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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。

2022 年第 3 季與 2022 年第 2 季比較

持有 LPL Financial Holdings Inc. 的機構從 2022 年第 2 季到 2022 年第 3 季的變化。

2022 年第 3 季全部持有人2022 年第 2 季全部持有人

LPLA 的 13F 持有人:2022 年第 2 季與 2022 年第 3 季比較
項目2022 年第 2 季其中尚未申報 2022 年第 3 季2022 年第 3 季變化
持有家數5345583+54
股數8,176 萬7,9567,872 萬−302.6 萬 (−3.7%)
市值$150.9 億$145.3 萬$172.0 億+$21.1 億 (+14.0%)

5 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(93 家)

2022 年第 3 季季末持有 LPL Financial Holdings Inc.、2022 年第 2 季季末沒有持有的機構。

2022 年第 3 季新進 LPLA 的機構
機構股數市值佔組合 %
Capital World Investors504,494$1.10 億0.02%
Jacobs Levy Equity Management, Inc145,194$3,172 萬0.25%
Qube Research & Technologies Ltd127,073$2,776 萬0.18%
National Pension Service119,100$2,578 萬0.05%
Virginia Retirement Systems Et Al93,800$2,049 萬0.23%
ExodusPoint Capital Management, LP79,172$1,730 萬0.24%
Avalon Investment & Advisory76,797$1,678 萬0.52%
GCM Grosvenor Holdings, LLC41,000$895.8 萬2.12%
Buckingham Strategic Partners26,781$585.1 萬0.35%
Cannon Global Investment Management, LLC26,500$579.0 萬9.35%
Schonfeld Strategic Advisors LLC25,036$547.1 萬0.05%
Alberta Investment Management Corp24,100$526.5 萬0.04%
Susquehanna Fundamental Investments, LLC22,210$485.2 萬0.08%
Candriam Luxembourg S.C.A.20,283$443.2 萬0.03%
Public Sector Pension Investment Board19,127$417.9 萬0.04%
EFG Asset Management (North America) Corp.16,726$365.2 萬0.84%
Tredje AP-fonden15,711$343.3 萬0.07%
Boothbay Fund Management, LLC15,604$340.9 萬0.12%
BI Asset Management Fondsmaeglerselskab A/S15,248$333.1 萬0.17%
Banco Bilbao Vizcaya Argentaria, S.A.15,094$329.8 萬0.05%
Formuepleje A/S14,522$317.3 萬0.26%
Empowered Funds, LLC14,122$308.5 萬0.30%
DnB Asset Management AS13,164$287.6 萬0.02%
Gyon Technologies Capital Management, LP12,875$281.3 萬0.88%
NWK Group, Inc.12,584$274.9 萬2.13%
Dark Forest Capital Management LP11,908$260.2 萬0.47%
Alcosta Capital Management, Inc.11,190$244.5 萬2.40%
Crestline Management, LP10,000$218.5 萬0.30%
Strategic Global Advisors, LLC9,149$199.9 萬0.33%
Fifth Lane Capital, LP9,059$197.9 萬1.12%
Flynn Zito Capital Management, LLC8,912$194.7 萬1.93%
EFG Asset Management (Americas) Corp.8,768$191.6 萬0.48%
Arrowstreet Capital, Limited Partnership8,052$175.9 萬0.00%
Mariner, LLC7,368$160.9 萬0.01%
Toroso Investments, LLC6,394$139.7 萬0.06%
Redhawk Wealth Advisors, Inc.5,386$117.7 萬0.50%
Cumberland Partners Ltd4,500$98.3 萬0.10%
Campbell & CO Investment Adviser LLC3,820$83.5 萬0.19%
XTX Topco Ltd3,409$74.5 萬0.18%
Connor, Clark & Lunn Investment Management Ltd.3,240$70.8 萬0.00%
Coastal Investment Advisors, Inc.3,197$69.8 萬0.18%
Cambridge Investment Research Advisors, Inc.2,912$63.6 萬0.00%
JSF Financial, LLC2,734$59.7 萬0.23%
Jefferies Group LLC2,705$59.1 萬0.02%
Ascent Group, LLC2,236$57.2 萬0.07%
Abner Herrman & Brock LLC2,475$54.1 萬0.10%
Change Path, LLC2,404$52.5 萬0.03%
Fox Run Management, L.L.C.2,326$50.8 萬0.20%
New York State Teachers Retirement System2,300$50.3 萬0.00%
Edgestream Partners, L.P.1,920$41.9 萬0.03%
Virtu Financial LLC1,911$41.7 萬0.04%
AXA S.A.1,745$38.1 萬0.00%
Thrivent Financial for Lutherans1,574$34.1 萬0.00%
Quantamental Technologies LLC1,493$32.6 萬0.13%
HMS Capital Management, LLC1,469$32.1 萬0.19%
Thrive Wealth Management, LLC1,341$29.3 萬0.10%
Vontobel Holding Ltd.1,329$29.0 萬0.00%
Convergence Investment Partners, LLC1,319$28.8 萬0.19%
M&G Investment Management Ltd1,238$27.0 萬0.00%
Brookstone Capital Management1,056$25.4 萬0.01%
Graham Capital Management, L.P.1,103$24.0 萬0.01%
MJP Associates Inc1,010$22.1 萬0.07%
ACT Advisors, LLC.1,002$21.9 萬0.15%
Forum Financial Management, LP1,004$21.9 萬0.01%
Ergoteles LLC993$21.7 萬0.01%
Elgethun Capital Management958$20.9 萬0.08%
Gladstone Institutional Advisory LLC953$20.8 萬0.02%
Zacks Investment Management930$20.3 萬0.00%
Checchi Capital Advisers, LLC929$20.3 萬0.02%
Koshinski Asset Management, Inc.929$20.3 萬0.02%
Ossiam763$16.7 萬0.00%
Wipfli Financial Advisors LLC,530$11.6 萬0.01%
Counterpoint Mutual Funds LLC500$10.9 萬0.27%
Selective Wealth Management, Inc.500$10.9 萬0.05%
Financial Management Professionals, Inc.446$9.70 萬0.02%
Alta Advisers Ltd300$6.60 萬0.04%
Fred Alger Management, LLC200$4.40 萬0.00%
West Oak Capital, LLC75$1.60 萬0.01%
Leonteq Securities AG55$1.20 萬0.00%
Bogart Wealth, LLC57$1.20 萬0.00%
Trust Co of Vermont33$7,0000.00%
Ten Capital Wealth Advisors, LLC32$7,0000.00%
Almanack Investment Partners, LLC.28$6,0000.00%
TD Ameritrade Investment Management, LLC24$5,0000.00%
Center for Financial Planning, Inc.22$5,0000.00%
Altshuler Shaham Ltd19$4,0000.00%
Cribstone Capital Management, LLC12$3,0000.00%
Rosenberg Matthew Hamilton12$3,0000.00%
SJS Investment Consulting Inc.13$3,0000.00%
Capital Advisors, Ltd. LLC9$2,0000.00%
Stonebridge Capital Advisors LLC8$2,0000.00%
Householder Group Estate & Retirement Specialist, LLC9$1,0000.00%
Larson Financial Group LLC1$00.00%

