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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH BUILDERS 194 *Closed 2023-12-31 0 $0 -13,567
   Rivermont Capital Management LP 24 *Closed 2023-12-31 0 $0 -36,661
   WHITTIER TRUST CO 1480 *Closed 2023-12-31 0 $0 -47
   DARK FOREST CAPITAL MANAGEMENT LP 448 *Closed 2023-12-31 0 $0 -15,625
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -5,310
   Fund Management at Engine No. 1 LLC 26 *Closed 2023-12-31 0 $0 -1,090
   Redhawk Wealth Advisors Inc. 294 *Closed 2023-12-31 0 $0 -7,322
   Perigon Wealth Management LLC 841 *Closed 2023-12-31 0 $0 -909
   Dynamic Technology Lab Private Ltd 1066 *Closed 2023-12-31 0 $0 -2,156
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 662 *Closed 2023-12-31 0 $0 -16,273
   Carmel Capital Partners LLC 208 *Closed 2023-12-31 0 $0 -58
   CLARIVEST ASSET MANAGEMENT LLC 872 *Closed 2023-12-31 0 $0 -4
   BAKER AVENUE ASSET MANAGEMENT, LP 623 *Closed 2023-12-31 0 $0 -33
   Flaharty Asset Management LLC 330 *Closed 2023-12-31 0 $0 -128
   VETAMER CAPITAL MANAGEMENT L.P. 5 *Closed 2023-12-31 0 $0 -3,337
   CAMBRIDGE TRUST CO 688 *Closed 2023-12-31 0 $0 -21
   AlphaCrest Capital Management LLC 232 *Closed 2022-12-31 0 $0 -3,944
   AVALON ADVISORS L P 321 *Closed 2023-03-31 0 $0 -89,954
   VERITABLE LP 152 *Closed 2023-09-30 0 $0 -934
   Sterling Group Wealth Management LLC 24 *Closed 2024-03-31 0 $0 -6,734
   TOCQUEVILLE ASSET MANAGEMENT LP 529 *Closed 2023-12-31 0 $0 -12,048
   WEISS MULTI-STRATEGY ADVISERS LLC 144 *Closed 2024-03-31 0 $0 -75,215
   Advantage Alpha Capital Partners LP 165 *Closed 2023-12-31 0 $0 -35,553
   Blackhawk Capital Partners LLC. 93 *Closed 2023-12-31 0 $0 -8,375
   Edgestream Partners L.P. 863 *Closed 2023-12-31 0 $0 -1,355
   Harvest Fund Management Co. Ltd 654 *Closed 2023-12-31 0 $0 -272
   OneAscent Wealth Management LLC 174 *Closed 2024-03-31 0 $0 -1,073
   BKM Wealth Management LLC 366 *Closed 2024-03-31 0 $0 -36
   DRIVE WEALTH MANAGEMENT LLC *Closed 2023-12-31 0 $0 -847
   PROSPERA FINANCIAL SERVICES 1077 *Closed 2023-12-31 0 $0 -937
   AMERIVEST INVESTMENT MANAGEMENT LLC 572 *Closed 2023-06-30 0 $0 -7
   FinTrust Capital Advisors LLC 1258 *Closed 2023-12-31 0 $0 -31
   Hutchens & Kramer Investment Management Group LLC *Closed 2023-12-31 0 $0 -913
   HUDSON BAY CAPITAL MANAGEMENT LP 699 *Closed 2023-12-31 0 $0 -50,000
   DUALITY ADVISERS LP 718 *Closed 2023-12-31 0 $0 -8,523
   Paragon Advisors LLC 102 *Closed 2023-12-31 0 $0 -4,370
   VIRTU FINANCIAL LLC 1795 *Closed 2023-12-31 0 $0 -1,310
   THOROUGHBRED FINANCIAL SERVICES LLC 608 *Closed 2023-12-31 0 $0 -1,206
   Baird Financial Group Inc. 1793 *Closed 2023-12-31 0 $0 -3,459
   Genus Capital Management Inc. 91 *Closed 2023-12-31 0 $0 -2,500
   Lighthouse Investment Partners LLC 379 *Closed 2023-12-31 0 $0 -864
   HOLLENCREST SECURITIES LLC 1109 *Closed 2023-12-31 0 $0 -103
   WAGONHOUND INVESTMENTS LP 171 *Closed 2023-12-31 0 $0 -6,039
   Foundry Partners LLC 318 *Closed 2023-12-31 0 $0 -848
   EARNEST PARTNERS LLC 885 *Closed 2023-12-31 0 $0 -29
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1332 *Closed 2023-12-31 0 $0 -455
   FRONTIER CAPITAL MANAGEMENT CO LLC 281 *Closed 2023-12-31 0 $0 -1,074
   ALYESKA INVESTMENT GROUP, L.P. 525 *Closed 2023-12-31 0 $0 -112,055
   THOMAS J. HERZFELD ADVISORS, INC. 362 *Closed 2023-12-31 0 $0 -24
   La Banque Postale Asset Management SA 443 *Closed 2023-12-31 0 $0 -5,441
   HRT FINANCIAL LLC 2852 *Closed 2023-12-31 0 $0 -18,435
   Mount Yale Investment Advisors LLC 510 *Closed 2023-12-31 0 $0 -981
   MARSHALL WACE LLP 2270 *Closed 2023-12-31 0 $0 -156,127
   State of Wyoming 1752 *Closed 2023-12-31 0 $0 -263
   SkyView Investment Advisors LLC 363 *Closed 2023-12-31 0 $0 -4,227
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 156 *Closed 2023-12-31 0 $0 -134,495
   Cinctive Capital Management LP 439 *Closed 2023-12-31 0 $0 -22,589
   BANQUE PICTET & CIE SA 409 *Closed 2023-12-31 0 $0 -4,588
   Phase 2 Partners LLC 28 *Closed 2023-12-31 0 $0 -37,142
   INCEPTIONR LLC 552 *Closed 2023-12-31 0 $0 -2,719
   Holocene Advisors LP 831 *Closed 2023-12-31 0 $0 -436,086
   NOMURA HOLDINGS INC 1169 *Closed 2023-12-31 0 $0 -4,166
   ZEKE CAPITAL ADVISORS, LLC 553 *Closed 2022-12-31 0 $0 -1,954
   Cribstone Capital Management LLC 440 *Closed 2022-12-31 0 $0 -12
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1826 *Closed 2023-12-31 0 $0 -261
   DRIEHAUS CAPITAL MANAGEMENT LLC 423 *Closed 2023-12-31 0 $0 -43,435
   Gladstone Institutional Advisory LLC 687 *Closed 2023-12-31 0 $0 -1,716
   LOOMIS SAYLES & CO L P 1019 *Closed 2023-12-31 0 $0 -36
   CIGNA INVESTMENTS INC /NEW *Closed 2023-12-31 0 $0 -868
   TRUST CO OF VERMONT 875 *Closed 2023-12-31 0 $0 -54
   Neo Ivy Capital Management 483 *Closed 2023-12-31 0 $0 -2,016
   ExodusPoint Capital Management LP 1957 *Closed 2023-12-31 0 $0 -15,984
   CWS Financial Advisors LLC 174 *Closed 2023-12-31 0 $0 -282
   Quarry LP 1316 *Closed 2023-12-31 0 $0 -106
   MAGNETAR FINANCIAL LLC 561 *Closed 2023-12-31 0 $0 -3,426
  75 Records found
  1    
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