NASDAQ:LPLA

LPL Financial Institutional Ownership

Top-Rated Stocks

$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 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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/4/2021	Hudson Bay Capital Management LP	50,000	$5.21M	0.0%	-41.2%	0.063%
3/2/2021	Norges Bank	753,905	$78.57M	0.0%	N/A	0.946%
3/2/2021	Capital Asset Advisory Services LLC	267	$28K	0.0%	N/A	0.000%
3/1/2021	UBS Asset Management Americas Inc.	154,562	$16.11M	0.0%	+18.4%	0.194%
2/26/2021	Bickling Financial Services Inc.	2,920	$0.30M	0.2%	N/A	0.004%
2/25/2021	Dimensional Fund Advisors LP	958,957	$99.94M	0.0%	+1.2%	1.209%
2/25/2021	Hsbc Holdings PLC	60,972	$6.38M	0.0%	+84.2%	0.077%
2/24/2021	Virtu Financial LLC	5,693	$0.59M	0.1%	N/A	0.007%
2/23/2021	Principal Financial Group Inc.	124,619	$12.99M	0.0%	+14.3%	0.157%
2/19/2021	JPMorgan Chase & Co.	409,881	$42.72M	0.0%	+17.1%	0.517%

2/19/2021	Itau Unibanco Holding S.A.	19,615	$2.04M	0.1%	-28.4%	0.025%
2/18/2021	Verition Fund Management LLC	2,513	$0.26M	0.0%	-38.7%	0.003%
2/18/2021	Truist Financial Corp	15,742	$1.64M	0.0%	+118.6%	0.020%
2/17/2021	Parian Global Management LP	130,000	$13.55M	3.4%	N/A	0.164%
2/17/2021	SummerHaven Investment Management LLC	5,419	$0.57M	0.4%	N/A	0.007%
2/17/2021	Voloridge Investment Management LLC	80,697	$8.41M	0.1%	+231.1%	0.102%
2/17/2021	IHT Wealth Management LLC	2,422	$0.25M	0.0%	N/A	0.003%
2/17/2021	Castleark Management LLC	95,860	$9.99M	0.4%	-18.7%	0.121%
2/17/2021	Freedman Financial Associates Inc.	7,000	$0.73M	0.7%	N/A	0.009%
2/17/2021	Cetera Investment Advisers	2,375	$0.25M	0.0%	N/A	0.003%
2/17/2021	Cetera Advisors LLC	2,105	$0.22M	0.0%	N/A	0.003%
2/16/2021	Castellan Group LLC	12,420	$1.29M	1.4%	N/A	0.016%
2/16/2021	SummerHaven Investment Management LLC	564,768	$0.57M	0.4%	N/A	0.712%
2/16/2021	HN Saltoro Capital LP	8,000	$0.83M	0.4%	N/A	0.010%
2/16/2021	Squarepoint Ops LLC	32,263	$3.36M	0.0%	N/A	0.041%
2/16/2021	MARSHALL WACE ASIA Ltd	801,495	$83.53M	1.5%	-8.4%	1.011%
2/16/2021	Glenmede Trust Co. NA	5,528	$0.58M	0.0%	-37.0%	0.007%
2/16/2021	Morgan Stanley	170,634	$17.78M	0.0%	+134.5%	0.215%
2/16/2021	Paloma Partners Management Co	6,462	$0.67M	0.0%	-59.5%	0.008%
2/16/2021	Knights of Columbus Asset Advisors LLC	41,635	$4.34M	0.5%	+7.1%	0.053%
2/16/2021	Nuveen Asset Management LLC	443,378	$46.21M	0.0%	+1.9%	0.559%
2/16/2021	Captrust Financial Advisors	87,494	$9.12M	0.1%	+5.2%	0.110%
2/16/2021	Guggenheim Capital LLC	5,556	$0.58M	0.0%	-16.8%	0.007%
