LPL Financial Holdings Inc (NASDAQ:LPLA)

41.85
BATS BZX Real-Time Price
 -0.46 / -1.09%
Today’s Change
38.34
Today|||52-Week Range
56.45
-6.06%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 98.31% 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 September 2014, these large investors purchased a net $5.3 million shares.
Other institutional66.36%
Mutual fund holders31.95%
Individual stakeholders27.49%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/12/2014SPO PARTNERS & CO.  Bought 5.5 Million shares of LPL Financial Holdings In...
12/31/2014FRONTIER CAPITAL MANAGEMENT CO. ...  Bought 51.6 Thousand shares of LPL Financial Holdings In...
12/31/2014HENNESSY ADVISORS, INC. (INVESTM...  Bought 6.2 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
TPG PEP Advisors LLC13.04%12,887,109574,120,70600.00%
Lone Pine Capital LLC8.62%8,518,366379,493,20500.00%
T. Rowe Price Associates, Inc.7.94%7,846,308349,553,021+124,004+1.61%
FPR Partners LLC7.91%7,811,348347,995,55300.00%
SPO Partners & Co.5.59%5,526,900246,223,395+5,526,900--
Janus Capital Management LLC5.03%4,973,346221,562,564-48,347-0.96%
The Vanguard Group, Inc.4.82%4,764,690212,266,940+114,887+2.47%
William Blair & Co. LLC (Investme...3.90%3,850,489171,539,285-9,201-0.24%
Fairview Capital Investment Manag...3.10%3,063,624136,484,449+580,800+23.39%
BlackRock Fund Advisors2.81%2,776,290123,683,720+22,969+0.83%

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 Fund3.04%3,000,000133,650,00000.00%
Invesco Small Cap Value Fund2.47%2,436,553108,548,436+196,800+8.79%
Akre Focus Fund1.74%1,715,00076,403,25000.00%
Vanguard Mid Cap Index Fund1.52%1,498,99966,780,405+5,379+0.36%
Vanguard Total Stock Market Index...1.44%1,420,80363,296,774+11,048+0.78%
Janus Enterprise Fund1.37%1,352,70460,262,963-8,494-0.62%
Janus Triton Fund1.27%1,254,07255,868,908+996+0.08%
American Century Mid Cap Value Fu...0.89%880,75239,237,502+292,409+49.70%
Meridian Growth Fund0.83%824,24236,719,981+12,480+1.54%
Vanguard Extended Market Index Fu...0.71%699,07331,143,702-7,272-1.03%

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