Stock TransactionsLPL FINL HLDGS INC

Total Bought
2,201,167
140 transactions
Total Sold
3,129,345
126 transactions
Net
-928,178
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
D. E. Shaw & Co., Inc.946,039496,378+449,6610.360.220.00sell
Southpoint Capital Advisors LP115,000500,000+385,0000.603.47+2.87buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,356,5512,589,793+233,2421.441.77+0.32buy
WESTFIELD CAPITAL MANAGEMENT CO LP385,227584,601+199,3740.530.80+0.27buy
HMI Capital Management, L.P.371,343569,643+198,3003.616.06+2.45buy
MILLENNIUM MANAGEMENT LLC637,797443,095+194,7020.180.120.00sell
AMERICAN CENTURY COMPANIES INC312,625477,211+164,5860.050.09+0.03buy
Qube Research & Technologies Ltd256,53195,374+161,1570.130.050.00sell
Junto Capital Management LP437,674568,834+131,1602.563.25+0.69buy
Boston Partners1,765,2301,887,189+121,9590.560.65+0.10buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/794,610884,630+90,0200.060.08+0.01buy
SAMLYN CAPITAL, LLC1,106,0801,194,715+88,6354.895.55+0.66buy
Castle Hook Partners LP131,637207,774+76,1370.981.37+0.39buy
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP715,014783,290+68,27610.8410.75-0.09buy
Allspring Global Investments Holdings, LLC287,071227,171+59,9000.120.110.00sell
AEGON ASSET MANAGEMENT UK PLC8,30761,809+53,5020.030.24+0.21buy
CITADEL ADVISORS LLC319,952356,684+36,7320.120.14+0.02buy
JANUS HENDERSON GROUP PLC2,575,7152,542,185+33,5300.370.380.00sell
GEODE CAPITAL MANAGEMENT, LLC1,368,6731,400,357+31,6840.040.040.00buy
MARKEL GROUP INC.454,291481,791+27,5001.181.32+0.14buy
SurgoCap Partners LP521,931546,841+24,9107.408.93+1.53buy
BI Asset Management Fondsmaeglerselskab A/S1,81824,187+22,3690.010.11+0.10buy
Brandywine Global Investment Management, LLC109,929128,763+18,8340.210.27+0.06buy
INTECH INVESTMENT MANAGEMENT LLC41,85025,067+16,7830.160.09-0.07sell
BNP Paribas Asset Management Holding S.A.35,76950,529+14,7600.030.04+0.01buy
Artemis Investment Management LLP110,904125,646+14,7420.370.47+0.10buy
Strategic Global Advisors, LLC9,93122,074+12,1430.571.29+0.72buy
Mawer Investment Management Ltd.29,62641,675+12,0490.040.06+0.02buy
ARGENT CAPITAL MANAGEMENT LLC3,25015,165+11,9150.030.12+0.10buy
Segment Wealth Management, LLC20,38130,832+10,4510.410.64+0.23buy
AVIVA PLC68,87379,128+10,2550.060.06+0.00buy
Korea Investment CORP30,33040,349+10,0190.020.03+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM121,566111,879+9,6870.040.04-0.00sell
PineBridge Investments, L.P.122,284131,783+9,4990.260.30+0.04buy
VICTORY CAPITAL MANAGEMENT INC176,024167,109+8,9150.050.05+0.00sell
CANADA PENSION PLAN INVESTMENT BOARD783,777774,901+8,8760.220.210.00sell
APG Asset Management N.V.2,86511,665+8,8000.000.01+0.00buy
COMMERCE BANK183,513176,271+7,2420.320.320.00sell
Azora Capital LP416,556422,922+6,3667.975.44-2.53buy
Palestra Capital Management LLC8,20014,362+6,1620.080.16+0.08buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO36,50630,448+6,0580.040.030.00sell
AGF MANAGEMENT LTD426,511432,278+5,7670.620.67+0.05buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp9,02914,261+5,2320.020.02+0.01buy
Empowered Funds, LLC4,7899,583+4,7940.020.05+0.02buy
Atria Investments, Inc12,18516,733+4,5480.040.06+0.02buy
Channing Capital Management, LLC34,04638,514+4,4680.240.30+0.05buy