2/16/2021	Price T Rowe Associates Inc. MD	213,937	$22.30M	0.0%	-74.7%	0.270%
2/16/2021	BCJ Capital Management LLC	2,748	$0.29M	0.0%	N/A	0.003%
2/16/2021	Junto Capital Management LP	1,057,559	$110.22M	3.6%	+19.4%	1.334%
2/16/2021	Engle Capital Management L.P.	710,000	$74M	10.6%	+6.0%	0.895%
2/16/2021	Virginia Retirement Systems ET AL	9,800	$1.02M	0.0%	-47.0%	0.012%
2/16/2021	Azora Capital LP	685,098	$71.40M	6.5%	N/A	0.864%
2/16/2021	Engineers Gate Manager LP	3,181	$0.33M	0.0%	-55.2%	0.004%
2/16/2021	Leuthold Group LLC	3,535	$0.37M	0.0%	-4.1%	0.004%
2/16/2021	Gyon Technologies Capital Management LP	36,997	$3.86M	1.3%	N/A	0.047%
2/16/2021	Janus Henderson Group PLC	8,118,279	$846.09M	0.4%	-0.5%	10.239%
2/16/2021	ExodusPoint Capital Management LP	36,719	$3.83M	0.0%	+85.8%	0.046%
2/16/2021	Charles Schwab Investment Management Inc.	595,606	$62.08M	0.0%	+1.6%	0.751%
2/12/2021	Stifel Financial Corp	13,350	$1.39M	0.0%	+19.9%	0.017%
2/12/2021	Epoch Investment Partners Inc.	597,727	$62.30M	0.3%	+114.9%	0.754%
2/12/2021	Inspire Advisors LLC	1,276	$0.13M	0.0%	N/A	0.002%
2/12/2021	CWM Advisors LLC	3,074	$0.32M	0.1%	N/A	0.004%
2/12/2021	Federated Hermes Inc.	349,918	$36.47M	0.1%	-0.9%	0.441%
2/12/2021	Raymond James Financial Services Advisors Inc.	1,927	$0.20M	0.0%	N/A	0.002%
2/12/2021	LPL Financial LLC	69,057	$7.20M	0.0%	+226.8%	0.087%
2/12/2021	Financial Advocates Investment Management	9,026	$0.94M	0.1%	+9.6%	0.011%
2/12/2021	Public Employees Retirement System of Ohio	38,581	$4.02M	0.0%	+28.0%	0.049%
2/12/2021	Credit Suisse AG	89,478	$9.33M	0.0%	+2.7%	0.113%
2/12/2021	CSat Investment Advisory L.P.	7,594	$0.79M	0.7%	-19.3%	0.010%
2/12/2021	Nordea Investment Management AB	78,929	$8.23M	0.0%	-1.9%	0.100%
2/12/2021	Kennedy Capital Management Inc.	46,882	$4.89M	0.1%	+0.2%	0.059%
2/12/2021	M&T Bank Corp	3,878	$0.40M	0.0%	-12.6%	0.005%
2/11/2021	Eqis Capital Management Inc.	9,446	$0.98M	0.1%	+35.2%	0.012%
2/11/2021	Kalos Management Inc.	16,685	$2.11M	0.9%	-1.8%	0.021%
2/11/2021	Northern Trust Corp	384,273	$40.05M	0.0%	+1.7%	0.485%
2/11/2021	Baird Financial Group Inc.	2,132	$0.22M	0.0%	N/A	0.003%
2/11/2021	Public Employees Retirement Association of Colorado	11,750	$1.23M	0.0%	-2.2%	0.015%
2/11/2021	First Mercantile Trust Co.	5,380	$0.56M	0.1%	-25.4%	0.007%
2/11/2021	Barclays PLC	38,572	$4.02M	0.0%	+151.8%	0.049%
2/11/2021	Citigroup Inc.	32,343	$3.37M	0.0%	-33.8%	0.041%
2/11/2021	Yorktown Management & Research Co Inc	15,200	$1.58M	1.4%	-3.2%	0.019%
2/11/2021	Cerity Partners LLC	2,602	$0.27M	0.0%	N/A	0.003%
