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LPL Financial Holdings Inc (NASDAQ:LPLA)

22.96
Delayed Data
As of Jun 24
 -2.83 / -10.97%
Today’s Change
15.38
Today|||52-Week Range
48.18
-46.17%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 95.03% 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 $11.2 million shares.
Other institutional61.83%
Mutual fund holders33.20%
Individual stakeholders28.81%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016CLARKSTON CAPITAL PARTNERS LLC  Bought 2.2 Million shares of LPL Financial Holdings In...
3/31/2016INVESCO ADVISERS, INC.  Bought 811.8 Thousand shares of LPL Financial Holdings In...
3/31/2016ARROWPOINT ASSET MANAGEMENT LLC  Bought 682.9 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%11,971,736333,891,717+145,029+1.23%
SPO Partners & Co.9.70%8,633,616240,791,550+62,680+0.73%
T. Rowe Price Associates, Inc.7.62%6,781,377189,132,605-1,330,141-16.40%
Janus Capital Management LLC6.98%6,212,329173,261,856-417,035-6.29%
Fairview Capital Investment Manag...6.22%5,532,462154,300,365+561,800+11.30%
The Vanguard Group, Inc.6.19%5,508,107153,621,104+156,531+2.92%
First Pacific Advisors LLC5.47%4,867,840135,764,058+359,240+7.97%
Invesco Advisers, Inc.4.63%4,124,048115,019,699+811,789+24.51%
Stockbridge Partners LLC3.78%3,363,65493,812,310-585,584-14.83%
Brown Brothers Harriman & Co. (In...3.54%3,151,11087,884,458+15,710+0.50%

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%3,027,71984,443,083+564,466+22.92%
Janus Enterprise Fund2.84%2,526,00870,450,363+5,023+0.20%
Janus Triton Fund2.04%1,817,90350,701,315+190,189+11.68%
Vanguard Small Cap Index Fund1.86%1,652,43846,086,496+7,802+0.47%
Vanguard Total Stock Market Index...1.78%1,587,43744,273,618+34,050+2.19%
T Rowe Price Mid Cap Growth Fund1.69%1,500,00041,835,000-2,000,000-57.14%
Vanguard Small Cap Value Index Fu...1.08%960,38426,785,110+16,456+1.74%
Clarkston Partners Fund (The)1.03%920,00025,658,800+690,000+300.00%
Janus Venture Fund1.02%905,08125,242,709-4,180-0.46%
Vanguard Extended Market Index Fu...0.96%855,62723,863,437+768+0.09%