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LPL Financial Holdings Inc (NASDAQ:LPLA)

Delayed Data
As of Oct 12
 +0.55 / +1.44%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $12.5 million shares of LPLA during the quarter ended June 2015 and now own 104.18% 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 institutional63.58%
Mutual fund holders40.59%
Individual stakeholders28.61%

Largest Quarterly Institutional

Latest Institutional Activity

9/21/2015MARCATO CAPITAL MANAGEMENT LP  Bought 6.0 Million shares of LPL Financial Holdings In...
8/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 111.2 Thousand shares of LPL Financial Holdings In...
8/31/2015BLACKROCK INVESTMENT MANAGEMENT ...  Bought 569.00 shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

Total value ($)Shares
bought / sold
FPR Partners LLC10.09%9,613,076386,637,917+79,100+0.83%
SPO Partners & Co.9.21%8,774,800352,922,456+2,908,600+49.58%
T. Rowe Price Associates, Inc.8.43%8,025,742322,795,343-25,020-0.31%
Janus Capital Management LLC6.72%6,396,613257,271,775+197,753+3.19%
Marcato Capital Management LP6.35%6,046,825243,203,302+6,046,825--
The Vanguard Group, Inc.5.44%5,178,989208,298,938+103,684+2.04%
Invesco Advisers, Inc.4.61%4,388,482176,504,746-10,100-0.23%
Morgan Stanley & Co. LLC3.94%3,752,471150,924,384+3,744,511+47,041.60%
Fairview Capital Investment Manag...3.61%3,437,124138,241,127+19,700+0.58%
Stockbridge Partners LLC3.32%3,163,508127,236,292-430,505-11.98%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Mid Cap Growth Fund3.67%3,500,000140,770,00000.00%
Invesco Small Cap Value Fund3.27%3,113,553125,227,10200.00%
Janus Enterprise Fund2.25%2,140,48286,090,186+196,296+10.10%
Principal Investors - Mid Cap Fun...1.85%1,765,03970,989,869+1,049,435+146.65%
Vanguard Mid Cap Index Fund1.76%1,671,74067,237,383+17,860+1.08%
Janus Triton Fund1.63%1,551,17262,388,138+91,664+6.28%
Akre Focus Fund1.54%1,465,18558,929,741-249,815-14.57%
Vanguard Total Stock Market Index...1.53%1,458,17658,647,839-7,196-0.49%
Meridian Growth Fund1.32%1,257,05850,558,873+63,870+5.35%
American Century Mid Cap Value Fu...1.11%1,056,53542,493,838-437,716-29.29%