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)

35.86
Delayed Data
As of Dec 09
 -0.05 / -0.14%
Today’s Change
15.38
Today|||52-Week Range
46.84
-15.92%
Year-to-Date
The 95.86% of LPLA shares held by institutional investors is a greater percentage than is typically held for stocks in the Investment Banks/Brokers industry.
Other institutional54.42%
Mutual fund holders41.44%
Individual stakeholders28.78%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016JANUS CAPITAL MANAGEMENT LLC  Bought 1.1 Million shares of LPL Financial Holdings In...
9/30/2016THE VANGUARD GROUP, INC.  Bought 405.8 Thousand shares of LPL Financial Holdings In...
9/30/2016FIRST TRUST ADVISORS LP  Bought 281.8 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 LLC13.44%11,971,736370,644,94700.00%
SPO Partners & Co.9.69%8,633,626267,297,06100.00%
Janus Capital Management LLC8.52%7,589,020234,956,059+1,106,942+17.08%
T. Rowe Price Associates, Inc.6.94%6,177,463191,254,254+265,065+4.48%
Fairview Capital Investment Manag...6.53%5,812,770179,963,359-25,542-0.44%
The Vanguard Group, Inc.6.49%5,782,513179,026,602+405,827+7.55%
First Pacific Advisors LLC5.13%4,565,690141,353,762+120+0.00%
Invesco Advisers, Inc.4.64%4,128,648127,822,94200.00%
Stockbridge Partners LLC4.46%3,972,873123,000,14800.00%
Clarkston Capital Partners LLC3.86%3,434,585106,334,752+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%4,187,800129,654,288+4,187,800--
FPA Crescent Fund4.68%4,165,970128,978,43100.00%
Janus Enterprise Fund4.02%3,578,402110,787,326+1,070,279+42.67%
Invesco Small Cap Value Fund3.40%3,027,71993,738,18000.00%
Janus Triton Fund2.05%1,826,94856,562,310-3,323-0.18%
Vanguard Small Cap Index Fund1.74%1,549,00247,957,102+13,426+0.87%
Vanguard Total Stock Market Index...1.67%1,489,34146,109,997+1,715+0.12%
Clarkston Partners Fund (The)1.19%1,060,00032,817,600+140,000+15.22%
Meridian Growth Fund1.09%966,80829,932,37600.00%
Vanguard Explorer Fund1.06%945,42829,270,451+45,047+5.00%