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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 4 季與 2022 年第 3 季比較

持有 LPL Financial Holdings Inc. 的機構從 2022 年第 3 季到 2022 年第 4 季的變化。

2022 年第 4 季全部持有人2022 年第 3 季全部持有人

LPLA 的 13F 持有人：2022 年第 3 季與 2022 年第 4 季比較
項目2022 年第 3 季其中尚未申報 2022 年第 4 季2022 年第 4 季變化
持有家數58312632+61
股數7,872 萬67.4 萬7,652 萬−153.5 萬 (−2.0%)
市值$172.0 億$1.47 億$165.2 億−$5.33 億 (−3.1%)

12 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（122 家）

2022 年第 4 季季末持有 LPL Financial Holdings Inc.、2022 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 122 家。

2022 年第 4 季新進 LPLA 的機構
機構股數市值佔組合 %
GQG Partners LLC793,926$1.72 億0.46%
Agf Management Ltd440,183$9,515 萬0.69%
Voloridge Investment Management, LLC123,541$2,671 萬0.15%
Cinctive Capital Management LP76,111$1,645 萬0.85%
Twinbeech Capital LP70,089$1,515 萬0.29%
Weiss Multi-Strategy Advisers LLC48,126$1,040 萬0.30%
Massachusetts Financial Services Co44,218$955.9 萬0.00%
Point72 Asset Management, L.P.38,800$838.7 萬0.03%
Rivermont Capital Management LP34,131$737.8 萬4.67%
Coronation Fund Managers Ltd.29,112$629.3 萬0.17%
CI Private Wealth, LLC28,902$624.6 萬0.02%
Quadrature Capital Ltd26,944$582.5 萬0.17%
Squarepoint Ops LLC26,359$569.8 萬0.04%
Marshall Wace, LLP23,363$505.0 萬0.01%
Worldquant Millennium Advisors LLC20,568$444.6 萬0.10%
Weiss Asset Management LP20,000$432.3 萬0.21%
Interval Partners, LP20,000$432.3 萬0.35%
Capital Fund Management S.A.19,655$424.9 萬0.09%
Summit Global Investments19,311$417.4 萬0.35%
ING Groep NV18,900$408.6 萬0.04%
Gateway Investment Advisers LLC18,613$402.4 萬0.05%
Silvant Capital Management LLC15,470$334.4 萬0.24%
Compagnie Lombard Odier SCmA14,740$318.7 萬0.09%
Renaissance Technologies LLC13,700$296.2 萬0.00%
Engineers Gate Manager LP13,262$286.7 萬0.17%
Duality Advisers, LP13,083$282.8 萬0.32%
La Banque Postale Asset Management SA12,698$274.5 萬0.08%
Natixis11,363$245.6 萬0.01%
Bridgeway Capital Management, LLC11,290$244.1 萬0.06%
Wakefield Asset Management LLLP11,064$239.2 萬1.01%
Walleye Trading LLC9,201$198.9 萬0.05%
Laurion Capital Management LP8,000$172.9 萬0.05%
Triasima Portfolio Management inc.7,970$172.3 萬0.13%
Wealthfront Advisers LLC7,743$167.4 萬0.01%
Wesbanco Bank Inc7,323$158.3 萬0.07%
Sterling Group Wealth Management, LLC6,908$149.3 萬1.47%
Highland Capital Management, LLC6,397$138.3 萬0.10%
Connectus Wealth, LLC6,314$136.5 萬0.04%
Maryland State Retirement & Pension System6,259$135.3 萬0.04%
Investment Management Corp of Ontario6,122$132.3 萬0.06%
Thompson Siegel & Walmsley LLC6,000$129.7 萬0.02%
F/M Investments LLC5,632$121.7 萬1.47%
