Stock TransactionsLPL FINL HLDGS INC

Total Bought
4,176,477
117 transactions
Total Sold
2,966,401
118 transactions
Net
+1,210,076
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
PRICE T ROWE ASSOCIATES INC /MD/539,7902,625,509+2,085,7190.020.09+0.08buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/31,020568,292+537,2720.000.05+0.05buy
CANADA PENSION PLAN INVESTMENT BOARD99,745456,990+357,2450.030.16+0.13buy
JANUS HENDERSON GROUP PLC3,380,0683,078,768+301,3000.460.480.00sell
D. E. Shaw & Co., Inc.1,101,579831,134+270,4450.430.370.00sell
MILLENNIUM MANAGEMENT LLC557,422299,456+257,9660.160.090.00sell
MARKEL GROUP INC.127,059301,264+174,2050.330.86+0.54buy
Capital Research Global Investors2,197,8452,334,076+136,2310.130.15+0.02buy
BALYASNY ASSET MANAGEMENT L.P.476,845356,503+120,3420.300.250.00sell
Azora Capital LP226,418323,148+96,73010.038.46-1.57buy
ArrowMark Colorado Holdings LLC588,363680,730+92,3671.401.97+0.56buy
Korea Investment CORP27,003118,057+91,0540.020.08+0.07buy
JACOBS LEVY EQUITY MANAGEMENT, INC325,603411,287+85,6840.410.58+0.17buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,065,9112,145,780+79,8691.261.45+0.19buy
Holocene Advisors, LP364,051436,086+72,0350.350.46+0.12buy
RENAISSANCE TECHNOLOGIES LLC119,10054,000+65,1000.040.02-0.02sell
Qube Research & Technologies Ltd134,96471,484+63,4800.120.050.00sell
Interval Partners, LP35,94185,183+49,2420.390.83+0.44buy
AQR CAPITAL MANAGEMENT LLC142,20093,675+48,5250.070.050.00sell
Employees Retirement System of Texas182,000218,000+36,0000.540.77+0.23buy
Bridgewater Associates, LP5,96032,694+26,7340.010.05+0.04buy
AVIVA PLC42,91967,173+24,2540.040.07+0.03buy
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP705,468722,617+17,14910.5110.57+0.06buy
OSAIC HOLDINGS, INC.43,35258,463+15,1110.020.02+0.00buy
Hudson Bay Capital Management LP35,00050,000+15,0000.080.11+0.04buy
Cinctive Capital Management LP7,62222,589+14,9670.060.30+0.23buy
Investment Management Corp of Ontario4,35517,303+12,9480.040.16+0.12buy
TRILLIUM ASSET MANAGEMENT, LLC173,616186,432+12,8161.061.34+0.28buy
GEODE CAPITAL MANAGEMENT, LLC1,318,8231,330,533+11,7100.040.040.00buy
MARTINGALE ASSET MANAGEMENT L P98212,399+11,4170.000.06+0.06buy
WCM INVESTMENT MANAGEMENT, LLC2,446,8452,457,027+10,1821.591.71+0.12buy
INTECH INVESTMENT MANAGEMENT LLC22,66932,788+10,1190.050.11+0.06buy
ROYAL LONDON ASSET MANAGEMENT LTD43,89552,731+8,8360.030.04+0.01buy
VICTORY CAPITAL MANAGEMENT INC224,635233,205+8,5700.060.07+0.01buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50,44542,668+7,7770.010.010.00sell
Allspring Global Investments Holdings, LLC307,769300,610+7,1590.110.130.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM128,194121,643+6,5510.040.05+0.01sell
Compagnie Lombard Odier SCmA3,3339,715+6,3820.020.05+0.03buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO47,72541,901+5,8240.040.050.00sell
Crestline Management, LP30,00035,614+5,6140.711.01+0.30buy
PRUDENTIAL FINANCIAL INC150,253155,641+5,3880.050.060.00buy
TD ASSET MANAGEMENT INC209,702214,577+4,8750.050.06+0.01buy
Phoenix Financial Ltd.21,89126,586+4,6950.100.12+0.02buy
REINHART PARTNERS, LLC.65,64570,287+4,6420.720.87+0.14buy
Foresight Global Investors, Inc.2,9607,220+4,2600.350.95+0.61buy
Penserra Capital Management LLC3924,240+3,8480.000.02+0.02buy
Versor Investments LP2,9706,598+3,6280.110.32+0.21buy
