LPL Financial Holdings Inc (NASDAQ:LPLA)

45.13
Data as of Dec 24
 +0.12 / +0.27%
Today’s Change
38.34
Today|||52-Week Range
56.45
-4.08%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 79.55% 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 September 2014, these large investors purchased a net $173.5 thousand shares.
Other institutional44.93%
Mutual fund holders34.62%
Individual stakeholders27.49%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014CITADEL ADVISORS LLC  Bought 641.4 Thousand shares of LPL Financial Holdings In...
9/30/2014AMERICAN CENTURY INVESTMENT MANA...  Bought 598.9 Thousand shares of LPL Financial Holdings In...
9/30/2014FAIRVIEW CAPITAL INVESTMENT MANA...  Bought 580.8 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Lone Pine Capital LLC8.62%8,518,366363,478,67700.00%
T. Rowe Price Associates, Inc.7.94%7,846,308334,801,962+124,004+1.61%
FPR Partners LLC7.91%7,811,348333,310,21900.00%
Janus Capital Management LLC5.03%4,973,346212,212,674-48,347-0.96%
The Vanguard Group, Inc.4.82%4,764,690203,309,322+114,887+2.47%
William Blair & Co. LLC (Investme...3.90%3,850,489164,300,366-9,201-0.24%
Fairview Capital Investment Manag...3.10%3,063,624130,724,836+580,800+23.39%
BlackRock Fund Advisors2.81%2,776,290118,464,294+22,969+0.83%
Stockbridge Partners LLC2.73%2,694,732114,984,214-429,661-13.75%
Artisan Partners LP2.47%2,443,188104,250,832-527,520-17.76%

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 Fund3.04%3,000,000128,010,00000.00%
Invesco Small Cap Value Fund2.27%2,239,75395,570,26100.00%
Akre Focus Fund1.74%1,715,00073,179,05000.00%
Vanguard Mid Cap Index Fund1.51%1,493,62063,732,765+14,686+0.99%
Artisan Mid Cap Fund1.46%1,439,45861,421,673-312,051-17.82%
Vanguard Total Stock Market Index...1.43%1,409,75560,154,246+4,795+0.34%
Janus Enterprise Fund1.37%1,352,70457,719,880-8,494-0.62%
Janus Triton Fund1.27%1,254,07253,511,252+996+0.08%
American Century Mid Cap Value Fu...0.89%880,75237,581,688+292,409+49.70%
Principal Investors - Mid Cap Fun...0.88%865,39836,926,533-34,000-3.78%

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