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LPLA - LPL Financial Holdings Stock Price, Fair Value and News
267.77
USD
+0.23
(+0.09%)
Market Closed
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LPLA
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Funds-Owners-Holders
Which funds bought or sold LPLA recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
980
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
121,566
2024-05-16
CASTLEARK MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
4,065
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
2,211
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
3,445
2024-05-16
JANE STREET GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
28,364
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
1,544
2024-05-16
Redwood Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
5,714
2024-05-16
Dynasty Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
822
2024-05-16
SkyView Investment Advisors, LLC
NEW
Premium
Premium
Premium
Premium
4,666
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
79,043
2024-05-15
LONE PINE CAPITAL LLC
REDUCED
Premium
Premium
Premium
Premium
1,685,070
2024-05-15
AQR CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
46,900
2024-05-15
Point72 Asset Management, L.P.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
D. E. Shaw & Co., Inc.
REDUCED
Premium
Premium
Premium
Premium
946,039
2024-05-15
JANUS HENDERSON GROUP PLC
REDUCED
Premium
Premium
Premium
Premium
2,575,720
2024-05-15
CITADEL ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
319,952
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
315,960
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
174,051
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
REDUCED
Premium
Premium
Premium
Premium
36,506
2024-05-15
BAMCO INC /NY/
ADDED
Premium
Premium
Premium
Premium
122,038
2024-05-15
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
498,919
2024-05-15
ICON ADVISERS INC/CO
UNCHANGED
Premium
Premium
Premium
Premium
45,632
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
636,536
2024-05-15
BRIDGEWAY CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
11,320
Rows per page:
10
25
50
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1–25 of 770
Which funds are the top buyers of LPLA?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
7,046,950
1,861,800,000
0.04%
BlackRock Inc.
6,077,310
1,605,630,000
0.04%
FMR LLC
3,165,280
836,268,000
0.06%
JANUS HENDERSON GROUP PLC
2,575,720
680,505,000
0.37%
PRICE T ROWE ASSOCIATES INC /MD/
2,374,800
627,423,000
0.08%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
2,356,550
622,601,000
1.44%
Boston Partners
1,765,230
466,434,000
0.56%
STATE STREET CORP
1,710,000
451,781,000
0.02%
WCM INVESTMENT MANAGEMENT, LLC
1,697,060
448,364,000
1.07%
LONE PINE CAPITAL LLC
1,685,070
445,195,000
3.51%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in LPLA?
Fund Name
$ Value
% Port.
FAMILY WEALTH PARTNERS, LLC
38,821,500
22.00%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
188,907,000
10.84%
North Peak Capital Management, LLC
81,341,600
9.04%
Azora Capital LP
110,054,000
7.97%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
131,815,000
7.43%
SurgoCap Partners LP
137,894,000
7.40%
Clarkston Capital Partners, LLC
352,277,000
6.21%
BlueMar Capital Management, LLC
3,231,430
5.43%
Heron Bay Capital Management
23,759,200
5.04%
SAMLYN CAPITAL, LLC
292,226,000
4.89%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold LPLA
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
HMI Capital Management, L.P.
98,108,800
Castle Hook Partners LP
34,778,500
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
9,967,470
Channing Capital Management, LLC
8,994,950
Transform Wealth, LLC
8,402,710
12 West Capital Management LP
8,005,260
Full18 Capital LLC
7,867,000
Mediolanum International Funds Ltd
6,954,700
Additions
Fund Name
% Increased
WHITTIER TRUST CO OF NEVADA INC
12,772
CIBC WORLD MARKETS CORP
4,579
LAZARD ASSET MANAGEMENT LLC
1,640
Plato Investment Management Ltd
1,109
Cubist Systematic Strategies, LLC
1,036
Empowered Funds, LLC
906
MACQUARIE GROUP LTD
817
AdvisorNet Financial, Inc
608
Reductions
Fund Name
% Reduced
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
-97.09
Squarepoint Ops LLC
-91.67
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
-91.36
Schonfeld Strategic Advisors LLC
-91.12
Quantitative Investment Management, LLC
-90.43
Investment Management Corp of Ontario
-88.35
Bridgewater Associates, LP
-81.02
Transamerica Financial Advisors, Inc.
-79.89
Sold off
Fund Name
$ Sold
NORGES BANK
-200,497,000
GCM Grosvenor Holdings, LLC
-26,928,400
Avalon Investment & Advisory
-19,445,000
TWINBEECH CAPITAL LP
-14,147,500
CRAMER ROSENTHAL MCGLYNN LLC
-13,806,100
Aquatic Capital Management LLC
-10,106,000
Prana Capital Management, LP
-7,933,010
STAMINA CAPITAL MANAGEMENT LP
-7,674,000