S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
pixel
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
pixel
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
pixel
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NASDAQ:LPLA

LPL Financial Institutional Ownership

$134.00
+2.39 (+1.82 %)
(As of 03/5/2021 12:00 AM ET)
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Today's Range
$128.25
Now: $134.00
$134.63
50-Day Range
$105.25
MA: $123.68
$135.41
52-Week Range
$32.01
Now: $134.00
$138.00
Volume1.19 million shs
Average Volume685,404 shs
Market Capitalization$10.68 billion
P/E Ratio22.30
Dividend Yield0.74%
Beta1.49

Institutional Ownership

Institutional Ownership Changes (13F Filings) for LPL Financial (NASDAQ:LPLA)

Institutional Ownership Percentage: 95.68%

Institutional Buying and Selling by Quarter


LPL Financial (NASDAQ LPLA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
3/4/2021Hudson Bay Capital Management LP50,000$5.21M0.0%-41.2%0.063%
3/2/2021Norges Bank753,905$78.57M0.0%N/A0.946%
3/2/2021Capital Asset Advisory Services LLC267$28K0.0%N/A0.000%
3/1/2021UBS Asset Management Americas Inc.154,562$16.11M0.0%+18.4%0.194%
2/26/2021Bickling Financial Services Inc.2,920$0.30M0.2%N/A0.004%
2/25/2021Dimensional Fund Advisors LP958,957$99.94M0.0%+1.2%1.209%
2/25/2021Hsbc Holdings PLC60,972$6.38M0.0%+84.2%0.077%
2/24/2021Virtu Financial LLC5,693$0.59M0.1%N/A0.007%
2/23/2021Principal Financial Group Inc.124,619$12.99M0.0%+14.3%0.157%
2/19/2021JPMorgan Chase & Co.409,881$42.72M0.0%+17.1%0.517%
2/19/2021Itau Unibanco Holding S.A.19,615$2.04M0.1%-28.4%0.025%
2/18/2021Verition Fund Management LLC2,513$0.26M0.0%-38.7%0.003%
2/18/2021Truist Financial Corp15,742$1.64M0.0%+118.6%0.020%
2/17/2021Parian Global Management LP130,000$13.55M3.4%N/A0.164%
2/17/2021SummerHaven Investment Management LLC5,419$0.57M0.4%N/A0.007%
2/17/2021Voloridge Investment Management LLC80,697$8.41M0.1%+231.1%0.102%
2/17/2021IHT Wealth Management LLC2,422$0.25M0.0%N/A0.003%
2/17/2021Castleark Management LLC95,860$9.99M0.4%-18.7%0.121%
2/17/2021Freedman Financial Associates Inc.7,000$0.73M0.7%N/A0.009%
2/17/2021Cetera Investment Advisers2,375$0.25M0.0%N/A0.003%
2/17/2021Cetera Advisors LLC2,105$0.22M0.0%N/A0.003%
2/16/2021Castellan Group LLC12,420$1.29M1.4%N/A0.016%
2/16/2021SummerHaven Investment Management LLC564,768$0.57M0.4%N/A0.712%
2/16/2021HN Saltoro Capital LP8,000$0.83M0.4%N/A0.010%
2/16/2021Squarepoint Ops LLC32,263$3.36M0.0%N/A0.041%
2/16/2021MARSHALL WACE ASIA Ltd801,495$83.53M1.5%-8.4%1.011%
2/16/2021Glenmede Trust Co. NA5,528$0.58M0.0%-37.0%0.007%
2/16/2021Morgan Stanley170,634$17.78M0.0%+134.5%0.215%
2/16/2021Paloma Partners Management Co6,462$0.67M0.0%-59.5%0.008%
2/16/2021Knights of Columbus Asset Advisors LLC41,635$4.34M0.5%+7.1%0.053%
2/16/2021Nuveen Asset Management LLC443,378$46.21M0.0%+1.9%0.559%
2/16/2021Captrust Financial Advisors87,494$9.12M0.1%+5.2%0.110%
2/16/2021Guggenheim Capital LLC5,556$0.58M0.0%-16.8%0.007%
2/16/2021Price T Rowe Associates Inc. MD213,937$22.30M0.0%-74.7%0.270%
2/16/2021BCJ Capital Management LLC2,748$0.29M0.0%N/A0.003%
2/16/2021Junto Capital Management LP1,057,559$110.22M3.6%+19.4%1.334%
2/16/2021Engle Capital Management L.P.710,000$74M10.6%+6.0%0.895%
2/16/2021Virginia Retirement Systems ET AL9,800$1.02M0.0%-47.0%0.012%
2/16/2021Azora Capital LP685,098$71.40M6.5%N/A0.864%
2/16/2021Engineers Gate Manager LP3,181$0.33M0.0%-55.2%0.004%
2/16/2021Leuthold Group LLC3,535$0.37M0.0%-4.1%0.004%
2/16/2021Gyon Technologies Capital Management LP36,997$3.86M1.3%N/A0.047%
2/16/2021Janus Henderson Group PLC8,118,279$846.09M0.4%-0.5%10.239%
2/16/2021ExodusPoint Capital Management LP36,719$3.83M0.0%+85.8%0.046%