MBB PUBLIC MARKETS I LLC7675,131+4,3640.010.03+0.02buy
CANADA LIFE ASSURANCE Co42,22945,954+3,7250.020.02+0.00buy
TOWNSQUARE CAPITAL LLC5,5179,236+3,7190.020.040.00buy
NATIXIS ADVISORS, LLC55,98759,631+3,6440.030.040.00buy
BAMCO INC /NY/122,038125,641+3,6030.090.10+0.01buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO39,78543,175+3,3900.010.010.00buy
Foster Victor Wealth Advisors, LLC49,46752,640+3,1731.191.05-0.13buy
AQR CAPITAL MANAGEMENT LLC46,90043,901+2,9990.020.020.00sell
AXQ CAPITAL, LP1,2174,193+2,9760.080.27+0.20buy
Wealthfront Advisers LLC1,5524,485+2,9330.000.00+0.00buy
Future Fund LLC1,3924,292+2,9002.983.04+0.06buy
KENNEDY CAPITAL MANAGEMENT LLC10,27913,138+2,8590.060.08+0.02buy
HARBOR CAPITAL ADVISORS, INC.1,0343,886+2,8520.040.08+0.05buy
RHUMBLINE ADVISERS108,639105,801+2,8380.030.030.00sell
Bridgewater Associates, LP8,12210,850+2,7280.010.02+0.00buy
Harvest Fund Management Co., Ltd4993,203+2,7040.000.06+0.06buy
Quantinno Capital Management LP11,66513,844+2,1790.070.070.00buy
CIBC Private Wealth Group LLC9,5607,698+1,8620.000.000.00sell
Candriam S.C.A.6,2738,110+1,8370.010.01+0.00buy
Banque Cantonale Vaudoise4,5786,412+1,8340.050.07+0.02buy
Clark Capital Management Group, Inc.5,7077,518+1,8110.010.02+0.00buy
Belpointe Asset Management LLC1,9693,669+1,7000.040.07+0.03buy
CIBC Asset Management Inc10,4518,807+1,6440.010.010.00sell
Treasurer of the State of North Carolina52,01550,454+1,5610.060.060.00sell
Financiere des Professionnels - Fonds d,investissement inc.3,2124,401+1,1890.070.10+0.03buy
WHITTIER TRUST CO20,66221,758+1,0960.080.090.00buy
REINHART PARTNERS, LLC.75,83576,848+1,0130.820.89+0.08buy
Fortis Capital Advisors, LLC1,9692,950+9810.220.30+0.08buy
OSSIAM3,6364,409+7730.020.02+0.01buy
Vinva Investment Management Ltd2,0122,785+7730.030.04+0.01buy
Dynasty Wealth Management, LLC8221,579+7570.010.01+0.01buy
Advisors Asset Management, Inc.1,9352,673+7380.010.010.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)25,42126,110+6890.020.020.00buy
Integrated Wealth Concepts LLC3,3744,063+6890.010.020.00buy
Mariner, LLC15,42716,072+6450.010.010.00buy
WHITTIER TRUST CO OF NEVADA INC11,19911,837+6380.080.090.00buy
SUMITOMO LIFE INSURANCE CO7,9838,614+6310.050.06+0.00buy
FIDUCIARY TRUST CO1,4382,026+5880.010.01+0.00buy
Robeco Institutional Asset Management B.V.6,6417,227+5860.000.00+0.00buy
Vestmark Advisory Solutions, Inc.18,52619,100+5740.210.22+0.01buy
Moran Wealth Management, LLC1,1681,715+5470.010.02+0.01buy
PZENA INVESTMENT MANAGEMENT LLC1,0191,541+5220.000.00+0.00buy
PARK AVENUE SECURITIES LLC7,3867,899+5130.030.03+0.00buy
UniSuper Management Pty Ltd1,1001,600+5000.000.00+0.00buy
E. Ohman J:or Asset Management AB2,8003,300+5000.020.02+0.00buy
TRANSCEND CAPITAL ADVISORS, LLC8231,301+4780.020.03+0.01buy
Cresset Asset Management, LLC4,3474,755+4080.010.010.00buy
Investment Management Corp of Ontario1,2611,661+4000.010.01+0.00buy
FAMILY WEALTH PARTNERS, LLC146,940147,288+34822.0021.35-0.65buy
LVW Advisors, LLC3,2453,589+3440.150.15+0.00buy
CGN Advisors LLC6,8047,105+3010.230.23+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,51815,818+3000.050.05+0.00buy
CRAWFORD INVESTMENT COUNSEL INC3,8404,140+3000.020.02+0.00buy
Nebula Research & Development LLC3,6113,884+2730.210.18-0.03buy
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