Stock Transactions — LPL FINANCIAL

Total Bought
8,298,275
447 transactions
Total Sold
6,760,328
362 transactions
Net
+1,537,947
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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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+613,9090.040.05+0.00buy
PRINCIPAL FINANCIAL GROUP INC1,038,6831,596,944+558,2610.190.32+0.13buy
Invesco Ltd.101,253551,579+450,3260.010.04+0.03buy
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
Ghisallo Capital Management LLC0173,500+173,5000.001.74+1.74buy
MORGAN STANLEY1,205,7261,373,997+168,2710.030.03+0.01buy
Boston Partners3,514,2833,679,484+165,2011.391.53+0.14buy
GEODE CAPITAL MANAGEMENT, LLC1,560,4781,724,962+164,4840.040.05+0.01buy
NORGES BANK928,3201,072,919+144,5990.040.05+0.01buy
TWINBEECH CAPITAL LP0133,319+133,3190.001.13+1.13buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC607,561729,209+121,6480.050.06+0.00buy
LONE PINE CAPITAL LLC1,764,0151,872,248+108,2335.065.08+0.03buy
Neuberger Berman Group LLC42,276144,580+102,3040.010.04+0.03buy
Zurich Insurance Group Ltd/FI099,455+99,4550.000.29+0.29buy
WCM INVESTMENT MANAGEMENT, LLC1,635,3541,730,777+95,4231.421.44+0.03buy
Man Group plc110,313198,087+87,7740.110.16+0.05buy
BlackRock, Inc.4,750,0794,832,797+82,7180.030.03+0.00buy
Shellback Capital, LP076,501+76,5010.001.91+1.91buy
RENAISSANCE TECHNOLOGIES LLC35,500109,800+74,3000.020.05+0.04buy
MOORE CAPITAL MANAGEMENT, LP27,896100,512+72,6160.310.75+0.45buy
BAMCO INC /NY/165,251222,479+57,2280.160.23+0.07buy
Freestone Grove Partners LP053,517+53,5170.000.15+0.15buy
Ensign Peak Advisors, Inc47,984100,582+52,5980.030.06+0.03buy
COOKSON PEIRCE & CO INC3,64354,964+51,3210.060.91+0.85buy
STATE STREET CORP1,679,5851,727,166+47,5810.020.02+0.00buy
MACQUARIE GROUP LTD297,130342,742+45,6120.120.16+0.04buy
Allspring Global Investments Holdings, LLC147,478191,727+44,2490.090.12+0.03buy
SG Americas Securities, LLC6,98750,083+43,0960.010.08+0.07buy
SEI INVESTMENTS CO379,061419,290+40,2290.160.18+0.02buy
STRS OHIO4,15744,339+40,1820.010.06+0.06buy
BANK OF AMERICA CORP /DE/923,690962,076+38,3860.030.03+0.00buy
Engineers Gate Manager LP3,16940,932+37,7630.020.19+0.17buy
Qube Research & Technologies Ltd7,27842,763+35,4850.000.02+0.02buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC354,001388,129+34,1280.020.03+0.00buy
ROYAL BANK OF CANADA175,855209,682+33,8270.010.02+0.00buy
Bank of New York Mellon Corp452,733485,462+32,7290.030.03+0.01buy
Azora Capital LP442,434472,352+29,9189.828.01-1.82buy
BURNEY CO/029,837+29,8370.000.38+0.38buy
THAMES CAPITAL MANAGEMENT LLC028,954+28,9540.002.46+2.46buy
EMINENCE CAPITAL, LP523,113551,592+28,4792.863.05+0.19buy
ENVESTNET ASSET MANAGEMENT INC384,482412,678+28,1960.040.05+0.00buy
Coronation Fund Managers Ltd.123,333151,023+27,6902.193.07+0.88buy
GOLDMAN SACHS GROUP INC209,126233,459+24,3330.010.01+0.00buy
BARCLAYS PLC43,57264,783+21,2110.010.01+0.00buy
DIMENSIONAL FUND ADVISORS LP842,939863,989+21,0500.070.07+0.01buy
UBS Group AG210,355231,096+20,7410.020.02+0.00buy
