Stock TransactionsLPL FINL HLDGS INC

Total Bought
5,560,445
174 transactions
Total Sold
2,409,006
172 transactions
Net
+3,151,439
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DODGE & COX1,523,4602,701,709+1,178,2490.280.57+0.29buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,516,0602,442,182+926,1220.160.29+0.13buy
VANGUARD GROUP INC7,372,8577,986,766+613,9090.050.050.00buy
PRINCIPAL FINANCIAL GROUP INC1,038,6831,596,944+558,2610.200.330.00buy
JENNISON ASSOCIATES LLC959,3711,402,750+443,3790.220.31+0.09buy
AGF MANAGEMENT LTD437,444765,024+327,5800.761.30+0.55buy
APG Asset Management N.V.257,260507,593+250,3330.240.48+0.24buy
Boston Partners3,514,2833,679,484+165,2011.391.53+0.14buy
GEODE CAPITAL MANAGEMENT, LLC1,560,4781,724,962+164,4840.040.050.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,681,6172,557,458+124,1592.152.290.00sell
LONE PINE CAPITAL LLC1,764,0151,872,248+108,2334.985.00+0.01buy
WCM INVESTMENT MANAGEMENT, LLC1,635,3541,730,777+95,4231.421.44+0.03buy
RENAISSANCE TECHNOLOGIES LLC35,500109,800+74,3000.020.06+0.04buy
MOORE CAPITAL MANAGEMENT, LP27,896100,512+72,6160.190.47+0.28buy
BAMCO INC /NY/165,251222,479+57,2280.160.23+0.07buy
D. E. Shaw & Co., Inc.178,183124,354+53,8290.080.050.00sell
COOKSON PEIRCE & CO INC3,64354,964+51,3210.060.91+0.85buy
Allspring Global Investments Holdings, LLC147,478191,727+44,2490.090.120.00buy
STRS OHIO4,15744,339+40,1820.010.06+0.06buy
Allianz Asset Management GmbH80,04545,985+34,0600.040.02-0.02sell
ROYAL BANK OF CANADA175,855209,682+33,8270.010.020.00buy
Azora Capital LP442,434472,352+29,9189.828.01-1.82buy
EMINENCE CAPITAL, LP523,113551,592+28,4792.862.49-0.37buy
Coronation Fund Managers Ltd.123,333151,023+27,6902.193.07+0.88buy
Railway Pension Investments Ltd76,50096,500+20,0000.360.51+0.16buy
AQR CAPITAL MANAGEMENT LLC58,05938,269+19,7900.020.010.00sell
NATIXIS ADVISORS, LLC60,39279,617+19,2250.040.050.00buy
PRICE T ROWE ASSOCIATES INC /MD/279,850294,509+14,6590.010.01+0.00buy
PICTON MAHONEY ASSET MANAGEMENT68,30982,157+13,8480.380.32-0.07buy
JANUS HENDERSON GROUP PLC3,066,3543,077,677+11,3230.570.570.00buy
Capital World Investors5,43516,367+10,9320.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO87,69398,138+10,4450.020.030.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)28,15337,383+9,2300.030.030.00buy
FIRST TRUST ADVISORS LP165,607156,647+8,9600.050.050.00sell
Edgestream Partners, L.P.10,05818,507+8,4490.110.19+0.08buy
AMERICAN CENTURY COMPANIES INC588,800597,071+8,2710.130.13+0.00buy
Quantinno Capital Management LP21,39529,331+7,9360.050.050.00buy
CIBC Private Wealth Group LLC6,32912,803+6,4740.000.010.00buy
Empowered Funds, LLC11,49317,369+5,8760.060.08+0.02buy
Banque Cantonale Vaudoise2,9558,829+5,8740.040.14+0.09buy
MARKEL GROUP INC.539,104544,604+5,5001.571.73+0.16buy
Catalyst Capital Advisors LLC1,7107,010+5,3000.010.05+0.04buy
Kerusso Capital Management LLC4,9759,737+4,7621.042.26+1.22buy
RHUMBLINE ADVISERS101,234105,798+4,5640.030.040.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM113,592117,846+4,2540.050.05+0.00buy
Robeco Institutional Asset Management B.V.8,32612,219+3,8930.010.01+0.00buy
AVIVA PLC52,29556,003+3,7080.040.04+0.00buy
