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LPL Financial Holdings Inc (NASDAQ:LPLA)

Delayed Data
As of Sep 30
 +1.26 / +4.40%
Today’s Change
Today|||52-Week Range
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

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

Total value ($)Shares
bought / sold
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
Total value ($)Shares
bought / sold
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%