Pearl River Capital, LLC5,528$119.5 萬0.20%
Jefferies Financial Group Inc.5,285$114.2 萬0.02%
Hamilton Capital Partners Inc.4,748$102.6 萬0.44%
Crossmark Global Holdings, Inc.4,708$101.8 萬0.03%
Bleakley Financial Group, LLC4,526$97.8 萬0.03%
Dai-Ichi Life Insurance Company, Ltd4,297$92.9 萬0.02%
Two Sigma Investments, LP4,100$88.6 萬0.00%
Aigen Investment Management, LP3,909$84.5 萬0.12%
Cornercap Investment Counsel Inc3,809$82.3 萬0.14%
Neo Ivy Capital Management3,672$79.4 萬0.54%
Prossimo Advisors, LLC3,600$77.8 萬1.80%
Capula Management Ltd3,370$72.8 萬0.08%
Glenmede Trust Co NA3,246$70.2 萬0.00%
Algert Global LLC3,216$69.5 萬0.04%
State of Alaska, Department of Revenue3,162$68.3 萬0.01%
Versor Investments LP2,995$64.7 萬0.06%
Echo Street Capital Management LLC2,720$58.8 萬0.01%
Markel Group Inc.大師馬克爾集團2,681$58.0 萬0.01%
Jump Financial, LLC2,329$50.3 萬0.03%
Wolverine Trading, LLC2,291$49.5 萬0.01%
Hillsdale Investment Management Inc.2,255$48.7 萬0.04%
Schroder Investment Management Group2,206$47.7 萬0.00%
Grantham, Mayo, Van Otterloo & Co. LLC2,200$47.6 萬0.00%
Moran Wealth Management, LLC2,188$47.3 萬0.02%
First County Bank2,111$45.6 萬0.22%
Lighthouse Investment Partners, LLC2,022$43.7 萬0.08%
Boulder Hill Capital Management LP2,000$43.2 萬0.36%
Teza Capital Management LLC1,767$38.2 萬0.07%
CenterBook Partners LP1,677$36.3 萬0.06%
Kula Investments, LLC1,644$35.5 萬0.13%
Cetera Advisors LLC1,623$35.1 萬0.01%
Alpha Paradigm Partners, LLC1,542$33.3 萬0.14%
Fullerton Fund Management Co Ltd.1,490$32.2 萬0.02%
Metis Global Partners, LLC1,422$30.7 萬0.03%
Gsa Capital Partners LLP1,345$29.1 萬0.04%
Tokio Marine Asset Management Co Ltd1,286$27.8 萬0.02%
Personal Cfo Solutions, LLC1,262$27.3 萬0.06%
CTC Capital Management, LLC1,200$25.9 萬0.32%
Oppenheimer & Co Inc1,113$24.1 萬0.01%
Qsemble Capital Management, LP1,050$22.7 萬0.16%
Levy Wealth Management Group, LLC1,042$22.5 萬0.08%
Coldstream Capital Management Inc1,031$22.3 萬0.01%
HBK Sorce Advisory LLC1,018$22.0 萬0.01%
C M Bidwell & Associates Ltd1,013$21.9 萬0.17%
Axq Capital, LP976$21.1 萬0.15%
Foundry Partners, LLC938$20.3 萬0.01%
Acadian Asset Management LLC710$15.3 萬0.00%
CoreCap Advisors, LLC594$12.8 萬0.01%
Comerica Securities,inc.561$12.1 萬0.01%
State of Wyoming553$12.0 萬0.04%
Asset Dedication, LLC449$9.70 萬0.01%
Group One Trading, L.P.182$3.93 萬0.00%
Steward Financial Group LLC174$3.70 萬0.02%
U.S. Capital Wealth Advisors, LLC150$3.24 萬0.00%
Baker Avenue Asset Management, LP130$2.81 萬0.00%
Quarry LP129$2.79 萬0.03%
First Manhattan Co127$2.75 萬0.00%
Tanglewood Legacy Advisors, LLC100$2.16 萬0.02%

