US50212YAC84 - LPL Holdings, Inc. Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Statistiche di base
Proprietari istituzionali 1 total, 1 long only, 0 short only, 0 long/short - change of 18,97% MRQ
Allocazione media del portafoglio 0.1557 % - change of -0,12% MRQ
Azioni istituzionali (Long) 1.137.000 (ex 13D/G) - change of -1,51MM shares -57,13% MRQ
Valore istituzionale (Long) $ 1.133 USD ($1000)
Proprietà istituzionale e azionisti

LPL Holdings, Inc. (US:US50212YAC84) ha 1 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 1,137,000 azioni. I maggiori azionisti includono MXSDX - Great-West Short Duration Bond Fund Investor Class .

(LPL Holdings, Inc. (US50212YAC84) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

US50212YAC84 / LPL Holdings, Inc. - 4.625% 2027-11-15 Institutional Ownership
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 115
2025-03-27 NP BlackRock ETF Trust II - BlackRock Flexible Income 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 4.020 0,15
2025-08-21 NP TLDAX - Thornburg Low Duration Income Fund Class A 997
2025-07-24 NP FAPFX - Fidelity SAI Sustainable Low Duration Income Fund 139
2025-06-24 NP MDHAX - MainStay MacKay Short Duration High Yield Fund Class A 1.344 1,36
2025-07-24 NP LAPLX - Lord Abbett Core Plus Bond Fund Class A 5.444 0,41
2025-06-26 NP TSIWX - Transamerica Short-Term Bond I2 6.439 1,43
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 60 0,00
2025-08-28 NP SHYAX - Simt High Yield Bond Fund Class F 566 0,53
2025-05-19 NP MSDYX - Mercer Short Duration Fixed Income Fund Class Y-3 13 0,00
2025-08-14 NP BIMIX - Baird Intermediate Bond Fund Institutional 10.771 0,60
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 314
2025-05-29 NP TMARX - Touchstone Credit Opportunities II Fund Class A 1.586 0,70
2025-08-26 NP IMBAX - Voya Limited Maturity Bond Portfolio Class ADV 214 0,47
2025-07-29 NP SGYAX - Siit High Yield Bond Fund - Class A 1.434 0,42
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 16 0,00
2025-08-27 NP JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 745 0,68
2025-08-29 NP JUCAX - Janus Henderson Absolute Return Income Opportunities Fund Class A 668 0,60
2025-06-26 NP MCBKX - MFS Core Bond Fund R4 43 0,00
2025-04-29 NP ZTRE - F/m 3-Year Investment Grade Corporate Bond ETF Shares 363 4,32
2025-08-14 NP BSBIX - Baird Short-Term Bond Fund Institutional 20.870 0,60
2025-08-22 NP DSEEX - DoubleLine Shiller Enhanced CAPE Class I 1.629 0,62
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 60
2025-03-27 NP TAKJX - Transamerica High Yield ESG I2 266 0,00
2025-08-27 NP JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 2.608 0,77
2025-07-24 NP FAMZX - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 127
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 119 1,71
2025-06-26 NP Nuveen Credit Strategies Income Fund 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 995 1,32
2025-06-20 NP VNLA - Janus Henderson Short Duration Income ETF 23.049 1,35
2025-06-26 NP MFBFX - MFS Corporate Bond Fund A 12.908 1,35
2025-06-24 NP PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 1.992 1,32
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 843 8,08
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 1.144 0,70
2025-06-25 NP IHFAX - Integrity High Income Fund Class A 30 0,00
2025-06-27 NP NISRX - American Beacon NIS Core Plus Bond Fund R6 Class 20 0,00
2025-08-25 NP VIGTX - Voya Investment Grade Credit Fund Class R6 80 0,00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 514 -7,90
2025-07-22 NP TMB - Thornburg Multi Sector Bond ETF 99 1,02
2025-08-28 NP STOT - SPDR DoubleLine Short Duration Total Return Tactical 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 340 39,34
2025-06-27 NP AOUAX - Angel Oak UltraShort Income Fund Class A 1.553
2025-08-21 NP MXSDX - Great-West Short Duration Bond Fund Investor Class 1.137.000 -17,31 1.134 -16,87
2025-06-27 NP UYLD - Angel Oak UltraShort Income ETF 299
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 50 0,00
2025-08-22 NP DSEUX - DoubleLine Shiller Enhanced International CAPE Class I 34 26,92
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 406 0,50
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 3.319 -15,38
2025-08-25 NP IASBX - Voya Short Term Bond Fund Class A 418 0,72
2025-08-18 NP PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 404
2025-06-26 NP AMECX - INCOME FUND OF AMERICA Class A 22.415 1,31
2025-07-24 NP LLDYX - Lord Abbett Short Duration Income Fund Class I 12.940 0,40
2025-08-25 NP AHITX - AMERICAN HIGH INCOME TRUST Class A 8.072 0,62
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 283 40,80
2025-08-15 NP Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 376
2025-07-24 NP FSLD - Fidelity Sustainable Low Duration Bond ETF 15
2025-06-24 NP MCSAX - MFS Commodity Strategy Fund A 1.080 1,31
2025-08-28 NP LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 189 0,53
2025-06-26 NP MQLIX - MFS Limited Maturity Fund I 4.719 1,35
2025-06-27 NP AOHY - Angel Oak High Yield Opportunities ETF 498 1,22
2025-07-22 NP DLDFX - Destinations Low Duration Fixed Income Fund Class I 113 -11,72
2025-06-24 NP MHCAX - MainStay MacKay High Yield Corporate Bond Fund Class A 4.977 1,34
2025-08-27 NP GILDX - Guggenheim Limited Duration Fund A-Class 1.995 0,61
2025-06-26 NP MFIOX - MFS Strategic Income Fund A 2.781 1,35
2025-08-21 NP TSIAX - Thornburg Strategic Income Fund - Class A 4.502 29,26
2025-08-22 NP DBLSX - DoubleLine Low Duration Bond Fund Class I 2.974 0,64
2025-06-27 NP CSTBX - Calamos Short-Term Bond Fund Class A 995 1,22
2025-07-24 NP LDCAX - Lord Abbett Short Duration Core Bond Fund Class A 1.223 0,41
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 1.209 0,42
2025-06-26 NP MSTMX - Morningstar Multi-Sector Bond Fund 43 0,00
2025-06-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 109 1,87
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