LPL Financial Ownership 2024 | Who Owns LPL Financial Now?
Institutional Ownership
76.18%
Insider Ownership
0.69%
Retail Ownership
23.13%
Institutional Holders
567.00
LPL Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.64% | 0.04% | 7,187,868 | 140,922 | 2.00% | 2,007,571,531 | Jun 30, 2024 |
| BLACKROCK INC. | 7.11% | 0.03% | 5,302,759 | -774,552 | -12.74% | 1,481,060,686 | Jun 30, 2024 |
| FMR LLC | 3.58% | 0.05% | 2,671,896 | -493,387 | -15.59% | 746,260,686 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.47% | 1.77% | 2,589,793 | 233,242 | 9.90% | 723,329,242 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 3.41% | 0.38% | 2,542,185 | -33,530 | -1.30% | 710,035,584 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.82% | 0.07% | 2,099,916 | -274,885 | -11.58% | 586,507,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.53% | 0.65% | 1,887,189 | 121,959 | 6.91% | 526,525,478 | Jun 30, 2024 |
| STATE STREET CORP | 2.28% | 0.02% | 1,702,972 | -7,025 | -0.41% | 475,640,080,000 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 2.26% | 3.82% | 1,685,070 | - | - | 470,640,051 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 2.23% | 1.09% | 1,663,718 | -33,346 | -1.96% | 459,868,328 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 2.12% | 0.10% | 1,577,102 | -20,034 | -1.25% | 440,470,923 | Jun 30, 2024 |
| MORGAN STANLEY | 1.97% | 0.03% | 1,467,007 | 191,111 | 14.98% | 409,735,299 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.88% | 0.03% | 1,400,357 | 31,684 | 2.31% | 390,508,955 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 1.60% | 5.55% | 1,194,715 | 88,635 | 8.01% | 333,683,899 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.34% | 0.02% | 996,823 | 30,324 | 3.14% | 278,412,618 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 1.33% | 5.29% | 992,615 | -340,758 | -25.56% | 277,237,370 | Jun 30, 2024 |
| NORGES BANK | 1.25% | 0.04% | 928,886 | 928,886 | 100.00% | 259,437,860 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.24% | 0.05% | 922,990 | -47,759 | -4.92% | 257,790,802 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.19% | 0.08% | 884,630 | 90,020 | 11.33% | 247,077,160 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 1.18% | 0.23% | 881,175 | -222,480 | -20.16% | 246,112,178 | Jun 30, 2024 |
LPL Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 9.64% of the company's total share outstanding, currently valued at $2.01B. The top 10 institutional shareholders own together 39.34% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FAMILY WEALTH PARTNERS, LLC | 0.20% | 21.35% | 147,288 | 348 | 0.24% | 41,137,522 | Jun 30, 2024 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 1.05% | 10.75% | 783,290 | 68,276 | 9.55% | 218,772,897 | Jun 30, 2024 |
| SURGOCAP PARTNERS LP | 0.73% | 8.93% | 546,841 | 24,910 | 4.77% | 152,732,691 | Jun 30, 2024 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.65% | 7.65% | 486,819 | -12,100 | -2.43% | 135,968,774 | Jun 30, 2024 |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 0.30% | 7.37% | 224,731 | -83,148 | -27.01% | 62,767,368 | Jun 30, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.76% | 6.06% | 569,643 | 198,300 | 53.40% | 159,101,290 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 1.60% | 5.55% | 1,194,715 | 88,635 | 8.01% | 333,683,899 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.57% | 5.44% | 422,922 | 6,366 | 1.53% | 118,122,115 | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | 0.12% | 5.34% | 89,845 | -84 | -0.09% | 25,093,646 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 1.33% | 5.29% | 992,615 | -340,758 | -25.56% | 277,237,370 | Jun 30, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.01% | 3.83% | 6,580 | -5,651 | -46.20% | 1,837,794 | Jun 30, 2024 |
| LONE PINE CAPITAL LLC | 2.26% | 3.82% | 1,685,070 | - | - | 470,640,051 | Jun 30, 2024 |
| RIVERMONT CAPITAL MANAGEMENT LP | 0.04% | 3.71% | 30,997 | 30,997 | 100.00% | 8,657,462 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.67% | 3.47% | 500,000 | 385,000 | 334.78% | 139,650,000 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.76% | 3.25% | 568,834 | 131,160 | 29.97% | 158,875,336 | Jun 30, 2024 |
| FUTURE FUND LLC | 0.01% | 3.04% | 4,292 | 2,900 | 208.33% | 1,210,773 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 0.90% | 3.01% | 669,251 | -66,615 | -9.05% | 186,921,804 | Jun 30, 2024 |
| NORTHWEST FINANCIAL ADVISORS | 0.02% | 2.98% | 15,413 | 16 | 0.10% | 4,304,899 | Jun 30, 2024 |
| BULLSEYE ASSET MANAGEMENT LLC | 0.03% | 2.94% | 21,527 | -1,000 | -4.44% | 6,013,000 | Jun 30, 2024 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | 0.06% | 2.94% | 46,622 | -13,392 | -22.31% | 13,021,525 | Jun 30, 2024 |
The largest LPL Financial shareholder by % of total assets is FAMILY WEALTH PARTNERS, LLC. The company owns 147.29K shares of LPL Financial (LPLA), representing 21.35% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.25% | 0.04% | 928,886 | 928,886 | 100.00% | 259,437,860 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.67% | 3.47% | 500,000 | 385,000 | 334.78% | 139,650,000 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.47% | 1.77% | 2,589,793 | 233,242 | 9.90% | 723,329,242 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.30% | 0.26% | 221,958 | 221,958 | 100.00% | 61,992,869 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.78% | 0.80% | 584,601 | 199,374 | 51.75% | 163,279,059 | Jun 30, 2024 |
| HMI CAPITAL MANAGEMENT, L.P. | 0.76% | 6.06% | 569,643 | 198,300 | 53.40% | 159,101,290 | Jun 30, 2024 |
| MORGAN STANLEY | 1.97% | 0.03% | 1,467,007 | 191,111 | 14.98% | 409,735,299 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.55% | 0.13% | 407,788 | 189,673 | 86.96% | 113,895,088 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.04% | 0.20% | 774,175 | 183,755 | 31.12% | 216,227,057 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.64% | 0.08% | 477,211 | 164,586 | 52.65% | 133,285,032 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.31% | 0.02% | 234,828 | 158,042 | 205.82% | 65,583,576 | Jun 30, 2024 |
| INVESCO LTD. | 0.76% | 0.03% | 567,525 | 151,593 | 36.45% | 158,509,684 | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | 0.20% | 1.08% | 147,846 | 147,846 | 100.00% | 41,293,498 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.19% | 0.10% | 143,229 | 143,229 | 100.00% | 40,003,917 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.64% | 0.04% | 7,187,868 | 140,922 | 2.00% | 2,007,571,531 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.76% | 3.25% | 568,834 | 131,160 | 29.97% | 158,875,336 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.17% | 0.14% | 130,000 | 130,000 | 100.00% | 36,309,000 | Jun 30, 2024 |
| MAN GROUP PLC | 0.33% | 0.17% | 247,977 | 128,638 | 107.79% | 69,259,976 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.53% | 0.65% | 1,887,189 | 121,959 | 6.91% | 526,525,478 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.88% | 0.05% | 655,451 | 112,416 | 20.70% | 183,067,466 | Jun 30, 2024 |
