Who owns Lpl Financial Holdings?
- Ticker: LPLA
- CUSIP Number: 50212V100
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Analyze quarterly positions in Lpl Financial Holdings with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lpl Financial Holdings stock
Who bought or sold Lpl Financial Holdings this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 7.1M | $1.6B | 1% | Dec 2023 |
|
| Henderson Group | 2.8M | $647M | -8% | Dec 2023 |
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| T. Rowe Price Associates | 2.5M | $559M | -6% | Dec 2023 |
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| Lone Pine Capital | 1.8M | $419M | 0% | Dec 2023 |
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| WCM Investment Management | 1.7M | $388M | -31% | Dec 2023 |
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| Clarkston Capital Partners | 1.4M | $308M | -9% | Dec 2023 |
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| Millennium Management | 1.2M | $273M | 301% | Dec 2023 |
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| Samlyn Capital | 1.2M | $272M | -13% | Dec 2023 |
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| Robeco Investment Management | 1.0M | $234M | 21% | Dec 2023 |
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| D. E. Shaw & Co | 999k | $227M | 20% | Dec 2023 |
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| Bank of New York Mellon | 947k | $216M | -14% | Dec 2023 |
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| Jpmorgan Chase & Co | 910k | $207M | -24% | Dec 2023 |
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| Norges Bank Investment Management | 881k | $201M | 100% | Dec 2023 |
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| TD Asset Management | 828k | $189M | 286% | Dec 2023 |
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| Damian Sousa | 719k | $164M | -2% | Dec 2023 |
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| Dimensional Fund Advisors | 718k | $164M | -1% | Dec 2023 |
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| Darlington Partners Capital Management | 715k | $163M | -1% | Dec 2023 |
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| Massachusetts Financial Services | 583k | $133M | 3% | Dec 2023 |
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| Bank of America Corporation | 546k | $124M | -21% | Dec 2023 |
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| Ubs Global Asset Management Americas | 537k | $122M | 15% | Dec 2023 |
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| Junto Capital Management | 514k | $117M | 24% | Dec 2023 |
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| Maverick Capital | 485k | $110M | 100% | Dec 2023 |
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| Jacobs Levy Equity Management | 480k | $109M | 17% | Dec 2023 |
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| Wells Fargo & Company | 477k | $109M | -2% | Dec 2023 |
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| Arrowpoint Asset Management | 476k | $108M | -30% | Dec 2023 |
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| Legal & General Group | 467k | $106M | 20% | Dec 2023 |
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| First Pacific Advisors | 460k | $105M | -4% | Dec 2023 |
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| Westfield Capital Management Company | 429k | $98M | -28% | Dec 2023 |
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| Markel Corporation | 426k | $97M | 42% | Dec 2023 |
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| Alliancebernstein | 405k | $92M | -4% | Dec 2023 |
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| Agf Management | 374k | $85M | -8% | Dec 2023 |
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| Raymond James & Associates | 374k | $99M | 2% | Mar 2024 |
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| Citadel Advisors | 337k | $77M | 48% | Dec 2023 |
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| Goldman Sachs Group | 317k | $72M | -4% | Dec 2023 |
|
| Hsbc Holdings | 312k | $71M | 94% | Dec 2023 |
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| Charles Schwab Investment Management | 294k | $67M | 3% | Dec 2023 |
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| Allspring Global Investments Holdings | 287k | $76M | -11% | Mar 2024 |
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| Standard Life Aberdeen | 277k | $63M | -64% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 274k | $62M | 5% | Dec 2023 |
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| Franklin Resources | 269k | $61M | 0% | Dec 2023 |
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| Royal Bank of Canada | 257k | $58M | 3% | Dec 2023 |
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| Employees Retirement System of Texas | 246k | $56M | 13% | Dec 2023 |
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| Gilder, Gagnon, Howe & Co | 235k | $53M | 12786% | Dec 2023 |
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| Victory Capital Management | 221k | $50M | -5% | Dec 2023 |
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| Wellington Management Company | 209k | $48M | -26% | Dec 2023 |
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| Southpoint Capital Advisors | 190k | $43M | 0% | Dec 2023 |
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| Trillium Asset Management Corporation | 190k | $43M | 2% | Dec 2023 |
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| Sumitomo Mitsui Trust Holdings | 188k | $50M | -9% | Mar 2024 |
