Positions for LPL Financial Holdings Inc (NASDAQ:LPLA)
In 2018 Q2 LPL Financial Holdings Inc (NASDAQ:LPLA) big money sentiment decreased to 1.07, SEC.gov filings reveal. So its down -0.28, from 2018Q1’s 1.35. 123 hedge funds increased or started new holdings, while 115 reduced and sold their stakes in LPL Financial Holdings Inc so the sentiment turned negative. Funds own 79.93 million shares, up from 79.75 million shares in 2018Q1. Funds holding LPL Financial Holdings Inc in top 10 changed to 8 from 7 for an increase of 1. In total 23 funds closed positions, 92 reduced and 85 increased. Also 38 funds bought new LPL Financial Holdings Inc stakes.
Significant LPL Financial Holdings Inc Shareholders
As of 2018 Q2 Wildcat Capital Management Llc has 10.41% invested in LPL Financial Holdings Inc. As of 2018 Q2, 2.07 million shares of LPL Financial Holdings Inc are owned by Fairview Capital Investment Management Llc. Furthermore, Southpoint Capital Advisors Lp reported 2.25 million shares in LPL Financial Holdings Inc equivalent to 6.27% of its stocks portfolio. The New York-based fund New Mountain Vantage Advisers L.L.C. have invested about 4.2% of the institutional investor’s stock portfolio in LPL Financial Holdings Inc. The California-based fund Hmi Capital Llc holds 482,021 shares or 3.94% of their stocks portfolio.
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States.The firm is valued at $5.65 billion. The Company’s brokerage offerings include variable and fixed annuities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance.18 is the P/E ratio. The companyÂ’s fee platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities.
The stock decreased 0.82% or $0.54 during the last trading session, hitting $65.15.LPL Financial Holdings Inc. has volume of 635,783 shares. Since November 10, 2017 LPLA has risen 36.60% and is uptrending. The stock outperformed the S&P500 by 20.98%.
Westfield Cap Mngmt Comm Lp invested 0.52% in LPL Financial Holdings Inc. (NASDAQ:LPLA). Zweig has invested 0.87% in LPL Financial Holdings Inc. (NASDAQ:LPLA). Ent Corp stated it has 0% in LPL Financial Holdings Inc. (NASDAQ:LPLA). Twin Tree Management Ltd Partnership accumulated 1,334 shs or 0% of the stock. Riverhead Cap Management Limited Liability Corporation holds 37,050 shs or 0.1% of its capital. Connor Clark Lunn Inv Management Limited holds 0.02% or 42,750 shs. Waddell Reed Fincl Incorporated reported 429,160 shs. Contravisory Invest Mngmt Inc has 3,130 shs for 0.07% of their capital. Regions stated it has 311 shs. Alliancebernstein Limited Partnership holds 0.01% or 181,278 shs in its capital. Marshall Wace Llp holds 0.12% of its capital in LPL Financial Holdings Inc. (NASDAQ:LPLA) for 117,453 shs. Spo Advisory invested in 3.09% or 2.24M shs. California State Teachers Retirement Sys reported 0.02% stake. Employees Retirement Sys Of Ohio reported 36,291 shs. Globeflex L P holds 0.45% or 33,300 shs.
LPL Financial Holdings Inc. had 2 sales and 0 insider purchases since May 11, 2018. This’s net activity of $516,875. 6,050 shs were sold by Oroschakoff Michelle, worth $420,959 on Friday, May 11.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Ratings Coverage
A total of 5 analysts rate LPL Financial (NASDAQ:LPLA) as follows: 2 “Buy”, 3 “Hold” and 0 “Sell”. Тherefore 40% are bullish. (NASDAQ:LPLA) has 6 ratings reports on 10 Nov 2018 according to StockzIntelligence. In Wednesday, May 30 report Morgan Stanley maintained it with “Equal-Weight” rating and $74 target. On Friday, July 27 the firm has “Market Perform” rating by Wells Fargo given. On Friday, October 26 the stock of LPL Financial Holdings Inc. (NASDAQ:LPLA) has “Outperform” rating given by Credit Suisse. On Wednesday, May 16 the firm earned “Hold” rating by Goldman Sachs. On Tuesday, October 30 the stock of LPL Financial Holdings Inc. (NASDAQ:LPLA) has “Buy” rating given by Citigroup. On Thursday, July 12 the firm has “Equal-Weight” rating given by Morgan Stanley.
A couple more LPL Financial Holdings Inc. (NASDAQ:LPLA) news were brought out by: Globenewswire.com which released on November 08, 2018 “LPL Financial Welcomes Financial Advisor Mary Pascarella”, also Seekingalpha.com on October 25, 2018 brought out “LPL Financial Holdings declares $0.25 dividend”, the next Globenewswire.com is “LPL Financial Welcomes Infinity Financial Partners” on November 06, 2018. Globenewswire.com has article titled “LPL Financial Announces Third Quarter 2018 Results”.
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