LPL Financial Holdings Inc (NASDAQ:LPLA)

94.86
Delayed Data
As of Feb 21
 -3.95 / -4.00%
Today’s Change
67.11
Today|||52-Week Range
99.60
+2.83%
Year-to-Date
Institutional investors hold a majority ownership of LPLA through the 96.05% 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 June 2019, these large investors purchased a net $77.2 thousand shares.
Mutual fund holders57.35%
Other institutional38.70%
Individual stakeholders29.11%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2019SAMLYN CAPITAL LLC  Bought 2.0 Million shares of LPL Financial Holdings In...
12/31/2019HIGHLINE CAPITAL MANAGEMENT LLC  Bought 515.6 Thousand shares of LPL Financial Holdings In...
12/31/2019INVESCO ADVISERS, INC.  Bought 449.3 Thousand shares of LPL Financial Holdings In...

Top 10 Owners of LPL Financial Holdings Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Capital Management LLC11.93%9,641,807888,299,679-236,323-2.39%
The Vanguard Group, Inc.11.58%9,357,845862,138,260+11,755+0.13%
BlackRock Fund Advisors4.47%3,612,361332,806,819-87,480-2.36%
Samlyn Capital LLC4.26%3,443,712317,269,187+2,039,132+145.18%
Invesco Advisers, Inc.3.19%2,574,882237,223,879+449,290+21.14%
Fidelity Management & Research Co...2.97%2,397,388220,871,356-123,400-4.90%
First Pacific Advisors LP2.35%1,897,246174,793,274-713,927-27.34%
Southpoint Capital Advisors LP2.17%1,750,000161,227,500+250,000+16.67%
American Century Investment Manag...1.95%1,577,613145,345,486-15,849-0.99%
Fairview Capital Investment Manag...1.77%1,431,380131,873,039+4,790+0.34%

Top 10 Mutual Funds Holding LPL Financial Holdings Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Henderson Enterprise Fund5.39%4,357,313401,439,24700.00%
Janus Henderson Triton Fund3.53%2,849,744262,546,915-169,509-5.61%
Vanguard Total Stock Market Index...2.83%2,288,513210,840,703+20,970+0.92%
Vanguard Small Cap Index Fund2.56%2,072,050190,897,967+47,741+2.36%
FPA Crescent Fund2.11%1,702,683156,868,185-623,681-26.81%
Stichting Pensioenfonds ABP (Glob...1.72%1,386,433127,732,072+846,285+156.68%
Vanguard Small Cap Value Index Fu...1.54%1,247,883114,967,461+2,892+0.23%
Government Pension Fund - Global ...1.47%1,186,978109,356,283-90,833-7.11%
Vanguard Extended Market Index Fu...1.42%1,149,767105,928,034+3,094+0.27%
American Century Heritage Fund1.42%1,144,341105,428,13600.00%