Stock TransactionsLPL FINL HLDGS INC

Total Bought
3,310,627
53 transactions
Total Sold
1,617,757
47 transactions
Net
+1,692,870
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Capital Research Global Investors1,009,1062,197,845+1,188,7390.060.13+0.07buy
MILLENNIUM MANAGEMENT LLC1,487,641557,422+930,2190.450.160.00sell
BALYASNY ASSET MANAGEMENT L.P.80,853476,845+395,9920.060.300.00buy
Junto Capital Management LP220,220550,555+330,3351.243.04+1.79buy
Epoch Investment Partners, Inc.187,412420,557+233,1450.230.530.00buy
CITADEL ADVISORS LLC401,143570,693+169,5500.130.20+0.07buy
GEODE CAPITAL MANAGEMENT, LLC1,456,8561,318,823+138,0330.040.040.00sell
Qube Research & Technologies Ltd256,468134,964+121,5040.310.120.00sell
AMERICAN CENTURY COMPANIES INC413,277532,768+119,4910.070.09+0.02buy
MARKEL GROUP INC.19,670127,059+107,3890.050.33+0.28buy
VICTORY CAPITAL MANAGEMENT INC309,093224,635+84,4580.070.06-0.02sell
PRUDENTIAL FINANCIAL INC68,868150,253+81,3850.020.050.00buy
JANUS HENDERSON GROUP PLC3,305,9963,380,068+74,0720.450.460.00buy
SAMLYN CAPITAL, LLC1,772,8881,843,225+70,3376.596.96+0.37buy
EMINENCE CAPITAL, LP718,119784,225+66,1062.453.060.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP593,157650,449+57,2920.850.900.00buy
AQR CAPITAL MANAGEMENT LLC85,185142,200+57,0150.040.070.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,016,1672,065,911+49,7441.201.260.00buy
RENAISSANCE TECHNOLOGIES LLC70,600119,100+48,5000.020.04+0.02buy
D. E. Shaw & Co., Inc.1,053,3981,101,579+48,1810.400.430.00buy
SOROS FUND MANAGEMENT LLC176,895134,495+42,4000.680.630.00sell
SIRIOS CAPITAL MANAGEMENT L P48,1098,701+39,4081.720.330.00sell
CI INVESTMENTS INC.38,284497+37,7870.040.000.00sell
Artemis Investment Management LLP323,375288,848+34,5270.800.80-0.00sell
AVIVA PLC76,20542,919+33,2860.070.040.00sell
TD ASSET MANAGEMENT INC177,633209,702+32,0690.040.05+0.01buy
Interval Partners, LP13,84235,941+22,0990.160.39+0.24buy
RHUMBLINE ADVISERS97,082117,833+20,7510.030.030.00buy
IRIDIAN ASSET MANAGEMENT LLC/CT51,88571,871+19,9860.861.450.00buy
Allspring Global Investments Holdings, LLC290,340307,769+17,4290.100.110.00buy
WORLDQUANT MILLENNIUM ADVISORS LLC7,27324,686+17,4130.030.090.00buy
PRICE T ROWE ASSOCIATES INC /MD/525,617539,790+14,1730.020.02+0.00buy
BAMCO INC /NY/96,634109,083+12,4490.060.070.00buy
NORDEA INVESTMENT MANAGEMENT AB37,66925,830+11,8390.010.010.00sell
CANADA PENSION PLAN INVESTMENT BOARD108,94599,745+9,2000.030.030.00sell
Wealthfront Advisers LLC10,3911,506+8,8850.010.000.00sell
Treasurer of the State of North Carolina43,07051,835+8,7650.050.060.00buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND8,19616,500+8,3040.010.02+0.01buy
Coronation Fund Managers Ltd.78,64486,923+8,2790.420.51+0.09buy
NOMURA HOLDINGS INC9,9594,572+5,3870.020.010.00sell
GATEWAY INVESTMENT ADVISERS LLC10,3244,995+5,3290.030.010.00sell
COMMERCE BANK200,671195,398+5,2730.320.320.00sell
Advantage Alpha Capital Partners LP29,73334,970+5,2371.251.520.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM133,326128,194+5,1320.040.04-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO45,44250,445+5,0030.010.010.00buy
CANADA LIFE ASSURANCE Co54,87350,184+4,6890.030.03-0.00sell
Quantinno Capital Management LP6,07310,072+3,9990.080.130.00buy
