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LPL Financial Holdings Inc (NASDAQ:LPLA)

26.95
Delayed Data
As of Jul 29
 +1.69 / +6.69%
Today’s Change
15.38
Today|||52-Week Range
48.18
-36.81%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 94.74% 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 2016, these large investors purchased a net $11.9 million shares.
Other institutional64.05%
Mutual fund holders30.69%
Individual stakeholders28.81%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016CLARKSTON CAPITAL PARTNERS LLC  Bought 296.8 Thousand shares of LPL Financial Holdings In...
6/30/2016SHELL ASSET MANAGEMENT COMPANY B...  Bought 33.2 Thousand shares of LPL Financial Holdings In...
6/30/2016CIBC WORLD MARKETS, INC.  Bought 19.6 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 LLC13.45%11,971,736269,723,212+145,029+1.23%
SPO Partners & Co.9.70%8,633,616194,515,368+62,680+0.73%
T. Rowe Price Associates, Inc.7.62%6,781,377152,784,424-1,330,141-16.40%
Janus Capital Management LLC6.98%6,212,329139,963,772-417,035-6.29%
Fairview Capital Investment Manag...6.22%5,532,462124,646,369+561,800+11.30%
The Vanguard Group, Inc.6.19%5,508,107124,097,651+156,531+2.92%
First Pacific Advisors LLC5.47%4,867,840109,672,435+359,240+7.97%
Invesco Advisers, Inc.4.63%4,124,04892,914,801+811,789+24.51%
Stockbridge Partners LLC3.78%3,363,65475,783,125-585,584-14.83%
Clarkston Capital Partners LLC3.72%3,311,93574,617,896+296,840+9.85%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Invesco Small Cap Value Fund3.40%3,027,71968,214,50900.00%
Janus Enterprise Fund2.84%2,526,00856,910,960+5,023+0.20%
Janus Triton Fund2.04%1,817,90340,957,355+190,189+11.68%
Vanguard Small Cap Index Fund1.67%1,483,37933,420,529-169,059-10.23%
Vanguard Total Stock Market Index...1.65%1,472,54133,176,349-114,896-7.24%
Clarkston Partners Fund (The)1.03%920,00020,727,600+690,000+300.00%
Janus Venture Fund1.02%905,08120,391,475-4,180-0.46%
Vanguard Small Cap Value Index Fu...1.00%889,35220,037,101-71,032-7.40%
Vanguard Extended Market Index Fu...0.97%863,01919,443,818+7,392+0.86%
Invesco Value Opportunities Fund0.93%823,34018,549,850+186,440+29.27%