Stock TransactionsLPL FINL HLDGS INC

Total Bought
6,578,423
148 transactions
Total Sold
3,440,712
109 transactions
Net
+3,137,711
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Boston Partners1,887,1893,099,904+1,212,7150.650.85+0.20buy
FIRST TRUST ADVISORS LP89,520991,029+901,5090.030.230.00buy
LONE PINE CAPITAL LLC1,685,0702,180,137+495,0673.823.78-0.03buy
SAMLYN CAPITAL, LLC1,194,7151,645,694+450,9795.555.79+0.24buy
EMINENCE CAPITAL, LP669,2511,078,109+408,8583.013.53+0.52buy
MILLENNIUM MANAGEMENT LLC443,095839,199+396,1040.120.210.00buy
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP783,2901,099,736+316,44610.7510.35-0.40buy
D. E. Shaw & Co., Inc.496,378195,143+301,2350.220.070.00sell
Southpoint Capital Advisors LP500,000750,000+250,0003.474.14+0.66buy
SurgoCap Partners LP546,841780,721+233,8808.939.69+0.75buy
MAVERICK CAPITAL LTD273,144497,075+223,9311.452.25+0.81buy
Azora Capital LP422,922643,544+220,6225.448.07+2.63buy
CANADA PENSION PLAN INVESTMENT BOARD774,901607,765+167,1360.210.130.00sell
COMMERCE BANK176,27120,545+155,7260.320.030.00sell
Qube Research & Technologies Ltd95,374248,663+153,2890.050.120.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP584,601710,867+126,2660.800.75-0.06buy
HMI Capital Management, L.P.569,643692,543+122,9006.066.67+0.61buy
Coronation Fund Managers Ltd.129,255217,451+88,1962.082.81+0.72buy
INTECH INVESTMENT MANAGEMENT LLC25,06791,999+66,9320.090.25+0.16buy
CITADEL ADVISORS LLC356,684419,977+63,2930.140.15+0.01buy
Holocene Advisors, LP221,958278,783+56,8250.260.26+0.00buy
ExodusPoint Capital Management, LP9,03964,535+55,4960.030.160.00buy
Epoch Investment Partners, Inc.646,340700,034+53,6940.820.73-0.09buy
NewEdge Wealth, LLC19,37569,669+50,2940.120.29+0.18buy
REINHART PARTNERS, LLC.76,848126,757+49,9090.891.12+0.23buy
GILDER GAGNON HOWE & CO LLC233,727281,679+47,9520.820.78-0.03buy
VICTORY CAPITAL MANAGEMENT INC167,109119,955+47,1540.050.03-0.02sell
MARKEL GROUP INC.481,791520,404+38,6131.321.09-0.23buy
GEODE CAPITAL MANAGEMENT, LLC1,400,3571,436,831+36,4740.040.030.00buy
IRIDIAN ASSET MANAGEMENT LLC/CT46,62282,834+36,2122.944.13+1.19buy
JENNISON ASSOCIATES LLC64,95594,850+29,8950.010.01+0.00buy
TD ASSET MANAGEMENT INC881,175906,613+25,4380.230.19-0.04buy
Bridgewater Associates, LP10,85035,848+24,9980.020.05+0.03buy
WINMILL & CO. INC24,66048,860+24,2002.353.82+1.48buy
Korea Investment CORP40,34963,846+23,4970.030.04+0.01buy
AQR CAPITAL MANAGEMENT LLC43,90164,884+20,9830.020.020.00buy
Point72 Europe (London) LLP19,60037,276+17,6760.450.55+0.10buy
Foster Victor Wealth Advisors, LLC52,64069,731+17,0911.051.37+0.32buy
AGF MANAGEMENT LTD432,278447,510+15,2320.670.53-0.14buy
AMERIPRISE FINANCIAL INC234,828249,329+14,5010.020.02-0.00buy
TOBAM27,76742,074+14,3071.221.78+0.57buy
JANUS HENDERSON GROUP PLC2,542,1852,528,497+13,6880.380.300.00sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2,589,7932,603,251+13,4581.771.34-0.43buy
Andra AP-fonden10013,500+13,4000.000.05+0.05buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/54,25267,466+13,2140.100.10-0.00buy
Magnetar Financial LLC2,86015,740+12,8800.020.08+0.06buy
OPPENHEIMER ASSET MANAGEMENT INC.2,93515,239+12,3040.010.040.00buy
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH3,81715,801+11,9840.040.12+0.08buy