As of Jun 30 2024, LPL Financial's largest institutional buyer is NORGES BANK. The company purchased 928.89K stocks of LPLA, valued at $259.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.11% | 0.03% | 5,302,759 | -774,552 | -12.74% | 1,481,060,686 | Jun 30, 2024 |
| FMR LLC | 3.58% | 0.05% | 2,671,896 | -493,387 | -15.59% | 746,260,686 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | - | - | - | -452,938 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.67% | 0.13% | 496,378 | -449,661 | -47.53% | 138,638,376 | Jun 30, 2024 |
| CLARKSTON CAPITAL PARTNERS, LLC | 1.33% | 5.29% | 992,615 | -340,758 | -25.56% | 277,237,370 | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.87% | 0.82% | 646,340 | -281,029 | -30.30% | 180,522,763 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.82% | 0.07% | 2,099,916 | -274,885 | -11.58% | 586,507,000 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 1.18% | 0.23% | 881,175 | -222,480 | -20.16% | 246,112,178 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.59% | 0.06% | 443,095 | -194,702 | -30.53% | 123,756,433 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.22% | 0.19% | 160,464 | -180,058 | -52.88% | 44,817,595 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.13% | 0.04% | 95,374 | -161,157 | -62.82% | 26,637,958 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.22% | 0.03% | 161,830 | -132,496 | -45.02% | 45,132,173 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.00% | 0.00% | 1,604 | -118,168 | -98.66% | 452,159 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.10% | 0.01% | 75,786 | -94,379 | -55.46% | 21,196,587 | Jun 30, 2024 |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 0.30% | 7.37% | 224,731 | -83,148 | -27.01% | 62,767,368 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.23% | 0.44% | 168,400 | -77,600 | -31.54% | 47,034,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.01% | 25,476 | -68,624 | -72.93% | 7,115,447 | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | 0.90% | 3.01% | 669,251 | -66,615 | -9.05% | 186,921,804 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.14% | 0.15% | 105,434 | -66,092 | -38.53% | 29,447,716 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.30% | 0.10% | 227,171 | -59,900 | -20.87% | 63,448,859 | Jun 30, 2024 |
As of Jun 30 2024, LPL Financial's biggest institutional seller is BLACKROCK INC.. The company sold -0.77M shares of LPLA, valued at $1.48B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.25% | 0.04% | 928,886 | 928,886 | 100.00% | 259,437,860 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.30% | 0.26% | 221,958 | 221,958 | 100.00% | 61,992,869 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.17% | 0.14% | 130,000 | 130,000 | 100.00% | 36,309,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.10% | 0.03% | 71,000 | 71,000 | 100.00% | 19,830,300 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.09% | 0.01% | 64,955 | 64,955 | 100.00% | 18,141,965 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.05% | 0.54% | 40,366 | 40,366 | 100.00% | 11,274,224 | Jun 30, 2024 |
| 2XIDEAS AG | 0.05% | 1.40% | 40,181 | 40,181 | 100.00% | 11,222,553 | Jun 30, 2024 |
| RIVERMONT CAPITAL MANAGEMENT LP | 0.04% | 3.71% | 30,997 | 30,997 | 100.00% | 8,657,462 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.07% | 20,900 | 20,900 | 100.00% | 5,837,000 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.03% | 0.21% | 19,400 | 19,400 | 100.00% | 5,418,420 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 0.02% | 0.00% | 17,807 | 17,807 | 100.00% | 4,973,495 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.02% | 0.73% | 13,248 | 13,248 | 100.00% | 3,700,000 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.02% | 0.07% | 11,706 | 11,706 | 100.00% | 3,269,486 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.03% | 11,417 | 11,417 | 100.00% | 3,188,768 | Jun 30, 2024 |
| UNITED ASSET STRATEGIES, INC. | 0.01% | 0.30% | 10,944 | 10,944 | 100.00% | 3,056,667 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.02% | 9,039 | 9,039 | 100.00% | 2,525,000 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.01% | 0.01% | 5,402 | 5,402 | 100.00% | 1,512,050 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.01% | 0.42% | 5,287 | 5,287 | 100.00% | 1,476,659 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.16% | 5,275 | 5,275 | 100.00% | 1,473,308 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.01% | 0.01% | 5,032 | 5,032 | 100.00% | 1,405,438 | Jun 30, 2024 |
| WMS PARTNERS, LLC | 0.01% | 0.09% | 5,000 | 5,000 | 100.00% | 1,396,500 | Jun 30, 2024 |
| TRINITYPOINT WEALTH, LLC | 0.01% | 0.22% | 4,957 | 4,957 | 100.00% | 1,384,490 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.01% | 0.01% | 3,742 | 3,742 | 100.00% | 1,045,141 | Jun 30, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 3,567 | 3,567 | 100.00% | 996,263 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.18% | 3,336 | 3,336 | 100.00% | 931,745 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.04% | 3,105 | 3,105 | 100.00% | 867,405 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.39% | 3,104 | 3,104 | 100.00% | 866,947 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.07% | 2,981 | 2,981 | 100.00% | 832,593 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.04% | 2,876 | 2,876 | 100.00% | 803,310 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.08% | 2,620 | 2,620 | 100.00% | 731,766 | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | 0.00% | 0.02% | 2,501 | 2,501 | 100.00% | 698,528 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 2,481 | 2,481 | 100.00% | 693,003 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.12% | 2,410 | 2,410 | 100.00% | 673,113 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 0.00% | 0.00% | 2,297 | 2,297 | 100.00% | 641,552 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.00% | 0.05% | 2,066 | 2,066 | 100.00% | 577,034 | Jun 30, 2024 |
| AE WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 1,758 | 1,758 | 100.00% | 491,009 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 1,757 | 1,757 | 100.00% | 490,730 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.27% | 1,712 | 1,712 | 100.00% | 478,199 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.03% | 1,695 | 1,695 | 100.00% | 463,180 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,481 | 1,481 | 100.00% | 413,643 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 1,474 | 1,474 | 100.00% | 415,094 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.00% | 0.03% | 1,359 | 1,359 | 100.00% | 379,000 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.02% | 1,357 | 1,357 | 100.00% | 379,105 | Jun 30, 2024 |
| HB WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 1,222 | 1,222 | 100.00% | 341,305 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 1,180 | 1,180 | 100.00% | 329,574 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.00% | 1,148 | 1,148 | 100.00% | 320,636 | Jun 30, 2024 |
| FOGUTH WEALTH MANAGEMENT, LLC. | 0.00% | 0.13% | 1,084 | 1,084 | 100.00% | 302,890 | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 1,026 | 1,026 | 100.00% | 286,695 | Jun 30, 2024 |
| HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | 0.00% | 0.14% | 880 | 880 | 100.00% | 248,248 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.03% | 831 | 831 | 100.00% | 232,098 | Jun 30, 2024 |
| PORTSIDE WEALTH GROUP, LLC | 0.00% | 0.04% | 822 | 822 | 100.00% | 229,585 | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | 0.00% | 0.01% | 799 | 799 | 100.00% | 223,161 | Jun 30, 2024 |
| KOLINSKY WEALTH MANAGEMENT, LLC | 0.00% | 0.16% | 791 | 791 | 100.00% | 220,926 | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | 0.00% | 0.01% | 773 | 773 | 100.00% | 216,000 | Jun 30, 2024 |
| DE BURLO GROUP INC | 0.00% | 0.03% | 750 | 750 | 100.00% | 209,475 | Jun 30, 2024 |
| WADDELL & ASSOCIATES, LLC | 0.00% | 0.03% | 746 | 746 | 100.00% | 208,358 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.00% | 0.11% | 735 | 735 | 100.00% | 205,286 | Jun 30, 2024 |
| IFG ADVISORY, LLC | 0.00% | 0.01% | 733 | 733 | 100.00% | 204,827 | Jun 30, 2024 |
| CATALYTIC WEALTH RIA, LLC | 0.00% | 0.04% | 728 | 728 | 100.00% | 203,330 | Jun 30, 2024 |
| CARR FINANCIAL GROUP CORP | 0.00% | 0.06% | 725 | 725 | 100.00% | 202,493 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.02% | 450 | 450 | 100.00% | 125,685 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.00% | 0.08% | 133 | 133 | 100.00% | 3,714,690 | Jun 30, 2024 |
| KEY FINANCIAL INC | 0.00% | 0.01% | 100 | 100 | 100.00% | 27,930 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 90 | 90 | 100.00% | 25,137 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 60 | 60 | 100.00% | 16,758 | Jun 30, 2024 |
| TRUST CO OF VERMONT | 0.00% | 0.00% | 43 | 43 | 100.00% | 12,010 | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | 0.00% | 0.00% | 38 | 38 | 100.00% | 8,418 | Jun 30, 2024 |
| OAKWORTH CAPITAL, INC. | - | 0.00% | 32 | 32 | 100.00% | 8,938 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 30 | 30 | 100.00% | 8,379 | Jun 30, 2024 |
| CENTER FOR FINANCIAL PLANNING, INC. | - | 0.00% | 30 | 30 | 100.00% | 8,379 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 25 | 25 | 100.00% | 6,983 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.01% | 25 | 25 | 100.00% | 6,983 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 12 | 12 | 100.00% | 3,352 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 8 | 8 | 100.00% | 2,234 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 8 | 8 | 100.00% | 2,234 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | 0.00% | 5 | 5 | 100.00% | 1,397 | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | 0.00% | 5 | 5 | 100.00% | 1,397 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 4 | 4 | 100.00% | 1,117 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | - | - | 3 | 3 | 100.00% | 838 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | 0.00% | 2 | 2 | 100.00% | 1,000 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 1 | 1 | 100.00% | 286 | Jun 30, 2024 |
LPL Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 928.89K shares, valued at $259.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWMARK COLORADO HOLDINGS LLC | - | - | - | -452,938 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -48,600 | -100.00% | - | Jun 30, 2024 |
| 12 WEST CAPITAL MANAGEMENT LP | - | - | - | -30,300 | -100.00% | - | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | - | - | - | -23,628 | -100.00% | - | Jun 30, 2024 |
| COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -23,210 | -100.00% | - | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | - | - | - | -22,867 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -21,772 | -100.00% | - | Jun 30, 2024 |
| CHILTON INVESTMENT CO INC. | - | - | - | -21,178 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -18,815 | -100.00% | - | Jun 30, 2024 |
| HIDDENITE CAPITAL PARTNERS LP | - | - | - | -12,900 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -8,760 | -100.00% | - | Jun 30, 2024 |
| OTTER CREEK ADVISORS, LLC | - | - | - | -8,741 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -6,991 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -6,132 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -6,127 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -6,081 | -100.00% | - | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -5,714 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -4,944 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -4,598 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -4,237 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -3,631 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -3,366 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -3,221 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -2,451 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -2,360 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -2,180 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -2,173 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -2,087 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -2,063 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -1,666 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,563 | -100.00% | - | Jun 30, 2024 |
| COASTAL INVESTMENT ADVISORS, INC. | - | - | - | -1,517 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -1,265 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,257 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -1,059 | -100.00% | - | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -1,012 | -100.00% | - | Jun 30, 2024 |
| SCHWAB CHARITABLE FUND | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -989 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -985 | -100.00% | - | Jun 30, 2024 |
| CORNERSTONE INVESTMENT PARTNERS, LLC | - | - | - | -963 | -100.00% | - | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -875 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -824 | -100.00% | - | Jun 30, 2024 |
| J. W. COONS ADVISORS, LLC | - | - | - | -770 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -762 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -751 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -685 | -100.00% | - | Jun 30, 2024 |
| TIDEMARK, LLC | - | - | - | -471 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -359 | -100.00% | - | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | - | - | - | -145 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -92 | -100.00% | - | Jun 30, 2024 |
| HERITAGE WEALTH ADVISORS | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -52 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| ACTIVEST WEALTH MANAGEMENT | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| RFP FINANCIAL GROUP LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| PISCATAQUA SAVINGS BANK | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -4 | -100.00% | - | Jun 30, 2024 | |
| TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
LPL Financial's largest sold out institutional shareholder by shares sold is ARROWMARK COLORADO HOLDINGS LLC, sold -0.45M shares, valued at -, as of undefined.
