US50212YAD67 - 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 -11,88% MRQ
Alocarea medie a portofoliului	0.1896 % - change of 1,34% MRQ

Acțiuni instituționale (lung)	235.000 (ex 13D/G) - change of -0,60MM shares -71,72% MRQ
Valoare instituțională (lungă)	$ 228 USD ($1000)

Proprietatea instituțională și acționarii

LPL Holdings Inc (US:US50212YAD67) 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 235,000 acțiuni. Cei mai mari acționari includ MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class .

LPL Holdings Inc (US50212YAD67) 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%.

US50212YAD67 / LPL Holdings Inc - 4.0% 2029-03-15 Institutional Ownership

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 Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-07-24	NP	LAPLX - Lord Abbett Core Plus Bond Fund Class A			11.546	0,35
2025-05-29	NP	ASDVX - Short Duration Strategic Income Fund Investor Class This fund is a listed as child fund of American Century Companies 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			1.610	1,00
2025-08-19	NP	STXT - Strive Total Return Bond ETF			194	1,57
2025-09-25	NP	MQLIX - MFS Limited Maturity Fund I			7.260	0,72
2025-09-26	NP	RGCYX - Opportunistic Credit Fund Class Y			186	1,09
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			1.621	0,93
2025-08-27	NP	CLDIX - Calvert Long-Term Income Fund Class I			1.641	-33,72
2025-07-25	NP	MGBAX - MFS Global Bond Fund A			1.006	-28,65
2025-08-21	NP	THCSX - Thornburg Core Plus Bond Fund Class R6			651	126,83
2025-08-28	NP	LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC			1.254	1,37
2025-09-24	NP	MBBB - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF			24	0,00
2025-08-25	NP	Core Bond Portfolio - Core Bond Portfolio			792	-33,75
2025-07-24	NP	LLDYX - Lord Abbett Short Duration Income Fund Class I			84.777	0,34
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			72	1,41
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional			33.898	1,43
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			5.877	11,50
2025-08-15	NP	Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund			653	1,24
2025-07-25	NP	MFSB - MFS Active Core Plus Bond ETF			75	1,35
2025-08-28	NP	LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A			21.065	1,41
2025-09-24	NP	MCSAX - MFS Commodity Strategy Fund A			1.659	0,73
2025-08-27	NP	Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio			120	1,69
2025-07-24	NP	LTRAX - Lord Abbett Total Return Fund Class A			8.388	0,35
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class			4.425	1,42
2025-08-29	NP	MAGG - Madison Aggregate Bond ETF			267	1,52
2025-08-29	NP	JAFIX - Janus Henderson Flexible Bond Fund Class T			1.054	1,44
2025-08-28	NP	LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC			164	1,86
2025-08-29	NP	JAFLX - Janus Henderson Flexible Bond Portfolio Service Shares			243	1,26
2025-06-25	NP	IHFAX - Integrity High Income Fund Class A			53	0,00
2025-08-27	NP	GIOAX - Guggenheim Macro Opportunities Fund A-Class			14.365	1,43
2025-08-27	NP	EBABX - Eaton Vance Core Plus Bond Fund Class A			4.820	-33,70
2025-04-18	NP	MUSI - American Century Multisector Income ETF This fund is a listed as child fund of American Century Companies 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			422	0,72
2025-08-27	NP	CSDAX - Calvert Short Duration Income Fund Class A			6.525	1,40
2025-07-30	NP	FIWGX - Strategic Advisers Fidelity Core Income Fund This fund is a listed as child fund of Fmr 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			1.145	-30,58
2025-09-24	NP	Mfs Multimarket Income Trust			634	4,62
2025-09-25	NP	MFWTX - MFS Global Total Return Fund A			848	25,44
2025-08-25	NP	CUBAX - Calvert Absolute Return Bond Fund CLASS A			981	-33,72
2025-08-27	NP	CSIBX - Calvert Bond Fund Class A			4.924	-33,69
2025-07-30	NP	APCB - ActivePassive Core Bond ETF			5	0,00
2025-07-23	NP	Western Asset Investment Grade Defined Opportunity Trust Inc.			192	0,52
2025-05-29	NP	ASIHX - Strategic Income Fund C Class This fund is a listed as child fund of American Century Companies 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			235	0,86
2025-08-27	NP	CFICX - Calvert Income Fund Class A			2.046	-33,70
