LPL Financial Institutional Ownership (NASDAQ:LPLA)

$99.16

+1.67 (+1.71 %)

(As of 02/20/2020 03:18 PM ET)

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Today's Range

$97.39

Now: $99.16▼

$99.54

50-Day Range

$90.90

MA: $95.16▼

$98.86

52-Week Range

$67.11

Now: $99.16▼

$99.60

Volume18,607 shs

Average Volume517,452 shs

Market Capitalization$8.02 billion

P/E Ratio15.02

Dividend Yield1.06%

Beta1.4

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

Institutional Ownership Percentage: 92.42%

Institutional Buying and Selling by Quarter

LPL Financial (NASDAQ LPLA) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2020	Geode Capital Management LLC	1,330,328	$122.72M	0.0%	-4.1%	1.646%
2/18/2020	Bullseye Asset Management LLC	9,486	$0.88M	0.8%	N/A	0.012%
2/18/2020	IHT Wealth Management LLC	5,719	$0.53M	0.1%	-38.5%	0.007%
2/18/2020	Belpointe Asset Management LLC	2,224	$0.20M	0.0%	N/A	0.003%
2/18/2020	Alliancebernstein L.P.	356,748	$32.91M	0.0%	-10.1%	0.441%
2/18/2020	AXA	31,500	$2.91M	0.0%	+6.4%	0.039%
2/18/2020	Janus Henderson Group PLC	9,641,807	$889.46M	0.5%	-2.4%	11.929%
2/18/2020	Man Group plc	295,704	$27.28M	0.1%	+216.0%	0.366%
2/17/2020	Ladenburg Thalmann Financial Services Inc.	6,437	$0.59M	0.0%	-7.1%	0.008%
2/14/2020	Point72 Hong Kong Ltd	4,282	$0.40M	0.1%	+485.0%	0.005%
2/14/2020	Advisors Asset Management Inc.	7,623	$0.70M	0.0%	-18.4%	0.009%
2/14/2020	Northstar Wealth Partners LLC	2,886	$0.27M	0.1%	N/A	0.004%
2/14/2020	Captrust Financial Advisors	48,423	$4.55M	0.1%	+6,817.6%	0.060%
2/14/2020	Cubist Systematic Strategies LLC	16,500	$1.52M	0.0%	+650.3%	0.020%
2/14/2020	Castleark Management LLC	25,045	$2.31M	0.1%	N/A	0.031%
2/14/2020	AQR Capital Management LLC	466,337	$43.02M	0.0%	-1.7%	0.577%
2/14/2020	Jane Street Group LLC	2,561	$0.24M	0.0%	-26.2%	0.003%
2/14/2020	Blueshift Asset Management LLC	3,681	$0.34M	0.0%	N/A	0.005%
2/14/2020	First Republic Investment Management Inc.	3,639	$0.34M	0.0%	+3.9%	0.005%
2/14/2020	Schonfeld Strategic Advisors LLC	273,752	$25.25M	0.6%	-27.4%	0.339%
2/14/2020	Samlyn Capital LLC	3,443,712	$317.68M	6.7%	+29.1%	4.260%
2/14/2020	Bank of America Corp DE	489,354	$45.14M	0.0%	+8.8%	0.605%
2/14/2020	Strycker View Capital LLC	135,412	$12.49M	5.9%	N/A	0.168%
2/14/2020	Ellington Management Group LLC	5,100	$0.47M	0.1%	-27.1%	0.006%
2/14/2020	UBS Asset Management Americas Inc.	120,865	$11.15M	0.0%	-2.0%	0.150%
2/14/2020	Jacobs Levy Equity Management Inc.	317,166	$29.26M	0.3%	-4.6%	0.392%
2/14/2020	Marshall Wace LLP	58,114	$5.36M	0.0%	+4,051.0%	0.072%
2/14/2020	Loomis Sayles & Co. L P	7,257	$0.67M	0.0%	-83.7%	0.009%
