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LPL Financial Holdings Inc (NASDAQ:LPLA)

46.00
Delayed Data
As of Jul 25
 +0.71 / +1.57%
Today’s Change
23.88
Today|||52-Week Range
46.04
+30.64%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 81.68% 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 2017, these large investors purchased a net $7.2 million shares.
Mutual fund holders42.76%
Other institutional38.92%
Individual stakeholders27.52%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017BMO ASSET MANAGEMENT CORP.  Bought 175.3 Thousand shares of LPL Financial Holdings In...
5/31/2017GENEVA CAPITAL MANAGEMENT LLC  Bought 20.7 Thousand shares of LPL Financial Holdings In...
6/30/2017QUANTITATIVE SYSTEMATIC STRATEGI...  Bought 9.8 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SPO Partners & Co.9.56%8,633,626366,583,76000.00%
The Vanguard Group, Inc.8.80%7,952,138337,647,779+1,136,785+16.68%
First Pacific Advisors LLC5.06%4,572,670194,155,568-13,820-0.30%
FPR Partners LLC4.97%4,484,579190,415,224-3,487,157-43.74%
Fairview Capital Investment Manag...4.83%4,361,933185,207,675-297,239-6.38%
ArrowMark Colorado Holdings LLC3.67%3,313,864140,706,665+262,962+8.62%
BlackRock Fund Advisors3.65%3,298,561140,056,900+63,355+1.96%
Clarkston Capital Partners LLC3.15%2,840,475120,606,569-61,375-2.12%
Invesco Advisers, Inc.3.06%2,760,850117,225,691+2,400+0.09%
HMI Capital LLC2.08%1,881,67579,895,921+1,734+0.09%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Enterprise Fund4.65%4,197,037178,206,191+4,197,037--
FPA Crescent Fund4.61%4,165,970176,887,086+4,165,970--
Janus Triton Fund2.48%2,238,21295,034,482+2,238,212--
Invesco Small Cap Value Fund2.22%2,004,81985,124,61500.00%
Vanguard Small Cap Index Fund2.21%1,995,99784,750,033+105,066+5.56%
Vanguard Total Stock Market Index...2.14%1,934,36082,132,926+109,468+6.00%
Vanguard Explorer Fund1.53%1,378,78258,543,084+1,378,782--
Vanguard Small Cap Value Index Fu...1.43%1,289,41554,748,561+60,282+4.90%
Government Pension Fund - Global ...1.35%1,218,80751,750,545+1,218,807--
Vanguard Extended Market Index Fu...1.12%1,009,08342,845,664+9,272+0.93%