LPL Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| NICHOLAS HIGH INCOME FUND, INC. | 2.20% | 2,000,000 | - | - | Jun 30, 2020 |
| ALLSPRING INCOME OPPORTUNITIES FUND | 1.16% | 7,650,000 | - | - | Jan 31, 2024 |
| ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.88% | 600,000 | - | - | Jan 31, 2024 |
| ALLSPRING UTILITIES & HIGH INCOME FUND | 0.88% | 450,000 | - | - | Feb 29, 2024 |
| FOXBY CORP. | 0.66% | 1,160 | 1,160 | - | Dec 31, 2023 |
| DIVIDEND & INCOME FUND | 0.54% | 23,500 | - | - | Dec 31, 2023 |
| MFS INTERMEDIATE INCOME TRUST | 0.40% | 1,437,000 | 1,437,000 | - | Jan 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.40% | 676,455 | 8,599 | 1.29% | Mar 31, 2024 |
| ALLSPRING UTILITIES & HIGH INCOME FUND | 0.39% | 200,000 | - | - | Feb 29, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.36% | 500,900 | - | - | Jan 31, 2024 |
| ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.29% | 200,000 | - | - | Jan 31, 2024 |
| Rimrock Funds Trust | 0.29% | 35,000 | - | - | Feb 28, 2023 |
| JANUS ASPEN SERIES | 0.28% | 12,404,000 | 12,404,000 | - | Dec 31, 2023 |
| Voya VARIABLE PRODUCTS TRUST | 0.28% | 100,458 | -14,632 | -12.71% | Mar 31, 2024 |
| HSBC FUNDS | 0.25% | 8,210 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.25% | 142,000 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.25% | 36,597 | - | - | Feb 29, 2024 |
| BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC. | 0.24% | 42,434 | -3,190 | -6.99% | Mar 31, 2024 |
| ALLSPRING INCOME OPPORTUNITIES FUND | 0.23% | 1,500,000 | - | - | Jan 31, 2024 |
| PIMCO STRATEGIC INCOME FUND, INC | 0.19% | 1,600,000 | - | - | Mar 31, 2024 |
| FIDELITY MAGELLAN FUND | 0.19% | 1,501,100 | - | - | Mar 31, 2024 |
| PIMCO Global StocksPLUS & Income Fund | 0.18% | 700,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.18% | 15,910,000 | - | - | Mar 28, 2024 |
| RBB Fund Trust | 0.18% | 176,553 | - | - | Feb 29, 2024 |
| Milliman Variable Insurance Trust | 0.17% | 72 | -15 | -17.24% | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.17% | 59,400 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST IV | 0.16% | 564,391 | 111,917 | 24.73% | Feb 29, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.16% | 241,623 | - | - | Jan 31, 2024 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.16% | 14,725,000 | - | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.16% | 1,180,000 | -120,000 | -9.23% | Mar 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.15% | 122,000 | - | - | Mar 31, 2024 |
| BNY Mellon Growth & Income Fund, Inc. | 0.14% | 27,111 | 27,111 | - | Oct 31, 2019 |
| JANUS INVESTMENT FUND | 0.14% | 42,821,000 | 42,821,000 | - | Dec 31, 2023 |
| AMCAP FUND | 0.14% | 1,153,259 | -456,753 | -28.37% | Feb 29, 2024 |
| STERLING CAPITAL FUNDS | 0.13% | 2,730,000 | 2,730,000 | - | Mar 28, 2024 |
| CALVERT FUND | 0.13% | 7,490,000 | -740,000 | -8.99% | Mar 31, 2024 |
| Intrepid Capital Management Funds Trust | 0.12% | 1,500,000 | - | - | Mar 31, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.11% | 27,959 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INCOME TRUST | 0.11% | 3,640,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.10% | 53,021 | - | - | Mar 31, 2024 |
| PIMCO Managed Accounts Trust | 0.10% | 5,700,000 | - | - | Mar 31, 2024 |
| WEITZ FUNDS | 0.09% | 3,000,000 | - | - | Mar 31, 2024 |
| AB EQUITY INCOME FUND INC | 0.09% | 8,923 | - | - | Feb 29, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.09% | 32,227 | -886 | -2.68% | Mar 31, 2024 |
| MFS SERIES TRUST IX | 0.07% | 16,679,000 | 16,679,000 | - | Jan 31, 2024 |
| John Hancock Funds III | 0.07% | 1,118,775 | 372,114 | 49.84% | Mar 31, 2024 |
| Calvert Management Series | 0.07% | 710,000 | -70,000 | -8.97% | Mar 31, 2024 |
| CRM Mutual Fund Trust | 0.07% | 32,918 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.06% | 15,417 | - | - | Mar 31, 2024 |
| GEORGE PUTNAM BALANCED FUND | 0.06% | 529,000 | 529,000 | - | Jan 31, 2024 |
| FundVantage Trust | 0.06% | 1,000,000 | - | - | Mar 28, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.06% | 1,601,000 | - | - | Mar 31, 2024 |
| ALPS Series Trust | 0.06% | 538,500 | -20,000 | -3.58% | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.06% | 4,280 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.06% | 469,493 | 35,220 | 8.11% | Mar 28, 2024 |
| Voya EQUITY TRUST | 0.06% | 81,684 | -10,554 | -11.44% | Feb 29, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.05% | 5,100 | - | - | Feb 29, 2024 |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | 0.05% | 2,400,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.05% | 744,000 | - | - | Jan 31, 2024 |
| PIMCO CORPORATE & INCOME STRATEGY FUND | 0.05% | 800,000 | - | - | Mar 31, 2024 |
| PIMCO HIGH INCOME FUND | 0.05% | 1,000,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.05% | 1,626,000 | - | - | Mar 31, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.05% | 47,942,000 | - | - | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.05% | 1,522,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.05% | 1,229,000 | - | - | Mar 31, 2024 |
| SPARROW FUNDS | 0.05% | 165 | 165 | - | Feb 29, 2024 |
| Putnam ETF Trust | 0.05% | 393,000 | 393,000 | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 8,590 | - | - | Mar 28, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.04% | 90,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.04% | 21,749 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,535,000 | - | - | Mar 31, 2024 |
| PARNASSUS FUNDS | 0.04% | 56,840 | 25,196 | 79.62% | Mar 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.04% | 1,045,000 | 1,045,000 | - | Dec 31, 2023 |
| MERIDIAN FUND INC | 0.04% | 84,158 | -14,165 | -14.41% | Mar 28, 2024 |
| NEW ECONOMY FUND | 0.03% | 144,465 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST XV | 0.03% | 706,000 | 706,000 | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 76,000 | - | - | Mar 31, 2024 |
| VANGUARD WINDSOR FUNDS | 0.03% | 1,117,157 | - | - | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.03% | 696,577 | - | - | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.03% | 1,713 | - | - | Feb 29, 2024 |
| BAIRD FUNDS INC | 0.03% | 30,755,000 | 13,030,000 | 73.51% | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.03% | 227,300 | 5,400 | 2.43% | Jan 31, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.03% | 2,320,000 | - | - | Feb 29, 2024 |
| FIDELITY CAPITAL TRUST | 0.03% | 284,700 | 38,100 | 15.45% | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.03% | 254,407 | -222,638 | -46.67% | Jan 31, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.02% | 5,118 | - | - | Feb 29, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.02% | 799,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 76,979 | -1,670 | -2.12% | Mar 31, 2024 |
| AB TRUST | 0.02% | 22,311 | - | - | Feb 29, 2024 |
| CALVERT VARIABLE SERIES INC | 0.02% | 45,000 | -5,000 | -10.00% | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.02% | 1,989,000 | -221,000 | -10.00% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 181,910 | 10,410 | 6.07% | Mar 31, 2024 |
| PIMCO ETF Trust | 0.02% | 6,504,000 | 264,000 | 4.23% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.02% | 25,706 | 24,726 | 2523.06% | Mar 28, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.02% | 368,000 | - | - | Mar 31, 2024 |
| INTEGRITY FUNDS | 0.02% | 55,000 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST V | 0.02% | 1,274,000 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.02% | 3,560 | 190 | 5.64% | Mar 31, 2022 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.02% | 25,010 | -14,460 | -36.64% | Mar 31, 2024 |
| BlackRock ETF Trust | 0.02% | 17,078 | -2,655 | -13.45% | Jan 31, 2024 |
LPL Financial's largest mutual fund holder by % of total assets is "NICHOLAS HIGH INCOME FUND, INC.", owning 2.00M shares, compromising 2.20% of its total assets.
