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LPLA - LPL Financial Holdings Stock Price, Fair Value and News
263.03
USD
+1.91
(+0.73%)
Market Closed
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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
2024-04-12
GATEWAY INVESTMENT ADVISERS LLC
ADDED
Premium
Premium
Premium
Premium
5,079
2024-04-12
AdvisorNet Financial, Inc
ADDED
Premium
Premium
Premium
Premium
85.00
2024-04-12
DNB Asset Management AS
REDUCED
Premium
Premium
Premium
Premium
11,275
2024-04-12
HARBOR INVESTMENT ADVISORY, LLC
NEW
Premium
Premium
Premium
Premium
4.00
2024-04-12
Annex Advisory Services, LLC
REDUCED
Premium
Premium
Premium
Premium
11,618
2024-04-12
Riverview Trust Co
NEW
Premium
Premium
Premium
Premium
113
2024-04-12
CGN Advisors LLC
ADDED
Premium
Premium
Premium
Premium
6,804
2024-04-11
Gulf International Bank (UK) Ltd
ADDED
Premium
Premium
Premium
Premium
6,410
2024-04-11
Financiere des Professionnels - Fonds d,investissement inc.
NEW
Premium
Premium
Premium
Premium
3,212
2024-04-11
MJP ASSOCIATES INC /ADV
ADDED
Premium
Premium
Premium
Premium
1,445
2024-04-10
PARK AVENUE SECURITIES LLC
REDUCED
Premium
Premium
Premium
Premium
7,386
2024-04-10
AMERICAN NATIONAL BANK
UNCHANGED
Premium
Premium
Premium
Premium
140
2024-04-10
Yarbrough Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
3,361
2024-04-10
Banque Cantonale Vaudoise
REDUCED
Premium
Premium
Premium
Premium
4,578
2024-04-10
CVA Family Office, LLC
UNCHANGED
Premium
Premium
Premium
Premium
25.00
2024-04-10
Legacy Financial Group LLC
NEW
Premium
Premium
Premium
Premium
1,366
2024-04-10
Wedmont Private Capital
ADDED
Premium
Premium
Premium
Premium
1,713
2024-04-10
Bruce G. Allen Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
29.00
2024-04-10
Fulton Bank, N.A.
ADDED
Premium
Premium
Premium
Premium
3,638
2024-04-09
MASSMUTUAL TRUST CO FSB/ADV
REDUCED
Premium
Premium
Premium
Premium
19.00
2024-04-09
MATHER GROUP, LLC.
UNCHANGED
Premium
Premium
Premium
Premium
880
2024-04-05
CWM, LLC
ADDED
Premium
Premium
Premium
Premium
1,097
2024-04-05
GAMMA Investing LLC
ADDED
Premium
Premium
Premium
Premium
138
2024-04-05
FIRST HAWAIIAN BANK
REDUCED
Premium
Premium
Premium
Premium
5,600
2024-04-05
NBC SECURITIES, INC.
UNCHANGED
Premium
Premium
Premium
Premium
2,172
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1–25 of 744
Which funds are the top buyers of LPLA?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
7,141,050
1,625,450,000
0.04%
BlackRock Inc.
5,961,460
1,356,950,000
0.04%
JANUS HENDERSON GROUP PLC
2,843,630
647,268,000
0.39%
FMR LLC
2,799,190
637,152,000
0.05%
PRICE T ROWE ASSOCIATES INC /MD/
2,456,050
559,047,000
0.07%
Capital Research Global Investors
2,208,190
502,632,000
0.12%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
2,193,820
499,358,000
1.25%
LONE PINE CAPITAL LLC
1,840,110
418,847,000
3.62%
STATE STREET CORP
1,767,740
402,372,000
0.02%
WCM INVESTMENT MANAGEMENT, LLC
1,696,090
387,490,000
1.07%
Rows per page:
10
1–10 of 98
Which funds have put a big percent of portfolio in LPLA?
Fund Name
$ Value
% Port.
FAMILY WEALTH PARTNERS, LLC
16,050,400
12.39%
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
162,751,000
9.35%
SurgoCap Partners LP
131,250,000
9.16%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
114,329,000
6.81%
Azora Capital LP
74,385,300
6.39%
Clarkston Capital Partners, LLC
308,170,000
5.71%
SAMLYN CAPITAL, LLC
271,942,000
5.41%
North Peak Capital Management, LLC
51,364,000
5.40%
Heron Bay Capital Management
21,455,800
4.97%
GCM Grosvenor Holdings, LLC
26,928,400
4.76%
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
NORGES BANK
200,497,000
SurgoCap Partners LP
131,250,000
MAVERICK CAPITAL LTD
110,418,000
Squarepoint Ops LLC
19,104,400
FAMILY WEALTH PARTNERS, LLC
16,050,400
TWINBEECH CAPITAL LP
14,147,500
Aquatic Capital Management LLC
10,106,000
LMR Partners LLP
9,963,380
Additions
Fund Name
% Increased
GILDER GAGNON HOWE & CO LLC
12,785
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
1,950
MANUFACTURERS LIFE INSURANCE COMPANY, THE
1,911
Colonial Trust Co / SC
698
Schonfeld Strategic Advisors LLC
689
AdvisorNet Financial, Inc
608
CITADEL ADVISORS LLC
572
NATIXIS
425
Reductions
Fund Name
% Reduced
Balyasny Asset Management L.P.
-98.96
West Tower Group, LLC
-97.84
BI Asset Management Fondsmaeglerselskab A/S
-96.06
Tudor Investment Corp Et Al
-94.26
PRUDENTIAL FINANCIAL INC
-93.29
Penserra Capital Management LLC
-91.98
Raleigh Capital Management Inc.
-89.58
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-86.29
Sold off
Fund Name
$ Sold
Holocene Advisors, LP
-103,636,000
MARSHALL WACE, LLP
-37,103,600
SOROS FUND MANAGEMENT LLC
-31,962,700
Alyeska Investment Group, L.P.
-26,629,900
Hudson Bay Capital Management LP
-23,765,000
Avalon Investment & Advisory
-19,445,000
Driehaus Capital Management LLC
-10,322,300
Phase 2 Partners, LLC
-8,826,800