LPL Financial Holdings Inc (NASDAQ:LPLA)

68.71
Delayed Data
As of Jun 22
 -0.41 / -0.59%
Today’s Change
40.27
Today|||52-Week Range
73.28
+20.25%
Year-to-Date
Institutional investors purchased a net $847.6 thousand shares of LPLA during the quarter ended March 2018 and now own 95.43% 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 institutional49.11%
Mutual fund holders46.32%
Individual stakeholders26.39%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018FRONTIER CAPITAL MANAGEMENT CO. ...  Bought 1.2 Million shares of LPL Financial Holdings In...
3/31/2018TOURBILLON CAPITAL PARTNERS LP  Bought 1.0 Million shares of LPL Financial Holdings In...
3/31/2018WESTFIELD CAPITAL MANAGEMENT CO....  Bought 709.4 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Henderson Global Investors Ltd.11.04%9,838,347676,583,123+226,733+2.36%
The Vanguard Group, Inc.10.55%9,405,622646,824,625+42,189+0.45%
SPO Partners & Co.7.23%6,442,726443,066,267-518,700-7.45%
First Pacific Advisors LLC4.35%3,877,402266,648,936-346,678-8.21%
BlackRock Fund Advisors4.27%3,807,120261,815,642+72,380+1.94%
Fairview Capital Investment Manag...2.71%2,415,483166,112,766-1,034,820-29.99%
ArrowMark Colorado Holdings LLC2.61%2,328,116160,104,537-755,523-24.50%
Balyasny Asset Management LP2.44%2,173,375149,462,999+432,461+24.84%
Invesco Advisers, Inc.2.40%2,138,550147,068,084-153,000-6.68%
Samlyn Capital LLC2.14%1,906,871131,135,519-16,344-0.85%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Henderson Enterprise Fund4.87%4,344,557298,775,185-14,799-0.34%
FPA Crescent Fund3.95%3,521,869242,198,931-313,111-8.16%
Janus Henderson Triton Fund2.84%2,528,001173,850,629-174-0.01%
Vanguard Total Stock Market Index...2.39%2,129,595146,452,248+2,499+0.12%
Vanguard Small Cap Index Fund2.33%2,074,901142,690,942+17,794+0.87%
Invesco Small Cap Value Fund1.72%1,533,219105,439,471-100,100-6.13%
Vanguard Small Cap Value Index Fu...1.47%1,311,83990,215,168+10,765+0.83%
Government Pension Fund - Global ...1.43%1,277,81187,875,062+59,004+4.84%
Vanguard Extended Market Index Fu...1.32%1,176,19980,887,205-3,237-0.27%
Vanguard Explorer Fund1.14%1,018,48470,041,145-267,653-20.81%