Stock TransactionsLPL FINL HLDGS INC

Total Bought
2,750,650
118 transactions
Total Sold
2,932,413
118 transactions
Net
-181,763
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Boston Partners1,026,7211,765,230+738,5090.310.56+0.25buy
MILLENNIUM MANAGEMENT LLC1,199,445637,797+561,6480.330.180.00sell
TD ASSET MANAGEMENT INC828,3691,103,655+275,2860.190.27+0.09buy
JANUS HENDERSON GROUP PLC2,843,6322,575,715+267,9170.390.370.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/583,388794,610+211,2220.040.06+0.02buy
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
CIBC WORLD MARKETS CORP2,10898,653+96,5450.000.17+0.17buy
Azora Capital LP326,796416,556+89,7606.397.97+1.58buy
RENAISSANCE TECHNOLOGIES LLC183,70094,100+89,6000.070.04-0.03sell
CANADA PENSION PLAN INVESTMENT BOARD695,536783,777+88,2410.200.220.00buy
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+70,6550.100.130.00buy
D. E. Shaw & Co., Inc.998,839946,039+52,8000.370.360.00sell
AGF MANAGEMENT LTD374,355426,511+52,1560.500.62+0.12buy
VICTORY CAPITAL MANAGEMENT INC220,832176,024+44,8080.050.05-0.01sell
Brandywine Global Investment Management, LLC69,994109,929+39,9350.130.21+0.08buy
CITADEL ADVISORS LLC281,753319,952+38,1990.090.12+0.03buy
Jackson Square Partners, LLC159,588193,966+34,3781.182.13+0.95buy
Allspring Global Investments Holdings, LLC321,270287,071+34,1990.120.120.00sell
MARKEL GROUP INC.426,386454,291+27,9051.061.18+0.13buy
NATIXIS ADVISORS, LLC28,84355,987+27,1440.020.030.00buy
PARNASSUS INVESTMENTS, LLC31,64456,840+25,1960.020.03+0.02buy
TOBAM20,73441,602+20,8680.410.99+0.57buy
GEODE CAPITAL MANAGEMENT, LLC1,351,6661,368,673+17,0070.030.040.00buy
Mawer Investment Management Ltd.14,82729,626+14,7990.020.04+0.02buy
INTECH INVESTMENT MANAGEMENT LLC30,14741,850+11,7030.100.16+0.06buy
AQR CAPITAL MANAGEMENT LLC58,06546,900+11,1650.030.020.00sell
WHITTIER TRUST CO OF NEVADA INC8711,199+11,1120.000.080.00buy
Compagnie Lombard Odier SCmA12,43123,210+10,7790.050.11+0.06buy
Vident Advisory, LLC13,9903,224+10,7660.080.020.00sell
Waratah Capital Advisors Ltd.150,277160,391+10,1140.681.27+0.59buy
BAMCO INC /NY/113,854122,038+8,1840.070.09+0.02buy
Point72 Hong Kong Ltd4,70412,888+8,1840.060.17+0.11buy
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
Otter Creek Advisors, LLC3,7158,741+5,0260.501.37+0.87buy
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
CenterBook Partners LP4,2608,760+4,5000.120.16+0.04buy
KENNEDY CAPITAL MANAGEMENT LLC5,98610,279+4,2930.030.06+0.03buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO43,53239,785+3,7470.010.010.00sell
BNP Paribas Asset Management Holding S.A.32,23535,769+3,5340.020.03+0.00buy
OSTRUM ASSET MANAGEMENT2,6365,995+3,3590.050.13+0.07buy
Zurcher Kantonalbank (Zurich Cantonalbank)28,01225,421+2,5910.030.020.00sell
Silvant Capital Management LLC10,22412,746+2,5220.130.16+0.04buy
RHUMBLINE ADVISERS110,679108,639+2,0400.030.030.00sell
