LPL Financial Holdings Inc (NASDAQ:LPLA)

42.67
Delayed Data
As of May 22
 +0.18 / +0.42%
Today’s Change
38.34
Today|||52-Week Range
53.97
-4.22%
Year-to-Date
Institutional investors purchased a net $3.5 million shares of LPLA during the quarter ended March 2015, and now own 88.24% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Other institutional48.04%
Mutual fund holders40.21%
Individual stakeholders28.14%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015NOMURA SECURITIES CO., LTD. (PRI...  Bought 2.1 Million shares of LPL Financial Holdings In...
3/31/2015INVESCO ADVISERS, INC.  Bought 1.9 Million shares of LPL Financial Holdings In...
3/31/2015PRINCIPAL GLOBAL INVESTORS LLC  Bought 954.2 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 LLC9.94%9,613,076389,041,186+79,100+0.83%
T. Rowe Price Associates, Inc.8.33%8,050,762325,814,338-464,455-5.45%
Janus Capital Management LLC6.41%6,198,860250,867,864+768,730+14.16%
SPO Partners & Co.6.07%5,866,200237,405,114+339,300+6.14%
The Vanguard Group, Inc.5.25%5,075,305205,397,593+222,062+4.58%
William Blair & Co. LLC (Investme...4.63%4,472,884181,017,615+227,819+5.37%
Invesco Advisers, Inc.4.55%4,398,582178,010,614+1,881,800+74.77%
Stockbridge Partners LLC3.72%3,594,013145,449,706+833,823+30.21%
Fairview Capital Investment Manag...3.53%3,417,424138,303,149+3,800+0.11%
BlackRock Fund Advisors3.03%2,925,171118,381,670+33,396+1.15%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Mid Cap Growth Fund3.62%3,500,000141,645,000+500,000+16.67%
Invesco Small Cap Value Fund3.22%3,113,553126,005,490+677,000+27.79%
Janus Enterprise Fund2.01%1,944,18678,681,207+575,207+42.02%
Akre Focus Fund1.77%1,715,00069,406,05000.00%
Vanguard Mid Cap Index Fund1.65%1,595,29664,561,629+26,562+1.69%
American Century Mid Cap Value Fu...1.55%1,494,25160,472,338+234,024+18.57%
Vanguard Total Stock Market Index...1.52%1,467,34959,383,614-2,664-0.18%
Janus Triton Fund1.51%1,459,50859,066,289-31,850-2.14%
Meridian Growth Fund1.23%1,193,18848,288,318+368,946+44.76%
Invesco Value Opportunities Fund1.03%995,10040,271,697+995,100--

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