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LPL Financial Holdings Inc.

LPLA
交易所
Nasdaq
產業
Security & Commodity Brokers, Dealers, Exchanges & Services
SEC CIK
0001397911

近 90 天,LPL Financial Holdings Inc. 內部人申報 0 筆公開市場買進、4 筆賣出;2026 年第 2 季末有 768 家機構在 13F 申報持有,市值合計 $233.4 億;孤松資本和馬克爾集團兩位大師持有。

2021 年第 2 季與 2021 年第 1 季比較

持有 LPL Financial Holdings Inc. 的機構從 2021 年第 1 季到 2021 年第 2 季的變化。

2021 年第 2 季全部持有人2021 年第 1 季全部持有人

LPLA 的 13F 持有人:2021 年第 1 季與 2021 年第 2 季比較
項目2021 年第 1 季其中尚未申報 2021 年第 2 季2021 年第 2 季變化
持有家數3983419+24
股數7,754 萬52.6 萬7,602 萬−98.8 萬 (−1.3%)
市值$110.2 億$7,476 萬$102.6 億−$6.85 億 (−6.3%)

3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(63 家)

2021 年第 2 季季末持有 LPL Financial Holdings Inc.、2021 年第 1 季季末沒有持有的機構。

2021 年第 2 季新進 LPLA 的機構
機構股數市值佔組合 %
Artisan Partners Limited Partnership1,086,454$1.47 億0.18%
Balyasny Asset Management LLC385,929$5,209 萬0.29%
Chiron Investment Management, LLC224,384$3,029 萬3.65%
Assenagon Asset Management S.A.205,598$2,775 萬0.12%
Renaissance Technologies LLC63,254$853.8 萬0.01%
Qube Research & Technologies Ltd46,043$621.5 萬0.08%
Thrivent Financial for Lutherans40,236$543.1 萬0.01%
Healthcare of Ontario Pension Plan Trust Fund20,149$272.0 萬0.01%
Quadrature Capital Ltd14,738$198.9 萬0.08%
Magnetar Financial LLC11,761$158.7 萬0.02%
Dynamic Technology Lab Private Ltd11,570$156.1 萬0.16%
Picton Mahoney Asset Management10,215$137.8 萬0.05%
Edgestream Partners, L.P.9,459$127.7 萬0.08%
Xponance, Inc.9,230$124.6 萬0.02%
Cipher Capital LP9,106$122.9 萬0.68%
Pearl River Capital, LLC8,602$116.1 萬0.32%
Campbell & CO Investment Adviser LLC7,080$95.6 萬0.41%
Teza Capital Management LLC6,912$93.3 萬0.15%
PDT Partners, LLC6,900$93.1 萬0.06%
Sumitomo Life Insurance Co6,516$88.0 萬0.03%
Point72 Hong Kong Ltd6,324$85.4 萬0.06%
Centiva Capital, LP5,884$79.4 萬0.06%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,574$75.2 萬0.00%
Twinbeech Capital LP5,518$74.5 萬0.09%
Prelude Capital Management, LLC5,377$72.6 萬0.04%
Quantbot Technologies LP5,248$70.8 萬0.06%
Asset Management One Co.,Ltd.5,214$70.3 萬0.00%
Blueshift Asset Management, LLC5,119$69.1 萬0.04%
Sciencast Management LP4,737$64.7 萬0.14%
Oppenheimer Asset Management Inc.4,708$63.5 萬0.01%
XTX Topco Ltd4,708$63.5 萬0.21%
FORA Capital, LLC4,058$54.8 萬0.10%
Trexquant Investment LP3,434$46.4 萬0.04%
Quantamental Technologies LLC3,402$45.9 萬0.41%
Boothbay Fund Management, LLC3,032$40.9 萬0.02%
Capula Management Ltd2,676$36.1 萬0.07%
Glenview Trust Co2,591$35.0 萬0.01%
Cetera Advisor Networks LLC2,174$29.3 萬0.00%
Alps Advisors Inc2,155$29.1 萬0.00%
Parallax Volatility Advisers, L.P.2,091$28.2 萬0.00%
Quantitative Investment Management, LLC2,007$27.0 萬0.02%
Moneta Group Investment Advisors LLC1,919$25.9 萬0.01%
Park Avenue Securities LLC1,614$21.8 萬0.00%
Ethic Inc.1,577$21.3 萬0.03%
Creative Planning1,017$13.7 萬0.00%
Schroder Investment Management Group976$13.2 萬0.00%
Canada Pension Plan Investment Board785$10.6 萬0.00%
GW&K Investment Management, LLC700$9.40 萬0.00%
State of Wyoming678$9.20 萬0.06%
Sandy Spring Bank481$6.50 萬0.00%
Dark Forest Capital Management LP476$6.40 萬0.03%
Exos Asset Management LLC393$5.30 萬0.03%
Meeder Asset Management Inc209$2.80 萬0.00%
Benjamin Edwards Inc161$2.20 萬0.02%
Solstein Capital, LLC65$9,0000.01%
Manchester Capital Management LLC61$8,0000.00%
Castleview Partners, LLC62$8,0000.00%
Liberty Wealth Management LLC19$3,0000.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP14$2,0000.00%
Massmutual Trust Co FSB12$2,0000.00%
Lee Financial Co13$2,0000.00%
CX Institutional12$2,0000.00%
Pacifica Partners Inc.14$2,0000.00%

