Stock TransactionsLPL FINL HLDGS INC

Total Bought
837,705
58 transactions
Total Sold
1,651,926
54 transactions
Net
-814,221
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
SCS Capital Management LLC15,161213,511+198,3500.050.57+0.52buy
Boston Partners4,131,4984,250,828+119,3301.301.07-0.23buy
SAMLYN CAPITAL, LLC2,323,3602,405,639+82,27911.9211.03-0.89buy
WCM INVESTMENT MANAGEMENT, LLC1,734,3951,810,058+75,6631.190.88-0.30buy
SummitTX Capital, L.P.18,46689,812+71,3460.170.65+0.48buy
Interval Partners, LP41,091108,628+67,5370.320.79+0.47buy
Epoch Investment Partners, Inc.408,301447,634+39,3330.740.72-0.03buy
Capital World Investors2,312,4462,343,266+30,8200.090.08-0.02buy
TRAN CAPITAL MANAGEMENT, L.P.1,84828,177+26,3290.080.91+0.84buy
National Pension Service140,551161,309+20,7580.030.03-0.00buy
Lighthouse Investment Partners, LLC11,12929,300+18,1710.120.23+0.11buy
THORNBURG INVESTMENT MANAGEMENT INC37,01054,967+17,9570.120.15+0.03buy
Mawer Investment Management Ltd.48,72364,243+15,5200.090.12+0.03buy
Oak Thistle LLC1,92811,374+9,4460.060.31+0.25buy
Foyston, Gordon, & Payne Inc28,72436,282+7,5581.992.20+0.21buy
Korea Investment CORP31,21336,812+5,5990.020.02+0.00buy
GATEWAY INVESTMENT ADVISERS LLC2,0206,591+4,5710.010.02+0.01buy
Perpetual Ltd117,574121,468+3,8940.540.49-0.05buy
Quantitative Investment Management, LLC2,3585,335+2,9770.070.16+0.09buy
Candriam S.C.A.7,2959,210+1,9150.010.01+0.00buy
IFM Investors Pty Ltd19,25120,812+1,5610.050.04-0.01buy
Robeco Institutional Asset Management B.V.5,7937,163+1,3700.000.00-0.00buy
Annex Advisory Services, LLC10,97512,128+1,1530.060.06-0.00buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/348,101349,248+1,1470.580.49-0.08buy
ABN AMRO INVESTMENT SOLUTIONS3,4344,570+1,1360.010.01-0.00buy
Buttonwood Financial Advisors Inc.2,6153,685+1,0700.260.32+0.05buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp11,03112,021+9900.020.02+0.00buy
Malaga Cove Capital, LLC8171,664+8470.090.15+0.06buy
Segment Wealth Management, LLC9,1979,995+7980.160.15-0.02buy
D L CARLSON INVESTMENT GROUP INC4,5645,351+7870.240.24+0.00buy
Gradient Investments LLC10,88111,655+7740.050.05-0.01buy
CGN Advisors LLC5,9176,679+7620.140.14-0.00buy
Yorktown Management & Research Co Inc2,1002,850+7500.530.49-0.04buy
Oliver Luxxe Assets LLC10,50211,152+6500.470.46-0.01buy
United Asset Strategies, Inc.13,76714,409+6420.330.29-0.04buy
First Pacific Advisors, LP320,624321,244+6201.351.12-0.23buy
Asset Management One Co., Ltd.29,57630,179+6030.030.02-0.00buy
CRAWFORD INVESTMENT COUNSEL INC5,1305,630+5000.030.03+0.00buy
AVIVA PLC68,82469,319+4950.030.03-0.01buy
OMERS ADMINISTRATION Corp3,9734,455+4820.010.01-0.00buy
Gilbert & Cook, Inc.2,0022,250+2480.080.07-0.00buy
BAKER TILLY WEALTH MANAGEMENT, LLC9491,111+1620.070.07-0.00buy
Dana Investment Advisors, Inc.5,1515,313+1620.050.04-0.01buy
Union Bancaire Privee, UBP SA2,6632,820+1570.010.01-0.00buy
KWB Wealth28,62428,751+1271.010.69-0.32buy
Graney & King, LLC285385+1000.050.04-0.01buy
Winthrop Advisory Group LLC19,66519,758+930.480.37-0.11buy
Central Pacific Bank - Trust Division1,1801,230+500.050.04-0.01buy
