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LPL Financial (LPLA) Institutional Ownership

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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)
377
Total
Institutional Inflows
(last 12 months)
$3.35B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$2.09B
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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
5/7/2024Forsta AP Fonden28,200$7.45M0.1%-30.7%0.038%
5/7/2024Oppenheimer Asset Management Inc.2,787$736K0.0%-25.1%0.004%
5/7/2024SG Americas Securities LLC1,087$287K0.0%-43.1%0.001%
5/7/2024Empowered Funds LLC4,789$1.27M0.0%+403.0%0.006%
5/6/2024Quantbot Technologies LP751$198K0.0%N/A0.001%
5/6/2024Envestnet Portfolio Solutions Inc.15,452$4.08M0.0%-1.1%0.021%
5/6/2024Mawer Investment Management Ltd.29,626$7.83M0.0%+99.8%0.040%
5/4/2024 Valley Wealth Managers Inc.1,562$413K0.0%+16.7%0.002%
5/3/2024 Mediolanum International Funds Ltd26,485$6.96M0.1%N/A0.035%
5/3/2024 Coronation Fund Managers Ltd.298,178$78.78M2.1%+159.5%0.399%
5/3/2024 Markel Group Inc.454,291$120.02M1.2%+6.5%0.608%
5/3/2024 Commerce Bank183,513$48.48M0.3%-0.1%0.246%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S1,818$480K0.0%-11.9%0.002%
5/3/2024 Central Pacific Bank Trust Division272$72K0.0%N/A0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.11,199$2.96M0.1%+12,772.4%0.015%
5/3/2024 Whittier Trust Co.20,662$5.46M0.1%N/A0.028%
5/2/2024 FORA Capital LLC5,902$1.56M0.1%-14.7%0.008%
5/2/2024 Magnolia Capital Advisors LLC1,136$298K0.2%N/A0.002%
5/2/2024 Daiwa Securities Group Inc.8,440$2.23M0.0%+6.0%0.011%
5/2/2024 Nordea Investment Management AB5,869$1.55M0.0%+4.3%0.008%
5/2/2024 First Pacific Advisors LP459,822$121.49M1.7%-0.1%0.616%
5/2/2024 Fidelis Capital Partners LLC685$181K0.0%N/A0.001%
5/2/2024 Tobam41,602$10.99M1.0%+100.6%0.056%
5/2/2024 Tokio Marine Asset Management Co. Ltd.2,169$573K0.0%+3.1%0.003%
5/2/2024 Iridian Asset Management LLC CT60,014$15.86M3.1%-0.2%0.080%
5/1/2024 Capstone Investment Advisors LLC766$202K0.0%-30.9%0.001%
5/1/2024 Janney Montgomery Scott LLC34,705$9.17M0.0%-2.8%0.046%
5/1/2024 BNP Paribas Financial Markets41,619$11.00M0.0%+9.3%0.056%
5/1/2024 Mirae Asset Global Investments Co. Ltd.12,195$2.95M0.0%+14.2%0.016%
5/1/2024 Sequoia Financial Advisors LLC786$208K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC25,083$6.63M0.0%-3.6%0.034%
4/30/2024 Norden Group LLC3,366$889K0.1%N/A0.005%
4/30/2024 Van ECK Associates Corp23,589$6.23M0.0%+14.4%0.032%
4/30/2024 Garrett Wealth Advisory Group LLC3,219$850K0.3%N/A0.004%
4/30/2024 Perigon Wealth Management LLC870$230K0.0%N/A0.001%
4/30/2024 Allspring Global Investments Holdings LLC287,071$75.84M0.1%-10.6%0.384%
4/30/2024Commonwealth Equity Services LLC5,473$1.45M0.0%+33.7%0.007%
4/29/2024 Principal Financial Group Inc.14,862$3.93M0.0%-1.7%0.020%
4/29/2024 Mn Services Vermogensbeheer B.V.30,600$8.09M0.1%-18.0%0.041%
4/29/2024 Cornerstone Investment Partners LLC963$254K0.0%-4.8%0.001%
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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%
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%
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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%
(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, 697 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 27,466,372 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 403 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 ($1.22M), Artisan Partners Limited Partnership ($987.38K), WCM Investment Management LLC ($778.13K), Eagle Asset Management Inc. ($650.34K), Wellington Management Group LLP ($604.94K), and Samlyn Capital LLC ($599.21K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 22,267,923 shares in the last 24 months. This volume of shares sold represents approximately $4.74B in transactions.


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This page (NASDAQ:LPLA) was last updated on 5/7/2024 by MarketBeat.com Staff

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