清倉機構(39 家)

2022 年第 2 季季末持有 LPL Financial Holdings Inc.、2022 年第 3 季有申報但已經沒有持有的機構。

2022 年第 3 季清倉 LPLA 的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Maverick Capital Ltd大師Maverick 資本201,371$3,715 萬
Hudson Bay Capital Management LP40,000$737.9 萬
Distillate Capital Partners LLC33,826$624.0 萬
Vident Investment Advisory, LLC33,822$623.9 萬
Rafferty Asset Management, LLC25,285$466.5 萬
Renaissance Technologies LLC24,200$446.4 萬
Capital Fund Management S.A.19,103$352.4 萬
Impax Asset Management Group plc13,245$244.3 萬
Gillson Capital LP10,890$200.9 萬
Point72 Asset Management, L.P.10,800$199.2 萬
Parallax Volatility Advisers, L.P.10,653$196.5 萬
Tudor Investment Corp Et Al9,034$166.7 萬
Boston Private Wealth LLC6,303$116.3 萬
Cordatus Wealth Management LLC6,123$113.0 萬
Maryland State Retirement & Pension System6,006$110.8 萬
Walleye Trading LLC5,276$97.3 萬
Cinctive Capital Management LP4,824$89.0 萬
Alps Advisors Inc3,750$69.2 萬
Twin Tree Management, LP3,516$64.9 萬
Brasada Capital Management, LP3,500$64.6 萬
Wolverine Trading, LLC3,406$63.5 萬
Wesbanco Bank Inc3,419$63.1 萬
Jump Financial, LLC2,917$53.8 萬
Exchange Traded Concepts, LLC2,623$48.4 萬
HighTower Trust Services, LTA3,936$34.0 萬
Natixis Investment Managers International1,590$29.3 萬
EP Wealth Advisors, LLC1,197$22.1 萬
Blueshift Asset Management, LLC1,163$21.5 萬
Venture Visionary Partners LLC619$11.4 萬
CoreCap Advisors, LLC295$5.40 萬
Rock Creek Group, LP286$5.30 萬
Northern Oak Wealth Management Inc186$3.40 萬
Better Money Decisions, LLC179$3.30 萬
Steward Financial Group LLC175$3.20 萬
Manchester Capital Management LLC94$1.70 萬
State of Wyoming76$1.40 萬
Farmers & Merchants Investments Inc49$9,000
HHM Wealth Advisors, LLC32$6,000
Concord Wealth Partners24$4,000

尚未申報 2022 年第 3 季的機構(5 家)

2022 年第 2 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2022 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 2 季持有 LPLA、尚未申報 2022 年第 3 季的機構
機構2022 年第 2 季股數2022 年第 2 季市值
Intersect Capital LLC3,603$66.5 萬
HighPoint Advisor Group LLC2,805$49.5 萬
Private Capital Group, LLC1,313$24.2 萬
Quintet Private Bank (Europe) S.A.214$4.66 萬
Urban Wealth Management, LLC21$4,000