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LPL Financial Holdings Inc (NASDAQ:LPLA)

16.59
BATS BZX Real-Time Price
As of 2:24pm ET
 -8.67 / -34.32%
Today’s Change
15.38
Today|||52-Week Range
48.18
-61.10%
Year-to-Date
Institutional investors purchased a net $3.6 million shares of LPLA during the quarter ended September 2015 and now own 102.62% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Banks/Brokers industry and highlights that the smart money sees this stock as an important holding.
Other institutional64.73%
Mutual fund holders37.89%
Individual stakeholders23.90%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/13/2016MARCATO CAPITAL MANAGEMENT LP  Bought 3.8 Million shares of LPL Financial Holdings In...
12/31/2015CLARKSTON CAPITAL PARTNERS LLC  Bought 464.9 Thousand shares of LPL Financial Holdings In...
12/31/2015COOKE & BIELER LP  Bought 130.0 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 LLC11.05%10,491,818319,161,104+878,742+9.14%
SPO Partners & Co.9.17%8,710,936264,986,673-63,864-0.73%
T. Rowe Price Associates, Inc.8.37%7,954,052241,962,262-71,690-0.89%
Janus Capital Management LLC6.77%6,430,433195,613,772+33,820+0.53%
The Vanguard Group, Inc.5.63%5,351,576162,794,942+126,984+2.43%
First Pacific Advisors LLC4.62%4,392,110133,607,986+1,725,510+64.71%
Marcato Capital Management LP4.62%4,388,985133,512,924+3,838,985+698.00%
Invesco Advisers, Inc.4.62%4,386,382133,433,740-2,100-0.05%
Stockbridge Partners LLC4.16%3,949,238120,135,820+785,730+24.84%
Morgan Stanley & Co. LLC3.77%3,584,804109,049,738-167,667-4.47%

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 Fund3.68%3,500,000106,470,00000.00%
Invesco Small Cap Value Fund2.59%2,463,25374,932,156-650,300-20.89%
Janus Enterprise Fund2.41%2,288,66069,621,037+148,178+6.92%
Principal Investors - Mid Cap Fun...2.08%1,974,53960,065,476+209,500+11.87%
Janus Triton Fund1.72%1,636,30949,776,520+85,137+5.49%
Vanguard Total Stock Market Index...1.55%1,469,53044,703,103+7,690+0.53%
Meridian Growth Fund1.32%1,257,05838,239,70400.00%
Janus Venture Fund0.96%909,73127,674,017+2,869+0.32%
Vanguard Mid Cap Index Fund0.92%869,46926,449,247+20,092+2.37%
Vanguard Extended Market Index Fu...0.90%851,73525,909,779+13,150+1.57%