清倉機構（61 家）

2022 年第 3 季季末持有 LPL Financial Holdings Inc.、2022 年第 4 季有申報但已經沒有持有的機構。

2022 年第 4 季清倉 LPLA 的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Governors Lane LP55,947$1,222 萬
Calamos Advisors LLC47,692$1,042 萬
BlueMar Capital Management, LLC43,081$941.2 萬
Stamina Capital Management LP35,125$767.4 萬
Lisanti Capital Growth, LLC34,830$761.0 萬
KWB Wealth28,461$621.8 萬
Westwood Holdings Group Inc.27,453$599.8 萬
Alberta Investment Management Corp24,100$526.5 萬
Aquatic Capital Management LLC24,100$526.5 萬
Congress Asset Management Co15,683$342.6 萬
Nomura Holdings Inc13,952$304.6 萬
NWK Group, Inc.12,584$274.9 萬
Crestline Management, LP10,000$218.5 萬
PEAK6 Investments LLC9,785$213.8 萬
Fifth Lane Capital, LP9,059$197.9 萬
Congress Wealth Management LLC8,487$185.4 萬
AlphaCrest Capital Management LLC3,944$86.2 萬
Campbell & CO Investment Adviser LLC3,820$83.5 萬
Bellwether Advisors, LLC3,492$76.2 萬
Winton Group Ltd3,281$71.7 萬
Independent Advisor Alliance3,260$71.2 萬
JSF Financial, LLC2,734$59.7 萬
Prelude Capital Management, LLC2,539$55.5 萬
Western Wealth Management, LLC2,265$49.6 萬
Maven Securities LTD2,100$45.9 萬
Zeke Capital Advisors, LLC1,954$42.7 萬
Virtu Financial LLC1,911$41.7 萬
Quantamental Technologies LLC1,493$32.6 萬
CAPROCK Group, Inc.1,489$32.5 萬
Presidio Capital Management, LLC1,198$26.2 萬
Picton Mahoney Asset Management1,175$25.6 萬
Brookstone Capital Management1,056$25.4 萬
MJP Associates Inc1,010$22.1 萬
Ergoteles LLC993$21.7 萬
Kestra Private Wealth Services, LLC989$21.6 萬
Guggenheim Capital LLC956$20.9 萬
Gladstone Institutional Advisory LLC953$20.8 萬
Zacks Investment Management930$20.3 萬
Checchi Capital Advisers, LLC929$20.3 萬
Koshinski Asset Management, Inc.929$20.3 萬
SG Americas Securities, LLC742$16.2 萬
Counterpoint Mutual Funds LLC500$10.9 萬
Selective Wealth Management, Inc.500$10.9 萬
Advocacy Wealth Management Services, LLC103$2.50 萬
West Oak Capital, LLC75$1.60 萬
Leonteq Securities AG55$1.20 萬
Bogart Wealth, LLC57$1.20 萬
HM Payson & Co50$1.10 萬
Trust Co of Vermont33$7,000
Almanack Investment Partners, LLC.28$6,000
Crewe Advisors LLC25$5,000
Center for Financial Planning, Inc.22$5,000
Standard Family Office LLC24$5,000
Altshuler Shaham Ltd19$4,000
Massmutual Trust Co FSB13$3,000
Cribstone Capital Management, LLC12$3,000
GPS Wealth Strategies Group, LLC15$3,000
Whittier Trust Co8$2,000
Capital Advisors, Ltd. LLC9$2,000
Stonebridge Capital Advisors LLC8$2,000
Moisand Fitzgerald Tamayo, LLC6$1,000

尚未申報 2022 年第 4 季的機構（12 家）

2022 年第 3 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2022 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 3 季持有 LPLA、尚未申報 2022 年第 4 季的機構
機構2022 年第 3 季股數2022 年第 3 季市值
Agf Investments Inc.415,000$9,067 萬
Eaton Vance Management205,820$4,497 萬
Bowling Portfolio Management LLC20,386$445.4 萬
Cornerstone Wealth Management, LLC17,047$372.5 萬
Balasa Dinverno & Foltz LLC4,649$101.6 萬
Jefferies Group LLC2,705$59.1 萬
Legacy Wealth Planning, LLC1,901$41.5 萬
American Portfolios Advisors1,898$41.5 萬
Redpoint Investment Management Pty Ltd1,829$40.0 萬
Corient Capital Partners, LLC2,007$37.0 萬
Wipfli Financial Advisors LLC,530$11.6 萬
Covington Capital Management133$2.90 萬