LPL Financial Holdings Inc (NASDAQ:LPLA)

During the Trading Day
48.39 +1.09 / +2.30%
Data as of 3:59pm ET
Day’s Change
During After-Hours   Switch to standard view »
48.39 0.00 / 0.00%
Volume: 2.2K
Institutional investors hold a majority ownership of LPLA through the 81.04% 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 2013, these large investors purchased a net $10.1 million shares.
Other institutional51.02%
Mutual fund holders30.01%
Individual stakeholders27.29%

Largest Quarterly Institutional

Latest Institutional Activity

1/28/2014LONE PINE CAPITAL LLC  Bought 6.5 Million shares of LPL Financial Holdings In...
2/28/2014STRATEGIC ADVISERS, INC.  Bought 22.8 Thousand shares of LPL Financial Holdings In...
3/31/2014LENOX WEALTH ADVISORS, INC.  Sold 36.00 shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

Total value ($)Shares
bought / sold
Wellington Management Co. LLP8.32%8,367,705439,639,221-583,460-6.52%
FPR Partners LLC7.62%7,660,702402,493,283+228,676+3.08%
Lone Pine Capital LLC6.48%6,518,366342,474,950+6,518,366--
Janus Capital Management LLC5.02%5,050,455265,350,906+309,612+6.53%
The Vanguard Group, Inc.4.87%4,893,670257,113,422+696,522+16.60%
William Blair & Co. LLC (Investme...4.52%4,547,882238,945,720-44,177-0.96%
Stockbridge Partners LLC3.00%3,012,575158,280,69100.00%
Artisan Partners LP2.61%2,619,855137,647,182+695,144+36.12%
BlackRock Fund Advisors2.45%2,461,798129,342,867+603,032+32.44%
Fairview Capital Investment Manag...2.41%2,423,124127,310,935-5,600-0.23%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Invesco Small Cap Value Fund2.06%2,072,153108,870,919+179,753+9.50%
Akre Focus Fund1.71%1,715,00090,106,100+15,000+0.88%
Vanguard Mid Cap Index Fund1.54%1,544,50481,148,240+11,890+0.78%
Principal Investors - Mid Cap Fun...1.53%1,536,01680,702,281+33,552+2.23%
Artisan Mid Cap Fund1.51%1,519,61479,840,520+417,114+37.83%
Vanguard Total Stock Market Index...1.46%1,471,88677,332,890+3,948+0.27%
Janus Enterprise Fund1.43%1,438,04575,554,884+44,838+3.22%
Janus Triton Fund1.37%1,374,28372,204,829+147,315+12.01%
Meridian Growth Fund0.89%898,48947,206,612+110,589+14.04%
Vanguard Extended Market Index Fu...0.75%751,21339,468,731+2,720+0.36%

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