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Lpl Financial Holdings Inc. (LPLA)

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Hedge Fund Holdings

Filing Period:

Last updated on March 29, 2018, 4:43 pm based on SEC 13F filings Last update: March 29, 2018, 4:43 pm

No.	Hedge Fund	Shares	Value (x$1000)	Activity	% Port
1.	Wildcat Capital Management Leonard A. Potter	208,401	$11,908		12.66%
2.	HMI Capital Mick Hellman	1,879,941	$107,420		12.41%
3.	Three Corner Global Investors Gunnar Overstrom	637,893	$36,449	-5%	10.4%
4.	SPO Advisory Corp John H. Scully	6,961,426	$397,776		8.24%
5.	BeaconLight Capital Ed Bosek	190,340	$10,876		3.99%

Insider Trading: Purchases See All

Insider	Price	Amount	Relationship	Remaining Holdings	Date	Form 4
Buchheister	$16.40	100	Officer	7,504	2016-02-12	Filing
Dinh	$20.42	4,844	Director	7,731	2016-02-29	Filing
Casady	$42.48	21,100	Officer, Director	63,871	2015-05-28	Filing
Moore	$28.42	20,000	Officer	40,000	2012-08-08	Filing
Khoury	$32.00	2,000	Officer	2,000	2012-05-11	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Relationship	Remaining Holdings	Date	Form 4
Kalbaugh	$64.76	1,398	Officer	24,318	2018-03-14	Filing
White	$65.79	4,200	Officer	25,505	2018-03-13	Filing
White	$65.34	20,800	Officer	29,705	2018-03-13	Filing
Kalbaugh	$63.16	2,397	Officer	25,716	2018-03-07	Filing
Hellman	$63.63	29,300	Director	492,390	2018-03-06	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value (x$1000)	% Port
1.	Usadvisors Wealth Management, Llc	5,350	$327	0.25%
2.	Usa Financial Portformulas Corp	17,616	$1,076	0.25%
3.	Integrated Investment Consultants, Llc	2,050	$125	0.04%
4.	Raymond James Trust N.a.	9,014	$551	0.03%
5.	Eqis Capital Management, Inc.	7,768	$474	0.02%

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