US50212YAH71 - LPL Holdings, Inc. Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	1 total, 1 long only, 0 short only, 0 long/short - change of -3,42% MRQ
Średnia alokacja portfela	0.0718 % - change of -16,01% MRQ

Akcje instytucjonalne (długie)	323 000 (ex 13D/G) - change of -0,56MM shares -63,50% MRQ
Wartość instytucjonalna (długa)	$ 344 USD ($1000)

Własność instytucjonalna i akcjonariusze

LPL Holdings, Inc. (US:US50212YAH71) posiada 1 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 323,000 akcji. Do największych akcjonariuszy należą MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAH71) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US50212YAH71 / LPL Holdings, Inc. - 6.75% 2028-11-17 Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 851	-56,10
2025-07-28	NP	PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			37	0,00
2025-05-29	NP	OAKBX - Oakmark Equity and Income Fund Investor Class			15 039	0,66
2025-06-24	NP	MCSAX - MFS Commodity Strategy Fund A			874	0,81
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 924	8,64
2025-08-29	NP	BOND - PIMCO Active Bond Exchange-Traded Fund			5 334	0,89
2025-08-29	NP	QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A			81	1,25
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			8 578	-4,29
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			292
2025-07-29	NP	BSCS - Invesco BulletShares 2028 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5 634	0,39
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			9 459	-23,48
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional			8 239	0,87
2025-06-26	NP	MCBKX - MFS Core Bond Fund R4			12	0,00
2025-08-27	NP	JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I)			779	-2,51
2025-05-29	NP	OAYCX - Oakmark Bond Fund Advisor Class			529	0,57
2025-07-25	NP	LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6 885	169,22
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1			732	0,83
2025-08-22	NP	PPIAX - DWS Short Duration Fund Class A			3 882	0,88
2025-07-29	NP	TSDLX - T. Rowe Price Short Duration Income Fund			48	0,00
2025-08-28	NP	LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC			155	-2,53
2025-06-24	NP	PINCX - PUTNAM INCOME FUND Class A Shares			909	0,78
2025-06-26	NP	MRBFX - MFS Total Return Bond Fund A			6 439	0,78
2025-06-26	NP	IBDT - iShares iBonds Dec 2028 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4 506	6,63
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7 612	4,60
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares			17	6,25
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			330	20,07
2025-07-29	NP	PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 412	0,21
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF			17 538	2,66
2025-08-29	NP	FXICX - Fixed Income SHares: Series C Series C			6 081	0,90
2025-06-25	NP	TGMBX - PGIM CORPORATE BOND FUND Class Z			32	0,00
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			448	0,90
2025-08-29	NP	JABAX - Janus Henderson Balanced Fund Class T			32 079	0,88
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			585	0,86
2025-08-26	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares			255	0,79
2025-08-27	NP	PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I			3 382	0,87
2025-06-24	NP	PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares			562	0,72
2025-06-24	NP	Mfs Intermediate Income Trust			1 528	0,79
2025-08-14	NP	BIMIX - Baird Intermediate Bond Fund Institutional			4 603	0,90
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class			358	-4,53
2025-06-26	NP	MQLIX - MFS Limited Maturity Fund I			3 958	0,79
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			213
2025-06-24	NP	PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares			136	0,74
2025-08-28	NP	SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			373	120,71
2025-07-25	NP	PMIYX - Putnam Income Strategies Portfolio -			97	0,00
2025-08-11	NP	Six Circles Trust - Six Circles Global Bond Fund			458	-0,22
2025-08-29	NP	JABLX - Janus Henderson Balanced Portfolio Service Shares			11 129	0,87
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			606	-3,04
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class			401	-8,03
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6 049	0,87
2025-08-26	NP	QAAGWX - T. Rowe Price Limited-Term Bond Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			96	1,06
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			458
2025-06-25	NP	BKAG - BNY Mellon Core Bond ETF			53	1,92
2025-06-26	NP	MFBFX - MFS Corporate Bond Fund A			3 547	0,80
2025-06-30	NP	VGCAX - Vanguard Global Credit Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			457	0,88
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			106	0,95
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			47	0,00
2025-08-26	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares			402	1,01
2025-08-27	NP	Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a)			640	0,95
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			187	0,54
2025-08-26	NP	LLAAX - Western Asset Long Credit VIT Class I			245	0,82
2025-08-21	NP	MXSDX - Great-West Short Duration Bond Fund Investor Class	323 000	-17,18	344	-16,50
2025-08-27	NP	PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A			42 300	0,86
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			207	-21,59
2025-08-26	NP	SIGAX - Western Asset Corporate Bond Fund Class A			384	1,05
2025-07-25	NP	IGEB - iShares Edge Investment Grade Enhanced Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 148	-46,31
2025-08-25	NP	VVBVX - Venerable Strategic Bond Fund Class V			2 912	0,87
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			213	0,95
2025-08-27	NP	VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares			149	0,68
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF			90	42,86
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1			23	0,00
2025-08-26	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares			195	1,04
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			85	0,00
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 811	0,44
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			759	94,12
2025-08-14	NP	BAGIX - Baird Aggregate Bond Fund Institutional			38 426	0,88
2025-08-18	NP	PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I			576	0,88
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			49	0,00
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares			44	0,00
2025-06-18	NP	Putnam ETF Trust - Putnam ESG Core Bond ETF -			418	0,72
2025-08-25	NP	MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class			2 366	0,90
2025-06-24	NP	SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			213	0,95
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1			79	-7,14
2025-07-24	NP	FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			627	0,32
2025-07-24	NP	LLDYX - Lord Abbett Short Duration Income Fund Class I			65 332	30,01
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio			203	1,00
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			213	0,95
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			213	0,95
2025-06-24	NP	PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A			424	0,95
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 062	0,47
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			64	0,00
2025-07-29	NP	STBAX - INVESCO Short Term Bond Fund Class A			1 151	-4,56
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			5	0,00
2025-08-22	NP	Variable Insurance Products Fund V - Bond Index Portfolio Initial Class			32	0,00
2025-08-26	NP	MSFRX - MFS Total Return Fund A			1 283	-4,68
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			533	0,95
2025-06-18	NP	PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R			319	0,63
2025-05-29	NP	BIBTX - Sterling Capital Total Return Bond Fund Institutional Class			2 048	-40,75
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares			71	1,43
2025-06-26	NP	NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			21	0,00
2025-09-02	NP	NTIIX - Navigator Tactical Investment Grade Bond Fund Class I			743	0,00
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			159	7,43
2025-06-25	NP	SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A			1 818	0,83
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			640	0,95
2025-07-30	NP	FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			345	0,58
2025-07-24	NP	LDCAX - Lord Abbett Short Duration Core Bond Fund Class A			480	0,42
2025-07-24	NP	FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			21	0,00
2025-05-19	NP	MCFQX - Mercer Core Fixed Income Fund Class I			317	0,63
2025-08-27	NP	WCPBX - Core Plus Income Fund - Institutional Class			3 201	0,88
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			159	0,63
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class			1 245	0,89
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			138	0,73
2025-06-27	NP	NISRX - American Beacon NIS Core Plus Bond Fund R6 Class			27	0,00
2025-06-30	NP	GTOS - Invesco Short Duration Bond ETF			11	0,00