LPL Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 567 | -13.30% |
| 31 Mar, 24 | 654 | 4.98% |
| 31 Dec, 23 | 623 | 2.81% |
| 30 Sep, 23 | 606 | 1.68% |
| 30 Jun, 23 | 596 | -4.64% |
| 31 Mar, 23 | 625 | -1.73% |
| 31 Dec, 22 | 636 | 8.72% |
| 30 Sep, 22 | 585 | 7.14% |
| 30 Jun, 22 | 546 | 10.30% |
| 31 Mar, 22 | 495 | 11.99% |
| 31 Dec, 21 | 442 | 3.03% |
| 30 Sep, 21 | 429 | - |
| 30 Jun, 21 | 429 | 5.93% |
| 31 Mar, 21 | 405 | 7.14% |
| 31 Dec, 20 | 378 | 13.86% |
| 30 Sep, 20 | 332 | -5.68% |
| 30 Jun, 20 | 352 | 15.79% |
| 31 Mar, 20 | 304 | -12.14% |
| 31 Dec, 19 | 346 | 6.79% |
| 30 Sep, 19 | 324 | -2.11% |
| 30 Jun, 19 | 331 | 0.91% |
| 31 Mar, 19 | 328 | 17.56% |
| 31 Dec, 18 | 279 | -6.69% |
| 30 Sep, 18 | 299 | -1.32% |
| 30 Jun, 18 | 303 | 1.68% |
| 31 Mar, 18 | 298 | 19.20% |
| 31 Dec, 17 | 250 | 8.23% |
| 30 Sep, 17 | 231 | 13.79% |
| 30 Jun, 17 | 203 | -0.98% |
| 31 Mar, 17 | 205 | 4.59% |
| 31 Dec, 16 | 196 | 33.33% |
| 30 Sep, 16 | 147 | -2.65% |
| 30 Jun, 16 | 151 | -7.93% |
| 31 Mar, 16 | 164 | -5.75% |
| 31 Dec, 15 | 174 | -0.57% |
| 30 Sep, 15 | 175 | -4.37% |
| 30 Jun, 15 | 183 | 7.65% |
| 31 Mar, 15 | 170 | 5.59% |
| 31 Dec, 14 | 161 | -9.04% |
| 30 Sep, 14 | 177 | -4.32% |
| 30 Jun, 14 | 185 | -11.06% |
| 31 Mar, 14 | 208 | 14.29% |
| 31 Dec, 13 | 182 | 17.42% |
| 30 Sep, 13 | 155 | 5.44% |
| 30 Jun, 13 | 147 | 226.67% |
| 31 Mar, 13 | 45 | -13.46% |
| 31 Dec, 12 | 52 | 18.18% |
| 30 Sep, 12 | 44 | 238.46% |
| 30 Jun, 12 | 13 | 1200.00% |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
As of 30 Jun 24, 567 institutions are holding LPL Financial's shares, representing a decrease of -13.30% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 56,800,821 | -20.81% |
| 31 Mar, 24 | 71,726,977 | 0.74% |
| 31 Dec, 23 | 71,199,572 | 0.24% |
| 30 Sep, 23 | 71,025,740 | -1.55% |
| 30 Jun, 23 | 72,140,317 | -3.66% |
| 31 Mar, 23 | 74,879,186 | -1.87% |
| 31 Dec, 22 | 76,303,013 | -2.86% |
| 30 Sep, 22 | 78,549,612 | -3.82% |
| 30 Jun, 22 | 81,667,640 | 4.47% |
| 31 Mar, 22 | 78,176,564 | 1.84% |
| 31 Dec, 21 | 76,760,625 | -0.16% |
| 30 Sep, 21 | 76,882,911 | 1.24% |
| 30 Jun, 21 | 75,939,425 | -1.98% |
| 31 Mar, 21 | 77,470,800 | 0.14% |
| 31 Dec, 20 | 77,365,188 | 1.12% |
| 30 Sep, 20 | 76,506,482 | 0.12% |
| 30 Jun, 20 | 76,417,263 | 2.23% |
| 31 Mar, 20 | 74,746,913 | -2.50% |
| 31 Dec, 19 | 76,665,551 | -0.40% |
| 30 Sep, 19 | 76,972,689 | -1.01% |
| 30 Jun, 19 | 77,760,711 | -1.27% |
| 31 Mar, 19 | 78,757,511 | -0.60% |
| 31 Dec, 18 | 79,236,293 | -2.85% |
| 30 Sep, 18 | 81,559,934 | -3.59% |
| 30 Jun, 18 | 84,592,634 | 0.58% |
| 31 Mar, 18 | 84,103,425 | -0.23% |
| 31 Dec, 17 | 84,294,282 | 1.96% |
| 30 Sep, 17 | 82,672,097 | 0.84% |
| 30 Jun, 17 | 81,983,155 | -1.03% |
| 31 Mar, 17 | 82,838,242 | -1.41% |
| 31 Dec, 16 | 84,021,874 | -12.26% |
| 30 Sep, 16 | 95,765,766 | 1.86% |
| 30 Jun, 16 | 94,018,023 | 0.29% |
| 31 Mar, 16 | 93,747,436 | -8.18% |
| 31 Dec, 15 | 102,097,041 | -5.71% |
| 30 Sep, 15 | 108,284,064 | 2.32% |
| 30 Jun, 15 | 105,826,157 | 7.96% |
| 31 Mar, 15 | 98,023,661 | 6.95% |
| 31 Dec, 14 | 91,656,565 | 1.20% |
| 30 Sep, 14 | 90,567,494 | -0.49% |
| 30 Jun, 14 | 91,014,855 | 0.05% |
| 31 Mar, 14 | 90,972,302 | 0.02% |
| 31 Dec, 13 | 90,957,935 | 2.39% |
| 30 Sep, 13 | 88,838,480 | -2.32% |
| 30 Jun, 13 | 90,949,024 | 235.67% |
| 31 Mar, 13 | 27,094,945 | 33.85% |
| 31 Dec, 12 | 20,242,662 | -12.72% |
| 30 Sep, 12 | 23,193,680 | 332.13% |
| 30 Jun, 12 | 5,367,335 | 695.93% |
| 31 Mar, 12 | 674,350 | 2.17% |
| 31 Dec, 11 | 660,050 | - |
LPL Financial (LPLA) has 56.80M shares outstanding as of 30 Jun 24, down -20.81% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 76.18% | 0.87% |
| 31 Mar, 24 | 93.39% | 1.07% |
| 31 Dec, 23 | 93.61% | 1.11% |
| 30 Sep, 23 | 91.96% | 1.10% |
| 30 Jun, 23 | 91.61% | 1.01% |
| 31 Mar, 23 | 95.08% | 1.04% |
| 31 Dec, 22 | 95.62% | 0.99% |
| 30 Sep, 22 | 98.43% | 0.94% |
| 30 Jun, 22 | 102.15% | 1.07% |
| 31 Mar, 22 | 97.75% | 1.06% |
| 31 Dec, 21 | 95.95% | 1.04% |
| 30 Sep, 21 | 95.89% | 1.07% |
| 30 Jun, 21 | 94.85% | 1.00% |
| 31 Mar, 21 | 97.21% | 1.02% |
