Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

LPL Financial Holdings Inc (NASDAQ:LPLA)

29.91
Delayed Data
As of Sep 30
 +1.26 / +4.40%
Today’s Change
15.38
Today|||52-Week Range
48.00
-29.87%
Year-to-Date
Institutional investors purchased a net $20.4 thousand shares of LPLA during the quarter ended June 2016 and now own 94.30% 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 institutional59.01%
Mutual fund holders35.28%
Individual stakeholders28.78%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016ARROWPOINT ASSET MANAGEMENT LLC  Bought 882.4 Thousand shares of LPL Financial Holdings In...
6/30/2016FAIRVIEW CAPITAL INVESTMENT MANA...  Bought 867.7 Thousand shares of LPL Financial Holdings In...
6/30/2016STOCKBRIDGE PARTNERS LLC  Bought 609.2 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 LLC13.44%11,971,736355,919,71100.00%
SPO Partners & Co.9.69%8,633,626256,677,701+10+0.00%
Janus Capital Management LLC7.28%6,482,078192,712,179+269,749+4.34%
T. Rowe Price Associates, Inc.6.64%5,912,398175,775,593-868,979-12.81%
Fairview Capital Investment Manag...6.56%5,838,312173,573,016+867,650+17.46%
The Vanguard Group, Inc.6.04%5,376,686159,848,875-131,421-2.39%
First Pacific Advisors LLC5.13%4,565,570135,734,396-302,270-6.21%
Invesco Advisers, Inc.4.64%4,128,648122,744,705+4,600+0.11%
Stockbridge Partners LLC4.46%3,972,873118,113,514+609,219+18.11%
Clarkston Capital Partners LLC3.72%3,311,93598,463,828+296,840+9.85%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
FPA Crescent Fund4.68%4,165,970123,854,288+4,165,970--
Invesco Small Cap Value Fund3.40%3,027,71990,014,08600.00%
Janus Enterprise Fund2.82%2,508,12374,566,497-17,885-0.71%
Janus Triton Fund2.06%1,830,27154,413,957+12,368+0.68%
Vanguard Small Cap Index Fund1.70%1,513,53644,997,425+17,001+1.14%
Vanguard Total Stock Market Index...1.66%1,476,85343,906,840+4,312+0.29%
Clarkston Partners Fund (The)1.19%1,060,00031,513,800+140,000+15.22%
Meridian Growth Fund1.09%966,80828,743,202+272,320+39.21%
Janus Venture Fund1.03%913,98127,172,655+8,900+0.98%
Vanguard Small Cap Value Index Fu...1.02%911,83027,108,706+14,022+1.56%