清倉機構(39 家)

2021 年第 1 季季末持有 LPL Financial Holdings Inc.、2021 年第 2 季有申報但已經沒有持有的機構。

2021 年第 2 季清倉 LPLA 的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Mackay Shields LLC70,393$1,001 萬
Hudson Bay Capital Management LP70,000$995.1 萬
Tudor Investment Corp Et Al22,444$319.1 萬
EAM Investors, LLC21,179$301.1 萬
Brookfield Asset Management Inc.19,371$275.4 萬
Itau Unibanco Holding S.A.14,300$203.3 萬
Castellan Group, LLC12,420$176.6 萬
Symphony Financial, Ltd. Co.10,610$152.3 萬
Lee Capital Holdings LLC7,415$105.4 萬
HN Saltoro Capital, LP5,400$76.8 萬
Virtu Financial LLC3,863$54.9 萬
Walleye Trading LLC3,328$47.3 萬
Acadian Asset Management LLC3,146$44.8 萬
First Midwest Bank Trust Division2,642$37.6 萬
HRT Financial LP2,615$37.1 萬
Caxton Associates LP2,078$29.5 萬
Martingale Asset Management L P1,825$26.0 萬
BTC Capital Management, Inc.1,653$23.4 萬
State of Alaska, Department of Revenue1,556$22.1 萬
Great Diamond Partners, LLC1,470$20.8 萬
Dorsey & Whitney Trust CO LLC1,443$20.5 萬
Sanchez Wealth Management Group1,420$20.2 萬
Wealth Alliance1,408$20.0 萬
USA Financial Portformulas Corp825$11.7 萬
Belpointe Asset Management LLC700$10.0 萬
Wolverine Asset Management LLC389$5.50 萬
Skandinaviska Enskilda Banken AB (publ)300$4.30 萬
Eudaimonia Partners, LLC300$4.30 萬
Ameritas Investment Company, LLC201$2.86 萬
Manchester Financial Inc131$1.90 萬
Center for Financial Planning, Inc.78$1.10 萬
Valeo Financial Advisors, LLC68$1.00 萬
Wealthcare Advisory Partners LLC50$7,000
Total Clarity Wealth Management, Inc.50$7,000
Assetmark, Inc40$6,000
Stuart Chaussee & Associates, Inc.19$3,000
Clearstead Advisors, LLC13$2,000
Meridian Wealth Partners, LLC4$1,000
Carroll Financial Associates, Inc.4$0

尚未申報 2021 年第 2 季的機構(3 家)

2021 年第 1 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2021 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 1 季持有 LPLA、尚未申報 2021 年第 2 季的機構
機構2021 年第 1 季股數2021 年第 1 季市值
Waddell & Reed Financial Inc506,410$7,199 萬
Bokf, NA18,469$262.5 萬
Sullivan, Bruyette, Speros & Blaney, LLC1,017$14.5 萬