Andra AP-fonden30,50034,000+3,5000.160.19+0.03buy
THORNBURG INVESTMENT MANAGEMENT INC75,58372,359+3,2240.250.250.00sell
BRANT POINT INVESTMENT MANAGEMENT LLC44,66141,553+3,1082.162.070.00sell
AGF MANAGEMENT LTD405,183408,183+3,0000.560.640.00buy
NATIXIS ADVISORS, LLC44,09846,712+2,6140.030.030.00buy
Skandinaviska Enskilda Banken AB (publ)13,52315,739+2,2160.020.02+0.00buy
LOGAN CAPITAL MANAGEMENT INC45,94743,793+2,1540.450.460.00sell
MAI Capital Management8,1956,171+2,0240.030.02-0.01sell
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO49,07047,725+1,3450.040.040.00sell
CASTLEARK MANAGEMENT LLC2,6453,685+1,0400.030.040.00buy
WJ Wealth Management, LLC1,0002,000+1,0000.140.210.00buy
INTECH INVESTMENT MANAGEMENT LLC21,74322,669+9260.040.05+0.02buy
PITTENGER & ANDERSON INC3,7403,035+7050.040.03-0.01sell
Gladstone Institutional Advisory LLC1,3641,957+5930.020.030.00buy
CreativeOne Wealth, LLC2,2192,737+5180.020.030.00buy
SHELL ASSET MANAGEMENT CO4,8234,305+5180.040.040.00sell
ALPS ADVISORS INC1,6542,112+4580.000.000.00buy
ELEVATION POINT WEALTH PARTNERS, LLC1,429986+4430.030.020.00sell
TOWNSQUARE CAPITAL LLC2,4722,816+3440.010.010.00buy
First Pacific Advisors, LP481,785481,500+2851.511.530.00sell
Redhawk Wealth Advisors, Inc.6,9727,247+2750.470.48+0.01buy
INTRUST BANK NA1,4311,181+2500.040.03-0.01sell
Vestmark Advisory Solutions, Inc.38,15738,378+2210.330.320.00buy
Global Retirement Partners, LLC659450+2090.010.000.00sell
GREENLEAF TRUST2,0871,900+1870.000.000.00sell
OPPENHEIMER ASSET MANAGEMENT INC.3,8874,026+1390.010.010.00buy
CIBC WORLD MARKET INC.12,62312,762+1390.010.01+0.00buy
Quarry LP54173+1190.010.020.00buy
Laird Norton Wetherby Wealth Management, LLC1,1401,229+890.010.010.00buy
COMMUNITY TRUST & INVESTMENT CO39,30539,381+760.680.690.00buy
Smithfield Trust Co11345+680.000.000.00sell
MONECO Advisors, LLC1,8271,878+510.110.110.00buy
Advisors Asset Management, Inc.5,0985,048+500.020.020.00sell
Realta Investment Advisors1,7261,684+420.090.080.00sell
WHITTIER TRUST CO OF NEVADA INC213241+280.000.000.00buy
Metis Global Partners, LLC2,0592,085+260.030.02-0.00buy
COLDSTREAM CAPITAL MANAGEMENT INC9901,011+210.010.01+0.00buy
Dorsey & Whitney Trust CO LLC1,1311,114+170.020.020.00sell
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/71,31471,299+150.110.110.00sell
Financial Advocates Investment Management5,2875,277+100.080.080.00sell
Penserra Capital Management LLC402392+100.000.00+0.00sell
Bell Investment Advisors, Inc5661+50.000.000.00buy
Winthrop Advisory Group LLC20,92620,925+10.750.730.00sell
CONCOURSE FINANCIAL GROUP SECURITIES, INC.4,5184,507-110.070.08+0.00sell
BESSEMER GROUP INC3,2153,053-1620.000.00-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,84318,064-7790.060.06-0.00sell
Dana Investment Advisors, Inc.8,1456,838-1,3070.080.07-0.01sell
FIRST HAWAIIAN BANK10,1698,411-1,7580.070.06-0.01sell
NEW YORK STATE COMMON RETIREMENT FUND88,59486,024-2,5700.030.02-0.00sell
NOMURA ASSET MANAGEMENT CO LTD32,78729,960-2,8270.030.03-0.00sell
CRAMER ROSENTHAL MCGLYNN LLC98,18789,371-8,8160.900.97+0.08sell
Legal & General Group Plc408,957397,057-11,9000.030.03-0.00sell
Robeco Institutional Asset Management B.V.67,22411,618-55,6060.040.01-0.03sell
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