2/16/2021Charles Schwab Investment Management Inc.595,606$62.08M0.0%+1.6%0.751%
2/12/2021Stifel Financial Corp13,350$1.39M0.0%+19.9%0.017%
2/12/2021Epoch Investment Partners Inc.597,727$62.30M0.3%+114.9%0.754%
2/12/2021Inspire Advisors LLC1,276$0.13M0.0%N/A0.002%
2/12/2021CWM Advisors LLC3,074$0.32M0.1%N/A0.004%
2/12/2021Federated Hermes Inc.349,918$36.47M0.1%-0.9%0.441%
2/12/2021Raymond James Financial Services Advisors Inc.1,927$0.20M0.0%N/A0.002%
2/12/2021LPL Financial LLC69,057$7.20M0.0%+226.8%0.087%
2/12/2021Financial Advocates Investment Management9,026$0.94M0.1%+9.6%0.011%
2/12/2021Public Employees Retirement System of Ohio38,581$4.02M0.0%+28.0%0.049%
2/12/2021Credit Suisse AG89,478$9.33M0.0%+2.7%0.113%
2/12/2021CSat Investment Advisory L.P.7,594$0.79M0.7%-19.3%0.010%
2/12/2021Nordea Investment Management AB78,929$8.23M0.0%-1.9%0.100%
2/12/2021Kennedy Capital Management Inc.46,882$4.89M0.1%+0.2%0.059%
2/12/2021M&T Bank Corp3,878$0.40M0.0%-12.6%0.005%
2/11/2021Eqis Capital Management Inc.9,446$0.98M0.1%+35.2%0.012%
2/11/2021Kalos Management Inc.16,685$2.11M0.9%-1.8%0.021%
2/11/2021Northern Trust Corp384,273$40.05M0.0%+1.7%0.485%
2/11/2021Baird Financial Group Inc.2,132$0.22M0.0%N/A0.003%
2/11/2021Public Employees Retirement Association of Colorado11,750$1.23M0.0%-2.2%0.015%
2/11/2021First Mercantile Trust Co.5,380$0.56M0.1%-25.4%0.007%
2/11/2021Barclays PLC38,572$4.02M0.0%+151.8%0.049%
2/11/2021Citigroup Inc.32,343$3.37M0.0%-33.8%0.041%
2/11/2021Yorktown Management & Research Co Inc15,200$1.58M1.4%-3.2%0.019%
2/11/2021Cerity Partners LLC2,602$0.27M0.0%N/A0.003%
2/11/2021Teacher Retirement System of Texas7,277$0.76M0.0%-49.8%0.009%
2/11/2021Skandinaviska Enskilda Banken AB publ 300$31K0.0%-94.3%0.000%
2/11/2021Westpac Banking Corp32,138$3.35M0.0%-3.6%0.041%
2/11/2021Ironwood Investment Counsel LLC11,375$1.19M0.3%-1.3%0.014%
2/10/2021Rhumbline Advisers84,640$8.82M0.0%+4.0%0.107%
2/10/2021King Luther Capital Management Corp8,690$0.91M0.0%+22.2%0.011%
2/10/2021Renaissance Technologies LLC65,700$6.85M0.0%N/A0.083%
2/10/2021Mackenzie Financial Corp14,529$1.51M0.0%+27.5%0.018%
2/10/2021Brandywine Global Investment Management LLC75,199$7.84M0.1%+11.2%0.095%
2/10/2021Prescott Group Capital Management L.L.C.3,000$0.31M0.1%N/A0.004%
2/10/2021Panagora Asset Management Inc.274,914$28.65M0.2%+4.6%0.347%
2/10/2021Argent Capital Management LLC641,921$66.90M2.4%+41.0%0.810%
2/10/2021Boston Partners172,439$17.97M0.0%-3.1%0.217%
2/10/2021KWB Wealth27,192$2.83M0.6%N/A0.034%
2/10/2021Harvest Fund Management Co. Ltd371$38K0.0%+90.3%0.000%
2/9/2021Otter Creek Advisors LLC49,600$5.17M4.1%-6.4%0.063%
2/9/2021Wells Fargo & Company MN1,059,980$110.47M0.0%+252.6%1.337%
2/9/2021Full18 Capital LLC49,967$5.21M2.3%N/A0.063%
2/9/2021First Pacific Advisors LP1,099,015$114.54M1.5%-19.9%1.386%
2/9/2021ClariVest Asset Management LLC33,497$3.49M0.1%-0.6%0.042%
2/9/2021Thornburg Investment Management Inc.191,554$19.96M0.2%N/A0.242%
2/9/2021Integrated Investment Consultants LLC1,922$0.20M0.1%N/A0.002%
2/9/2021Bank of New York Mellon Corp1,262,459$131.57M0.0%-38.9%1.592%
2/9/2021Quantitative Systematic Strategies LLC17,541$1.83M0.3%N/A0.022%
2/9/2021Illinois Municipal Retirement Fund10,094$1.05M0.0%+92.8%0.013%
2/9/2021Campbell & CO Investment Adviser LLC2,630$0.27M0.2%N/A0.003%
2/9/2021CI Investments Inc.6,525$0.68M0.0%+9.0%0.008%
2/9/2021William Blair Investment Management LLC317,393$33.08M0.1%+8.0%0.400%
2/8/2021CIBC World Markets Inc.12,733$1.33M0.0%+1.0%0.016%
2/8/2021Vident Investment Advisory LLC19,305$2.01M0.1%-4.3%0.024%
2/8/2021Alliancebernstein L.P.1,738,068$181.14M0.1%-19.7%2.192%
(Data available from 1/1/2016 forward)

This page was last updated on 3/6/2021 by MarketBeat.com Staff

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