&PARTNERS10,15713,515+3,3580.040.04+0.00buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/65,92569,247+3,3220.130.15+0.02buy
MEEDER ASSET MANAGEMENT INC1133,296+3,1830.000.08+0.07buy
Treasurer of the State of North Carolina34,06137,221+3,1600.040.040.00buy
EFG Asset Management (North America) Corp.3,0255,921+2,8960.160.31+0.15buy
Resona Asset Management Co.,Ltd.23,59226,346+2,7540.040.05+0.00buy
IFM Investors Pty Ltd14,69517,379+2,6840.050.06+0.01buy
CASTLEARK MANAGEMENT LLC19,89022,550+2,6600.230.25+0.03buy
LBP AM SA21,97324,571+2,5980.110.13+0.02buy
Mn Services Vermogensbeheer B.V.27,50029,900+2,4000.070.08+0.01buy
EFG Asset Management (Americas) Corp.2,4064,638+2,2320.160.32+0.16buy
OPPENHEIMER ASSET MANAGEMENT INC.10,92713,050+2,1230.040.060.00buy
MALTESE CAPITAL MANAGEMENT LLC5002,500+2,0000.030.13+0.10buy
Mariner, LLC13,65411,709+1,9450.010.010.00sell
Asset Management One Co., Ltd.28,45830,350+1,8920.030.04+0.00buy
NOMURA ASSET MANAGEMENT CO LTD22,47224,353+1,8810.020.03+0.00buy
Otter Creek Advisors, LLC10,84512,693+1,8482.133.37+1.24buy
SHELL ASSET MANAGEMENT CO1,3103,103+1,7930.020.040.00buy
Diversified Trust Co6,3508,132+1,7820.050.07+0.02buy
NEW YORK STATE COMMON RETIREMENT FUND57,26358,908+1,6450.030.03+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO23,79525,359+1,5640.030.030.00buy
Vanguard Personalized Indexing Management, LLC7,6039,163+1,5600.040.040.00buy
LYNWOOD PRICE CAPITAL MANAGEMENT LP52,50054,000+1,5009.7910.07+0.27buy
FORSTA AP-FONDEN15,00016,400+1,4000.040.04+0.00buy
Stenger Family Office, LLC5,6256,989+1,3640.620.72+0.09buy
Skandinaviska Enskilda Banken AB (publ)16,12517,474+1,3493.710.03-3.68buy
Genus Capital Management Inc.10,09511,427+1,3320.480.55+0.07buy
Central Pacific Bank - Trust Division2,3973,487+1,0900.110.17+0.06buy
Machina Capital S.A.S.1,9442,999+1,0550.190.23+0.05buy
Strategic Global Advisors, LLC16,79917,835+1,0361.091.09+0.00buy
DIAMOND HILL CAPITAL MANAGEMENT INC34,51735,537+1,0200.050.06+0.01buy
PRINCIPAL SECURITIES, INC.1,0512,065+1,0140.010.010.00buy
Integrated Wealth Concepts LLC3,8632,858+1,0050.020.010.00sell
Erste Asset Management GmbH01,000+1,0000.000.00+0.00buy
Foster Victor Wealth Advisors, LLC54,65855,647+9891.371.44+0.07buy
ASR Vermogensbeheer N.V.2,1323,089+9570.010.02+0.00buy
BRANT POINT INVESTMENT MANAGEMENT LLC23,16624,115+9490.900.95+0.04buy
Northwest & Ethical Investments L.P.4,5605,460+9000.040.05+0.01buy
FIDUCIARY TRUST CO2,4363,325+8890.010.02+0.00buy
EMERALD ADVISERS, LLC1,1172,000+8830.020.03+0.01buy
WORLD EQUITY GROUP, INC.8291,552+7230.080.16+0.08buy
BESSEMER GROUP INC2,6193,331+7120.000.00+0.00buy
WHITTIER TRUST CO24,36625,076+7100.110.110.00buy
CANADA LIFE ASSURANCE Co47,74547,053+6920.030.03+0.00sell
NISSAY ASSET MANAGEMENT CORP /JAPAN9,2959,940+6450.020.02+0.00buy
CHOREO, LLC3,4004,039+6390.020.02+0.00buy
SCHRODER INVESTMENT MANAGEMENT GROUP3,5252,906+6190.000.00-0.00sell
R Squared Ltd6201,237+6170.220.26+0.04buy
Tredje AP-fonden5,9456,541+5960.020.02+0.00buy
DnB Asset Management AS13,80914,350+5410.020.02+0.00buy
Candriam S.C.A.6,3386,871+5330.010.01+0.00buy
Golden State Wealth Management, LLC1,011500+5110.020.020.00sell
National Pension Service114,321114,801+4800.040.04+0.00buy
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