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LPL Financial Holdings Inc (NASDAQ:LPLA)

40.20
Delayed Data
As of Aug 27
 +0.20 / +0.50%
Today’s Change
37.72
Today|||52-Week Range
49.73
-9.76%
Year-to-Date
Institutional investors purchased a net $8.4 million shares of LPLA during the quarter ended June 2015 and now own 99.54% 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 institutional58.76%
Mutual fund holders40.78%
Individual stakeholders28.35%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015MORGAN STANLEY & CO. LLC  Bought 3.7 Million shares of LPL Financial Holdings In...
6/30/2015SPO PARTNERS & CO.  Bought 2.9 Million shares of LPL Financial Holdings In...
6/30/2015FIRST PACIFIC ADVISORS LLC  Bought 2.7 Million 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%9,613,076453,256,533+79,100+0.83%
SPO Partners & Co.9.13%8,774,800413,731,820+2,908,600+49.58%
T. Rowe Price Associates, Inc.8.35%8,025,742378,413,735-25,020-0.31%
Janus Capital Management LLC6.66%6,396,613301,600,303+197,753+3.19%
The Vanguard Group, Inc.5.39%5,178,989244,189,331+103,684+2.04%
William Blair & Co. LLC (Investme...4.65%4,472,884210,896,481+227,819+5.37%
Invesco Advisers, Inc.4.57%4,388,482206,916,926-10,100-0.23%
Morgan Stanley & Co. LLC3.91%3,752,471176,929,008+3,744,511+47,041.60%
Fairview Capital Investment Manag...3.58%3,437,124162,060,397+19,700+0.58%
Stockbridge Partners LLC3.29%3,163,508149,159,402-430,505-11.98%

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%3,500,000165,025,00000.00%
Invesco Small Cap Value Fund3.24%3,113,553146,804,02400.00%
Janus Enterprise Fund2.23%2,140,482100,923,726+196,296+10.10%
Principal Investors - Mid Cap Fun...1.84%1,765,03983,221,589+1,049,435+146.65%
Vanguard Mid Cap Index Fund1.72%1,653,88077,980,442+25,318+1.55%
Janus Triton Fund1.61%1,551,17273,137,760+91,664+6.28%
Akre Focus Fund1.53%1,465,18569,083,473-249,815-14.57%
Vanguard Total Stock Market Index...1.52%1,458,17668,752,998-7,196-0.49%
Meridian Growth Fund1.24%1,193,18856,258,81400.00%
American Century Mid Cap Value Fu...1.10%1,056,53549,815,625-437,716-29.29%