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Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$286.21 6.83 (2.44%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 595    20
Total shares held : 
 71,017,642  
% of shares held : 
 89.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -91  
Amount of shares held : 
 -515,809  
% of shares held change : 
   -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $238.18  
Last Quarter's Ending Price : 
 $227.62  
Last Quarter's Average Price : 
 $224.79  
Change from last quarter's     
avg. price to the last closing  : 
61.42 (27.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 1,662,285
 2.34%
 
Increased Positions :
181
 5,650,205
 7.96%
 
Unchanged Positions :
112
 3,299,298
 4.65%
 
Decreased Positions :
252
-6,570,243
-9.25%
 
Closed Positions :
70
-1,258,056
-1.77%
 
Guru Positions :
2
1,508,222
 2.12%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HMI CAPITAL, LLC 13 *New 2024-03-31 371,343 $98,109,000 371,343
   Castle Hook Partners LP 27 *New 2024-03-31 131,637 $34,778,000 131,637
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 55 *New 2024-03-31 37,727 $9,967,000 37,727
   CHANNING CAPITAL MANAGEMENT LLC 73 *New 2024-03-31 34,046 $8,995,000 34,046
   Carnick & Kubik Group LLC 45 *New 2024-03-31 31,804 $8,403,000 31,804
   12 WEST CAPITAL MANAGEMENT LP 19 *New 2024-03-31 30,300 $8,005,000 30,300
   PICTON MAHONEY ASSET MANAGEMENT 123 *New 2024-03-31 23,628 $6,244,000 23,628
   CHILTON INVESTMENT CO LLC 55 *New 2024-03-31 21,178 $5,595,000 21,178
   PUTNAM INVESTMENTS LLC 433 *New 2023-12-31 17,228 $3,921,000 17,228
   Hiddenite Capital Partners LP 14 *New 2024-03-31 12,900 $3,408,000 12,900
   HENNESSY ADVISORS INC 187 *New 2024-03-31 11,800 $3,118,000 11,800
   PALESTRA CAPITAL MANAGEMENT LLC 34 *New 2024-03-31 8,200 $2,166,000 8,200
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 114 *New 2024-03-31 6,902 $1,824,000 6,902
   Simplicity WealthLLC 378 *New 2024-03-31 6,544 $1,729,000 6,544
   MIRABELLA FINANCIAL SERVICES LLP 138 *New 2024-03-31 6,132 $1,620,000 6,132
   Quadrature Capital LTD 348 *New 2024-03-31 6,127 $1,619,000 6,127
   Nebula Research & Development LLC 159 *New 2024-03-31 3,611 $954,000 3,611
   Garrett Wealth Advisory Group LLC 24 *New 2024-03-31 3,219 $850,000 3,219
   Financiere des Professionnels - Fonds dinvestissem 127 *New 2024-03-31 3,212 $849,000 3,212
   MULTIFINANCIAL SECURITIES CORP 1243 *New 2024-03-31 3,153 $833,000 3,153
   Chiron Investment Management LLC 43 *New 2024-03-31 2,657 $702,000 2,657
   STONNINGTON GROUP LLC 132 *New 2023-03-31 3,000 $598,000 3,000
   Scientech Research LLC 105 *New 2024-03-31 2,173 $574,000 2,173
   Lombard Odier Asset Management (Switzerland) SA 286 *New 2024-03-31 2,087 $551,000 2,087
   Belpointe Asset Management LLC 426 *New 2024-03-31 1,969 $520,000 1,969
   Fortis Capital Advisors LLC 83 *New 2024-03-31 1,969 $520,000 1,969
   Oak Thistle LLC 67 *New 2024-03-31 1,917 $506,000 1,917
   AdvisorShares Investments LLC 132 *New 2024-03-31 1,900 $502,000 1,900
   Hunting Hill Global Capital LLC 58 *New 2024-03-31 1,871 $494,000 1,871
   SAVANT CAPITAL MANAGEMENT INC 741 *New 2024-03-31 1,806 $477,000 1,806
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1464 *New 2024-03-31 1,698 $449,000 1,698
