S&P 500   4,997.81 (-0.27%)
DOW   38,091.03 (+0.84%)
QQQ   417.03 (-1.51%)
AAPL   165.21 (-1.10%)
MSFT   401.21 (-0.76%)
META   486.91 (-2.97%)
GOOGL   154.59 (-0.91%)
AMZN   175.51 (-2.07%)
TSLA   148.94 (-0.66%)
NVDA   804.39 (-5.00%)
AMD   149.63 (-3.51%)
NIO   3.84 (-4.00%)
BABA   68.98 (+0.15%)
T   16.42 (+0.55%)
F   12.14 (+0.66%)
MU   107.35 (-4.09%)
GE   149.95 (-1.96%)
CGC   8.16 (+4.21%)
DIS   112.41 (-0.02%)
AMC   3.25 (+11.30%)
PFE   25.85 (+1.81%)
PYPL   62.32 (+0.35%)
XOM   120.12 (+1.35%)
S&P 500   4,997.81 (-0.27%)
DOW   38,091.03 (+0.84%)
QQQ   417.03 (-1.51%)
AAPL   165.21 (-1.10%)
MSFT   401.21 (-0.76%)
META   486.91 (-2.97%)
GOOGL   154.59 (-0.91%)
AMZN   175.51 (-2.07%)
TSLA   148.94 (-0.66%)
NVDA   804.39 (-5.00%)
AMD   149.63 (-3.51%)
NIO   3.84 (-4.00%)
BABA   68.98 (+0.15%)
T   16.42 (+0.55%)
F   12.14 (+0.66%)
MU   107.35 (-4.09%)
GE   149.95 (-1.96%)
CGC   8.16 (+4.21%)
DIS   112.41 (-0.02%)
AMC   3.25 (+11.30%)
PFE   25.85 (+1.81%)
PYPL   62.32 (+0.35%)
XOM   120.12 (+1.35%)
S&P 500   4,997.81 (-0.27%)
DOW   38,091.03 (+0.84%)
QQQ   417.03 (-1.51%)
AAPL   165.21 (-1.10%)
MSFT   401.21 (-0.76%)
META   486.91 (-2.97%)
GOOGL   154.59 (-0.91%)
AMZN   175.51 (-2.07%)
TSLA   148.94 (-0.66%)
NVDA   804.39 (-5.00%)
AMD   149.63 (-3.51%)
NIO   3.84 (-4.00%)
BABA   68.98 (+0.15%)
T   16.42 (+0.55%)
F   12.14 (+0.66%)
MU   107.35 (-4.09%)
GE   149.95 (-1.96%)
CGC   8.16 (+4.21%)
DIS   112.41 (-0.02%)
AMC   3.25 (+11.30%)
PFE   25.85 (+1.81%)
PYPL   62.32 (+0.35%)
XOM   120.12 (+1.35%)
S&P 500   4,997.81 (-0.27%)
DOW   38,091.03 (+0.84%)
QQQ   417.03 (-1.51%)
AAPL   165.21 (-1.10%)
MSFT   401.21 (-0.76%)
META   486.91 (-2.97%)
GOOGL   154.59 (-0.91%)
AMZN   175.51 (-2.07%)
TSLA   148.94 (-0.66%)
NVDA   804.39 (-5.00%)
AMD   149.63 (-3.51%)
NIO   3.84 (-4.00%)
BABA   68.98 (+0.15%)
T   16.42 (+0.55%)
F   12.14 (+0.66%)
MU   107.35 (-4.09%)
GE   149.95 (-1.96%)
CGC   8.16 (+4.21%)
DIS   112.41 (-0.02%)
AMC   3.25 (+11.30%)
PFE   25.85 (+1.81%)
PYPL   62.32 (+0.35%)
XOM   120.12 (+1.35%)

LPL Financial (LPLA) Institutional Ownership

$262.18
+2.41 (+0.93%)
(As of 01:51 PM ET)

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

Current
Institutional Ownership
Percentage
95.66%
Number of
Institutional Buyers
(last 12 months)
459
Total
Institutional Inflows
(last 12 months)
$3.89B
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$2.67B
Get LPLA Insider Trade Alerts