2/14/2020	Bank of New York Mellon Corp	1,807,479	$166.74M	0.0%	+23.5%	2.236%
2/14/2020	ArrowMark Colorado Holdings LLC	700,757	$64.65M	0.6%	-13.0%	0.867%
2/14/2020	Marshall Wace North America L.P.	57,448	$5.30M	0.0%	N/A	0.071%
2/14/2020	Knights of Columbus Asset Advisors LLC	45,326	$4.18M	0.4%	N/A	0.056%
2/14/2020	Goldman Sachs Group Inc.	293,958	$27.12M	0.0%	+16.4%	0.364%
2/14/2020	Guggenheim Capital LLC	13,802	$1.27M	0.0%	-15.7%	0.017%
2/14/2020	UBS Group AG	35,877	$3.31M	0.0%	+6.0%	0.044%
2/14/2020	Mitsubishi UFJ Trust & Banking Corp	9,600	$0.89M	0.0%	-12.7%	0.012%
2/14/2020	Maverick Capital Ltd.	49,148	$4.53M	0.1%	-27.7%	0.061%
2/14/2020	Asset Management One Co. Ltd.	20,180	$1.86M	0.0%	-28.9%	0.025%
2/14/2020	Dynamic Technology Lab Private Ltd	11,479	$1.06M	0.2%	N/A	0.014%
2/14/2020	Public Sector Pension Investment Board	8,200	$0.76M	0.0%	N/A	0.010%
2/14/2020	Lord Abbett & CO. LLC	204,500	$18.87M	0.1%	-59.2%	0.253%
2/13/2020	Massachusetts Financial Services Co. MA	5,344	$0.49M	0.0%	-9.7%	0.007%
2/13/2020	Meeder Asset Management Inc.	2,356	$0.22M	0.0%	+88.5%	0.003%
2/13/2020	Northstar Wealth Partners LLC	2,886	$0.27M	0.1%	N/A	0.004%
2/13/2020	Oxford Asset Management LLP	6,208	$0.57M	0.0%	-79.2%	0.008%
2/13/2020	Westfield Capital Management Co. LP	1,251,728	$115.47M	0.8%	+41.6%	1.549%
2/13/2020	Amalgamated Bank	21,534	$1.99M	0.0%	+3.2%	0.027%
2/13/2020	Jefferies Group LLC	7,793	$0.72M	0.0%	+131.7%	0.010%
2/13/2020	Pinebridge Investments L.P.	57,973	$5.35M	0.1%	+808.7%	0.072%
2/13/2020	Stifel Financial Corp	7,761	$0.72M	0.0%	N/A	0.010%
2/13/2020	CIBC World Markets Inc.	11,830	$1.09M	0.0%	-4.0%	0.015%
2/13/2020	Cipher Capital LP	10,972	$1.01M	0.1%	N/A	0.014%
2/13/2020	Nicholas Investment Partners LP	9,966	$0.92M	0.1%	N/A	0.012%
2/13/2020	Financial Advocates Investment Management	16,729	$1.54M	0.2%	N/A	0.021%
2/13/2020	Renaissance Technologies LLC	84,400	$7.79M	0.0%	-3.9%	0.104%
2/12/2020	Trexquant Investment LP	15,362	$1.42M	0.1%	N/A	0.019%
2/12/2020	AlphaCrest Capital Management LLC	6,234	$0.58M	0.0%	-70.1%	0.008%
2/12/2020	NumerixS Investment Technologies Inc	5,048	$0.47M	0.1%	+206.3%	0.006%
2/12/2020	Navellier & Associates Inc	6,103	$0.56M	0.1%	-5.6%	0.008%
2/12/2020	Credit Suisse AG	135,907	$12.54M	0.0%	+14.2%	0.168%
2/12/2020	Pearl River Capital LLC	3,131	$0.29M	0.1%	+156.2%	0.004%
2/12/2020	Advisor Group Inc.	5,852	$0.54M	0.0%	+74.7%	0.007%
2/12/2020	Fairview Capital Investment Management LLC	1,431,380	$132.04M	6.5%	+0.3%	1.771%
2/12/2020	Raymond James & Associates	287,747	$26.55M	0.0%	-3.7%	0.356%
