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)

47.15
Delayed Data
As of Jul 31
 +0.06 / +0.13%
Today’s Change
38.34
Today|||52-Week Range
49.73
+5.84%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 91.28% 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 March 2015, these large investors purchased a net $5.8 million shares.
Other institutional50.43%
Mutual fund holders40.85%
Individual stakeholders28.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015BOSTON TRUST & INVESTMENT MANAGE...  Bought 243.4 Thousand shares of LPL Financial Holdings In...
6/30/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 111.3 Thousand shares of LPL Financial Holdings In...
6/30/2015CLEAR HARBOR ASSET MANAGEMENT LL...  Bought 43.6 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 LLC10.00%9,613,076446,911,903+79,100+0.83%
T. Rowe Price Associates, Inc.8.38%8,050,762374,279,925-464,455-5.45%
Janus Capital Management LLC6.45%6,198,860288,185,001+768,730+14.16%
SPO Partners & Co.6.10%5,866,200272,719,638+339,300+6.14%
The Vanguard Group, Inc.5.28%5,075,305235,950,929+222,062+4.58%
William Blair & Co. LLC (Investme...4.65%4,472,884207,944,377+227,819+5.37%
Invesco Advisers, Inc.4.58%4,398,582204,490,077+1,881,800+74.77%
Stockbridge Partners LLC3.74%3,594,013167,085,664+833,823+30.21%
Fairview Capital Investment Manag...3.56%3,417,424158,876,042+3,800+0.11%
BlackRock Fund Advisors3.04%2,925,171135,991,200+33,396+1.15%

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 Fund3.64%3,500,000162,715,00000.00%
Invesco Small Cap Value Fund3.24%3,113,553144,749,07900.00%
Janus Enterprise Fund2.02%1,944,18690,385,207+575,207+42.02%
Principal Investors - Mid Cap Fun...1.84%1,765,03982,056,663+1,049,435+146.65%
Vanguard Mid Cap Index Fund1.70%1,628,56275,711,847+5,986+0.37%
American Century Mid Cap Value Fu...1.56%1,494,25169,467,729+234,024+18.57%
Akre Focus Fund1.53%1,465,18568,116,451-249,815-14.57%
Vanguard Total Stock Market Index...1.53%1,465,37268,125,144-628-0.04%
Janus Triton Fund1.52%1,459,50867,852,527-31,850-2.14%
Meridian Growth Fund1.24%1,193,18855,471,31000.00%