   BOOTHBAY FUND MANAGEMENT LLC 821 *New 2024-03-31 1,692 $447,000 1,692
   Unique Wealth Strategies LLC 156 *New 2024-03-31 1,673 $442,000 1,673
   FIDUCIARY TRUST CO 512 *New 2024-03-31 1,438 $380,000 1,438
   ASB Consultores LLC 166 *New 2024-03-31 1,378 $364,000 1,378
   GSA CAPITAL PARTNERS LLP 1115 *New 2024-03-31 1,323 $350,000 1,323
   Alpha Paradigm Partners LLC 230 *New 2022-12-31 1,542 $333,000 1,542
   Moran Wealth Management LLC 378 *New 2024-03-31 1,168 $309,000 1,168
   CYNOSURE MANAGEMENT LLC 284 *New 2024-03-31 1,164 $308,000 1,164
   MAGNOLIA CAPITAL ADVISORS LLC 79 *New 2024-03-31 1,136 $298,000 1,136
   Schechter Investment Advisors LLC 511 *New 2024-03-31 1,038 $274,000 1,038
   HARBOR CAPITAL ADVISORS INC. 542 *New 2024-03-31 1,034 $273,000 1,034
   OXFORD ASSET MANAGEMENT 117 *New 2024-03-31 1,012 $267,000 1,012
   Schwab Charitable Fund 30 *New 2024-03-31 1,000 $264,000 1,000
   Diametric Capital LP 191 *New 2024-03-31 989 $261,000 989
   Point72 Asia (Singapore) Pte. Ltd. 329 *New 2024-03-31 985 $260,000 985
   Koshinski Asset Management Inc. 463 *New 2024-03-31 981 $259,000 981
   GUGGENHEIM CAPITAL LLC 1734 *New 2024-03-31 875 $231,000 875
   STEPHENS INC /AR/ 1113 *New 2024-03-31 846 $224,000 846
   TRANSCEND WEALTH COLLECTIVE LLC 482 *New 2024-03-31 823 $217,000 823
   Dynasty Wealth Management LLC 246 *New 2024-03-31 822 $217,000 822
   RMB CAPITAL MANAGEMENT LLC 545 *New 2024-03-31 798 $211,000 798
   ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC 218 *New 2024-03-31 796 $210,000 796
   Sequoia Financial Advisors LLC 1042 *New 2024-03-31 786 $208,000 786
   GeoWealth Management LLC 678 *New 2024-03-31 774 $204,000 774
   J. W. Coons Advisors LLC 235 *New 2024-03-31 770 $203,000 770
   MBB PUBLIC MARKETS I LLC 260 *New 2024-03-31 767 $203,000 767
   QUANTBOT TECHNOLOGIES LLC 1004 *New 2024-03-31 751 $198,000 751
   First Capital Advisors Group LLC. 303 *New 2023-06-30 226 $49,000 226
   Annis Gardner Whiting Capital Advisors LLC 444 *New 2024-03-31 138 $36,000 138
   COLONIAL ASSET MANAGEMENT, INC. 428 *New 2024-03-31 92 $24,000 92
   Tortoise Investment Management LLC 509 *New 2024-03-31 75 $20,000 75
   Fernwood Investment Management LLC 566 *New 2024-03-31 37 $10,000 37
   J.Safra Asset Management Corp 139 *New 2024-03-31 31 $8,000 31
   MEEDER ASSET MANAGEMENT INC 607 *New 2024-03-31 26 $7,000 26
   Front Row Advisors LLC 661 *New 2024-03-31 27 $7,000 27
   Crewe Advisors LLC 665 *New 2024-03-31 28 $7,000 28
   Pinnacle Bank 725 *New 2024-03-31 23 $6,000 23
   Activest Wealth Management 247 *New 2024-03-31 23 $6,000 23
   Financial Gravity Wealth Inc. 566 *New 2024-03-31 24 $6,000 24
   Piscataqua Savings Bank 343 *New 2024-03-31 7 $2,000 7
   RICHARDSON FINANCIAL SERVICES INC. 474 *New 2024-03-31 4 $1,000 4
   Riggs Asset Managment Co. Inc. 401 *New 2024-03-31 2 $1,000 2
   Winthrop Capital Management LLC 142 *New 2024-03-31 4 $1,000 4
   Continuum Advisory LLC 1465 *New 2024-03-31 3 $1,000 3
   ZRC WEALTH MANAGEMENT LLC 430 *New 2024-03-31 5 $1,000 5
   HARBOR INVESTMENT ADVISORY LLC 1253 *New 2024-03-31 4 $1,000 4
   TFC Financial Management 690 *New 2024-03-31 1 $0 1
  78 Records found
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