2025-08-21	NP	THIBX - Thornburg High Income Bond Managed Account Fund Class SMA			34	3,03
2025-08-28	NP	LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC			1.046	1,36
2025-09-26	NP	CARY - Angel Oak Income ETF			194	0,52
2025-08-14	NP	BIMIX - Baird Intermediate Bond Fund Institutional			20.714	1,42
2025-09-22	NP	IDITX - Transamerica Bond (formerly Transamerica Flexible Income) A			2.847	0,78
2025-08-25	NP	MIAVX - American Funds Multi-Sector Income Fund Class T This fund is a listed as child fund of Capital World Investors 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			12.530	1,40
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial			2.998	-5,52
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class			400	-0,50
2025-08-29	NP	PFIIX - PIMCO Low Duration Income Fund Institutional			4.858
2025-09-19	NP	MBOAX - Madison Core Bond Fund Core Bond Fund Class A			339	0,89
2025-08-21	NP	MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class	235.000	0,00	228	1,33
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class			820	-6,61
2025-08-27	NP	CSIFX - Calvert Balanced Fund Class A			657	-33,80
2025-08-21	NP	TSIAX - Thornburg Strategic Income Fund - Class A			18.929	16,79
2025-08-25	NP	CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I			221	-33,73
2025-08-22	NP	Morgan Stanley ETF Trust - Eaton Vance Short Duration Income ETF			1.376	135,45
2025-09-25	NP	AMECX - INCOME FUND OF AMERICA Class A			18.541	0,70
2025-07-29	NP	Guggenheim Strategic Opportunities Fund			4.013	0,38
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			41	0,00
2025-06-25	NP	SDSAX - Western Asset Income Fund Class A			703	-59,67
2025-09-26	NP	SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1			2.073	0,73
2025-09-25	NP	MFIOX - MFS Strategic Income Fund A			7.077	0,71
2025-08-27	NP	Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A			2.535	-11,76
2025-08-27	NP	GIBAX - Guggenheim Total Return Bond Fund A-Class			14.821	1,43
2025-07-30	NP	FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr 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			428	0,47
2025-08-20	NP	CGMS - Capital Group U.S. Multi-Sector Income ETF Share Class			374	1,63
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			271	-8,75
2025-08-11	NP	Six Circles Trust - Six Circles Credit Opportunities Fund			579	1,40
2025-08-27	NP	MAHIX - Litman Gregory Masters High Income Alternatives Fund Institutional Class			146	1,40
2025-07-24	NP	Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund This fund is a listed as child fund of Fmr 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			683	0,29
2025-08-27	NP	GILDX - Guggenheim Limited Duration Fund A-Class			4.323	1,41
2025-08-29	NP	MSTI - Madison Short-Term Strategic Income ETF			1.117	1,45
2025-05-19	NP	ULTRA SERIES FUND - High Income Fund Class I			215	0,94
2025-07-25	NP	Mfs Charter Income Trust			77	-29,63
2025-04-18	NP	SDSI - American Century Short Duration Strategic Income ETF			201	1,01
2025-08-22	NP	EVTR - Eaton Vance Total Return Bond ETF			1.927	-25,58
2025-07-24	NP	LIFAX - Lord Abbett Inflation Focused Fund Class A			1.422	0,35
2025-05-19	NP	MOFTX - Mercer Opportunistic Fixed Income Fund Class I			747	0,95
2025-08-19	NP	RIFDX - Strategic Bond Fund			1.097	1,29
2025-06-26	NP	FHIFX - Fidelity Focused High Income Fund			1.463	1,53
2025-08-25	NP	AHITX - AMERICAN HIGH INCOME TRUST Class A			6.423	1,41
2025-09-17	NP	NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6			887	0,80
2025-09-26	NP	RFBSX - Short Duration Bond Fund Class S			755	1,07
2025-07-28	NP	KORP - American Century Diversified Corporate Bond ETF This fund is a listed as child fund of American Century Companies 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			1.568	55,09
2025-05-30	NP	PDIIX - PIMCO Diversified Income Fund Institutional			1.327	1,07
2025-09-25	NP	MRBFX - MFS Total Return Bond Fund A			21.033	0,71
2025-08-27	NP	Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A			169	1,81
2025-07-22	NP	TPLS - Thornburg Core Plus Bond ETF			34	0,00

US50212YAD67 - LPL Holdings Inc Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietatea instituțională și acționarii

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Depuneri 13F și NPORT