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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DARLINGTON PARTNERS CAPITAL MANAGEMENT LP 4 - 2024-03-31 715,014 $188,907,000 0
   Allspring Global Investments Holdings LLC 219 - 2024-03-31 287,071 $75,844,000 0
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 46 - 2024-03-31 246,000 $64,993,000 0
   ICON ADVISERS INC/CO 1 - 2024-03-31 45,632 $12,155,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 425 - 2024-03-31 44,183 $11,673,000 0
   WINMILL & CO. INC 25 - 2024-03-31 24,660 $6,515,000 0
   Bullseye Asset Management LLC 7 - 2024-03-31 22,527 $5,952,000 0
   Susquehanna Portfolio Strategies LLC 216 - 2024-03-31 18,815 $4,971,000 0
   Illinois Municipal Retirement Fund 308 - 2024-03-31 17,742 $4,687,000 0
   Handelsbanken Fonder AB 469 - 2024-03-31 16,281 $4,301,000 0
   UTAH RETIREMENT SYSTEMS 399 - 2024-03-31 13,117 $3,466,000 0
   Symphony Financial Ltd. Co. 41 - 2024-03-31 10,752 $2,841,000 0
   RETIREMENT CAPITAL STRATEGIES 24 - 2024-03-31 10,111 $2,671,000 0
   LAURION CAPITAL MANAGEMENT LP 167 - 2024-03-31 8,887 $2,348,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 19 - 2024-03-31 8,634 $2,281,000 0
   Aquila Investment Management LLC 33 - 2024-03-31 6,000 $1,585,000 0
   Degroof Petercam Asset Management 342 - 2024-03-31 6,000 $1,585,000 0
   Maryland State Retirement & Pension System 460 - 2024-03-31 5,954 $1,535,000 0
   YORKTOWN MANAGEMENT & RESEARCH CO INC 3 - 2024-03-31 5,690 $1,503,000 0
   Foresight Global Investors Inc. 20 - 2024-03-31 5,549 $1,466,000 0
   AUREUS ASSET MANAGEMENT LLC 84 - 2024-03-31 4,455 $1,177,000 0
   Achmea Investment Management B.V. 357 - 2024-03-31 4,033 $1,066,000 0
   Oversea-Chinese Banking CORP Ltd 205 - 2024-03-31 3,403 $899,000 0
   GLOBEFLEX CAPITAL L P 197 - 2024-03-31 3,368 $890,000 0
   Yarbrough Capital LLC 99 - 2024-03-31 3,361 $888,000 0
   ARGENT CAPITAL MANAGEMENT LLC 96 - 2024-03-31 3,250 $859,000 0
   B. Metzler seel. Sohn & Co. AG 552 - 2024-03-31 3,083 $815,000 0
   E. Ohman J:or Asset Management AB 300 - 2024-03-31 2,800 $740,000 0
   APG ALL PENSIONS GROUP 607 - 2024-03-31 2,865 $701,000 0
   LONDON CO OF VIRGINIA 147 - 2024-03-31 2,270 $600,000 0
   HighPoint Advisor Group LLC 319 - 2024-03-31 2,225 $595,000 0
   Prossimo Advisors LLC 22 - 2024-03-31 2,235 $590,000 0
   NBC SECURITIES INC. 395 - 2024-03-31 2,172 $573,000 0
   IRONWOOD INVESTMENT COUNSEL LLC 161 - 2024-03-31 2,045 $540,000 0
   Archer Investment Corp 127 - 2024-03-31 2,016 $533,000 0
   WJ Wealth Management LLC 52 - 2024-03-31 2,000 $528,000 0
   MOODY LYNN & CO/ 159 - 2024-03-31 1,800 $476,000 0
   STATE TREASURER STATE OF MICHIGAN 942 - 2024-03-31 1,700 $449,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 811 - 2024-03-31 1,700 $449,000 0
   EverSource Wealth Advisors LLC 273 - 2024-03-31 1,833 $417,000 0
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 61 - 2024-03-31 1,572 $415,000 0
   SFG Wealth Management LLC. 69 - 2024-03-31 1,338 $354,000 0
   Symmetry Partner LLC 373 - 2024-03-31 1,324 $350,000 0
   DORSEY & WHITNEY TRUST CO LLC 474 - 2024-03-31 1,114 $294,000 0
   Elgethun Capital Management 110 - 2024-03-31 958 $255,000 0
   V-Square Quantitative Management LLC 445 - 2024-03-31 863 $228,000 0
   TSFG LLC 135 - 2024-03-31 862 $228,000 0