Magnolia Private Wealth, LLC1,6441,685+410.330.26-0.07buy
PERSONAL CFO SOLUTIONS, LLC809830+210.030.03-0.00buy
RiverGlades Family Offices LLC1,3001,321+210.230.17-0.06buy
Trust Co5868+100.000.00+0.00buy
Wedmont Private Capital1,5481,554+60.020.01-0.00buy
FLYNN ZITO CAPITAL MANAGEMENT, LLC8,6618,666+50.830.66-0.17buy
Presidio Capital Management, LLC4,4734,478+50.390.32-0.08buy
Valued Wealth Advisors LLC1013+30.000.00+0.00buy
MEEDER ASSET MANAGEMENT INC1619+30.000.00-0.00buy
TSFG, LLC866867+10.040.03-0.01buy
Thrive Wealth Management, LLC1,0911,090-10.050.04-0.01sell
Tower View Wealth Management LLC1613-30.000.00-0.00sell
Avior Wealth Management, LLC1,9481,942-60.020.01-0.00sell
MOODY LYNN & LIEBERSON, LLC1,2071,200-70.020.02-0.00sell
Kentucky Retirement Systems Insurance Trust Fund2,0972,088-942.9235.22-7.70sell
FULTON BANK, N.A.4,9634,951-120.050.04-0.01sell
Lifestyle Asset Management, Inc.1,2401,224-160.120.09-0.03sell
WADDELL & ASSOCIATES, LLC746727-190.010.01-0.00sell
TT International Asset Management LTD3,9883,952-360.130.15+0.02sell
Curi Capital, LLC870814-560.000.00-0.00sell
RMR Wealth Builders1,2761,214-620.030.02-0.01sell
OLD NATIONAL BANCORP /IN/1,2421,179-630.010.01+0.00sell
Retirement Planning Group, LLC1,8881,825-630.020.01-0.00sell
Sumitomo Mitsui DS Asset Management Company, Ltd13,04012,973-670.030.03-0.01sell
ARQ WEALTH ADVISORS, LLC3,0903,015-750.170.12-0.05sell
EVERPAR ADVISORS LLC1,006921-850.100.07-0.03sell
Gulf International Bank (UK) Ltd6,1946,095-990.040.03-0.01sell
DE BURLO GROUP INC1,000900-1000.070.05-0.02sell
GREENLEAF TRUST9,0888,942-1460.030.02-0.00sell
MACQUARIE GROUP LTD2,5052,324-1810.000.00-0.00sell
JAMES INVESTMENT RESEARCH, INC.6,1866,002-1840.210.17-0.04sell
Whipplewood Advisors, LLC20415-1890.030.00-0.03sell
SHELTON WEALTH MANAGEMENT, LLC3,6723,436-2360.490.38-0.10sell
LVW Advisors, LLC2,3572,084-2730.070.05-0.02sell
Legato Capital Management LLC1,168849-3190.030.02-0.01sell
Stenger Family Office, LLC3,3052,909-3960.180.13-0.05sell
ICON ADVISERS INC/CO28,74828,348-4002.001.50-0.50sell
Alyeska Investment Group, L.P.155,438155,023-4150.130.11-0.02sell
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND22,44021,920-5200.040.03-0.01sell
Impact Capital Partners LLC2,0771,391-6860.190.11-0.08sell
BURNEY CO/3,7952,817-9780.040.02-0.01sell
TOBAM6,0435,013-1,0300.470.34-0.13sell
REINHART PARTNERS, LLC.19,75118,559-1,1920.170.12-0.05sell
Cornerstone Wealth Management, LLC11,86710,662-1,2050.180.13-0.05sell
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,9121,972-1,9400.060.03-0.03sell
FAMILY WEALTH PARTNERS, LLC71,53169,073-2,4587.355.97-1.38sell
BRANT POINT INVESTMENT MANAGEMENT LLC17,96414,987-2,9770.700.52-0.18sell
Polar Asset Management Partners Inc.8,9163,736-5,1800.050.02-0.04sell
Dynamic Technology Lab Private Ltd6,586748-5,8380.320.05-0.28sell
BAMCO INC /NY/121,778114,224-7,5540.110.05-0.06sell
Mn Services Vermogensbeheer B.V.30,74223,042-7,7000.060.05-0.01sell
LBP AM SA37,60529,215-8,3900.150.08-0.07sell
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