LPL Financial Holdings Inc (NASDAQ:LPLA)

40.70
Delayed Data
As of May 05
 -0.105 / -0.26%
Today’s Change
38.34
Today|||52-Week Range
53.97
-8.64%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 82.88% 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 2014, these large investors purchased a net $1.1 million shares.
Other institutional45.53%
Mutual fund holders37.35%
Individual stakeholders28.12%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 111.5 Thousand shares of LPL Financial Holdings In...
3/31/2015PRINCIPAL MANAGEMENT CORP.  Bought 43.7 Thousand shares of LPL Financial Holdings In...
3/31/2015CLEAR HARBOR ASSET MANAGEMENT LL...  Bought 7.5 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.8.81%8,515,217373,477,418+668,909+8.53%
FPR Partners LLC8.42%8,142,862357,145,927+331,514+4.24%
SPO Partners & Co.5.72%5,526,900242,409,834+5,526,900--
Janus Capital Management LLC5.62%5,430,130238,165,502+456,784+9.18%
The Vanguard Group, Inc.5.02%4,853,243212,863,238+88,553+1.86%
William Blair & Co. LLC (Investme...4.39%4,245,065186,188,551+394,576+10.25%
Fairview Capital Investment Manag...3.53%3,413,624149,721,549+350,000+11.42%
BlackRock Fund Advisors2.99%2,891,775126,833,252+115,485+4.16%
Stockbridge Partners LLC2.86%2,760,190121,061,933+65,458+2.43%
Invesco Advisers, Inc.2.60%2,516,782110,386,059+218,000+9.48%

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 Fund3.62%3,500,000153,510,000+500,000+16.67%
Invesco Small Cap Value Fund2.52%2,436,553106,867,21500.00%
Akre Focus Fund1.77%1,715,00075,219,90000.00%
Vanguard Mid Cap Index Fund1.62%1,568,73468,804,673+22,983+1.49%
Janus Triton Fund1.54%1,491,35865,410,962+237,286+18.92%
Vanguard Total Stock Market Index...1.52%1,470,01364,474,770+10,150+0.70%
Janus Enterprise Fund1.42%1,368,97960,043,419+16,275+1.20%
American Century Mid Cap Value Fu...1.30%1,260,22755,273,556+379,475+43.09%
Meridian Growth Fund1.23%1,193,18852,333,226+368,946+44.76%
T Rowe Price Institutional Mid Ca...0.83%803,00035,219,580+156,000+24.11%

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