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Get Institutions for : 
LPL Investment Holdings Inc (LPLA)  
$266.32 0.90 (0.34%) as of 4:30 Fri 4/26


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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  : 
41.53 (18.48%)  




 
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 :
4
1,508,661
 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
   LONE PINE CAPITAL LLC 16 - 2023-12-31 1,840,114 $418,847,000 0
   SOUTHPOINT CAPITAL ADVISORS LP 33 - 2023-12-31 190,000 $43,248,000 0
   PRIMECAP MANAGEMENT CO/CA/ 207 - 2023-12-31 150,000 $34,143,000 0
   National Pension Service 413 - 2023-12-31 114,200 $25,994,000 0
   ICON ADVISERS INC/CO 1 - 2023-12-31 45,632 $10,387,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 433 - 2023-12-31 44,183 $10,057,000 0
   PARNASSUS INVESTMENTS /CA 115 - 2023-12-31 31,644 $7,203,000 0
   WINMILL & CO. INC 25 - 2023-12-31 24,660 $5,613,000 0
   Bullseye Asset Management LLC 13 - 2023-12-31 22,527 $5,127,000 0
   Illinois Municipal Retirement Fund 313 - 2023-12-31 17,742 $4,038,000 0
   IFM Investors Pty Ltd 379 - 2023-12-31 15,844 $3,606,000 0
   Symphony Financial Ltd. Co. 41 - 2024-03-31 10,752 $2,841,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 504 - 2023-12-31 11,340 $2,581,000 0
   Silvant Capital Management LLC - 2023-12-31 10,224 $2,327,000 0
   RETIREMENT CAPITAL STRATEGIES 23 - 2023-12-31 10,111 $2,301,000 0
   LAURION CAPITAL MANAGEMENT LP 108 - 2023-12-31 8,887 $2,023,000 0
   FLYNN ZITO CAPITAL MANAGEMENT LLC 14 - 2023-12-31 8,634 $1,965,000 0
   Maryland State Retirement & Pension System 460 - 2024-03-31 5,954 $1,535,000 0
   AUREUS ASSET MANAGEMENT LLC 85 - 2023-12-31 4,455 $1,014,000 0
   SCHRODER INVESTMENT MANAGEMENT GROUP 944 - 2023-12-31 3,983 $907,000 0
   Yarbrough Capital LLC 99 - 2024-03-31 3,361 $888,000 0
   PITTENGER & ANDERSON INC 162 - 2023-12-31 3,432 $781,000 0
   GLOBEFLEX CAPITAL L P 223 - 2023-12-31 3,368 $767,000 0
   ARGENT CAPITAL MANAGEMENT LLC 103 - 2023-12-31 3,250 $740,000 0
   B. Metzler seel. Sohn & Co. AG 557 - 2023-12-31 3,083 $702,000 0
   Vontobel Holding Ltd. 806 - 2023-12-31 2,700 $615,000 0
   NBC SECURITIES INC. 395 - 2024-03-31 2,172 $573,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 595 - 2023-12-31 2,456 $559,000 0
   WJ Wealth Management LLC 52 - 2024-03-31 2,000 $528,000 0
   LONDON CO OF VIRGINIA 147 - 2023-12-31 2,270 $517,000 0
   Archer Investment Corp 141 - 2023-12-31 2,016 $459,000 0
   STATE TREASURER STATE OF MICHIGAN 942 - 2024-03-31 1,700 $449,000 0
   MOODY LYNN & CO/ - 2023-12-31 1,800 $410,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 847 - 2023-12-31 1,700 $387,000 0
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 69 - 2023-12-31 1,572 $358,000 0
   Symmetry Partner LLC 373 - 2024-03-31 1,324 $350,000 0
   Root Financial Partners LLC 62 - 2023-12-31 1,350 $307,000 0
   Forum Financial Management LP 579 - 2023-12-31 1,004 $229,000 0
   TSFG LLC 135 - 2024-03-31 862 $228,000 0
   Elgethun Capital Management 110 - 2023-12-31 958 $218,000 0
   MDAM ASSET MANAGEMENT CO., LTD. 521 - 2023-12-31 880 $200,000 0
   MATHER GROUP, INC. 528 - 2024-03-31 880 $200,000 0
   Systematic Alpha Investments LLC 222 - 2023-12-31 760 $173,000 0
   United Community Bank 210 - 2023-12-31 645 $147,000 0
   UniSuper Management Pty Ltd 607 - 2023-12-31 600 $137,000 0
   CFG ASSET MANAGEMENT LLC 156 - 2023-12-31 545 $124,000 0
   PRIVATE TRUST CO NA - 2023-12-31 476 $108,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 179 - 2023-12-31 472 $107,000 0
   GABLES CAPITAL MANAGEMENT INC. 156 - 2023-12-31 400 $91,000 0
   ALTA ADVISERS LTD 345 - 2023-12-31 300 $68,000 0
   Capital Analysts Inc. 627 - 2023-12-31 247 $56,000 0
   SANDY SPRING BANK - 2023-12-31 205 $47,000 0
   Ceredex Value Advisors LLC - 2023-12-31 200 $46,000 0
   UMB BANK N A/MO - 2023-12-31 195 $44,000 0
   Jackson Grant Investment Advisers Inc. 185 - 2023-12-31 181 $41,000 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 644 - 2023-12-31 119 $27,000 0
   Tanglewood Legacy Advisors LLC 203 - 2024-03-31 100 $26,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 484 - 2023-12-31 100 $23,000 0
   WEST OAK CAPITAL LLC 204 - 2024-03-31 75 $20,000 0
   Heritage Wealth Advisors 397 - 2023-12-31 88 $20,000 0
   IAG Wealth Partners LLC 237 - 2023-12-31 83 $19,000 0
   JFS WEALTH ADVISORS, LLC 663 - 2023-12-31 65 $15,000 0
   CLEAN YIELD GROUP - 2023-12-31 63 $14,000 0
   Park Place Capital Corp 598 - 2024-03-31 48 $13,000 0
   Global Wealth Strategies & Associates 168 - 2024-03-31 44 $12,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 550 - 2023-12-31 48 $11,000 0
   PSI Advisors LLC 477 - 2023-12-31 50 $11,000 0
   CVA Family Office LLC 805 - 2024-03-31 25 $7,000 0
   GoalVest Advisory LLC 337 - 2024-03-31 23 $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
   Concord Wealth Partners 639 - 2023-12-31 24 $5,000 0
   CNB Bank 418 - 2023-12-31 19 $4,000 0
   WOLFF WIESE MAGANA LLC 412 - 2024-03-31 15 $4,000 0
   Lee Financial CORP 620 - 2023-12-31 13 $3,000 0
   Rosenberg Matthew Hamilton 734 - 2023-12-31 12 $3,000 0
   WASHINGTON TRUST CO 763 - 2023-12-31 13 $3,000 0
   GPS Wealth Strategies Group LLC 1068 - 2023-12-31 15 $3,000 0
   Cape Investment Advisory Inc. 866 - 2023-12-31 13 $3,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 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
   TFO-TDC LLC 187 - 2023-12-31 5 $1,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 616 - 2023-12-31 6 $1,000 0
   Cherry Tree Wealth Management LLC 540 - 2023-12-31 5 $1,000 0
   Larson Financial Group LLC 1653 - 2023-12-31 1 $0 0
   MOTCO 642 - 2023-12-31 1 $0 0
   MANCHESTER CAPITAL MANAGEMENT LLC 1029 - 2023-12-31 1 $0 0
  92 Records found
  1    
  Page 1 of 1
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