跳到主要內容
Livermore
Livermore
中文EN

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 4 季與 2024 年第 3 季比較

持有 LPL Financial Holdings Inc. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

LPLA 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數64610725+89
股數7,210 萬95.7 萬7,127 萬+12.3 萬 (+0.2%)
市值$168.1 億$2.70 億$232.7 億+$67.3 億 (+40.7%)

10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（149 家）

2024 年第 4 季季末持有 LPL Financial Holdings Inc.、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 149 家。

2024 年第 4 季新進 LPLA 的機構
機構股數市值佔組合 %
Raymond James Financial Inc906,501$2.96 億0.11%
Balyasny Asset Management LLC471,488$1.54 億0.36%
Artisan Partners Limited Partnership417,873$1.36 億0.21%
Alyeska Investment Group, L.P.416,613$1.36 億0.51%
Palestra Capital Management LLC328,286$1.07 億2.94%
Egerton Capital (UK) LLP257,710$8,414 萬0.97%
Moore Capital Management, LP160,607$5,244 萬0.98%
Solel Partners LP87,000$2,841 萬5.56%
Castle Hook Partners LP76,135$2,486 萬0.53%
Susquehanna Fundamental Investments, LLC74,696$2,439 萬0.41%
Rivermont Capital Management LP60,062$1,961 萬7.39%
Lighthouse Investment Partners, LLC42,987$1,404 萬0.54%
Aware Super Pty Ltd as trustee of Aware Super36,615$1,196 萬0.19%
Lynwood Price Capital Management LP35,500$1,159 萬7.99%
Adage Capital Partners GP, L.L.C.30,000$979.5 萬0.02%
Diamond Hill Capital Management Inc27,408$894.9 萬0.04%
KLP Kapitalforvaltning AS26,100$852.2 萬0.04%
Lansforsakringar Fondforvaltning AB (publ)24,045$785.1 萬0.04%
Pinebridge Investments, L.P.21,451$700.4 萬0.05%
Universal- Beteiligungs- und Servicegesellschaft mbH20,892$682.1 萬0.01%
HRT Financial LP20,801$679.1 萬0.04%
Pinnbrook Capital Management LP15,285$499.1 萬1.75%
PEAK6 LLC11,129$363.4 萬0.14%
Police & Firemen's Retirement System of New Jersey10,821$353.3 萬0.03%
FJ Capital Management LLC8,946$292.1 萬0.34%
Voleon Capital Management LP6,960$227.3 萬0.17%
Donoghue Forlines LLC6,463$211.0 萬0.71%
Stenger Family Office, LLC5,625$183.7 萬0.62%
Versor Investments LP5,614$183.3 萬0.32%
Avanza Fonder AB4,473$146.0 萬0.04%
Retireful, LLC4,460$145.6 萬0.82%
Healthcare of Ontario Pension Plan Trust Fund4,126$134.7 萬0.00%
Scientech Research LLC3,698$120.7 萬0.34%
Chiron Investment Management, LLC3,687$120.4 萬0.40%
Fieldview Capital Management, LLC3,532$115.3 萬0.18%
Shelton Wealth Management, LLC3,322$108.5 萬0.60%
Generali Asset Management SPA SGR3,159$103.1 萬0.03%
Impact Capital Partners LLC2,883$94.1 萬0.33%
Belpointe Asset Management LLC3,691$82.8 萬0.05%
Voloridge Investment Management, LLC2,446$79.9 萬0.00%
Allstate Corp2,204$72.0 萬0.02%
