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LPL Financial (LPLA) Institutional Ownership

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$266.32
+0.90 (+0.34%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$3.34B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$2.14B
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LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024 Foster Victor Wealth Advisors LLC49,467$13.03M1.2%+11.8%0.066%
4/26/2024 Yousif Capital Management LLC1,693$447K0.0%+5.9%0.002%
4/26/2024 ZWJ Investment Counsel Inc.796$210K0.0%N/A0.001%
4/26/2024 SYSTM Wealth Solutions LLC824$218K0.0%+64.8%0.001%
4/26/2024 Sumitomo Life Insurance Co.7,983$2.11M0.1%-2.3%0.011%
4/26/2024 MONECO Advisors LLC2,416$638K0.1%+26.0%0.003%
4/25/2024 New York State Teachers Retirement System588$155K0.0%-91.4%0.001%
4/25/2024 WCM Investment Management LLC1,697,064$448.36M1.1%+0.1%2.272%
4/25/2024 Bank of New York Mellon Corp970,749$256.47M0.0%+2.5%1.300%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 25,421$6.72M0.0%-9.2%0.034%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund19,500$5.15M0.1%+0.5%0.026%
4/25/2024 MFA Wealth Advisors LLC2,480$655K0.2%+4.9%0.003%
4/24/2024 Simplicity Wealth LLC6,544$1.73M0.0%N/A0.009%
4/24/2024 Assenagon Asset Management S.A.8,745$2.31M0.0%-63.8%0.012%
4/23/2024 Global Retirement Partners LLC276$73K0.0%-13.8%0.000%
4/23/2024 Venturi Wealth Management LLC44,569$11.78M0.8%+5.1%0.060%
4/23/2024 Amalgamated Bank7,329$1.94M0.0%-27.1%0.010%
4/23/2024 Gradient Investments LLC16,465$4.35M0.1%-10.6%0.022%
4/23/2024 Cigna Investments Inc. New799$211K0.0%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.9,971$2.63M0.0%+8.2%0.013%
4/22/2024 Drive Wealth Management LLC929$245K0.1%N/A0.001%
4/22/2024 Raymond James & Associates373,968$98.80M0.1%+2.2%0.501%
4/22/2024 IFM Investors Pty Ltd15,573$4.11M0.0%-1.7%0.021%
4/22/2024 Everpar Advisors LLC2,596$686K0.4%-44.3%0.003%
4/19/2024 Norden Group LLC3,366$889K0.0%N/A0.005%
4/19/2024 Monument Capital Management9,154$2.42M0.7%+6.9%0.012%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.187,783$49.61M0.0%-9.1%0.251%
4/19/2024 Handelsinvest Investeringsforvaltning1,651$436K0.2%-34.2%0.002%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH6,902$1.82M0.1%N/A0.009%
4/18/2024 Allspring Global Investments Holdings LLC287,071$75.84M0.1%-10.6%0.384%
4/18/2024 Oak Thistle LLC1,917$506K0.5%N/A0.003%
4/18/2024 LVW Advisors LLC3,245$857K0.1%+1.9%0.004%
4/17/2024 Winthrop Advisory Group LLC20,783$5.49M0.8%-0.7%0.028%
4/16/2024 Artemis Investment Management LLP110,904$29.29M0.4%+0.3%0.148%
4/16/2024 Hennessy Advisors Inc.11,800$3.12M0.1%N/A0.016%
4/16/2024 Transform Wealth LLC31,804$8.40M0.8%N/A0.043%
4/16/2024 Thrive Wealth Management LLC1,160$306K0.1%+19.7%0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC8,675$2.29M0.0%+3.7%0.012%
4/15/2024 DGS Capital Management LLC1,625$429K0.1%+2.8%0.002%
4/15/2024 Eagle Rock Investment Company LLC15,113$3.99M0.7%-1.3%0.020%
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4/12/2024 Riverview Trust Co113$30K0.0%N/A0.000%
4/12/2024 Annex Advisory Services LLC11,618$3.07M0.1%-4.9%0.016%
4/12/2024 Gateway Investment Advisers LLC5,079$1.34M0.0%+1.7%0.007%
4/12/2024 CGN Advisors LLC6,804$1.80M0.2%+13.8%0.009%
4/11/2024 MJP Associates Inc. ADV1,445$382K0.1%+27.2%0.002%
4/11/2024 Gulf International Bank UK Ltd6,410$1.69M0.0%+0.9%0.009%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.3,212$849K0.1%N/A0.004%
4/10/2024 Park Avenue Securities LLC7,386$1.95M0.0%-14.0%0.010%
4/10/2024 Legacy Financial Group LLC1,366$361K0.1%N/A0.002%
4/10/2024 Banque Cantonale Vaudoise4,578$1.21M0.0%-1.4%0.006%
4/10/2024 Fulton Bank N.A.3,638$961K0.0%+24.6%0.005%
4/5/2024 First Hawaiian Bank5,600$1.48M0.0%-25.2%0.007%
4/3/2024 Reinhart Partners LLC.75,835$20.04M0.8%+1.6%0.102%
3/29/2024Kapitalo Investimentos Ltda524$119K0.0%+41.6%0.001%
3/26/2024HighPoint Advisor Group LLC2,225$506K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.2,527$575K0.0%-10.6%0.003%
3/20/2024 Family Wealth Partners LLC70,514$16.05M12.4%N/A0.095%
3/15/2024B. Riley Wealth Advisors Inc.934$213K0.0%-57.8%0.001%
3/11/2024Vanguard Group Inc.7,141,049$1.63B0.0%+0.7%9.592%
3/8/2024ICA Group Wealth Management LLC389$89K0.0%N/A0.001%
3/5/2024Wellington Management Group LLP209,078$47.59M0.0%-25.7%0.281%
3/1/2024Goldman Sachs Group Inc.317,094$72.18M0.0%-3.5%0.426%
2/21/2024 V Square Quantitative Management LLC863$196K0.0%+65.3%0.001%
2/15/2024Gilder Gagnon Howe & Co. LLC234,524$53.38M0.7%+12,785.9%0.310%
2/15/2024HST Ventures LLC8,839$2.01M0.7%-54.0%0.012%
2/15/2024BlueMar Capital Management LLC12,414$2.83M4.3%-32.3%0.016%
2/15/2024Darlington Partners Capital Management LP715,014$162.75M9.4%-1.1%0.946%
2/14/2024Point72 Europe London LLP31,332$7.13M0.9%+52.3%0.041%
2/14/2024Junto Capital Management LP514,315$117.07M2.6%+24.4%0.680%
2/14/2024Strategic Global Advisors LLC10,200$2.32M0.5%-40.9%0.013%
2/14/2024Eminence Capital LP799,757$182.04M2.7%+14.5%1.058%
2/14/2024Future Fund LLC1,254$285K0.8%-13.8%0.002%
2/14/2024Azora Capital LP326,796$74.39M6.4%+1.1%0.432%
2/14/2024Logan Capital Management Inc.45,087$10.26M0.5%-1.6%0.060%
2/14/2024Capital Fund Management S.A.29,782$6.78M0.0%-50.8%0.039%
2/14/2024Shell Asset Management Co.3,392$772K0.0%-19.4%0.004%
2/14/2024Connectus Wealth LLC5,934$1.35M0.0%-2.0%0.008%
2/14/2024Seven Eight Capital LP10,573$2.41M0.3%N/A0.014%
2/14/2024Prudential PLC6,828$1.55M0.0%-22.7%0.009%
2/14/2024CenterBook Partners LP4,260$970K0.1%-21.0%0.006%
2/13/2024Epoch Investment Partners Inc.774,297$176.25M0.8%+89.0%1.024%
2/13/2024Vinva Investment Management Ltd1,183$270K0.0%N/A0.002%
2/13/2024Envestnet Asset Management Inc.306,755$69.82M0.0%-9.2%0.406%
2/13/2024Pinebridge Investments L.P.121,561$27.67M0.3%-16.6%0.161%
2/13/2024Public Employees Retirement Association of Colorado8,749$1.99M0.0%-84.0%0.012%
2/13/2024 Annex Advisory Services LLC12,211$2.78M0.1%N/A0.016%
2/13/2024Crossmark Global Holdings Inc.4,597$1.05M0.0%+17.6%0.006%
2/13/2024Capital Research Global Investors2,208,188$502.63M0.1%-5.4%2.920%
2/13/2024Fairview Capital Investment Management LLC502,281$114.33M6.8%-1.2%0.664%
2/13/2024Blueshift Asset Management LLC996$227K0.1%N/A0.001%
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2/13/2024CIBC Private Wealth Group LLC9,724$2.21M0.0%+45.6%0.013%
2/13/2024CIBC Asset Management Inc10,510$2.39M0.0%-18.0%0.014%
2/13/2024The Manufacturers Life Insurance Company 99,703$22.69M0.0%+1,911.4%0.132%
2/13/2024KBC Group NV9,869$2.25M0.0%-69.0%0.013%
2/13/2024California State Teachers Retirement System120,608$27.45M0.0%-0.9%0.159%
2/12/2024 Shepherd Financial Partners LLC20,197$4.60M0.7%N/A0.027%
2/12/2024Crestline Management LP12,037$2.74M0.2%-66.2%0.016%
2/12/2024Banco BTG Pactual S.A.9,400$2.15M0.3%N/A0.012%
2/12/2024Eagle Asset Management Inc.719,291$163.73M0.9%-2.1%0.951%
2/12/2024Brown Brothers Harriman & Co.58,956$13.42M0.1%+35.3%0.078%
(Data available from 1/1/2016 forward)