Clark Capital Management Group, Inc.3,6745,707+2,0330.010.01+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO38,50836,506+2,0020.040.040.00sell
CANADA LIFE ASSURANCE Co44,21242,229+1,9830.020.02+0.00sell
AMERICAN CENTURY COMPANIES INC310,690312,625+1,9350.050.05+0.00buy
SHELL ASSET MANAGEMENT CO3,3921,719+1,6730.040.020.00sell
TOWNSQUARE CAPITAL LLC4,1475,517+1,3700.020.020.00buy
Advisors Asset Management, Inc.3,2901,935+1,3550.020.010.00sell
FOX RUN MANAGEMENT, L.L.C.1,7523,069+1,3170.100.17+0.07buy
Vestmark Advisory Solutions, Inc.17,21218,526+1,3140.200.21+0.01buy
NewEdge Wealth, LLC55,82757,091+1,2640.320.35+0.02buy
REINHART PARTNERS, LLC.74,62075,835+1,2150.750.82+0.07buy
National Pension Service114,200115,400+1,2000.040.04+0.00buy
Quantinno Capital Management LP10,47711,665+1,1880.080.070.00buy
Candriam S.C.A.5,1866,273+1,0870.010.01+0.00buy
WCM INVESTMENT MANAGEMENT, LLC1,696,0941,697,064+9701.071.07-0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM120,608121,566+9580.040.04+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.3,7222,787+9350.010.010.00sell
Plato Investment Management Ltd81980+8990.020.03+0.00buy
Root Financial Partners, LLC1,3502,205+8550.120.17+0.06buy
Vinva Investment Management Ltd1,1832,012+8290.020.03+0.01buy
CGN Advisors LLC5,9806,804+8240.190.23+0.04buy
Treasurer of the State of North Carolina52,78252,015+7670.060.060.00sell
AXXCESS WEALTH MANAGEMENT, LLC1,4562,217+7610.010.02+0.01buy
PineBridge Investments, L.P.121,561122,284+7230.260.26+0.00buy
FULTON BANK, N.A.2,9193,638+7190.030.04+0.01buy
Mariner, LLC14,72315,427+7040.010.010.00buy
OSSIAM2,9753,636+6610.010.02+0.01buy
Monument Capital Management8,5659,154+5890.630.70+0.07buy
Y-Intercept (Hong Kong) Ltd1,9252,451+5260.040.050.00buy
MONECO Advisors, LLC1,9182,416+4980.080.10+0.02buy
Integrated Investment Consultants, LLC5,6616,146+4850.410.45+0.04buy
Advisor OS, LLC4,7305,169+4390.140.16+0.02buy
Catalyst Capital Advisors LLC3,0053,420+4150.020.02+0.00buy
Bleakley Financial Group, LLC4,7765,178+4020.030.04+0.01buy
COLDSTREAM CAPITAL MANAGEMENT INC1,0351,358+3230.010.01+0.00buy
Artemis Investment Management LLP110,589110,904+3150.360.37+0.01buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp8,7159,029+3140.020.02+0.00buy
MJP ASSOCIATES INC /ADV1,1361,445+3090.070.08+0.01buy
Tredje AP-fonden11,80012,075+2750.030.03-0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP5,5385,804+2660.010.01+0.00buy
Orion Porfolio Solutions, LLC4,9194,676+2430.010.010.00sell
NORDEA INVESTMENT MANAGEMENT AB5,6295,869+2400.000.00+0.00buy
VALLEY WEALTH MANAGERS, INC.1,3391,562+2230.020.03+0.01buy
Meiji Yasuda Asset Management Co Ltd.8801,090+2100.010.01+0.00buy
Thrive Wealth Management, LLC9691,160+1910.050.06+0.01buy
Wealthfront Advisers LLC1,3631,552+1890.000.00+0.00buy
COMMERCE BANK183,685183,513+1720.300.320.00sell
NAVELLIER & ASSOCIATES INC4,8174,988+1710.160.16-0.00buy
CIBC Private Wealth Group LLC9,7249,560+1640.000.000.00sell
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