LPLA - LPL Financial Holdings Stock Price, Fair Value and News
267.77USD+0.23 (+0.09%)Market Closed
Which funds bought or sold LPLA recently?
Which funds are the top buyers of LPLA?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 7,046,950 | 1,861,800,000 | 0.04% |
| BlackRock Inc. | 6,077,310 | 1,605,630,000 | 0.04% |
| FMR LLC | 3,165,280 | 836,268,000 | 0.06% |
| JANUS HENDERSON GROUP PLC | 2,575,720 | 680,505,000 | 0.37% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,374,800 | 627,423,000 | 0.08% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,356,550 | 622,601,000 | 1.44% |
| Boston Partners | 1,765,230 | 466,434,000 | 0.56% |
| STATE STREET CORP | 1,710,000 | 451,781,000 | 0.02% |
| WCM INVESTMENT MANAGEMENT, LLC | 1,697,060 | 448,364,000 | 1.07% |
| LONE PINE CAPITAL LLC | 1,685,070 | 445,195,000 | 3.51% |
Which funds have put a big percent of portfolio in LPLA?
| Fund Name | $ Value | % Port. |
|---|---|---|
| FAMILY WEALTH PARTNERS, LLC | 38,821,500 | 22.00% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 188,907,000 | 10.84% |
| North Peak Capital Management, LLC | 81,341,600 | 9.04% |
| Azora Capital LP | 110,054,000 | 7.97% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 131,815,000 | 7.43% |
| SurgoCap Partners LP | 137,894,000 | 7.40% |
| Clarkston Capital Partners, LLC | 352,277,000 | 6.21% |
| BlueMar Capital Management, LLC | 3,231,430 | 5.43% |
| Heron Bay Capital Management | 23,759,200 | 5.04% |
| SAMLYN CAPITAL, LLC | 292,226,000 | 4.89% |
Trend of No. of funds that hold LPLA
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| HMI Capital Management, L.P. | 98,108,800 |
| Castle Hook Partners LP | 34,778,500 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9,967,470 |
| Channing Capital Management, LLC | 8,994,950 |
| Transform Wealth, LLC | 8,402,710 |
| 12 West Capital Management LP | 8,005,260 |
| Full18 Capital LLC | 7,867,000 |
| Mediolanum International Funds Ltd | 6,954,700 |
Additions
| Fund Name | % Increased |
|---|---|
| WHITTIER TRUST CO OF NEVADA INC | 12,772 |
| CIBC WORLD MARKETS CORP | 4,579 |
| LAZARD ASSET MANAGEMENT LLC | 1,640 |
| Plato Investment Management Ltd | 1,109 |
| Cubist Systematic Strategies, LLC | 1,036 |
| Empowered Funds, LLC | 906 |
| MACQUARIE GROUP LTD | 817 |
| AdvisorNet Financial, Inc | 608 |
Reductions
Sold off
| Fund Name | $ Sold |
|---|---|
| NORGES BANK | -200,497,000 |
| GCM Grosvenor Holdings, LLC | -26,928,400 |
| Avalon Investment & Advisory | -19,445,000 |
| TWINBEECH CAPITAL LP | -14,147,500 |
| CRAMER ROSENTHAL MCGLYNN LLC | -13,806,100 |
| Aquatic Capital Management LLC | -10,106,000 |
| Prana Capital Management, LP | -7,933,010 |
| STAMINA CAPITAL MANAGEMENT LP | -7,674,000 |