Fortis Capital Advisors, LLC2,722$61.1 萬0.21%
Summit Trail Advisors, LLC1,822$59.5 萬0.02%
Harvest Fund Management Co., Ltd1,756$57.3 萬0.03%
World Equity Group, Inc.1,720$56.1 萬0.12%
Oppenheimer & Co Inc1,652$53.9 萬0.01%
Everence Capital Management Inc1,610$52.6 萬0.03%
Potentia Wealth1,577$51.5 萬0.23%
Farringdon Capital, Ltd.1,572$51.3 萬0.21%
Okabena Investment Services Inc1,570$51.3 萬0.14%
Magnolia Private Wealth, LLC1,551$50.6 萬0.45%
Spahn Wealth & Retirement LLC1,400$45.7 萬0.30%
Pinnacle Wealth Planning Services, Inc.1,379$45.0 萬0.07%
Legacy Financial Group LLC1,366$44.6 萬0.07%
Sagespring Wealth Partners, LLC1,334$43.6 萬0.01%
Petrus Trust Company, LTA1,319$43.1 萬0.04%
Summit Investment Advisors, Inc.1,147$42.7 萬0.38%
BTG Pactual Asset Management US LLC1,300$42.4 萬0.05%
Northwest & Ethical Investments L.P.1,300$42.4 萬0.01%
Entropy Technologies, LP1,292$42.2 萬0.04%
Impact Investors, Inc1,205$39.3 萬0.31%
Camden National Bank1,104$36.0 萬0.05%
111 Capital1,096$35.8 萬0.08%
Vise Technologies, Inc.1,047$34.2 萬0.03%
MIG Capital, LLC1,026$33.5 萬0.03%
One Wealth Advisors, LLC1,015$33.1 萬0.05%
denkapparat Operations GmbH1,006$32.8 萬0.49%
De Burlo Group Inc1,000$32.7 萬0.04%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,000$32.7 萬0.01%
Dakota Wealth Management986$32.2 萬0.01%
Good Life Advisors, LLC913$29.8 萬0.02%
Lifestyle Asset Management, Inc.898$29.3 萬0.16%
Wolverine Trading, LLC877$28.7 萬0.01%
Dorsey & Whitney Trust CO LLC857$28.0 萬0.02%
Perigon Wealth Management, LLC801$27.7 萬0.01%
Arkadios Wealth Advisors847$27.7 萬0.02%
Intrust Bank NA804$26.3 萬0.03%
RMB Capital Management, LLC801$26.1 萬0.01%
Virtu Financial LLC798$26.0 萬0.01%
ZWJ Investment Counsel Inc796$26.0 萬0.01%
Koshinski Asset Management, Inc.774$25.3 萬0.02%
Abn Amro Investment Solutions774$25.3 萬0.00%
Perennial Investment Advisors, LLC773$25.3 萬0.03%
Benjamin Edwards Inc765$25.0 萬0.00%
Systematic Alpha Investments, LLC760$24.8 萬0.01%
Icapital Wealth LLC760$24.8 萬0.14%
Fidelis Capital Partners, LLC676$24.6 萬0.02%
Cigna Investments Inc746$24.4 萬0.04%
Waddell & Associates, LLC746$24.4 萬0.02%
Kingsview Wealth Management, LLC741$24.2 萬0.00%
IFG Advisory, LLC733$23.9 萬0.01%
Birch Financial Group, LLC717$23.4 萬0.26%
Institute for Wealth Management, LLC.714$23.3 萬0.03%
One Day In July LLC702$22.9 萬0.02%
WoodTrust Financial Corp702$22.9 萬0.03%
Baader Bank INC697$22.8 萬0.02%
Jacobi Capital Management LLC692$22.6 萬0.02%
WealthCare Investment Partners, LLC677$22.2 萬0.10%
Fundamentun, LLC675$22.0 萬0.01%
Catalytic Wealth RIA, LLC663$21.6 萬0.04%

