LPL Financial Holdings Inc (NASDAQ:LPLA)

45.19
BATS BZX Real-Time Price
As of 12:12pm ET
 +0.33 / +0.74%
Today’s Change
38.34
Today|||52-Week Range
56.45
+1.44%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 81.22% 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 institutional46.50%
Mutual fund holders34.72%
Individual stakeholders27.48%

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.8.62%8,515,217350,401,180+668,909+8.53%
FPR Partners LLC8.24%8,142,862335,078,771+331,514+4.24%
SPO Partners & Co.5.59%5,526,900227,431,935+5,526,900--
Janus Capital Management LLC5.50%5,430,130223,449,850+456,784+9.18%
The Vanguard Group, Inc.4.91%4,853,243199,710,949+88,553+1.86%
William Blair & Co. LLC (Investme...4.30%4,245,065174,684,425+394,576+10.25%
Fairview Capital Investment Manag...3.46%3,413,624140,470,628+350,000+11.42%
BlackRock Fund Advisors2.93%2,891,775118,996,541+115,485+4.16%
Stockbridge Partners LLC2.79%2,760,190113,581,819+65,458+2.43%
Invesco Advisers, Inc.2.55%2,516,782103,565,579+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 Fund3.54%3,500,000144,025,000+500,000+16.67%
Invesco Small Cap Value Fund2.47%2,436,553100,264,15600.00%
Akre Focus Fund1.74%1,715,00070,572,25000.00%
Vanguard Mid Cap Index Fund1.55%1,527,59162,860,370+28,592+1.91%
Janus Triton Fund1.51%1,491,35861,369,382+237,286+18.92%
Vanguard Total Stock Market Index...1.46%1,442,36059,353,114+21,557+1.52%
Janus Enterprise Fund1.39%1,368,97956,333,486+16,275+1.20%
American Century Mid Cap Value Fu...1.27%1,260,22751,858,341+379,475+43.09%
Meridian Growth Fund0.83%824,24233,917,558+12,480+1.54%
Janus Venture Fund0.81%802,87333,038,224+125,674+18.56%

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