Stock Transactions — LPL FINANCIAL

Total Bought
6,334,698
314 transactions
Total Sold
4,645,627
256 transactions
Net
+1,689,071
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
MORGAN STANLEY525,2931,275,896+750,6030.010.03+0.02buy
Boston Partners1,026,7211,765,230+738,5090.310.56+0.25buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE99,703590,420+490,7170.010.14+0.13buy
HMI Capital Management, L.P.0371,343+371,3430.003.61+3.61buy
FMR LLC2,799,1903,165,283+366,0930.050.06+0.01buy
TD ASSET MANAGEMENT INC828,3691,103,655+275,2860.190.27+0.09buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/583,388794,610+211,2220.040.06+0.02buy
MACQUARIE GROUP LTD23,766218,115+194,3490.010.07+0.06buy
Coronation Fund Managers Ltd.114,888298,178+183,2900.732.14+1.41buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,193,8212,356,551+162,7301.251.44+0.19buy
Epoch Investment Partners, Inc.774,297927,369+153,0720.801.09+0.29buy
Castle Hook Partners LP0131,637+131,6370.001.26+1.26buy
Invesco Ltd.315,972415,932+99,9600.020.02+0.01buy
NATIONAL BANK OF CANADA /FI/22,956119,772+96,8160.010.06+0.05buy
CIBC WORLD MARKETS CORP2,10898,653+96,5450.000.17+0.17buy
Azora Capital LP326,796416,556+89,7606.747.97+1.23buy
CANADA PENSION PLAN INVESTMENT BOARD695,536783,777+88,2410.200.22+0.02buy
BANK OF MONTREAL /CAN/82,291170,165+87,8740.010.01+0.01buy
PRIMECAP MANAGEMENT CO/CA/150,000234,400+84,4000.030.05+0.02buy
North Peak Capital Management, LLC225,657307,879+82,2225.409.04+3.64buy
FAMILY WEALTH PARTNERS, LLC70,514146,940+76,42612.3922.00+9.61buy
Qube Research & Technologies Ltd185,876256,531+70,6550.100.12+0.03buy
TORONTO DOMINION BANK9,81767,213+57,3960.000.03+0.02buy
JPMORGAN CHASE & CO910,261966,499+56,2380.020.02+0.00buy
AGF MANAGEMENT LTD374,355426,511+52,1560.500.62+0.12buy
KBC Group NV9,86955,665+45,7960.010.05+0.04buy
Cubist Systematic Strategies, LLC4,26348,454+44,1910.010.15+0.13buy
STIFEL FINANCIAL CORP97,967141,740+43,7730.030.04+0.01buy
Brandywine Global Investment Management, LLC69,994109,929+39,9350.130.21+0.08buy
NORGES BANK880,842919,122+38,2800.040.04+0.00buy
CITADEL ADVISORS LLC281,753319,952+38,1990.060.08+0.02buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC037,727+37,7270.000.47+0.47buy
FRANKLIN RESOURCES INC269,126304,047+34,9210.030.03-0.00buy
Jackson Square Partners, LLC159,588193,966+34,3781.182.13+0.95buy
TRUIST FINANCIAL CORP130,039164,202+34,1630.050.07+0.02buy
Channing Capital Management, LLC034,046+34,0460.000.24+0.24buy
12 West Capital Management LP030,300+30,3000.000.73+0.73buy
MARKEL GROUP INC.426,386454,291+27,9051.061.18+0.13buy
Man Group plc92,096119,339+27,2430.060.08+0.02buy
NATIXIS ADVISORS, LLC28,84355,987+27,1440.020.03+0.02buy
BANK OF AMERICA CORP /DE/546,078572,130+26,0520.010.02+0.00buy
PARNASSUS INVESTMENTS, LLC31,64456,840+25,1960.020.03+0.02buy
Bank of New York Mellon Corp946,859970,749+23,8900.040.05+0.01buy
PICTON MAHONEY ASSET MANAGEMENT023,628+23,6280.000.26+0.26buy
UBS Group AG52,62574,675+22,0500.000.01+0.00buy
BROWN BROTHERS HARRIMAN & CO58,95680,934+21,9780.110.16+0.05buy
SEI INVESTMENTS CO91,773113,254+21,4810.030.04+0.01buy
CHILTON INVESTMENT CO INC.021,178+21,1780.000.15+0.15buy
TOBAM20,73441,602+20,8680.410.99+0.57buy