BNP Paribas Asset Management Holding S.A.50,52960,446+9,9170.040.03-0.00buy
KENNEDY CAPITAL MANAGEMENT LLC13,13819,919+6,7810.080.10+0.02buy
Heron Bay Capital Management89,84596,131+6,2865.344.70-0.64buy
CIBC Asset Management Inc8,8072,749+6,0580.010.000.00sell
NATIXIS ADVISORS, LLC59,63153,814+5,8170.040.020.00sell
Allianz Asset Management GmbH23,56529,333+5,7680.010.01-0.00buy
CIBC Private Wealth Group LLC7,69813,002+5,3040.000.010.00buy
Prana Capital Management, LP13,98718,876+4,8890.190.20+0.02buy
Empowered Funds, LLC9,58314,285+4,7020.050.05+0.01buy
National Pension Service113,200117,724+4,5240.040.03-0.01buy
HARBOR CAPITAL ADVISORS, INC.3,8868,020+4,1340.080.080.00buy
Annex Advisory Services, LLC11,55015,606+4,0560.110.12+0.00buy
Strategic Global Advisors, LLC22,07425,601+3,5271.291.17-0.11buy
Mediolanum International Funds Ltd25,05228,548+3,4960.110.09-0.01buy
MAI Capital Management6,1002,676+3,4240.020.01-0.01sell
EAGLE ROCK INVESTMENT COMPANY, LLC14,73118,051+3,3200.740.70-0.04buy
&PARTNERS2,8766,111+3,2350.040.03-0.01buy
ROYAL LONDON ASSET MANAGEMENT LTD48,54451,542+2,9980.030.03-0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO30,44827,759+2,6890.030.030.00sell
Dynasty Wealth Management, LLC1,5793,882+2,3030.010.03+0.01buy
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,5095,659+2,1500.000.00+0.00buy
OSTRUM ASSET MANAGEMENT5,5627,607+2,0450.140.15+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM111,879109,862+2,0170.040.03-0.01sell
AVIVA PLC79,12880,867+1,7390.060.05-0.01buy
Vanguard Personalized Indexing Management, LLC7,8756,227+1,6480.040.020.00sell
CANADA LIFE ASSURANCE Co45,95447,581+1,6270.020.02-0.00buy
GLOBEFLEX CAPITAL L P3,3684,788+1,4200.100.11+0.01buy
AlphaQuest LLC3,0144,387+1,3730.120.100.00buy
Mawer Investment Management Ltd.41,67543,016+1,3410.060.05-0.01buy
TOWNSQUARE CAPITAL LLC9,23610,564+1,3280.040.030.00buy
Atria Investments, Inc16,73315,458+1,2750.060.05-0.02sell
Vestmark Advisory Solutions, Inc.19,10020,348+1,2480.220.18-0.05buy
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND19,50020,700+1,2000.060.05-0.01buy
DnB Asset Management AS11,48812,634+1,1460.020.01-0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)26,11027,214+1,1040.020.020.00buy
Foresight Global Investors, Inc.5,5496,649+1,1000.740.84+0.09buy
Moran Wealth Management, LLC1,7152,807+1,0920.020.02+0.00buy
Integrated Investment Consultants, LLC6,1467,203+1,0570.330.36+0.03buy
WHITTIER TRUST CO21,75822,784+1,0260.090.070.00buy
Independent Advisor Alliance3,7504,702+9520.040.04+0.00buy
UniSuper Management Pty Ltd1,6002,523+9230.000.00+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP5,8606,778+9180.010.01-0.00buy
Future Fund LLC4,2925,190+8983.044.21+1.17buy
CGN Advisors LLC7,1057,972+8670.230.19-0.04buy
Investment Management Corp of Ontario1,6612,461+8000.010.01+0.00buy
ELEVATION POINT WEALTH PARTNERS, LLC1,9522,721+7690.040.06+0.02buy
Advisors Asset Management, Inc.2,6731,906+7670.010.010.00sell
Vident Advisory, LLC2,9812,232+7490.020.010.00sell
DRW Securities, LLC19,40020,080+6800.210.13-0.09buy
Focus Partners Advisor Solutions, LLC147,846148,469+6231.080.73-0.36buy
FAMILY WEALTH PARTNERS, LLC147,288147,896+60821.3517.60-3.75buy
Laurion Capital Management LP8,2958,887+5920.030.03+0.00buy
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