Want to know when executives and insiders are buying or selling LPL Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LPLA Institutional Buying and Selling by Quarter

LPL Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Monument Capital Management9,154$2.42M0.7%+6.9%0.012%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.187,783$49.61M0.0%-9.1%0.251%
4/19/2024Handelsinvest Investeringsforvaltning1,651$436K0.2%-34.2%0.002%
4/18/2024MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH6,902$1.82M0.1%N/A0.009%
4/18/2024Allspring Global Investments Holdings LLC287,071$75.84M0.1%-10.6%0.384%
4/18/2024Oak Thistle LLC1,917$506K0.5%N/A0.003%
4/18/2024LVW Advisors LLC3,245$857K0.1%+1.9%0.004%
4/17/2024Winthrop Advisory Group LLC20,783$5.49M0.8%-0.7%0.028%
4/16/2024Artemis Investment Management LLP110,904$29.29M0.4%+0.3%0.148%
4/16/2024Hennessy Advisors Inc.11,800$3.12M0.1%N/A0.016%
4/16/2024Transform Wealth LLC31,804$8.40M0.8%N/A0.043%
4/16/2024Thrive Wealth Management LLC1,160$306K0.1%+19.7%0.002%
4/16/2024Wealth Enhancement Advisory Services LLC8,675$2.29M0.0%+3.7%0.012%
4/15/2024DGS Capital Management LLC1,625$429K0.1%+2.8%0.002%
4/15/2024Eagle 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%
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%
3/20/2024Family 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%
2/28/2024American International Group Inc.1,275$290K0.0%-6.0%0.002%
2/21/2024V Square Quantitative Management LLC863$196K0.0%+65.3%0.001%
2/16/2024Public Employees Retirement System of Ohio38,508$8.77M0.0%-8.1%0.051%
This company has increased its dividend every year for 54 years (Ad)

There are three basic steps to building the Ultimate Dividend Portfolio. Step #1 is to Get The High Yields! So an index fund like the SPY, paying only 1.5% a year, isn’t going to cut it. But a company like Altria Group (MO) will.

Click here to get them (for Free).
2/15/2024Mercer Global Advisors Inc. ADV5,663$1.29M0.0%+42.2%0.007%
2/15/2024Employees Retirement System of Texas246,000$56.00M0.7%+12.8%0.325%
2/15/2024Townsquare Capital LLC4,147$944K0.0%+20.8%0.005%
2/15/2024E. Ohman J or Asset Management AB2,800$637K0.0%-17.6%0.004%
2/15/2024Systematic Portfolios LLC1,109$252K0.8%N/A0.001%
2/15/2024Legal & General Group Plc466,877$106.27M0.0%+20.2%0.617%
2/15/2024Barclays PLC84,483$19.23M0.0%+32.3%0.112%
2/15/2024Andra AP fonden29,700$6.76M0.4%+57.1%0.039%
2/15/2024Vanguard Group Inc.7,141,049$1.63B0.0%+0.7%9.443%
2/15/2024Voya Investment Management LLC748,781$170.12M0.2%+4.7%0.990%
2/15/2024Vident Advisory LLC13,990$3.18M0.1%+14.1%0.019%
2/15/2024 Weiss Multi Strategy Advisers LLC75,215$17.12M0.4%-29.0%0.099%
2/15/2024Nuveen Asset Management LLC699,535$159.23M0.1%-1.9%0.925%
2/15/2024Price T Rowe Associates Inc. MD2,456,051$559.05M0.1%-6.5%3.248%
2/15/2024Public Sector Pension Investment Board10,106$2.30M0.0%+4.7%0.013%
2/15/2024First County Bank CT 1,379$314K0.2%-4.5%0.002%
2/15/2024Freedom Investment Management Inc.5,631$1.28M0.1%-20.0%0.007%
2/15/2024Gilder Gagnon Howe & Co. LLC234,524$53.38M0.7%+12,785.9%0.310%
2/15/2024Groupama Asset Managment1,357$309K0.0%N/A0.002%
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%
2/15/2024Bridgefront Capital LLC1,249$284K0.2%N/A0.002%
2/15/2024Comerica Bank82,103$18.69M0.1%+4.4%0.109%
2/15/2024Darlington Partners Capital Management LP715,014$162.75M9.4%-1.1%0.946%
2/14/2024Royal Bank of Canada256,462$58.38M0.0%+3.0%0.339%
2/14/2024Pathstone Holdings LLC40,570$9.24M0.0%N/A0.054%
2/14/2024Pitcairn Co.6,952$1.58M0.1%-7.4%0.009%
2/14/2024Point72 Hong Kong Ltd4,704$1.07M0.1%N/A0.006%
2/14/2024Kestra Advisory Services LLC5,594$1.27M0.0%+9.0%0.007%
2/14/2024Point72 Asset Management L.P.2,500$569K0.0%-81.9%0.003%
2/14/2024Point72 Europe London LLP31,332$7.13M0.9%+52.3%0.041%
2/14/2024Creative Planning2,865$652K0.0%-10.5%0.004%
2/14/2024Redwood Investment Management LLC6,183$1.41M0.1%-7.2%0.008%
2/14/2024Putnam Investments LLC17,228$3.92M0.0%N/A0.023%
2/14/2024Ethic Inc.4,170$949K0.0%-15.1%0.006%
2/14/2024Bridgewater Associates LP42,799$9.74M0.1%+30.9%0.057%
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%
2/14/2024Balyasny Asset Management L.P.3,697$842K0.0%-99.0%0.005%
2/14/2024Cresset Asset Management LLC4,197$955K0.0%-5.8%0.006%
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%
2/14/2024Verition Fund Management LLC4,018$915K0.0%+55.6%0.005%
2/14/2024Logan Capital Management Inc.45,087$10.26M0.5%-1.6%0.060%
2/14/2024Sei Investments Co.91,773$20.89M0.0%-27.7%0.121%
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%
2/14/2024Ossiam2,975$677K0.0%+12.3%0.004%
Special FREE offer on stock hotsheets (Ad)

