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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 3 季與 2021 年第 2 季比較

持有 LPL Financial Holdings Inc. 的機構從 2021 年第 2 季到 2021 年第 3 季的變化。

2021 年第 3 季全部持有人2021 年第 2 季全部持有人

LPLA 的 13F 持有人:2021 年第 2 季與 2021 年第 3 季比較
項目2021 年第 2 季其中尚未申報 2021 年第 3 季2021 年第 3 季變化
持有家數4195423+9
股數7,602 萬1.51 萬7,693 萬+92.4 萬 (+1.2%)
市值$102.6 億$204.1 萬$120.6 億+$18.0 億 (+17.5%)

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

新進機構(57 家)

2021 年第 3 季季末持有 LPL Financial Holdings Inc.、2021 年第 2 季季末沒有持有的機構。

2021 年第 3 季新進 LPLA 的機構
機構股數市值佔組合 %
LMR Partners LLP187,242$2,935 萬0.41%
Cramer Rosenthal McGlynn LLC168,769$2,646 萬0.90%
New York State Teachers Retirement System75,563$1,185 萬0.03%
CastleArk Alternatives, LLC64,060$1,004 萬0.38%
Gillson Capital LP61,084$957.6 萬0.70%
Icon Advisers Inc48,400$758.7 萬1.29%
HRT Financial LP46,486$728.7 萬0.04%
Community Trust & Investment Co41,326$647.8 萬0.54%
Vident Investment Advisory, LLC21,866$342.8 萬0.10%
Distillate Capital Partners LLC21,866$342.7 萬0.91%
Bokf, NA19,405$304.2 萬0.05%
Sovarnum Capital L.P.15,000$235.1 萬2.22%
Maven Securities LTD13,400$210.1 萬0.24%
Algert Global LLC11,640$182.5 萬0.24%
Atria Investments LLC9,687$151.9 萬0.03%
Verition Fund Management LLC8,572$134.4 萬0.02%
Phoenix Holdings Ltd.7,145$113.4 萬0.02%
Pictet Asset Management SA5,400$84.7 萬0.00%
Old Mission Capital LLC5,096$79.9 萬0.04%
Crestline Management, LP5,044$79.1 萬0.08%
Jefferies Group LLC4,310$67.6 萬0.02%
JustInvest LLC3,564$55.9 萬0.05%
Toth Financial Advisory Corp3,450$54.1 萬0.08%
O'Shares Investment Advisers, LLC3,294$51.6 萬0.04%
Walleye Capital LLC2,936$46.0 萬0.01%
L & S Advisors Inc2,200$34.5 萬0.04%
TownSquare Capital, LLC2,147$33.7 萬0.01%
Moody Lynn & Lieberson, LLC2,000$31.4 萬0.02%
Alphasimplex Group, LLC2,002$31.4 萬0.26%
Cornerstone Investment Partners, LLC1,832$28.7 萬0.02%
Pennsylvania Capital Management Inc1,572$27.5 萬0.12%
JT Stratford LLC1,684$26.4 萬0.08%
Davenport & Co LLC1,680$26.3 萬0.00%
One Wealth Advisors, LLC1,549$24.3 萬0.07%
Riverpoint Wealth Management Holdings, LLC1,532$24.0 萬0.08%
Sanchez Wealth Management Group1,495$23.4 萬0.11%
Wealth Alliance1,475$23.1 萬0.05%
Great Diamond Partners, LLC1,443$22.6 萬0.06%
Legacy Wealth Planning, LLC1,431$22.4 萬0.25%
Symmetry Partners, LLC1,324$21.5 萬0.01%
Sumitomo Mitsui Trust Holdings, Inc.1,321$20.7 萬0.00%
Park National Corp1,286$20.2 萬0.01%
Apollon Wealth Management, LLC1,276$20.0 萬0.03%
Leonteq Securities AG1,034$16.2 萬0.01%
Belpointe Asset Management LLC766$12.0 萬0.01%
Koshinski Asset Management, Inc.419$6.57 萬0.01%
Acadian Asset Management LLC204$3.10 萬0.00%
Guidance Point Advisors, LLC75$1.10 萬0.00%
D'Orazio & Associates, Inc.56$9,0000.00%
Total Clarity Wealth Management, Inc.50$8,0000.00%
Consolidated Planning Corp43$7,0000.00%
Walleye Trading LLC37$6,0000.00%
NVWM, LLC29$5,0000.00%
Bell Investment Advisors, Inc31$5,0000.00%
Meridian Wealth Partners, LLC9$2,0000.00%
Cordant, Inc.11$2,0000.00%
Gerber Kawasaki Wealth & Investment Management2––