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| Commerce Bank N A | 184k | $42M | -6% | Dec 2023 |
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| PanAgora Asset Management | 172k | $39M | -30% | Dec 2023 |
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| Jackson Square Partners | 160k | $36M | -52% | Dec 2023 |
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| Waratah Capital Advisors | 150k | $34M | -37% | Dec 2023 |
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| PRIMECAP Management Company | 150k | $34M | 0% | Dec 2023 |
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| Family Wealth Partners | 147k | $39M | 108% | Mar 2024 |
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| CalPERS | 145k | $33M | -5% | Dec 2023 |
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| Amundi | 136k | $32M | 85% | Dec 2023 |
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| Branch Banking & Trust Company | 130k | $30M | -1% | Dec 2023 |
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| Credit Suisse | 130k | $30M | 0% | Dec 2023 |
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| Russell Investments | 118k | $27M | -13% | Dec 2023 |
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| Coronation Fund Managers | 115k | $26M | 51% | Dec 2023 |
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| National Pension Service | 114k | $26M | 0% | Dec 2023 |
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| Bamco | 114k | $26M | 3% | Dec 2023 |
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| Artemis Investment Management | 111k | $29M | 0% | Mar 2024 |
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| Rhumbline Advisers | 111k | $25M | -5% | Dec 2023 |
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| Stifel Financial | 98k | $22M | -9% | Dec 2023 |
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| Heron Bay Capital Management | 94k | $22M | -1% | Dec 2023 |
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| Man Group | 92k | $21M | 21% | Dec 2023 |
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| Florida State Board of Administration | 88k | $20M | -16% | Dec 2023 |
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| Barclays | 85k | $19M | 32% | Dec 2023 |
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| Squarepoint Ops | 84k | $19M | 100% | Dec 2023 |
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| Bank Of Montreal | 82k | $19M | -38% | Dec 2023 |
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| Reinhart Mahoney Capital Management | 76k | $20M | 2% | Mar 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 75k | $17M | -13% | Dec 2023 |
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| Aviva | 74k | $17M | 11% | Dec 2023 |
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| Fort Washington Investment Advisors | 71k | $16M | 0% | Dec 2023 |
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| Brandywine Global Investment Management | 70k | $16M | 81% | Dec 2023 |
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| CI Private Wealth | 70k | $16M | 95% | Dec 2023 |
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| Citigroup | 64k | $15M | -1% | Dec 2023 |
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| Teacher Retirement System Of Texas | 64k | $15M | -13% | Dec 2023 |
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| Twinbeech Capital | 62k | $14M | 100% | Dec 2023 |
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| Thornburg Investment Management | 62k | $14M | -14% | Dec 2023 |
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| New York State Common Retirement Fund | 60k | $14M | -19% | Dec 2023 |
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| Iridian Asset Management | 60k | $14M | 101% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 59k | $13M | 35% | Dec 2023 |
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| AQR Capital Management | 58k | $13M | -38% | Dec 2023 |
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| NewEdge Wealth | 56k | $13M | 229% | Dec 2023 |
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| Treasurer of the State of North Carolina | 53k | $12M | -3% | Dec 2023 |
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| UBS Group | 53k | $12M | -55% | Dec 2023 |
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| Royal London Asset Management | 50k | $12M | -4% | Dec 2023 |
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| ICON Advisers | 46k | $10M | 0% | Dec 2023 |
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| Aquatic Capital Management | 44k | $10M | 100% | Dec 2023 |
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| Foster Victor Wealth Advisors | 44k | $11M | 4% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 44k | $10M | 0% | Dec 2023 |
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| LMR Partners | 44k | $10M | -40% | Dec 2023 |
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| Bridgewater Associates | 43k | $9.7M | 31% | Dec 2023 |
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| Venturi Wealth Management | 42k | $9.7M | 0% | Dec 2023 |
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| Forsta Ap-fonden | 41k | $9.3M | -8% | Dec 2023 |
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| Pathstone Holdings | 41k | $9.2M | 100% | Dec 2023 |
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| State of Wisconsin Investment Board | 39k | $8.9M | -5% | Dec 2023 |
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| Ohio Pers | 39k | $8.8M | -8% | Dec 2023 |