清倉機構（60 家）

2024 年第 3 季季末持有 LPL Financial Holdings Inc.、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 LPLA 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Wealth High Governance Capital Ltda50,000$1,163 萬
DRW Securities, LLC20,080$467.1 萬
Prana Capital Management, LP18,876$439.1 萬
Weiss Asset Management LP17,226$400.7 萬
Parallax Volatility Advisers, L.P.16,172$376.2 萬
Magnetar Financial LLC15,740$366.2 萬
Knights of Columbus Asset Advisors LLC14,609$339.8 萬
Andra AP-fonden13,500$314.1 萬
Simplex Trading, LLC11,867$276.0 萬
Rockefeller Capital Management L.P.11,319$263.3 萬
Dark Forest Capital Management LP10,837$252.1 萬
Symphony Financial, Ltd. Co.10,753$248.2 萬
Public Sector Pension Investment Board9,765$227.2 萬
Quantitative Investment Management, LLC9,421$219.1 萬
Harbor Capital Advisors, Inc.8,020$186.6 萬
Cubist Systematic Strategies, LLC7,779$181.0 萬
Caption Management, LLC7,221$168.0 萬
Allspring Global Investments Holdings, LLC6,740$156.8 萬
Foresight Global Investors, Inc.6,649$154.7 萬
Burney Co5,809$135.1 萬
SG Americas Securities, LLC5,578$129.8 萬
Bank of Nova Scotia5,301$123.3 萬
Ossiam4,455$103.6 萬
Aigen Investment Management, LP4,138$96.3 萬
Graham Capital Management, L.P.3,946$91.8 萬
New York State Teachers Retirement System3,371$78.4 萬
Hillsdale Investment Management Inc.3,370$78.4 萬
Pittenger & Anderson Inc2,530$58.9 萬
Robertson Stephens Wealth Management, LLC2,149$50.0 萬
Twin Tree Management, LP2,124$49.4 萬
Guggenheim Capital LLC1,779$41.4 萬
International Assets Investment Management, LLC92,819$39.9 萬
CX Institutional1,643$38.2 萬
Simplicity Wealth,LLC1,444$33.6 萬
Fox Run Management, L.L.C.1,410$32.8 萬
Veriti Management LLC1,311$30.5 萬
Nebula Research & Development LLC1,206$28.1 萬
Oversea-Chinese Banking CORP Ltd1,153$26.8 萬
Hill Investment Group Partners, LLC931$26.3 萬
Eqis Capital Management, Inc.972$22.6 萬
Greenland Capital Management LP916$21.3 萬
Asset Dedication, LLC452$10.5 萬
State of Wyoming427$9.93 萬
Baldwin Brothers Inc337$7.84 萬
Flaharty Asset Management, LLC187$4.35 萬
Golden State Equity Partners167$3.88 萬
Wintrust Investments LLC162$3.70 萬
Paladin Wealth, LLC146$3.40 萬
Group One Trading, L.P.140$3.26 萬
Ashton Thomas Securities, LLC132$3.07 萬
Tanglewood Legacy Advisors, LLC100$2.33 萬
Legacy Investment Solutions, LLC20$6,294
Legacy Wealth Managment, LLC20$6,294
Capital Performance Advisors LLP18$4,187
Frazier Financial Advisors, LLC16$3,723
American National Bank10$2,326
Householder Group Estate & Retirement Specialist, LLC9$2,000
Claris Advisors, LLC5$1,163
Richardson Financial Services Inc.4$1,117
Dogwood Wealth Management LLC0$2

尚未申報 2024 年第 4 季的機構（10 家）

2024 年第 3 季季末持有 LPL Financial Holdings Inc.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 LPLA、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Eagle Asset Management Inc591,233$1.85 億
Raymond James & Associates333,568$7,760 萬
Raymond James Financial Services Advisors, Inc.11,599$269.8 萬
BlueMar Capital Management, LLC6,580$153.1 萬
PEAK6 Investments LLC4,781$111.2 萬
B. Metzler seel. Sohn & Co. Holding AG3,161$73.5 萬
Raymond James Trust N.A.2,995$69.7 萬
FinTrust Capital Advisors, LLC2,000$44.9 萬
Rakuten Investment Management, Inc.1,367$31.6 萬
Alpine Bank Wealth Management150$3.49 萬