LPLA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LPLA shares?

During the previous two years, 693 institutional investors and hedge funds held shares of LPL Financial. The most heavily invested institutionals were Vanguard Group Inc. ($1.63B), BlackRock Inc. ($1.36B), FMR LLC ($540.16M), Kayne Anderson Rudnick Investment Management LLC ($509.95M), Capital Research Global Investors ($502.63M), WCM Investment Management LLC ($448.36M), and Lone Pine Capital LLC ($437.30M).Learn more on LPLA's institutional investors.

What percentage of LPL Financial stock is owned by institutional investors?

95.66% of LPL Financial stock is owned by institutional investors. Learn more on LPLA's institutional investor holdings.

Which institutional investors have been buying LPL Financial stock?

Of the 596 institutional investors that purchased LPL Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WCM Investment Management LLC ($2.57M), FMR LLC ($2.13M), Capital Research Global Investors ($1.19M), Egerton Capital UK LLP ($1.13M), Boston Partners ($966.94K), Norges Bank ($880.84K), and TD Asset Management Inc ($650.74K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 27,583,461 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 402 institutional investors that sold LPL Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.52M), Allspring Global Investments Holdings LLC ($1.19M), Artisan Partners Limited Partnership ($987.38K), Victory Capital Management Inc. ($808.45K), WCM Investment Management LLC ($778.13K), Eagle Asset Management Inc. ($650.34K), and Wellington Management Group LLP ($604.94K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 22,969,966 shares in the last 24 months. This volume of shares sold represents approximately $4.86B in transactions.


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This page (NASDAQ:LPLA) was last updated on 4/28/2024 by MarketBeat.com Staff

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