   Systematic Alpha Investments LLC 215 - 2024-03-31 760 $201,000 0
   MATHER GROUP, INC. 528 - 2024-03-31 880 $200,000 0
   Tyler-Stone Wealth Management 235 - 2024-03-31 518 $137,000 0
   Tidemark LLC 149 - 2024-03-31 471 $124,000 0
   Colonial Trust Co / SC 366 - 2024-03-31 455 $120,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 179 - 2023-12-31 472 $107,000 0
   GABLES CAPITAL MANAGEMENT INC. 151 - 2024-03-31 400 $106,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 677 - 2024-03-31 367 $97,000 0
   ALTA ADVISERS LTD 314 - 2024-03-31 300 $79,000 0
   SANDY SPRING BANK 559 - 2024-03-31 205 $54,000 0
   Ceredex Value Advisors LLC 159 - 2024-03-31 200 $53,000 0
   UMB BANK N A/MO 826 - 2024-03-31 195 $52,000 0
   Jackson Grant Investment Advisers Inc. 178 - 2024-03-31 181 $48,000 0
   AMERICAN NATIONAL BANK 345 - 2024-03-31 140 $37,000 0
   MCF Advisors LLC 443 - 2024-03-31 126 $33,000 0
   SMITHFIELD TRUST CO 639 - 2024-03-31 119 $31,000 0
   Tanglewood Legacy Advisors LLC 203 - 2024-03-31 100 $26,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 477 - 2024-03-31 100 $26,000 0
   Heritage Wealth Advisors 381 - 2024-03-31 88 $23,000 0
   IAG Wealth Partners LLC 229 - 2024-03-31 83 $22,000 0
   WEST OAK CAPITAL LLC 204 - 2024-03-31 75 $20,000 0
   JFS WEALTH ADVISORS, LLC 662 - 2024-03-31 65 $17,000 0
   Bell Investment Advisors Inc 446 - 2024-03-31 55 $15,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 565 - 2024-03-31 48 $13,000 0
   Park Place Capital Corp 598 - 2024-03-31 48 $13,000 0
   PSI Advisors LLC 441 - 2024-03-31 50 $13,000 0
   Global Wealth Strategies & Associates 168 - 2024-03-31 44 $12,000 0
   CVA Family Office LLC 805 - 2024-03-31 25 $7,000 0
   Private Wealth Management Group LLC 565 - 2024-03-31 23 $6,000 0
   RFP Financial Group LLC 469 - 2024-03-31 21 $6,000 0
   GoalVest Advisory LLC 337 - 2024-03-31 23 $6,000 0
   Concord Wealth Partners 636 - 2024-03-31 24 $6,000 0
   Investment Research & Advisory Group Inc. 165 - 2024-03-31 23 $6,000 0
   SJS Investment Consulting Inc. 441 - 2024-03-31 22 $6,000 0
   WealthCollab LLC 555 - 2024-03-31 24 $6,000 0
   CNB Bank 421 - 2024-03-31 19 $5,000 0
   VisionPoint Advisory Group LLC 532 - 2024-03-31 18 $5,000 0
   WOLFF WIESE MAGANA LLC 412 - 2024-03-31 15 $4,000 0
   GPS Wealth Strategies Group LLC 1046 - 2024-03-31 15 $4,000 0
   CHILTON CAPITAL MANAGEMENT LLC 515 - 2024-03-31 17 $4,000 0
   DiNuzzo Private Wealth Inc. 301 - 2024-03-31 16 $4,000 0
   WASHINGTON TRUST CO 786 - 2024-03-31 13 $3,000 0
   Rosenberg Matthew Hamilton 737 - 2024-03-31 12 $3,000 0
   Cape Investment Advisory Inc. 866 - 2023-12-31 13 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 518 - 2024-03-31 8 $2,000 0
   Householder Group Estate & Retirement Specialist L 1024 - 2024-03-31 9 $2,000 0
   Versant Capital Management Inc 1318 - 2024-03-31 8 $2,000 0
   Sound Income Strategies LLC 1045 - 2024-03-31 7 $2,000 0
   Hexagon Capital Partners LLC 1164 - 2024-03-31 9 $2,000 0
   Sunbelt Securities Inc. 1523 - 2024-03-31 8 $2,000 0
   Cherry Tree Wealth Management LLC 525 - 2024-03-31 5 $1,000 0
   Sachetta LLC 1043 - 2024-03-31 3 $1,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 958 - 2024-03-31 1 $0 0
  100 Records found
  1    
  Page 1 of 1
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