Zurcher Kantonalbank (Zurich Cantonalbank)32,02128,779+3,2420.030.030.00sell
Oliver Luxxe Assets LLC5,3288,104+2,7760.290.49+0.21buy
Sumitomo Mitsui DS Asset Management Company, Ltd40,09542,869+2,7740.130.16+0.02buy
Treasurer of the State of North Carolina51,83554,478+2,6430.060.070.00buy
Brandywine Global Investment Management, LLC36,06238,693+2,6310.070.08+0.02buy
LOGAN CAPITAL MANAGEMENT INC43,79345,818+2,0250.460.55+0.10buy
Dana Investment Advisors, Inc.6,8388,628+1,7900.070.10+0.03buy
NATIXIS ADVISORS, LLC46,71244,933+1,7790.030.030.00sell
CANADA LIFE ASSURANCE Co50,18448,474+1,7100.030.03+0.00sell
Integrated Investment Consultants, LLC2,7844,462+1,6780.190.39+0.19buy
Magnetar Financial LLC1,8483,426+1,5780.010.02+0.01buy
Yarbrough Capital, LLC1,8803,361+1,4810.020.05+0.02buy
BI Asset Management Fondsmaeglerselskab A/S51,06352,403+1,3400.260.29+0.03buy
NewEdge Wealth, LLC15,67016,988+1,3180.110.13+0.01buy
Advisors Asset Management, Inc.5,0483,749+1,2990.020.020.00sell
BAMCO INC /NY/109,083110,354+1,2710.070.08+0.01buy
SUMITOMO LIFE INSURANCE CO7,3618,409+1,0480.070.06-0.01buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,06418,954+8900.060.07+0.01buy
RHUMBLINE ADVISERS117,833116,982+8510.030.030.00sell
Symphony Financial, Ltd. Co.10,75111,552+8010.580.68+0.10buy
Segment Wealth Management, LLC30,06230,837+7750.670.74+0.07buy
KENNEDY CAPITAL MANAGEMENT LLC4,6545,400+7460.020.03+0.01buy
ALPS ADVISORS INC2,1122,837+7250.000.01+0.00buy
Quantinno Capital Management LP10,07210,793+7210.130.120.00buy
Gerber Kawasaki Wealth & Investment Management16,92217,623+7010.250.29+0.04buy
TOWNSQUARE CAPITAL LLC2,8163,433+6170.010.010.00buy
Advantage Alpha Capital Partners LP34,97035,553+5831.521.78+0.25buy
Orion Porfolio Solutions, LLC4,7584,218+5400.010.010.00sell
B. Metzler seel. Sohn & Co. AG2,5633,083+5200.010.01+0.00buy
TOCQUEVILLE ASSET MANAGEMENT L.P.11,53912,048+5090.040.05+0.01buy
Vanguard Personalized Indexing Management, LLC9,59310,087+4940.070.070.00buy
Atria Investments, Inc11,16111,653+4920.040.05+0.01buy
Heron Bay Capital Management94,30494,741+4375.696.06+0.38buy
Anchor Investment Management, LLC2,8343,254+4200.080.10+0.02buy
COMMERCE BANK195,398194,986+4120.320.370.00sell
NOMURA HOLDINGS INC4,5724,166+4060.010.010.00sell
PITTENGER & ANDERSON INC3,0353,432+3970.030.04+0.01buy
Great Diamond Partners, LLC1,1671,527+3600.070.10+0.03buy
Integrated Wealth Concepts LLC3,0873,430+3430.010.010.00buy
GILDER GAGNON HOWE & CO LLC1,5231,820+2970.000.01+0.00buy
Clark Capital Management Group, Inc.7,6587,936+2780.010.02+0.00buy
IEQ CAPITAL, LLC1,4551,725+2700.010.01+0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS73,29173,531+2400.110.12+0.01buy
Harvest Fund Management Co., Ltd33272+2390.000.01+0.01buy
RITHOLTZ WEALTH MANAGEMENT3,6003,833+2330.040.04+0.01buy
Laird Norton Wetherby Wealth Management, LLC1,2291,449+2200.010.02+0.01buy
OPPENHEIMER ASSET MANAGEMENT INC.4,0263,810+2160.010.010.00sell
NAVELLIER & ASSOCIATES INC4,0224,233+2110.170.17+0.00buy
APG Asset Management N.V.17,40017,600+2000.010.01+0.00buy
Bleakley Financial Group, LLC4,6054,803+1980.030.04+0.01buy
Wealthfront Advisers LLC1,5061,688+1820.000.00+0.00buy
Advisor OS, LLC4,8014,982+1810.170.18+0.01buy
Swedbank AB13,98514,158+1730.010.01+0.00buy
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