Stock TransactionsLPL FINL HLDGS INC

Total Bought
5,630,317
174 transactions
Total Sold
3,541,496
137 transactions
Net
+2,088,821
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DODGE & COX470,1091,523,460+1,053,3510.090.28+0.19buy
PRINCIPAL FINANCIAL GROUP INC66,8691,038,683+971,8140.010.200.00buy
JENNISON ASSOCIATES LLC108,256959,371+851,1150.020.22+0.20buy
MILLENNIUM MANAGEMENT LLC899,377126,276+773,1010.320.050.00sell
Egerton Capital (UK) LLP257,710871,265+613,5550.973.29+2.32buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,115,7081,516,060+400,3520.120.16+0.05buy
APG Asset Management N.V.44,500257,260+212,7600.040.24+0.20buy
SurgoCap Partners LP709,270906,442+197,17213.4114.65+1.24buy
Bridgewater Associates, LP64,884222,873+157,9890.100.34+0.24buy
WESTFIELD CAPITAL MANAGEMENT CO LP705,919830,099+124,1801.001.32+0.32buy
Holocene Advisors, LP233,165334,971+101,8060.240.32+0.08buy
GEODE CAPITAL MANAGEMENT, LLC1,459,9421,560,478+100,5360.040.040.00buy
AMERICAN CENTURY COMPANIES INC489,580588,800+99,2200.100.13+0.03buy
Palestra Capital Management LLC328,286399,210+70,9242.945.14+2.21buy
Allianz Asset Management GmbH18,40680,045+61,6390.010.04+0.03buy
BAMCO INC /NY/119,704165,251+45,5470.100.16+0.06buy
BI Asset Management Fondsmaeglerselskab A/S18,73362,291+43,5580.060.23+0.16buy
Legal & General Group Plc306,918344,079+37,1610.030.03+0.00buy
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP938,354970,737+32,38311.4510.61-0.84buy
Artemis Investment Management LLP82,736114,780+32,0440.380.58+0.19buy
CANADA PENSION PLAN INVESTMENT BOARD360,578329,607+30,9710.110.100.00sell
OMERS ADMINISTRATION Corp7,64038,232+30,5920.020.11+0.09buy
Azora Capital LP416,185442,434+26,2496.109.82+3.72buy
Vestmark Advisory Solutions, Inc.20,92542,798+21,8730.240.36+0.13buy
Walleye Capital LLC35,65913,943+21,7160.130.060.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,660,7362,681,617+20,8812.002.15+0.15buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND4,12625,000+20,8740.000.02+0.02buy
LYNWOOD PRICE CAPITAL MANAGEMENT LP35,50052,500+17,0007.999.79+1.81buy
PRICE T ROWE ASSOCIATES INC /MD/263,268279,850+16,5820.010.01+0.00buy
Treasurer of the State of North Carolina50,25434,061+16,1930.060.040.00sell
KENNEDY CAPITAL MANAGEMENT LLC20,03036,165+16,1350.150.28+0.14buy
JANUS HENDERSON GROUP PLC3,050,5293,066,354+15,8250.510.570.00buy
NEW YORK STATE COMMON RETIREMENT FUND42,14157,263+15,1220.020.03+0.01buy
ADAGE CAPITAL PARTNERS GP, L.L.C.30,00045,000+15,0000.020.03+0.01buy
AQR CAPITAL MANAGEMENT LLC43,08258,059+14,9770.020.020.00buy
Laurion Capital Management LP8,88721,387+12,5000.050.18+0.12buy
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,12521,325+12,2000.090.20+0.11buy
Korea Investment CORP48,65160,103+11,4520.040.05+0.01buy
PICTON MAHONEY ASSET MANAGEMENT57,26868,309+11,0410.380.38+0.00buy
Focus Partners Advisor Solutions, LLC104,529112,946+8,4170.580.56-0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS22,37030,778+8,4080.030.04+0.02buy
AVIVA PLC45,14652,295+7,1490.040.04+0.00buy
DIAMOND HILL CAPITAL MANAGEMENT INC27,40834,517+7,1090.040.05+0.01buy
MARKEL GROUP INC.532,404539,104+6,7001.531.57+0.03buy
D. E. Shaw & Co., Inc.184,558178,183+6,3750.070.080.00sell
Quantinno Capital Management LP15,13921,395+6,2560.050.050.00buy
Voleon Capital Management LP6,96013,056+6,0960.170.33+0.17buy
