Positions for LPL Financial Holdings Inc (NASDAQ:LPLA)
“Big money sentiment for LPL Financial Holdings Inc (NASDAQ:LPLA) in 2018 Q2 decreased to 1.07, according to SEC filings. That’s down -0.28, from 2018Q1’s 1.35. 123 investment managers increased and started new equity positions, while 115 decreased and sold their stock positions in LPL Financial Holdings Inc so the sentiment dived. Funds own 79.93 million shares, up from 79.75 million shares in 2018Q1. Funds holding LPL Financial Holdings Inc in top 10 increased from 7 to 8 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.
Most LPL Financial Holdings Inc Investors
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. Further, Southpoint Capital Advisors Lp reported 2.25 million shares in LPL Financial Holdings Inc equivalent to 6.27% of its equity exposure. The New York-based fund New Mountain Vantage Advisers L.L.C. have invested about 4.2% of the investment manager’s stock portfolio in LPL Financial Holdings Inc. The California-based fund Hmi Capital Llc looks positive on LPL Financial Holdings Inc, having 482,021 shares.
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 worth $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.
Ticker’s shares touched $65.15 during the last trading session after 0.82% change.Currently LPL Financial Holdings Inc. is uptrending after 36.60% change in last November 10, 2017. LPLA has also 635,783 shares volume. The stock outperformed the S&P500 by 20.98%.
Eqis Mngmt Incorporated stated it has 6,763 shs or 0.03% of all its holdings. Geode Cap Management Ltd Limited Liability Company holds 960,606 shs. Alpha Windward Lc owns 403 shs for 0.02% of their capital. Bancorp Of Nova Scotia reported 142,000 shs stake. Quantitative Inv Mngmt Limited Liability Company accumulated 5,500 shs or 0.01% of the stock. Tiaa Cref Mgmt Limited stated it has 0.04% in LPL Financial Holdings Inc. (NASDAQ:LPLA). Highland Mgmt Lp has invested 0.6% in LPL Financial Holdings Inc. (NASDAQ:LPLA). Parametric Assoc Ltd Co reported 0.03% stake. Employees Retirement System Of Ohio holds 0.01% of its capital in LPL Financial Holdings Inc. (NASDAQ:LPLA) for 36,291 shs. Swiss Fincl Bank reported 156,700 shs or 0.01% of all its holdings. Eagle Asset Mngmt holds 0.02% or 56,229 shs in its capital. 295,541 are owned by Jpmorgan Chase &. Hightower Advsrs, a Illinois-based fund reported 6,908 shs. Prudential Incorporated, New Jersey-based fund reported 5,244 shs. Wells Fargo And Mn reported 482,578 shs.
LPL Financial Holdings Inc. registered $516,875 net activity with 0 insider purchases and 2 sales since May 11, 2018. Kalbaugh John Andrew had sold 1,627 shs worth $114,215 on Thursday, June 14.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Ratings Coverage
In total 5 analysts cover LPL Financial (NASDAQ:LPLA). “Buy” rating has 2, “Sell” are 0, while 3 are “Hold”. (NASDAQ:LPLA) has 40% bullish analysts. 6 are the (NASDAQ:LPLA)’s ratings reports on 10 Nov 2018 according to StockzIntelligence Inc. On Thursday, July 12 the stock of LPL Financial Holdings Inc. (NASDAQ:LPLA) earned “Equal-Weight” rating by Morgan Stanley. In Friday, October 26 report Credit Suisse maintained the stock with “Outperform” rating. On Tuesday, October 30 the firm has “Buy” rating by Citigroup given. On Wednesday, May 16 the firm has “Hold” rating given by Goldman Sachs. The stock rating was maintained by Wells Fargo with “Market Perform” on Friday, July 27. On Wednesday, May 30 the firm has “Equal-Weight” rating by Morgan Stanley given.
A couple more LPL Financial Holdings Inc. (NASDAQ:LPLA) news were published by: Globenewswire.com which released on November 06, 2018 “LPL Financial Welcomes Infinity Financial Partners”, also Globenewswire.com on November 08, 2018 published “LPL Financial Welcomes Financial Advisor Mary Pascarella”, the next Globenewswire.com is “LPL Financial Announces Third Quarter 2018 Results” on October 25, 2018. Seekingalpha.com has article titled “LPL Financial Holdings declares $0.25 dividend”.
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