Railway Pension Investments Ltd76,50096,500+20,0000.360.51+0.16buy
NATIXIS ADVISORS, LLC60,39279,617+19,2250.040.05+0.01buy
TOCQUEVILLE ASSET MANAGEMENT L.P.018,719+18,7190.000.11+0.11buy
Banco BTG Pactual S.A.016,507+16,5070.001.26+1.26buy
STATE OF WISCONSIN INVESTMENT BOARD41,98258,489+16,5070.040.05+0.02buy
Amundi99,028114,003+14,9750.010.01+0.00buy
ExodusPoint Capital Management, LP014,690+14,6900.000.07+0.07buy
PRICE T ROWE ASSOCIATES INC /MD/279,850294,509+14,6590.010.01+0.00buy
PICTON MAHONEY ASSET MANAGEMENT68,30982,157+13,8480.770.43-0.33buy
JANUS HENDERSON GROUP PLC3,066,3543,077,677+11,3230.570.57-0.00buy
Capital World Investors5,43516,367+10,9320.000.00+0.00buy
STIFEL FINANCIAL CORP187,258198,139+10,8810.070.07+0.01buy
RAYMOND JAMES FINANCIAL INC860,014870,620+10,6060.110.11+0.01buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO87,69398,138+10,4450.020.03+0.00buy
Mitsubishi UFJ Asset Management Co., Ltd.58,25168,544+10,2930.020.02+0.00buy
Impax Asset Management Group plc010,072+10,0720.000.02+0.02buy
Janney Montgomery Scott LLC33,41743,418+10,0010.030.04+0.01buy
Sumitomo Mitsui Trust Group, Inc.172,729182,689+9,9600.040.04+0.00buy
BANK OF MONTREAL /CAN/13,66623,260+9,5940.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS186,742196,213+9,4710.150.16+0.01buy
BROWN BROTHERS HARRIMAN & CO175,487184,742+9,2550.400.45+0.04buy
Zurcher Kantonalbank (Zurich Cantonalbank)28,15337,383+9,2300.030.03+0.01buy
Edgestream Partners, L.P.10,05818,507+8,4490.110.19+0.08buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM137,305145,628+8,3230.030.03+0.00buy
AMERICAN CENTURY COMPANIES INC588,800597,071+8,2710.120.12+0.00buy
LPL Financial LLC118,229126,435+8,2060.020.02+0.00buy
U.S. Capital Wealth Advisors, LLC07,948+7,9480.000.09+0.09buy
Quantinno Capital Management LP21,39529,331+7,9360.050.05+0.00buy
VOYA INVESTMENT MANAGEMENT LLC34,73342,329+7,5960.010.02+0.00buy
Virtu Financial LLC07,272+7,2720.000.14+0.14buy
Coppell Advisory Solutions LLC07,102+7,1020.000.31+0.31buy
Allworth Financial LP5317,075+6,5440.000.01+0.01buy
CIBC Private Wealth Group LLC6,32912,803+6,4740.000.01+0.00buy
WELLS FARGO & COMPANY/MN595,845602,020+6,1750.050.05+0.00buy
Generali Asset Management SPA SGR05,955+5,9550.000.05+0.05buy
Jackson Wealth Management, LLC05,921+5,9210.000.24+0.24buy
Empowered Funds, LLC11,49317,369+5,8760.050.07+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
Y-Intercept (Hong Kong) Ltd05,424+5,4240.000.05+0.05buy
NORTHERN TRUST CORP517,362522,695+5,3330.030.03+0.00buy
Catalyst Capital Advisors LLC1,7107,010+5,3000.010.05+0.04buy
CITIGROUP INC46,65351,484+4,8310.010.01+0.00buy
PARADIGM ASSET MANAGEMENT CO LLC04,800+4,8000.000.44+0.44buy
Jain Global LLC04,792+4,7920.000.03+0.03buy
Dynamic Technology Lab Private Ltd04,766+4,7660.000.24+0.24buy
Kerusso Capital Management LLC4,9759,737+4,7621.042.26+1.22buy
RHUMBLINE ADVISERS101,234105,798+4,5640.030.03+0.00buy
WINTON GROUP Ltd04,428+4,4280.000.08+0.08buy
Magnetar Financial LLC04,421+4,4210.000.01+0.01buy
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