These sheets tell you the exact day you should consider buying a stock… And the exact day you should consider selling it… All based on TEN YEARS of historic data and trends. For example, like January 6th through the 12th with Apple… It’s gone up every single year for the last decade. Or like May 26th through June 11th with LULU… Again - it’s gone up every single year for the last decade. Then there’s July 1st through the 21st with Walmart… What happened to WMT?

Click here and I’ll show you
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%
2/13/2024Northern Trust Corp465,958$106.06M0.0%-6.5%0.616%
2/13/2024Pinebridge Investments L.P.121,561$27.67M0.3%-16.6%0.161%
2/13/2024American International Group Inc.1,275$290K0.0%-6.0%0.002%
2/13/2024Cibc World Markets Corp2,108$480K0.0%N/A0.003%
(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, 755 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), Price T Rowe Associates Inc. MD ($559.05M), FMR LLC ($540.16M), Kayne Anderson Rudnick Investment Management LLC ($509.95M), Capital Research Global Investors ($502.63M), 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 664 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: Moneta Group Investment Advisors LLC ($95.20M), WCM Investment Management LLC ($2.57M), FMR LLC ($2.13M), Norges Bank ($1.89M), Capital Research Global Investors ($1.83M), Egerton Capital UK LLP ($1.13M), and Boston Partners ($966.94K).

How much institutional buying is happening at LPL Financial?

Institutional investors have bought a total of 129,726,730 shares in the last 24 months. This purchase volume represents approximately $27.81B in transactions.

Which LPL Financial major shareholders have been selling company stock?

Of the 452 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), Eagle Asset Management Inc. ($1.23M), Allspring Global Investments Holdings LLC ($1.19M), Alliancebernstein L.P. ($1.05M), Artisan Partners Limited Partnership ($987.38K), WCM Investment Management LLC ($870.36K), and Victory Capital Management Inc. ($810.98K).

How much institutional selling is happening at LPL Financial?

Institutional investors have sold a total of 27,408,217 shares in the last 24 months. This volume of shares sold represents approximately $5.79B in transactions.


This page (NASDAQ:LPLA) was last updated on 4/19/2024 by MarketBeat.com Staff

From Our Partners