US50212YAC84 - LPL Holdings, Inc. Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază
Proprietari instituționali 1 total, 1 long only, 0 short only, 0 long/short - change of 11,67% MRQ
Alocarea medie a portofoliului 0.1500 % - change of -2,50% MRQ
Acțiuni instituționale (lung) 1.137.000 (ex 13D/G) - change of -1,51MM shares -57,13% MRQ
Valoare instituțională (lungă) $ 1.133 USD ($1000)
Proprietatea instituțională și acționarii

LPL Holdings, Inc. (US:US50212YAC84) are 1 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 1,137,000 acțiuni. Cei mai mari acționari includ MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAC84) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US50212YAC84 / LPL Holdings, Inc. - 4.625% 2027-11-15 Institutional Ownership
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Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel .

Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 115
2025-08-21 NP TLDAX - Thornburg Low Duration Income Fund Class A 997
2025-07-24 NP FAPFX - Fidelity SAI Sustainable Low Duration Income Fund 139
2025-09-25 NP AMECX - INCOME FUND OF AMERICA Class A 22.397 -0,08
2025-07-24 NP LAPLX - Lord Abbett Core Plus Bond Fund Class A 5.444 0,41
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60 0,00
2025-08-28 NP SHYAX - Simt High Yield Bond Fund Class F 566 0,53
2025-09-26 NP AOHY - Angel Oak High Yield Opportunities ETF 497 0,00
2025-09-24 NP MCSAX - MFS Commodity Strategy Fund A 1.079 -0,09
2025-05-19 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 13 0,00
2025-08-14 NP BIMIX - Baird Intermediate Bond Fund Institutional 10.771 0,60
2025-09-23 NP PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 1.990 -0,10
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 314
2025-05-29 NP TMARX - Touchstone Credit Opportunities II Fund Class A 1.586 0,70
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 214 0,47
2025-07-29 NP SGYAX - Siit High Yield Bond Fund - Class A 1.434 0,42
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 16 0,00
2025-08-27 NP JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 745 0,68
2025-08-29 NP JUCAX - Janus Henderson Absolute Return Income Opportunities Fund Class A 668 0,60
2025-09-29 NP CSTBX - Calamos Short-Term Bond Fund Class A 996 0,10
2025-04-29 NP ZTRE - F/m 3-Year Investment Grade Corporate Bond ETF Shares 363 4,32
2025-08-14 NP BSBIX - Baird Short-Term Bond Fund Institutional 20.870 0,60
2025-08-22 NP DSEEX - DoubleLine Shiller Enhanced CAPE Class I 1.629 0,62
2025-08-26 NP QAAGWX - T. Rowe Price Limited-Term Bond Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60
2025-09-25 NP MCBKX - MFS Core Bond Fund R4 43 0,00
2025-08-27 NP JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 2.608 0,77
2025-07-24 NP FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 127
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 843 8,08
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 1.144 0,70
2025-06-25 NP IHFAX - Integrity High Income Fund Class A 30 0,00
2025-09-26 NP UYLD - Angel Oak UltraShort Income ETF 298 0,00
2025-06-27 NP NISRX - American Beacon NIS Core Plus Bond Fund R6 Class 20 0,00
2025-08-25 NP VIGTX - Voya Investment Grade Credit Fund Class R6 80 0,00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 514 -7,90
2025-07-22 NP TMB - Thornburg Multi Sector Bond ETF 99 1,02
2025-08-28 NP STOT - SPDR DoubleLine Short Duration Total Return Tactical ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 340 39,34
2025-08-21 NP MXSDX - Great-West Short Duration Bond Fund Investor Class 1.137.000 -17,31 1.134 -16,87
2025-09-26 NP AOUAX - Angel Oak UltraShort Income Fund Class A 1.552 -0,06
2025-09-22 NP TSIWX - Transamerica Short-Term Bond I2 6.430 -0,14
2025-09-25 NP MFBFX - MFS Corporate Bond Fund A 12.891 -0,14
2025-09-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 109 0,00
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 50 0,00
2025-08-22 NP DSEUX - DoubleLine Shiller Enhanced International CAPE Class I 34 26,92
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 406 0,50
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.319 -15,38
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 418 0,72
2025-09-25 NP MFIOX - MFS Strategic Income Fund A 2.777 -0,14
2025-08-18 NP PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 404
2025-07-24 NP LLDYX - Lord Abbett Short Duration Income Fund Class I 12.940 0,40
2025-08-25 NP AHITX - AMERICAN HIGH INCOME TRUST Class A 8.072 0,62
2025-08-15 NP Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 376
2025-07-24 NP FSLD - Fidelity Sustainable Low Duration Bond ETF 15
2025-08-28 NP LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 189 0,53
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 119 0,00
2025-07-22 NP DLDFX - Destinations Low Duration Fixed Income Fund Class I 113 -11,72
2025-09-23 NP MDHAX - MainStay MacKay Short Duration High Yield Fund Class A 1.342 -0,15
2025-09-26 NP MSTMX - Morningstar Multi-Sector Bond Fund 43 0,00
2025-06-24 NP MHCAX - MainStay MacKay High Yield Corporate Bond Fund Class A 4.977 1,34
2025-08-27 NP GILDX - Guggenheim Limited Duration Fund A-Class 1.995 0,61
2025-09-25 NP MQLIX - MFS Limited Maturity Fund I 4.713 -0,15
2025-08-21 NP TSIAX - Thornburg Strategic Income Fund - Class A 4.502 29,26
2025-09-26 NP Nuveen Credit Strategies Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 994 -0,10
2025-08-22 NP DBLSX - DoubleLine Low Duration Bond Fund Class I 2.974 0,64
2025-09-24 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 283 0,00
2025-07-24 NP LDCAX - Lord Abbett Short Duration Core Bond Fund Class A 1.223 0,41
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 1.209 0,42
2025-09-18 NP VNLA - Janus Henderson Short Duration Income ETF 23.018 -0,13
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