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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 LPL Financial Holdings Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

LPLA 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數6214650+33
股數7,111 萬2.43 萬7,272 萬+163.4 萬 (+2.3%)
市值$161.9 億$552.3 萬$192.1 億+$30.2 億 (+18.7%)

4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（100 家）

2024 年第 1 季季末持有 LPL Financial Holdings Inc.、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 LPLA 的機構
機構股數市值佔組合 %
HMI Capital Management, L.P.371,343$9,811 萬3.61%
Castle Hook Partners LP131,637$3,478 萬1.26%
Danske Bank A/S77,675$2,052 萬0.06%
Susquehanna Fundamental Investments, LLC37,727$996.7 萬0.47%
Channing Capital Management, LLC34,046$899.5 萬0.24%
Transform Wealth, LLC31,804$840.3 萬0.80%
12 West Capital Management LP30,300$800.5 萬0.73%
Mediolanum International Funds Ltd26,485$695.5 萬0.11%
Resona Asset Management Co.,Ltd.25,987$686.6 萬0.04%
Picton Mahoney Asset Management23,628$624.4 萬0.26%
Chilton Investment Co LLC21,178$559.5 萬0.15%
Whittier Trust Co20,662$545.9 萬0.08%
Hiddenite Capital Partners LP12,900$340.8 萬3.91%
Hennessy Advisors Inc11,800$311.8 萬0.13%
Dynamic Technology Lab Private Ltd11,053$292.0 萬0.31%
Point72 (DIFC) Ltd9,756$257.8 萬0.20%
Palestra Capital Management LLC8,200$216.6 萬0.08%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH6,902$182.4 萬0.07%
Simplicity Wealth,LLC6,544$172.9 萬0.04%
Mirabella Financial Services LLP6,132$162.0 萬0.12%
Quadrature Capital Ltd6,127$161.9 萬0.03%
Edgestream Partners, L.P.4,944$130.6 萬0.07%
SkyView Investment Advisors, LLC4,666$123.3 萬0.23%
HRT Financial LP4,237$111.9 萬0.01%
Nebula Research & Development LLC3,611$95.4 萬0.21%
Magnetar Financial LLC3,475$91.8 萬0.02%
Inceptionr LLC3,221$85.1 萬0.22%
Garrett Wealth Advisory Group, LLC3,219$85.0 萬0.35%
Financiere des Professionnels - Fonds d,investissement inc.3,212$84.9 萬0.07%
Grey Street Capital, LLC2,859$75.5 萬0.10%
Chiron Investment Management, LLC2,657$70.2 萬0.30%
Gladstone Institutional Advisory LLC2,518$66.5 萬0.04%
Genus Capital Management Inc.2,180$57.6 萬0.07%
Scientech Research LLC2,173$57.4 萬0.30%
Lombard Odier Asset Management (Switzerland) SA2,087$55.1 萬0.04%
Dark Forest Capital Management LP2,063$54.5 萬0.09%
Belpointe Asset Management LLC1,969$52.0 萬0.04%
Fortis Capital Advisors, LLC1,969$52.0 萬0.22%
Oak Thistle LLC1,917$50.6 萬0.45%
AdvisorShares Investments LLC1,900$50.2 萬0.08%
Hunting Hill Global Capital, LLC1,871$49.4 萬0.29%
Savant Capital, LLC1,806$47.7 萬0.01%
Mount Yale Investment Advisors, LLC1,746$46.1 萬0.04%
Arrowstreet Capital, Limited Partnership1,698$44.9 萬0.00%
Boothbay Fund Management, LLC1,692$44.7 萬0.01%
Unique Wealth Strategies, LLC1,673$44.2 萬0.22%
Fiduciary Trust Co1,438$38.0 萬0.01%
ASB Consultores, LLC1,378$36.4 萬0.09%
Legacy Financial Group LLC1,366$36.1 萬0.07%
Gsa Capital Partners LLP1,323$35.0 萬0.03%
Moran Wealth Management, LLC1,168$30.9 萬0.01%
Cynosure Management, LLC1,164$30.8 萬0.06%
Magnolia Capital Advisors LLC1,136$29.8 萬0.25%
Schechter Investment Advisors, LLC1,038$27.4 萬0.02%
Harbor Capital Advisors, Inc.1,034$27.3 萬0.04%
Oxford Asset Management LLP1,012$26.7 萬0.29%
Schwab Charitable Fund1,000$26.4 萬0.01%
Diametric Capital, LP989$26.1 萬0.15%
Point72 Asia (Singapore) Pte. Ltd.985$26.0 萬0.07%
Koshinski Asset Management, Inc.981$25.9 萬0.03%
Drive Wealth Management, LLC929$24.5 萬0.07%
Guggenheim Capital LLC875$23.1 萬0.00%
Perigon Wealth Management, LLC870$23.0 萬0.01%
Stephens Inc846$22.4 萬0.00%
Transcend Wealth Collective, LLC823$21.7 萬0.02%
Dynasty Wealth Management, LLC822$21.7 萬0.01%
Cigna Investments Inc799$21.1 萬0.04%
RMB Capital Management, LLC798$21.1 萬0.00%
ZWJ Investment Counsel Inc796$21.0 萬0.01%
Sequoia Financial Advisors, LLC786$20.8 萬0.00%
GeoWealth Management, LLC774$20.4 萬0.01%
J. W. Coons Advisors, LLC770$20.3 萬0.05%
MBB Public Markets I LLC767$20.3 萬0.01%
Quantbot Technologies LP751$19.8 萬0.01%
Northwest & Ethical Investments L.P.600$15.9 萬0.00%
Harvest Fund Management Co., Ltd499$13.2 萬0.01%
Central Pacific Bank - Trust Division272$7.25 萬0.01%
Quarry LP225$5.94 萬0.02%
CoreCap Advisors, LLC158$4.17 萬0.00%
Annis Gardner Whiting Capital Advisors, LLC138$3.65 萬0.01%
Riverview Trust Co113$2.99 萬0.02%
Colonial Trust Advisors92$2.43 萬0.00%
Tortoise Investment Management, LLC75$1.98 萬0.00%
LRI Investments, LLC45$1.19 萬0.00%
Fernwood Investment Management, LLC37$9,7750.00%
J.Safra Asset Management Corp31$8,1900.00%
Crewe Advisors LLC28$7,3980.00%
Front Row Advisors LLC27$7,1330.00%
Meeder Asset Management Inc26$6,8690.00%
Sofos Investments, Inc.24$6,3470.00%
Pinnacle Bancorp, Inc.23$6,0770.00%
Activest Wealth Management23$6,0770.00%
Piscataqua Savings Bank7$1,8490.00%
ZRC Wealth Management, LLC5$1,3210.00%
Harbor Investment Advisory, LLC4$1,0570.00%
Richardson Financial Services Inc.4$1,0570.00%
Winthrop Capital Management, LLC4$1,0000.00%
Continuum Advisory, LLC3$7940.00%
Riggs Asset Managment Co. Inc.2$5290.00%
TFC Financial Management1$2650.00%