清倉機構(48 家)

2021 年第 2 季季末持有 LPL Financial Holdings Inc.、2021 年第 3 季有申報但已經沒有持有的機構。

2021 年第 3 季清倉 LPLA 的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Balyasny Asset Management LLC385,929$5,209 萬
Jacobs Levy Equity Management, Inc141,614$1,912 萬
Jupiter Asset Management Ltd101,097$1,365 萬
SPX Equities Gestao de Recursos Ltda100,350$1,355 萬
Paloma Partners Management Co49,392$666.7 萬
Qube Research & Technologies Ltd46,043$621.5 萬
Nomura Asset Management Co Ltd35,244$475.7 萬
York Capital Management Global Advisors, LLC28,819$389.0 萬
APG Asset Management N.V.26,013$296.1 萬
BI Asset Management Fondsmaeglerselskab A/S21,418$289.1 萬
Healthcare of Ontario Pension Plan Trust Fund20,149$272.0 萬
AXA S.A.19,000$256.5 萬
Quadrature Capital Ltd14,738$198.9 萬
Donoghue Forlines LLC12,251$165.4 萬
Magnetar Financial LLC11,761$158.7 萬
Dynamic Technology Lab Private Ltd11,570$156.1 萬
Campbell & CO Investment Adviser LLC7,080$95.6 萬
Teza Capital Management LLC6,912$93.3 萬
PDT Partners, LLC6,900$93.1 萬
Point72 Hong Kong Ltd6,324$85.4 萬
Centiva Capital, LP5,884$79.4 萬
SummerHaven Investment Management, LLC5,559$75.0 萬
Twinbeech Capital LP5,518$74.5 萬
Kemnay Advisory Services Inc.5,486$74.1 萬
Prelude Capital Management, LLC5,377$72.6 萬
Quantbot Technologies LP5,248$70.8 萬
Blueshift Asset Management, LLC5,119$69.1 萬
Sciencast Management LP4,737$64.7 萬
Echo Street Capital Management LLC4,062$54.8 萬
Trexquant Investment LP3,434$46.4 萬
Quantamental Technologies LLC3,402$45.9 萬
Boothbay Fund Management, LLC3,032$40.9 萬
NorthCoast Asset Management LLC2,683$36.2 萬
Capula Management Ltd2,676$36.1 萬
Winton Group Ltd2,135$28.8 萬
Qtron Investments LLC2,127$28.7 萬
Gotham Asset Management, LLC1,925$26.0 萬
Ensign Peak Advisors, Inc1,695$22.9 萬
Creative Planning1,017$13.7 萬
Twin Tree Management, LP855$11.5 萬
Exos Asset Management LLC393$5.30 萬
FourThought Financial, LLC124$1.60 萬
Solstein Capital, LLC65$9,000
Reilly Financial Advisors, LLC27$4,000
Loring Wolcott & Coolidge Fiduciary Advisors LLP14$2,000
CX Institutional12$2,000
Group One Trading, L.P.5$1,000
Patriot Financial Group Insurance Agency, LLC6$1,000

尚未申報 2021 年第 3 季的機構(5 家)

2021 年第 2 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2021 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 2 季持有 LPLA、尚未申報 2021 年第 3 季的機構
機構2021 年第 2 季股數2021 年第 2 季市值
Cipher Capital LP9,106$122.9 萬
Pictet Asset Management Ltd5,400$72.9 萬
CWM, LLC486$6.60 萬
First Horizon Corp72$9,000
Castleview Partners, LLC62$8,000