| 31 Dec, 20 | 97.63% | 1.05% |
| 30 Sep, 20 | 96.63% | 1.03% |
| 30 Jun, 20 | 96.80% | 1.10% |
| 31 Mar, 20 | 94.01% | 1.09% |
| 31 Dec, 19 | 92.87% | 1.05% |
| 30 Sep, 19 | 94.06% | 1.08% |
| 30 Jun, 19 | 93.41% | 1.08% |
| 31 Mar, 19 | 93.22% | 1.15% |
| 31 Dec, 18 | 89.92% | 1.03% |
| 30 Sep, 18 | 93.29% | 1.04% |
| 30 Jun, 18 | 94.91% | 1.09% |
| 31 Mar, 18 | 93.45% | 1.06% |
| 31 Dec, 17 | 93.74% | 1.11% |
| 30 Sep, 17 | 91.89% | 1.11% |
| 30 Jun, 17 | 90.84% | 1.07% |
| 31 Mar, 17 | 92.18% | 1.04% |
| 31 Dec, 16 | 94.18% | 0.82% |
| 30 Sep, 16 | 107.49% | 0.96% |
| 30 Jun, 16 | 105.62% | 0.95% |
| 31 Mar, 16 | 105.38% | 0.92% |
| 31 Dec, 15 | 107.16% | 0.82% |
| 30 Sep, 15 | 114.02% | 0.93% |
| 30 Jun, 15 | 110.55% | 1.07% |
| 31 Mar, 15 | 101.53% | 1.20% |
| 31 Dec, 14 | 91.80% | 1.12% |
| 30 Sep, 14 | 90.52% | 1.10% |
| 30 Jun, 14 | 90.79% | 1.13% |
| 31 Mar, 14 | 89.82% | 1.13% |
| 31 Dec, 13 | 89.34% | 1.23% |
| 30 Sep, 13 | 85.20% | 1.17% |
| 30 Jun, 13 | 85.47% | 13.40% |
| 31 Mar, 13 | 25.25% | 7.36% |
| 31 Dec, 12 | 18.52% | 4.21% |
| 30 Sep, 12 | 20.96% | 87.61% |
| 30 Jun, 12 | 4.89% | 1276.99% |
| 31 Mar, 12 | 0.62% | 166.86% |
| 31 Dec, 11 | 0.61% | - |
As of 30 Jun 24, LPL Financial is held by 76.18% institutional shareholders, representing a 0.87% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 300 | -10.98% |
| 31 Mar, 24 | 337 | 25.75% |
| 31 Dec, 23 | 268 | -16.25% |
| 30 Sep, 23 | 320 | 18.96% |
| 30 Jun, 23 | 269 | -13.23% |
| 31 Mar, 23 | 310 | -1.59% |
| 31 Dec, 22 | 315 | 8.62% |
| 30 Sep, 22 | 290 | -2.03% |
| 30 Jun, 22 | 296 | 10.45% |
| 31 Mar, 22 | 268 | 20.18% |
| 31 Dec, 21 | 223 | 3.24% |
| 30 Sep, 21 | 216 | -0.46% |
| 30 Jun, 21 | 217 | 6.37% |
| 31 Mar, 21 | 204 | 5.70% |
| 31 Dec, 20 | 193 | 25.32% |
| 30 Sep, 20 | 154 | -18.95% |
| 30 Jun, 20 | 190 | 32.87% |
| 31 Mar, 20 | 143 | -15.88% |
| 31 Dec, 19 | 170 | 19.72% |
| 30 Sep, 19 | 142 | -2.74% |
| 30 Jun, 19 | 146 | -23.96% |
| 31 Mar, 19 | 192 | 62.71% |
| 31 Dec, 18 | 118 | -18.06% |
| 30 Sep, 18 | 144 | -4.64% |
| 30 Jun, 18 | 151 | -14.20% |
| 31 Mar, 18 | 176 | 37.50% |
| 31 Dec, 17 | 128 | -12.33% |
| 30 Sep, 17 | 146 | 26.96% |
| 30 Jun, 17 | 115 | -2.54% |
| 31 Mar, 17 | 118 | -2.48% |
| 31 Dec, 16 | 121 | 75.36% |
| 30 Sep, 16 | 69 | -24.18% |
| 30 Jun, 16 | 91 | 3.41% |
| 31 Mar, 16 | 88 | -6.38% |
| 31 Dec, 15 | 94 | 3.30% |
| 30 Sep, 15 | 91 | -9.90% |
| 30 Jun, 15 | 101 | 2.02% |
| 31 Mar, 15 | 99 | 8.79% |
| 31 Dec, 14 | 91 | 3.41% |
| 30 Sep, 14 | 88 | -2.22% |
| 30 Jun, 14 | 90 | 2.27% |
| 31 Mar, 14 | 88 | -13.73% |
| 31 Dec, 13 | 102 | 6.25% |
| 30 Sep, 13 | 96 | -23.81% |
| 30 Jun, 13 | 126 | 320.00% |
| 31 Mar, 13 | 30 | -3.23% |
| 31 Dec, 12 | 31 | -22.50% |
| 30 Sep, 12 | 40 | 207.69% |
| 30 Jun, 12 | 13 | 1200.00% |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
300 institutional shareholders have increased their position in LPLA stock as of 30 Jun 24 compared to 337 in the previous quarter (a -10.98% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 174 | -15.53% |
| 31 Mar, 24 | 206 | -18.90% |
| 31 Dec, 23 | 254 | 33.68% |
| 30 Sep, 23 | 190 | -20.50% |
| 30 Jun, 23 | 239 | 5.29% |
| 31 Mar, 23 | 227 | -12.69% |
| 31 Dec, 22 | 260 | 20.37% |
| 30 Sep, 22 | 216 | 22.73% |
| 30 Jun, 22 | 176 | 12.10% |
| 31 Mar, 22 | 157 | 0.64% |
| 31 Dec, 21 | 156 | 13.87% |
| 30 Sep, 21 | 137 | -4.20% |
| 30 Jun, 21 | 143 | 0.70% |
| 31 Mar, 21 | 142 | 13.60% |
| 31 Dec, 20 | 125 | -3.10% |
| 30 Sep, 20 | 129 | 7.50% |
| 30 Jun, 20 | 120 | 7.14% |
| 31 Mar, 20 | 112 | -15.15% |
| 31 Dec, 19 | 132 | 0.76% |
| 30 Sep, 19 | 131 | -9.66% |
| 30 Jun, 19 | 145 | 42.16% |
| 31 Mar, 19 | 102 | -17.07% |
| 31 Dec, 18 | 123 | 7.89% |
| 30 Sep, 18 | 114 | -1.72% |
| 30 Jun, 18 | 116 | 28.89% |
| 31 Mar, 18 | 90 | -5.26% |
| 31 Dec, 17 | 95 | 58.33% |
| 30 Sep, 17 | 60 | -9.09% |
| 30 Jun, 17 | 66 | 15.79% |
| 31 Mar, 17 | 57 | 7.55% |
| 31 Dec, 16 | 53 | 3.92% |
| 30 Sep, 16 | 51 | 18.60% |
| 30 Jun, 16 | 43 | -17.31% |
| 31 Mar, 16 | 52 | -8.77% |
| 31 Dec, 15 | 57 | -5.00% |
| 30 Sep, 15 | 60 | -1.64% |
| 30 Jun, 15 | 61 | 24.49% |
