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LPL Financial Holdings Inc (NASDAQ:LPLA)

Delayed Data
As of Jul 31
 +0.06 / +0.13%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of LPLA through the 91.28% 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 $5.8 million shares.
Other institutional50.43%
Mutual fund holders40.85%
Individual stakeholders28.36%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2015BOSTON TRUST & INVESTMENT MANAGE...  Bought 243.4 Thousand shares of LPL Financial Holdings In...
6/30/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 111.3 Thousand shares of LPL Financial Holdings In...
6/30/2015CLEAR HARBOR ASSET MANAGEMENT LL...  Bought 43.6 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

Total value ($)Shares
bought / sold
FPR Partners LLC10.00%9,613,076446,911,903+79,100+0.83%
T. Rowe Price Associates, Inc.8.38%8,050,762374,279,925-464,455-5.45%
Janus Capital Management LLC6.45%6,198,860288,185,001+768,730+14.16%
SPO Partners & Co.6.10%5,866,200272,719,638+339,300+6.14%
The Vanguard Group, Inc.5.28%5,075,305235,950,929+222,062+4.58%
William Blair & Co. LLC (Investme...4.65%4,472,884207,944,377+227,819+5.37%
Invesco Advisers, Inc.4.58%4,398,582204,490,077+1,881,800+74.77%
Stockbridge Partners LLC3.74%3,594,013167,085,664+833,823+30.21%
Fairview Capital Investment Manag...3.56%3,417,424158,876,042+3,800+0.11%
BlackRock Fund Advisors3.04%2,925,171135,991,200+33,396+1.15%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Growth Fund3.64%3,500,000162,715,00000.00%
Invesco Small Cap Value Fund3.24%3,113,553144,749,07900.00%
Janus Enterprise Fund2.02%1,944,18690,385,207+575,207+42.02%
Principal Investors - Mid Cap Fun...1.84%1,765,03982,056,663+1,049,435+146.65%
Vanguard Mid Cap Index Fund1.70%1,628,56275,711,847+5,986+0.37%
American Century Mid Cap Value Fu...1.56%1,494,25169,467,729+234,024+18.57%
Akre Focus Fund1.53%1,465,18568,116,451-249,815-14.57%
Vanguard Total Stock Market Index...1.53%1,465,37268,125,144-628-0.04%
Janus Triton Fund1.52%1,459,50867,852,527-31,850-2.14%
Meridian Growth Fund1.24%1,193,18855,471,31000.00%