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| Sumitomo Mitsui Asset Management Company | 38k | $8.7M | -11% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 38k | $8.7M | 226% | Dec 2023 |
|
| Mn Services Vermogensbeheer B.V. | 37k | $8.5M | 0% | Dec 2023 |
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| Advisor Group Holdings | 37k | $8.3M | -37% | Dec 2023 |
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| Janney Montgomery Scott | 36k | $8.1M | 1% | Dec 2023 |
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| Diam | 35k | $8.0M | 16% | Dec 2023 |
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| Prana Capital Management | 35k | $7.9M | 100% | Dec 2023 |
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| Mitsubishi UFJ Asset Management | 34k | $8.0M | 0% | Dec 2023 |
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| Bnp Paribas Investment Partners | 32k | $7.3M | -4% | Dec 2023 |
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| Carnick & Kubik | 32k | $8.4M | 100% | Mar 2024 |
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| Parnassus Investments | 32k | $7.2M | 0% | Dec 2023 |
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| Point72 Europe | 31k | $7.1M | 52% | Dec 2023 |
|
| Nomura Asset Management | 31k | $7.0M | 3% | Dec 2023 |
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| Intech Investment Management | 30k | $6.9M | -8% | Dec 2023 |
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| Andra AP-fonden | 30k | $6.8M | 57% | Dec 2023 |
|
| Natixis Asset Management Advisors | 29k | $6.6M | -36% | Dec 2023 |
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| KWB Wealth | 29k | $7.5M | 0% | Mar 2024 |
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| Zurcher Kantonalbank | 28k | $6.4M | -3% | Dec 2023 |
|
| Schonfeld Strategic Advisors | 27k | $6.2M | 689% | Dec 2023 |
|
| Caisse de depot et placement du Quebec | 26k | $6.0M | 1950% | Dec 2023 |
|
| Private Advisor | 26k | $5.9M | 0% | Dec 2023 |
|
| Assenagon Asset Management | 24k | $5.5M | -69% | Dec 2023 |
|
| Walleye Trading Advisors | 24k | $5.4M | 220% | Dec 2023 |
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| William Blair $ Company | 24k | $5.3M | -5% | Dec 2023 |
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| National Bank Of Canada /fi/ | 23k | $5.3M | -57% | Dec 2023 |
|
| Us Bancorp | 21k | $4.8M | -14% | Dec 2023 |
|
| Arizona State Retirement System | 21k | $4.7M | -2% | Dec 2023 |
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| Winthrop Advisory Group | 21k | $5.5M | -1% | Mar 2024 |
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| Tobam | 21k | $4.7M | 1% | Dec 2023 |
|
| Van Eck Associates Corp. | 21k | $4.7M | 17% | Dec 2023 |
|
| Jane Street | 21k | $4.7M | -68% | Dec 2023 |
|
| Shepherd Financial Partners | 20k | $4.6M | 100% | Dec 2023 |
|
| Gradient Investments | 18k | $4.2M | -2% | Dec 2023 |
|
| Phoenix Holdings | 18k | $4.7M | -32% | Dec 2023 |
|
| Buckingham Strategic Partners | 18k | $4.1M | 0% | Dec 2023 |
|
| Illinois Municipal Retirement Fund | 18k | $4.0M | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 18k | $4.0M | 0% | Dec 2023 |
|
| Vestmark Advisory Solutions | 17k | $3.9M | 3% | Dec 2023 |
|
| Snowden Capital Advisors | 16k | $3.7M | -16% | Dec 2023 |
|
| Handelsbanken Fonder AB | 16k | $3.7M | 16% | Dec 2023 |
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| Bank of Nova Scotia | 16k | $3.7M | 37% | Dec 2023 |
|
| O'shaughnessy Asset Management | 16k | $3.7M | -15% | Dec 2023 |
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| Cornerstone Wealth Management | 16k | $4.1M | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 16k | $3.6M | 100% | Dec 2023 |
|
| Wolverine Trading | 16k | $3.6M | -73% | Dec 2023 |
|
| IFM Investors Pty | 16k | $4.1M | -2% | Mar 2024 |
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| Northwest Financial Advisors | 15k | $3.5M | 100% | Dec 2023 |
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| EFG Asset Management | 15k | $3.5M | -30% | Dec 2023 |
|
| Principal Financial Group | 15k | $3.4M | -6% | Dec 2023 |
|
| Eagle Rock Investment Company | 15k | $4.0M | -1% | Mar 2024 |
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| Walleye Trading | 15k | $3.4M | -37% | Dec 2023 |
|
| James Investment Research | 15k | $3.3M | -26% | Dec 2023 |
|
| Segment Wealth Management | 15k | $3.3M | -53% | Dec 2023 |
|
| Crestline Management | 12k | $2.7M | -66% | Dec 2023 |
|
| DnB NOR Asset Management AS | 11k | $3.0M | -61% | Mar 2024 |
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| Strategic Global Advisors | 10k | $2.3M | -41% | Dec 2023 |
|
| Balyasny Asset Management | 3.7k | $842k | -99% | Dec 2023 |
|
| Tudor Investment Corporation | 2.8k | $642k | -94% | Dec 2023 |
|
| BI Asset Management Fondsmaeglerselskab A/S | 2.1k | $470k | -96% | Dec 2023 |
|
Who sold out of Lpl Financial Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Holocene Advisors | Sep 2023 | 436k | $104M |
| Marshall Wace | Sep 2023 | 156k | $37M |
| Soros Fund Management | Sep 2023 | 135k | $32M |
| Alyeska Investment Group | Sep 2023 | 112k | $27M |
| Weiss Multi-strategy Advisers | Dec 2023 | 75k | $17M |
| Hudson Bay Capital Management | Sep 2023 | 50k | $12M |
| Parallax Volatility Advisers | Sep 2023 | 50k | $12M |
| Caption Management | Sep 2023 | 50k | $12M |
| Phase 2 Partners | Sep 2023 | 37k | $8.8M |
| Rivermont Capital Management | Sep 2023 | 37k | $8.7M |
| Hrt Financial | Sep 2023 | 18k | $4.4M |