US50212YAC84 - LPL Holdings, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Statistik Dasar

Pemilik Institusi	1 total, 1 long only, 0 short only, 0 long/short - change of 11,67% MRQ
Alokasi Portofolio Rata-rata	0.1500 % - change of -2,50% MRQ

Saham Institusi (Long)	1.137.000 (ex 13D/G) - change of -1,51MM shares -57,13% MRQ
Nilai Institusi (Long)	$ 1.133 USD ($1000)

Kepemilikan Institusi dan Pemegang Saham

LPL Holdings, Inc. (US:US50212YAC84) punya 1 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 1,137,000 saham. Pemegang saham terbesar termasuk MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAC84) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

US50212YAC84 / LPL Holdings, Inc. - 4.625% 2027-11-15 Institutional Ownership

Pengajuan 13F dan NPORT

Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.

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Tanggal berlaku :

Tanggal Berkas	Sumber	Investor	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Δ Nilai (%)
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

US50212YAC84 - LPL Holdings, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Statistik Dasar

Kepemilikan Institusi dan Pemegang Saham

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Pengajuan 13F dan NPORT