US50212YAD67 - 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 -11,88% MRQ
Alokasi Portofolio Rata-rata 0.1896 % - change of 1,34% MRQ
Saham Institusi (Long) 235.000 (ex 13D/G) - change of -0,60MM shares -71,72% MRQ
Nilai Institusi (Long) $ 228 USD ($1000)
Kepemilikan Institusi dan Pemegang Saham

LPL Holdings Inc (US:US50212YAD67) 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 235,000 saham. Pemegang saham terbesar termasuk MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class .

LPL Holdings Inc (US50212YAD67) 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%.

US50212YAD67 / LPL Holdings Inc - 4.0% 2029-03-15 Institutional Ownership
AI+ Ask Fintel’s AI assistant about LPL Holdings Inc.
Thinking of good questions…
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.

Upgrade untuk membuka data premium dan mengekspor ke Excel .

Tanggal Berkas Sumber Investor Jenis Harga Rata-rata
(Perkiraan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Δ Nilai
(%)		 Alokasi Portofolio
(%)
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
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center