LPL Financial Holdings Inc (NASDAQ:LPLA)

46.07
Delayed Data
As of Jul 06
 -0.65 / -1.39%
Today’s Change
38.34
Today|||52-Week Range
53.97
+3.41%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 90.98% 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 March 2015, these large investors purchased a net $5.6 million shares.
Other institutional50.83%
Mutual fund holders40.15%
Individual stakeholders28.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/29/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 111.1 Thousand shares of LPL Financial Holdings In...
4/30/2015FPR PARTNERS LLC  Bought 79.1 Thousand shares of LPL Financial Holdings In...
4/30/2015BANOR CAPITAL LTD.  Bought 52.8 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
FPR Partners LLC10.00%9,613,076409,901,561+79,100+0.83%
T. Rowe Price Associates, Inc.8.38%8,050,762343,284,492-464,455-5.45%
Janus Capital Management LLC6.45%6,198,860264,319,390+768,730+14.16%
SPO Partners & Co.6.10%5,866,200250,134,768+339,300+6.14%
The Vanguard Group, Inc.5.28%5,075,305216,411,005+222,062+4.58%
William Blair & Co. LLC (Investme...4.65%4,472,884190,723,774+227,819+5.37%
Invesco Advisers, Inc.4.58%4,398,582187,555,536+1,881,800+74.77%
Stockbridge Partners LLC3.74%3,594,013153,248,714+833,823+30.21%
Fairview Capital Investment Manag...3.56%3,417,424145,718,959+3,800+0.11%
BlackRock Fund Advisors3.04%2,925,171124,729,291+33,396+1.15%

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 Fund3.64%3,500,000149,240,00000.00%
Invesco Small Cap Value Fund3.24%3,113,553132,761,900+677,000+27.79%
Janus Enterprise Fund2.02%1,944,18682,900,091+575,207+42.02%
Vanguard Mid Cap Index Fund1.69%1,622,57669,186,641+27,280+1.71%
American Century Mid Cap Value Fu...1.56%1,494,25163,714,863+234,024+18.57%
Akre Focus Fund1.53%1,465,18562,475,488-249,815-14.57%
Vanguard Total Stock Market Index...1.53%1,466,00062,510,240-1,349-0.09%
Janus Triton Fund1.52%1,459,50862,233,421-31,850-2.14%
Meridian Growth Fund1.24%1,193,18850,877,53600.00%
Invesco Value Opportunities Fund1.03%995,10042,431,064+995,100--

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