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LPL Financial Holdings Inc (NASDAQ:LPLA)

Delayed Data
As of Nov 25
 +0.30 / +0.66%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $2.5 million shares of LPLA during the quarter ended September 2015 and now own 100.13% 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 institutional59.68%
Mutual fund holders40.45%
Individual stakeholders28.71%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2015FIRST PACIFIC ADVISORS LLC  Bought 1.7 Million shares of LPL Financial Holdings In...
9/30/2015WILLIAM BLAIR INVESTMENT MANAGEM...  Bought 1.6 Million shares of LPL Financial Holdings In...
9/30/2015FPR PARTNERS LLC  Bought 878.7 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

Total value ($)Shares
bought / sold
FPR Partners LLC11.05%10,491,818446,951,447+878,742+9.14%
SPO Partners & Co.9.17%8,710,936371,085,874-63,864-0.73%
T. Rowe Price Associates, Inc.8.37%7,954,052338,842,615-71,690-0.89%
Janus Capital Management LLC6.77%6,430,433273,936,446+33,820+0.53%
The Vanguard Group, Inc.5.50%5,224,592222,567,619+45,603+0.88%
First Pacific Advisors LLC4.62%4,392,110187,103,886+1,725,510+64.71%
Invesco Advisers, Inc.4.62%4,386,382186,859,873-2,100-0.05%
Stockbridge Partners LLC4.16%3,949,238168,237,539+785,730+24.84%
Morgan Stanley & Co. LLC3.77%3,584,804152,712,650-167,667-4.47%
Fairview Capital Investment Manag...3.70%3,514,135149,702,151+77,011+2.24%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Growth Fund3.68%3,500,000149,100,00000.00%
Invesco Small Cap Value Fund3.28%3,113,553132,637,35800.00%
Janus Enterprise Fund2.25%2,140,48291,184,533+196,296+10.10%
Principal Investors - Mid Cap Fun...1.86%1,765,03975,190,661+1,049,435+146.65%
Janus Triton Fund1.63%1,551,17266,079,927+91,664+6.28%
Vanguard Total Stock Market Index...1.53%1,455,32361,996,760+588+0.04%
Meridian Growth Fund1.32%1,257,05853,550,671+63,870+5.35%
American Century Mid Cap Value Fu...1.23%1,164,55749,610,128+108,022+10.22%
Akre Focus Fund1.15%1,090,10046,438,260-375,085-25.60%
Invesco Value Opportunities Fund1.05%995,10042,391,26000.00%