| 31 Mar, 15 | 49 | -7.55% |
| 31 Dec, 14 | 53 | -18.46% |
| 30 Sep, 14 | 65 | 4.84% |
| 30 Jun, 14 | 62 | -35.42% |
| 31 Mar, 14 | 96 | 43.28% |
| 31 Dec, 13 | 67 | 48.89% |
| 30 Sep, 13 | 45 | 221.43% |
| 30 Jun, 13 | 14 | 27.27% |
| 31 Mar, 13 | 11 | -8.33% |
| 31 Dec, 12 | 12 | 300.00% |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
174 institutional shareholders have reduced their position in LPLA stock as of 30 Jun 24 compared to 206 in the previous quarter (a -15.53% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 567 | -13.30% | 56,800,821 | -20.81% | 76.18% | 0.87% | 300 | -10.98% | 174 | -15.53% |
| 31 Mar, 24 | 654 | 4.98% | 71,726,977 | 0.74% | 93.39% | 1.07% | 337 | 25.75% | 206 | -18.90% |
| 31 Dec, 23 | 623 | 2.81% | 71,199,572 | 0.24% | 93.61% | 1.11% | 268 | -16.25% | 254 | 33.68% |
| 30 Sep, 23 | 606 | 1.68% | 71,025,740 | -1.55% | 91.96% | 1.10% | 320 | 18.96% | 190 | -20.50% |
| 30 Jun, 23 | 596 | -4.64% | 72,140,317 | -3.66% | 91.61% | 1.01% | 269 | -13.23% | 239 | 5.29% |
| 31 Mar, 23 | 625 | -1.73% | 74,879,186 | -1.87% | 95.08% | 1.04% | 310 | -1.59% | 227 | -12.69% |
| 31 Dec, 22 | 636 | 8.72% | 76,303,013 | -2.86% | 95.62% | 0.99% | 315 | 8.62% | 260 | 20.37% |
| 30 Sep, 22 | 585 | 7.14% | 78,549,612 | -3.82% | 98.43% | 0.94% | 290 | -2.03% | 216 | 22.73% |
| 30 Jun, 22 | 546 | 10.30% | 81,667,640 | 4.47% | 102.15% | 1.07% | 296 | 10.45% | 176 | 12.10% |
| 31 Mar, 22 | 495 | 11.99% | 78,176,564 | 1.84% | 97.75% | 1.06% | 268 | 20.18% | 157 | 0.64% |
| 31 Dec, 21 | 442 | 3.03% | 76,760,625 | -0.16% | 95.95% | 1.04% | 223 | 3.24% | 156 | 13.87% |
| 30 Sep, 21 | 429 | - | 76,882,911 | 1.24% | 95.89% | 1.07% | 216 | -0.46% | 137 | -4.20% |
| 30 Jun, 21 | 429 | 5.93% | 75,939,425 | -1.98% | 94.85% | 1.00% | 217 | 6.37% | 143 | 0.70% |
| 31 Mar, 21 | 405 | 7.14% | 77,470,800 | 0.14% | 97.21% | 1.02% | 204 | 5.70% | 142 | 13.60% |
| 31 Dec, 20 | 378 | 13.86% | 77,365,188 | 1.12% | 97.63% | 1.05% | 193 | 25.32% | 125 | -3.10% |
| 30 Sep, 20 | 332 | -5.68% | 76,506,482 | 0.12% | 96.63% | 1.03% | 154 | -18.95% | 129 | 7.50% |
| 30 Jun, 20 | 352 | 15.79% | 76,417,263 | 2.23% | 96.80% | 1.10% | 190 | 32.87% | 120 | 7.14% |
| 31 Mar, 20 | 304 | -12.14% | 74,746,913 | -2.50% | 94.01% | 1.09% | 143 | -15.88% | 112 | -15.15% |
| 31 Dec, 19 | 346 | 6.79% | 76,665,551 | -0.40% | 92.87% | 1.05% | 170 | 19.72% | 132 | 0.76% |
| 30 Sep, 19 | 324 | -2.11% | 76,972,689 | -1.01% | 94.06% | 1.08% | 142 | -2.74% | 131 | -9.66% |
| 30 Jun, 19 | 331 | 0.91% | 77,760,711 | -1.27% | 93.41% | 1.08% | 146 | -23.96% | 145 | 42.16% |
| 31 Mar, 19 | 328 | 17.56% | 78,757,511 | -0.60% | 93.22% | 1.15% | 192 | 62.71% | 102 | -17.07% |
| 31 Dec, 18 | 279 | -6.69% | 79,236,293 | -2.85% | 89.92% | 1.03% | 118 | -18.06% | 123 | 7.89% |
| 30 Sep, 18 | 299 | -1.32% | 81,559,934 | -3.59% | 93.29% | 1.04% | 144 | -4.64% | 114 | -1.72% |
| 30 Jun, 18 | 303 | 1.68% | 84,592,634 | 0.58% | 94.91% | 1.09% | 151 | -14.20% | 116 | 28.89% |
| 31 Mar, 18 | 298 | 19.20% | 84,103,425 | -0.23% | 93.45% | 1.06% | 176 | 37.50% | 90 | -5.26% |
| 31 Dec, 17 | 250 | 8.23% | 84,294,282 | 1.96% | 93.74% | 1.11% | 128 | -12.33% | 95 | 58.33% |
| 30 Sep, 17 | 231 | 13.79% | 82,672,097 | 0.84% | 91.89% | 1.11% | 146 | 26.96% | 60 | -9.09% |
| 30 Jun, 17 | 203 | -0.98% | 81,983,155 | -1.03% | 90.84% | 1.07% | 115 | -2.54% | 66 | 15.79% |
| 31 Mar, 17 | 205 | 4.59% | 82,838,242 | -1.41% | 92.18% | 1.04% | 118 | -2.48% | 57 | 7.55% |
| 31 Dec, 16 | 196 | 33.33% | 84,021,874 | -12.26% | 94.18% | 0.82% | 121 | 75.36% | 53 | 3.92% |
| 30 Sep, 16 | 147 | -2.65% | 95,765,766 | 1.86% | 107.49% | 0.96% | 69 | -24.18% | 51 | 18.60% |
| 30 Jun, 16 | 151 | -7.93% | 94,018,023 | 0.29% | 105.62% | 0.95% | 91 | 3.41% | 43 | -17.31% |
| 31 Mar, 16 | 164 | -5.75% | 93,747,436 | -8.18% | 105.38% | 0.92% | 88 | -6.38% | 52 | -8.77% |
| 31 Dec, 15 | 174 | -0.57% | 102,097,041 | -5.71% | 107.16% | 0.82% | 94 | 3.30% | 57 | -5.00% |
| 30 Sep, 15 | 175 | -4.37% | 108,284,064 | 2.32% | 114.02% | 0.93% | 91 | -9.90% | 60 | -1.64% |