2/12/2020	Franklin Resources Inc.	25,964	$2.40M	0.0%	N/A	0.032%
2/12/2020	ProShare Advisors LLC	9,161	$0.85M	0.0%	-5.1%	0.011%
2/12/2020	Utah Retirement Systems	15,309	$1.41M	0.0%	-1.3%	0.019%
2/12/2020	Citigroup Inc.	125,055	$11.54M	0.0%	+81.3%	0.155%
2/12/2020	Teza Capital Management LLC	5,478	$0.51M	0.1%	N/A	0.007%
2/11/2020	Great West Life Assurance Co. Can	124,084	$11.35M	0.0%	+58.7%	0.154%
2/11/2020	Advisory Research Inc.	4,062	$0.38M	0.0%	-26.7%	0.005%
2/11/2020	Prudential Financial Inc.	123,388	$11.38M	0.0%	-83.6%	0.153%
2/11/2020	Envestnet Asset Management Inc.	110,330	$10.18M	0.0%	+613.0%	0.136%
2/11/2020	MUFG Securities EMEA plc	30,000	$2.77M	0.0%	N/A	0.037%
2/11/2020	CI Investments Inc.	5,764	$0.53M	0.0%	-26.2%	0.007%
2/11/2020	Assetmark Inc.	1,684	$0.16M	0.0%	+9.6%	0.002%
2/11/2020	Mackay Shields LLC	188,914	$17.43M	0.1%	-13.2%	0.234%
2/10/2020	Sawgrass Asset Management LLC	4,530	$0.42M	0.0%	-3.5%	0.006%
2/10/2020	Barclays PLC	59,178	$5.46M	0.0%	-54.4%	0.073%
2/10/2020	Argent Capital Management LLC	15,005	$1.38M	0.0%	+3.2%	0.019%
2/10/2020	Picton Mahoney Asset Management	143,305	$13.22M	0.9%	+13.0%	0.177%
2/10/2020	Clarkston Capital Partners LLC	1,370,752	$126.45M	3.7%	+1.2%	1.696%
2/10/2020	Martingale Asset Management L P	77,984	$7.20M	0.1%	-17.2%	0.096%
2/10/2020	Bank of Montreal Can	57,019	$5.26M	0.0%	+124.8%	0.071%
2/10/2020	Trillium Asset Management LLC	25,752	$2.38M	0.1%	N/A	0.032%
2/10/2020	Rafferty Asset Management LLC	13,123	$1.21M	0.0%	+6.9%	0.016%
2/10/2020	ARP Americas LP	4,433	$0.41M	0.0%	-68.2%	0.005%
2/10/2020	Quantbot Technologies LP	2,650	$0.24M	0.0%	N/A	0.003%
2/10/2020	WBI Investments Inc.	17,490	$1.61M	0.2%	-85.6%	0.022%
2/10/2020	First Allied Advisory Services Inc.	3,489	$0.32M	0.0%	+3.9%	0.004%
2/10/2020	Natixis Advisors L.P.	72,278	$6.67M	0.0%	+28.7%	0.089%
2/10/2020	Private Advisor Group LLC	21,355	$1.97M	0.0%	-2.0%	0.026%
2/7/2020	FMR LLC	2,398,343	$221.25M	0.0%	-5.2%	2.967%
2/7/2020	Eagle Asset Management Inc.	705,077	$65.04M	0.3%	+1.8%	0.872%
2/7/2020	Jennison Associates LLC	19,927	$1.84M	0.0%	N/A	0.025%
2/7/2020	M&T Bank Corp	2,352	$0.22M	0.0%	N/A	0.003%
2/7/2020	Machina Capital S.A.S.	2,325	$0.21M	0.1%	N/A	0.003%
2/7/2020	NorthCoast Asset Management LLC	14,415	$1.33M	0.1%	-4.1%	0.018%
2/7/2020	Tower Research Capital LLC TRC	4,100	$0.38M	0.0%	+348.6%	0.005%
2/7/2020	Comerica Bank	17,000	$1.63M	0.0%	-2.0%	0.021%

(Data available from 1/1/2016 forward)

This page was last updated on 2/20/2020 by MarketBeat.com Staff

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

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