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LPL Financial Holdings Inc (NASDAQ:LPLA)

59.03
Delayed Data
As of Jan 19
 0.00 / 0.00%
Today’s Change
37.35
Today|||52-Week Range
62.51
+3.31%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 92.10% 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 September 2017, these large investors purchased a net $329.6 thousand shares.
Other institutional46.25%
Mutual fund holders45.85%
Individual stakeholders27.60%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

10/31/2017THE VANGUARD GROUP, INC.  Bought 154.0 Thousand shares of LPL Financial Holdings In...
11/30/2017VERICIMETRY ADVISORS LLC  Bought 8.4 Thousand shares of LPL Financial Holdings In...
12/29/2017FIRST ASSET INVESTMENT MANAGEMEN...  Bought 6.4 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.10.40%9,376,323535,763,096+154,018+1.67%
Henderson Global Investors Ltd.10.39%9,368,406535,310,719-33,420-0.36%
SPO Partners & Co.7.72%6,961,426397,775,882-1,224,600-14.96%
First Pacific Advisors LLC5.03%4,537,680259,283,035-11,670-0.26%
Fairview Capital Investment Manag...4.36%3,931,701224,657,395-413,607-9.52%
BlackRock Fund Advisors3.92%3,531,287201,777,739+191,636+5.74%
ArrowMark Colorado Holdings LLC3.55%3,204,785183,121,415-276,388-7.94%
Balyasny Asset Management LP2.72%2,451,164140,059,511+700,149+39.99%
Invesco Advisers, Inc.2.57%2,316,350132,356,239-214,500-8.48%
Clarkston Capital Partners LLC2.56%2,310,845132,041,683-306,470-11.71%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Enterprise Fund4.83%4,359,356249,093,602+5,611+0.13%
FPA Crescent Fund4.62%4,165,970238,043,52600.00%
Janus Triton Fund2.80%2,528,175144,459,920-1,076-0.04%
Vanguard Total Stock Market Index...2.35%2,118,855121,071,375+9,606+0.46%
Vanguard Small Cap Index Fund2.30%2,070,237118,293,342+12,748+0.62%
Invesco Small Cap Value Fund1.84%1,661,21994,922,054-25,968-1.54%
Vanguard Explorer Fund1.65%1,486,29784,927,011+107,515+7.80%
Vanguard Small Cap Value Index Fu...1.49%1,342,27076,697,308+10,806+0.81%
Government Pension Fund - Global ...1.35%1,218,80769,642,632+1,218,807--
Vanguard Extended Market Index Fu...1.24%1,120,39464,019,313+828+0.07%