2/11/2021	Teacher Retirement System of Texas	7,277	$0.76M	0.0%	-49.8%	0.009%
2/11/2021	Skandinaviska Enskilda Banken AB publ	300	$31K	0.0%	-94.3%	0.000%
2/11/2021	Westpac Banking Corp	32,138	$3.35M	0.0%	-3.6%	0.041%
2/11/2021	Ironwood Investment Counsel LLC	11,375	$1.19M	0.3%	-1.3%	0.014%
2/10/2021	Rhumbline Advisers	84,640	$8.82M	0.0%	+4.0%	0.107%
2/10/2021	King Luther Capital Management Corp	8,690	$0.91M	0.0%	+22.2%	0.011%
2/10/2021	Renaissance Technologies LLC	65,700	$6.85M	0.0%	N/A	0.083%
2/10/2021	Mackenzie Financial Corp	14,529	$1.51M	0.0%	+27.5%	0.018%
2/10/2021	Brandywine Global Investment Management LLC	75,199	$7.84M	0.1%	+11.2%	0.095%
2/10/2021	Prescott Group Capital Management L.L.C.	3,000	$0.31M	0.1%	N/A	0.004%
2/10/2021	Panagora Asset Management Inc.	274,914	$28.65M	0.2%	+4.6%	0.347%
2/10/2021	Argent Capital Management LLC	641,921	$66.90M	2.4%	+41.0%	0.810%
2/10/2021	Boston Partners	172,439	$17.97M	0.0%	-3.1%	0.217%
2/10/2021	KWB Wealth	27,192	$2.83M	0.6%	N/A	0.034%
2/10/2021	Harvest Fund Management Co. Ltd	371	$38K	0.0%	+90.3%	0.000%
2/9/2021	Otter Creek Advisors LLC	49,600	$5.17M	4.1%	-6.4%	0.063%
2/9/2021	Wells Fargo & Company MN	1,059,980	$110.47M	0.0%	+252.6%	1.337%
2/9/2021	Full18 Capital LLC	49,967	$5.21M	2.3%	N/A	0.063%
2/9/2021	First Pacific Advisors LP	1,099,015	$114.54M	1.5%	-19.9%	1.386%
2/9/2021	ClariVest Asset Management LLC	33,497	$3.49M	0.1%	-0.6%	0.042%
2/9/2021	Thornburg Investment Management Inc.	191,554	$19.96M	0.2%	N/A	0.242%
2/9/2021	Integrated Investment Consultants LLC	1,922	$0.20M	0.1%	N/A	0.002%
2/9/2021	Bank of New York Mellon Corp	1,262,459	$131.57M	0.0%	-38.9%	1.592%
2/9/2021	Quantitative Systematic Strategies LLC	17,541	$1.83M	0.3%	N/A	0.022%
2/9/2021	Illinois Municipal Retirement Fund	10,094	$1.05M	0.0%	+92.8%	0.013%
2/9/2021	Campbell & CO Investment Adviser LLC	2,630	$0.27M	0.2%	N/A	0.003%
2/9/2021	CI Investments Inc.	6,525	$0.68M	0.0%	+9.0%	0.008%
2/9/2021	William Blair Investment Management LLC	317,393	$33.08M	0.1%	+8.0%	0.400%
2/8/2021	CIBC World Markets Inc.	12,733	$1.33M	0.0%	+1.0%	0.016%
2/8/2021	Vident Investment Advisory LLC	19,305	$2.01M	0.1%	-4.3%	0.024%
2/8/2021	Alliancebernstein L.P.	1,738,068	$181.14M	0.1%	-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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LPL Financial Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

LPL Financial (NASDAQ LPLA) Institutional Buying and Selling

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