清倉機構（67 家）

2023 年第 4 季季末持有 LPL Financial Holdings Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 LPLA 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
GCM Grosvenor Holdings, LLC118,304$2,693 萬
Weiss Multi-Strategy Advisers LLC75,215$1,712 萬
Twinbeech Capital LP62,154$1,415 萬
Cramer Rosenthal McGlynn LLC60,654$1,381 萬
Aquatic Capital Management LLC44,400$1,011 萬
Prana Capital Management, LP34,852$793.3 萬
Point72 Europe (London) LLP31,332$713.2 萬
Capital Fund Management S.A.29,782$677.9 萬
Interval Partners, LP29,524$672.0 萬
Buckingham Strategic Partners17,865$406.6 萬
EFG Asset Management (North America) Corp.15,304$348.3 萬
Thames Capital Management LLC12,662$288.2 萬
Crestline Management, LP12,037$274.0 萬
EFG Asset Management (Americas) Corp.10,847$246.9 萬
Twin Tree Management, LP10,014$227.9 萬
Point72 Middle East FZE9,634$219.3 萬
Banco BTG Pactual S.A.9,400$214.8 萬
CWM Advisors, LLC9,003$204.9 萬
HST Ventures, LLC8,839$201.2 萬
Cetera Advisor Networks LLC7,497$170.6 萬
Sterling Group Wealth Management, LLC6,734$153.3 萬
Connectus Wealth, LLC5,934$135.3 萬
Lecap Asset Management Ltd5,877$133.8 萬
Financial Advocates Investment Management5,393$122.7 萬
Natixis5,098$116.0 萬
Versor Investments LP4,445$101.2 萬
Centiva Capital, LP3,909$89.0 萬
MidWestOne Financial Group, Inc.3,489$79.4 萬
Summit Global Investments3,189$72.6 萬
Oregon Public Employees Retirement Fund2,918$66.4 萬
Tudor Investment Corp Et Al2,819$64.2 萬
Cumberland Partners Ltd2,750$62.6 萬
Point72 Asset Management, L.P.2,500$56.9 萬
Martingale Asset Management L P2,157$49.1 萬
FDx Advisors, Inc.2,122$48.3 萬
Greenleaf Trust1,899$43.2 萬
Aigen Investment Management, LP1,841$41.9 萬
Pearl River Capital, LLC1,726$39.3 萬
Atria Wealth Solutions, Inc.1,436$32.7 萬
Groupama Asset Managment1,357$30.9 萬
Swiss Life Asset Management Ltd1,293$29.5 萬
Bridgefront Capital, LLC1,249$28.4 萬
Custom Index Systems, LLC1,221$27.8 萬
Brown Advisory Inc1,114$25.4 萬
Systematic Portfolios LLC1,109$25.2 萬
Seeds Investor LLC1,091$24.8 萬
OneAscent Wealth Management LLC1,073$24.4 萬
HMS Capital Management, LLC1,008$23.0 萬
Blueshift Asset Management, LLC996$22.7 萬
Arkadios Wealth Advisors912$20.8 萬
Quest Partners LLC553$12.6 萬
NewSquare Capital LLC545$12.4 萬
Kapitalo Investimentos Ltda524$11.9 萬
Tennessee Valley Asset Management Partners322$7.34 萬
EdgeRock Capital LLC100$2.51 萬
LM Advisors LLC84$1.91 萬
Clean Yield Group63$1.43 萬
West Tower Group, LLC53$1.21 萬
Turtle Creek Wealth Advisors, LLC52$1.18 萬
Glassman Wealth Services42$9,560
BKM Wealth Management, LLC36$8,194
Laffer Tengler Investments15$3,414
Lee Financial Co13$2,960
Provenance Wealth Advisors, LLC9$2,049
First Manhattan Co3$910
Cornerstone Planning Group LLC4$910
Motco1$228

尚未申報 2024 年第 1 季的機構（4 家）

2023 年第 4 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 LPLA、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Putnam Investments LLC17,228$392.1 萬
Sawtooth Solutions, LLC6,118$139.3 萬
Provence Wealth Management Group472$10.7 萬
Desjardins Global Asset Management Inc.446$10.2 萬