| 30 Jun, 15 | 183 | 7.65% | 105,826,157 | 7.96% | 110.55% | 1.07% | 101 | 2.02% | 61 | 24.49% |
| 31 Mar, 15 | 170 | 5.59% | 98,023,661 | 6.95% | 101.53% | 1.20% | 99 | 8.79% | 49 | -7.55% |
| 31 Dec, 14 | 161 | -9.04% | 91,656,565 | 1.20% | 91.80% | 1.12% | 91 | 3.41% | 53 | -18.46% |
| 30 Sep, 14 | 177 | -4.32% | 90,567,494 | -0.49% | 90.52% | 1.10% | 88 | -2.22% | 65 | 4.84% |
| 30 Jun, 14 | 185 | -11.06% | 91,014,855 | 0.05% | 90.79% | 1.13% | 90 | 2.27% | 62 | -35.42% |
| 31 Mar, 14 | 208 | 14.29% | 90,972,302 | 0.02% | 89.82% | 1.13% | 88 | -13.73% | 96 | 43.28% |
| 31 Dec, 13 | 182 | 17.42% | 90,957,935 | 2.39% | 89.34% | 1.23% | 102 | 6.25% | 67 | 48.89% |
| 30 Sep, 13 | 155 | 5.44% | 88,838,480 | -2.32% | 85.20% | 1.17% | 96 | -23.81% | 45 | 221.43% |
| 30 Jun, 13 | 147 | 226.67% | 90,949,024 | 235.67% | 85.47% | 13.40% | 126 | 320.00% | 14 | 27.27% |
| 31 Mar, 13 | 45 | -13.46% | 27,094,945 | 33.85% | 25.25% | 7.36% | 30 | -3.23% | 11 | -8.33% |
| 31 Dec, 12 | 52 | 18.18% | 20,242,662 | -12.72% | 18.52% | 4.21% | 31 | -22.50% | 12 | 300.00% |
| 30 Sep, 12 | 44 | 238.46% | 23,193,680 | 332.13% | 20.96% | 87.61% | 40 | 207.69% | 3 | - |
| 30 Jun, 12 | 13 | 1200.00% | 5,367,335 | 695.93% | 4.89% | 1276.99% | 13 | 1200.00% | - | - |
| 31 Mar, 12 | 1 | - | 674,350 | 2.17% | 0.62% | 166.86% | 1 | - | - | - |
| 31 Dec, 11 | 1 | - | 660,050 | - | 0.61% | - | 1 | - | - | - |
LPL Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of LPL Financial's stock was made by SCHIFTER RICHARD P on Aug 13 2024, selling 182 shares at - per share (valued at -).
LPL Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 20 | 2 | 1000.00% |
| Q1 2024 | 25 | 47 | 53.19% |
| Q4 2023 | 15 | 16 | 93.75% |
| Q3 2023 | 19 | 12 | 158.33% |
| Q2 2023 | 31 | 4 | 775.00% |
| Q1 2023 | 35 | 41 | 85.37% |
| Q4 2022 | 12 | 11 | 109.09% |
| Q3 2022 | 9 | 17 | 52.94% |
| Q2 2022 | 28 | 13 | 215.38% |
| Q1 2022 | 33 | 45 | 73.33% |
| Q4 2021 | 22 | 21 | 104.76% |
| Q3 2021 | 19 | 16 | 118.75% |
| Q2 2021 | 38 | 34 | 111.76% |
| Q1 2021 | 42 | 61 | 68.85% |
| Q4 2020 | 17 | 18 | 94.44% |
| Q3 2020 | 29 | 28 | 103.57% |
| Q2 2020 | 32 | 12 | 266.67% |
| Q1 2020 | 30 | 44 | 68.18% |
| Q4 2019 | 16 | 13 | 123.08% |
| Q3 2019 | 19 | 20 | 95.00% |
20 total buy trades, and 2 total sell trades (buy/sell ratio of 10.00%) were made by LPL Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | 34 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 27 | - |
| Q4 2022 | 2 | 8 | 25.00% |
| Q3 2022 | - | 10 | - |
| Q2 2022 | - | 6 | - |
| Q1 2022 | 2 | 27 | 7.41% |
| Q4 2021 | - | 12 | - |
| Q3 2021 | - | 6 | - |
| Q2 2021 | - | 23 | - |
| Q1 2021 | 1 | 31 | 3.23% |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 11 | - |
| Q2 2020 | - | 8 | - |
| Q1 2020 | - | 10 | - |
| Q4 2019 | - | 6 | - |
| Q3 2019 | - | 8 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of LPL Financial's stocks.
LPLA Ownership FAQ
Who Owns LPL Financial?
LPL Financial is owned by institutional shareholders (76.18%), insiders (0.69%), and public (23.13%). The largest institutional shareholder of LPL Financial is VANGUARD GROUP INC (9.64% of total shares) and the top mutual fund owner is NICHOLAS HIGH INCOME FUND, INC. (2.20% of total shares).
Who are the major institutional shareholders of LPL Financial?
LPL Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and JANUS HENDERSON GROUP PLC. The top five shareholders own together 27.22% of the company's share outstanding.
How many LPL Financial shareholders are there?
As of Jun 2024, there are 567 institutional shareholders of LPL Financial.
What percentage of LPL Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 7.19M shares of LPL Financial, representing 9.64% of the company's total shares outstanding, valued at $2.01B (as of Jun 2024).
What percentage of LPL Financial is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.3M shares of LPL Financial (LPLA), compromising 7.11% of the company, valued at $1.48B.
What percentage of LPL Financial is owned by FMR LLC?
FMR LLC is the third largest holder of LPL Financial. The company owns 2.67M of the company's shares outstanding (worth $746.26M).