4,187,800147,452,438+4,187,800--
FPA Crescent Fund4.67%4,165,970146,683,80400.00%
Janus Enterprise Fund4.01%3,578,402125,995,534+1,070,279+42.67%
Invesco Small Cap Value Fund2.55%2,277,06080,175,283-750,659-24.79%
Janus Triton Fund2.05%1,826,94864,326,839-3,323-0.18%
Vanguard Small Cap Index Fund2.01%1,794,36163,179,451+214,959+13.61%
Vanguard Total Stock Market Index...1.91%1,699,32759,833,304+187,189+12.38%
Vanguard Small Cap Value Index Fu...1.27%1,134,67839,952,012+162,724+16.74%
Clarkston Partners Fund (The)1.19%1,060,00037,322,60000.00%
Meridian Growth Fund1.08%966,80834,041,31000.00%