WHITTIER TRUST CO020,662+20,6620.000.08+0.08buy
ENVESTNET ASSET MANAGEMENT INC306,755327,352+20,5970.030.03+0.00buy
GEODE CAPITAL MANAGEMENT, LLC1,351,6661,368,673+17,0070.030.03+0.00buy
Walleye Capital LLC14,68730,347+15,6600.050.09+0.04buy
Mawer Investment Management Ltd.14,82729,626+14,7990.020.04+0.02buy
Hiddenite Capital Partners LP012,900+12,9000.003.91+3.91buy
HENNESSY ADVISORS INC011,800+11,8000.000.13+0.13buy
INTECH INVESTMENT MANAGEMENT LLC30,14741,850+11,7030.100.16+0.06buy
WHITTIER TRUST CO OF NEVADA INC8711,199+11,1120.000.08+0.08buy
Dynamic Technology Lab Private Ltd011,053+11,0530.000.31+0.31buy
Compagnie Lombard Odier SCmA12,43123,210+10,7790.050.11+0.06buy
Waratah Capital Advisors Ltd.150,277160,391+10,1141.952.17+0.22buy
Cetera Investment Advisers3,78013,634+9,8540.010.01+0.00buy
WELLS FARGO & COMPANY/MN476,759486,155+9,3960.030.03+0.00buy
LPL Financial LLC80,02888,576+8,5480.010.01+0.00buy
Cerity Partners LLC4,95213,309+8,3570.000.01+0.01buy
Palestra Capital Management LLC08,200+8,2000.000.08+0.08buy
BAMCO INC /NY/113,854122,038+8,1840.070.09+0.02buy
Point72 Hong Kong Ltd4,70412,888+8,1840.070.17+0.11buy
JANE STREET GROUP, LLC20,52728,364+7,8370.010.01+0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM87,84995,589+7,7400.040.05+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC293,471300,525+7,0540.020.02+0.00buy
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH06,902+6,9020.000.07+0.07buy
Simplicity Wealth,LLC06,544+6,5440.000.04+0.04buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC536,752543,035+6,2830.050.05+0.00buy
MIRABELLA FINANCIAL SERVICES LLP06,132+6,1320.000.12+0.12buy
Quadrature Capital Ltd06,127+6,1270.000.03+0.03buy
Segment Wealth Management, LLC14,54320,381+5,8380.290.41+0.12buy
Knights of Columbus Asset Advisors LLC9,41815,084+5,6660.140.29+0.15buy
Foster Victor Wealth Advisors, LLC44,24449,467+5,2231.081.19+0.11buy
HighTower Advisors, LLC6,62111,755+5,1340.000.01+0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.34,23039,331+5,1010.010.01+0.00buy
Otter Creek Advisors, LLC3,7158,741+5,0260.721.62+0.90buy
Edgestream Partners, L.P.04,944+4,9440.000.07+0.07buy
Gerber Kawasaki Wealth & Investment Management23,70528,586+4,8810.320.41+0.08buy
Phoenix Financial Ltd.18,19022,867+4,6770.080.08+0.01buy
SkyView Investment Advisors, LLC04,666+4,6660.000.23+0.23buy
CenterBook Partners LP4,2608,760+4,5000.120.16+0.04buy
ACADIAN ASSET MANAGEMENT LLC8135,153+4,3400.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC5,98610,279+4,2930.030.06+0.03buy
HRT FINANCIAL LP04,237+4,2370.000.01+0.01buy
DIMENSIONAL FUND ADVISORS LP718,246722,187+3,9410.050.05+0.00buy
Empowered Funds, LLC9524,789+3,8370.010.02+0.02buy
Nebula Research & Development LLC03,611+3,6110.000.21+0.21buy
Snowden Capital Advisors LLC16,38719,986+3,5990.140.16+0.02buy
BNP PARIBAS FINANCIAL MARKETS38,07641,619+3,5430.020.01-0.00buy
BNP Paribas Asset Management Holding S.A.32,23535,769+3,5340.020.03+0.00buy
Magnetar Financial LLC03,475+3,4750.000.02+0.02buy
NORDEN GROUP LLC03,366+3,3660.000.07+0.07buy
OSTRUM ASSET MANAGEMENT2,6365,995+3,3590.050.13+0.07buy
XPONANCE, INC.10,11613,436+3,3200.030.04+0.01buy
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