Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

LPL Financial Holdings Inc (NASDAQ:LPLA)

40.53
Delayed Data
As of Feb 17
 +0.14 / +0.35%
Today’s Change
17.90
Today|||52-Week Range
42.86
+15.11%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 88.57% 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 2016, these large investors purchased a net $6.4 million shares.
Other institutional50.56%
Mutual fund holders38.01%
Individual stakeholders27.84%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016LAURION CAPITAL MANAGEMENT LP  Bought 1.8 Million shares of LPL Financial Holdings In...
12/31/2016MILLENNIUM MANAGEMENT LLC  Bought 1.1 Million shares of LPL Financial Holdings In...
12/31/2016THE VANGUARD GROUP, INC.  Bought 1.0 Million shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SPO Partners & Co.9.68%8,633,626339,301,50200.00%
FPR Partners LLC8.94%7,971,736313,289,225-4,000,000-33.41%
Janus Capital Management LLC8.88%7,915,200311,067,360+326,180+4.30%
The Vanguard Group, Inc.7.64%6,815,353267,843,373+1,032,840+17.86%
Fairview Capital Investment Manag...5.23%4,659,172183,105,460-1,153,598-19.85%
First Pacific Advisors LLC5.14%4,586,490180,249,057+20,800+0.46%
BlackRock Fund Advisors3.63%3,235,206127,143,596+244,752+8.18%
Arrowpoint Asset Management LLC3.42%3,050,902119,900,449-40,243-1.30%
Clarkston Capital Partners LLC3.26%2,901,850114,042,705-532,735-15.51%
Stockbridge Partners LLC3.16%2,818,386110,762,570-1,154,487-29.06%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
FPA Crescent Fund4.67%4,165,970163,722,62100.00%
Janus Enterprise Fund4.01%3,571,201140,348,199-7,201-0.20%
Invesco Small Cap Value Fund2.25%2,004,81978,789,387-272,241-11.96%
Janus Triton Fund2.05%1,826,94871,799,056-3,323-0.18%
Vanguard Small Cap Index Fund2.01%1,794,36170,518,387+214,959+13.61%
Vanguard Total Stock Market Index...1.91%1,699,32766,783,551+187,189+12.38%
Vanguard Small Cap Value Index Fu...1.32%1,173,13546,104,206+38,457+3.39%
Vanguard Explorer Fund1.26%1,126,60744,275,655+181,179+19.16%
Clarkston Partners Fund (The)1.19%1,060,00041,658,00000.00%
Meridian Growth Fund1.08%966,80837,995,55400.00%