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LPL Financial Holdings Inc (NASDAQ:LPLA)

39.01
Delayed Data
As of Apr 21
 -0.16 / -0.41%
Today’s Change
20.51
Today|||52-Week Range
42.86
+10.79%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 88.89% 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 2016, these large investors purchased a net $5.3 million shares.
Other institutional49.83%
Mutual fund holders39.06%
Individual stakeholders27.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017FIRST ASSET INVESTMENT MANAGEMEN...  Bought 22.8 Thousand shares of LPL Financial Holdings In...
3/31/2017ALPHA WINDWARD LLC  Bought 11.8 Thousand shares of LPL Financial Holdings In...
1/31/2017VERICIMETRY ADVISORS LLC  Bought 8.3 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SPO Partners & Co.9.59%8,633,626343,877,32400.00%
FPR Partners LLC8.85%7,971,736317,514,245-4,000,000-33.41%
Janus Capital Management LLC8.79%7,915,200315,262,416+326,180+4.30%
The Vanguard Group, Inc.7.57%6,815,353271,455,510+1,032,840+17.86%
Fairview Capital Investment Manag...5.17%4,659,172185,574,821-1,153,598-19.85%
First Pacific Advisors LLC5.09%4,586,490182,679,897+20,800+0.46%
BlackRock Fund Advisors3.59%3,235,206128,858,255+244,752+8.18%
ArrowMark Colorado Holdings LLC3.39%3,050,902121,517,427-40,243-1.30%
Clarkston Capital Partners LLC3.22%2,901,850115,580,686-532,735-15.51%
Stockbridge Partners LLC3.13%2,818,386112,256,314-1,154,487-29.06%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
FPA Crescent Fund4.63%4,165,970165,930,58500.00%
Janus Enterprise Fund3.97%3,571,201142,240,936-7,201-0.20%
Invesco Small Cap Value Fund2.23%2,004,81979,851,94100.00%
Vanguard Small Cap Index Fund2.09%1,879,16074,846,943+28,788+1.56%
Vanguard Total Stock Market Index...2.06%1,852,95573,803,198+118,568+6.84%
Janus Triton Fund2.05%1,842,68773,394,223+15,739+0.86%
Vanguard Small Cap Value Index Fu...1.35%1,219,35948,567,069+31,901+2.69%
Government Pension Fund - Global ...1.35%1,218,80748,545,083+640,947+110.92%
Vanguard Explorer Fund1.25%1,126,60744,872,757+181,179+19.16%
Clarkston Partners Fund (The)1.09%985,00039,232,550-75,000-7.08%