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BlackRock Institutional Trust’s LPL Financial LPLA Stock Holding History

BlackRock Institutional Trust’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$75.6M Buy
2,148,255
+131,682
+7% +$4.6M 0.01% 1089
2016
Q3 		$60.3M Sell
2,016,573
-12,495
-0.6% -$338K 0.01% 1160
2016
Q2 		$45.7M Buy
2,029,068
+21,811
+1% +$548K 0.01% 1287
2016
Q1 		$49.8M Sell
2,007,257
-56,227
-3% -$1.52M 0.01% 1227
2015
Q4 		$88M Sell
2,063,484
-141,028
-6% -$6.01M 0.01% 902
2015
Q3 		$87.7M Buy
2,204,512
+188,061
+9% +$8.09M 0.02% 910
2015
Q2 		$93.7M Buy
2,016,451
+32,548
+2% +$1.41M 0.02% 928
2015
Q1 		$87M Buy
1,983,903
+49,705
+3% +$2.2M 0.01% 1011
2014
Q4 		$86.2M Buy
1,934,198
+4,798
+0.2% +$206K 0.01% 960
2014
Q3 		$88.8M Sell
1,929,400
-30,170
-2% -$1.45M 0.01% 919
2014
Q2 		$97.5M Buy
1,959,570
+163,511
+9% +$7.93M 0.02% 908
2014
Q1 		$94.4M Sell
1,796,059
-4,572
-0.3% -$241K 0.02% 911
2013
Q4 		$84.7M Buy
1,800,631
+522,579
+41% +$21.9M 0.02% 941
2013
Q3 		$49M Buy
1,278,052
+155,038
+14% +$5.93M 0.01% 1216
2013
Q2 		$42.4M Buy
+1,123,014
New +$40.2M 0.01% 1254

Other funds holding LPLA

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock Institutional Trust's LPLA Position: Q4 2016 in Review

BlackRock Institutional Trust increased its LPL Financial (LPLA) stake by 6.5% in Q4 2016, buying an estimated $4.6M and bringing the position to 2,148,255 shares worth $75.6M. The position accounts for 0.01% of the portfolio, ranked #1089.

BlackRock Institutional Trust first reported a position in LPLA in Q2 2013 and has held it in 15 quarters since. The position peaked at $97.5M in Q2 2014. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

  • BlackRock Institutional Trust held 2,148,255 shares of LPL Financial worth $75.6M as of Q4 2016.
  • BlackRock Institutional Trust bought 131,682 LPL Financial shares in Q4 2016, an estimated $4.6M.
  • LPL Financial made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1089 holding.
  • BlackRock Institutional Trust first reported a position in LPL Financial in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's LPL Financial position peaked at $97.5M in Q2 2014.
  • 188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.