LPL Financial Holdings Inc (NASDAQ:LPLA)

During the Trading Day
44.99 +0.20 / +0.45%
As of 4:00pm ET
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44.99 0.00 / 0.00%
 
Volume: 5.1K
Institutional investors hold a majority ownership of LPLA through the 83.12% 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 $1.5 million shares.
Other institutional47.23%
Mutual fund holders35.89%
Individual stakeholders28.17%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014SPO PARTNERS & CO.  Bought 5.5 Million shares of LPL Financial Holdings In...
12/31/2014CITADEL ADVISORS LLC  Bought 1.8 Million shares of LPL Financial Holdings In...
12/31/2014FRANKLIN ADVISERS, INC.  Bought 1.4 Million 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.8.82%8,515,217381,992,635+668,909+8.53%
FPR Partners LLC8.44%8,142,862365,288,789+331,514+4.24%
SPO Partners & Co.5.73%5,526,900247,936,734+5,526,900--
Janus Capital Management LLC5.63%5,430,130243,595,632+456,784+9.18%
The Vanguard Group, Inc.5.03%4,853,243217,716,481+88,553+1.86%
William Blair & Co. LLC (Investme...4.40%4,245,065190,433,616+394,576+10.25%
Fairview Capital Investment Manag...3.54%3,413,624153,135,173+350,000+11.42%
BlackRock Fund Advisors3.00%2,891,775129,725,027+115,485+4.16%
Stockbridge Partners LLC2.86%2,760,190123,822,123+65,458+2.43%
Invesco Advisers, Inc.2.61%2,516,782112,902,841+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 Fund3.63%3,500,000157,010,000+500,000+16.67%
Invesco Small Cap Value Fund2.53%2,436,553109,303,76800.00%
Akre Focus Fund1.78%1,715,00076,934,90000.00%
Vanguard Mid Cap Index Fund1.58%1,527,59168,527,732+28,592+1.91%
Janus Triton Fund1.55%1,491,35866,902,320+237,286+18.92%
Vanguard Total Stock Market Index...1.51%1,459,86365,489,454+17,503+1.21%
Janus Enterprise Fund1.42%1,368,97961,412,398+16,275+1.20%
American Century Mid Cap Value Fu...1.31%1,260,22756,533,783+379,475+43.09%
Meridian Growth Fund1.24%1,193,18853,526,414+368,946+44.76%
Janus Venture Fund0.83%802,87336,016,883+125,674+18.56%

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