ROYAL BANK OF CANADA170,086175,855+5,7690.010.010.00buy
NATIXIS ADVISORS, LLC55,36760,392+5,0250.030.040.00buy
Summit Trail Advisors, LLC1,8226,655+4,8330.020.07+0.05buy
Orion Porfolio Solutions, LLC4,4418,665+4,2240.020.030.00buy
Atria Investments, Inc15,79419,999+4,2050.070.09+0.02buy
FAMILY WEALTH PARTNERS, LLC107,861111,945+4,08416.7416.72-0.03buy
Northwest & Ethical Investments L.P.1,3004,560+3,2600.010.04+0.03buy
OPPENHEIMER ASSET MANAGEMENT INC.14,14710,927+3,2200.060.040.00sell
COMMERCE BANK18,81615,632+3,1840.040.030.00sell
BNP Paribas Asset Management Holding S.A.11,52014,532+3,0120.010.01+0.00buy
Silvant Capital Management LLC12,74615,701+2,9550.170.24+0.06buy
Vinva Investment Management Ltd8653,721+2,8560.010.05+0.04buy
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND16,50019,300+2,8000.050.08+0.02buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO26,27823,795+2,4830.030.030.00sell
INTECH INVESTMENT MANAGEMENT LLC6,8134,363+2,4500.020.02-0.01sell
AGF MANAGEMENT LTD435,056437,444+2,3880.710.76+0.05buy
TOWNSQUARE CAPITAL LLC15,53217,719+2,1870.060.060.00buy
NBC SECURITIES, INC.22,129+2,1270.060.06-0.00buy
&PARTNERS8,24710,157+1,9100.030.04+0.00buy
Central Pacific Bank - Trust Division5642,397+1,8330.020.11+0.08buy
CHOREO, LLC1,6983,400+1,7020.010.02+0.01buy
CIBC Private Wealth Group LLC8,0256,329+1,6960.000.000.00sell
Itau Unibanco Holding S.A.1291,737+1,6080.000.02+0.02buy
ROYAL LONDON ASSET MANAGEMENT LTD51,06852,643+1,5750.040.04+0.00buy
LAZARD ASSET MANAGEMENT LLC7,5828,992+1,4100.000.000.00buy
Vanguard Personalized Indexing Management, LLC6,2277,603+1,3760.020.040.00buy
ALLSTATE CORP2,2043,561+1,3570.020.03+0.01buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,3107,010+1,3000.060.060.00sell
PRUDENTIAL PLC5,7577,021+1,2640.010.01+0.00buy
STEPHENS INC /AR/1,0382,258+1,2200.000.01+0.01buy
NOMURA ASSET MANAGEMENT CO LTD21,32822,472+1,1440.020.02+0.00buy
Avanza Fonder AB4,4735,607+1,1340.040.06+0.02buy
Sumitomo Mitsui DS Asset Management Company, Ltd14,79615,910+1,1140.050.05+0.00buy
Gerber Kawasaki Wealth & Investment Management6,8847,988+1,1040.100.12+0.02buy
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,0002,100+1,1000.010.03+0.02buy
Resona Asset Management Co.,Ltd.22,49423,592+1,0980.040.04+0.00buy
Mariner, LLC12,61113,654+1,0430.010.010.00buy
PRAXIS INVESTMENT MANAGEMENT INC1,6102,640+1,0300.030.06+0.02buy
CANADA LIFE ASSURANCE Co46,80847,745+9370.030.03+0.00buy
Investment Management Corp of Ontario2,0612,947+8860.020.02-0.00buy
DnB Asset Management AS12,94413,809+8650.020.02+0.00buy
AXXCESS WEALTH MANAGEMENT, LLC1,3372,125+7880.010.02+0.01buy
Vident Advisory, LLC3,5262,750+7760.020.010.00sell
Petrus Trust Company, LTA1,3192,072+7530.040.06+0.02buy
BESSEMER GROUP INC1,8862,619+7330.000.00+0.00buy
Skandinaviska Enskilda Banken AB (publ)15,42416,125+701100.003.71-96.29buy
Oliver Luxxe Assets LLC8,3739,019+6460.350.55+0.20buy
Empowered Funds, LLC12,11511,493+6220.060.06-0.00sell
J.Safra Asset Management Corp6341,234+6000.020.03+0.02buy
Donoghue Forlines LLC6,4637,054+5910.710.73+0.03buy
COLDSTREAM CAPITAL MANAGEMENT INC1,1131,701+5880.010.01+0.00buy
FIDUCIARY TRUST CO1,8602,436+5760.010.01+0.00buy
Advisors Asset Management, Inc.2,0801,511+5690.010.010.00sell
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