US50212YAC84 - LPL Holdings, Inc. Ações - Preço das Ações, Propriedade Institucional, Acionistas

Estatísticas Básicas
Proprietários Institucionais 1 total, 1 long only, 0 short only, 0 long/short - change of 4.76% MRQ
Alocação Média no Portfólio 0.1486 % - change of -6.44% MRQ
Ações Institucionais (Longas) 1,137,000 (ex 13D/G) - change of -0.24MM shares -17.31% MRQ
Valor Institucional (Longa) $ 1,133 USD ($1000)
Propriedade Institucional e Acionistas

LPL Holdings, Inc. (US:US50212YAC84) tem 1 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 1,137,000 ações. Os maiores acionistas incluem MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAC84) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

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

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)
Ações Δ Ações
(%)
Valor
Reportado
(US$1000)
Δ Valor
(%)
Aloc. de Portf.
(%)
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 115
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
2025-09-25 NP AMECX - INCOME FUND OF AMERICA Class A 22,397 -0.08
2025-07-24 NP LAPLX - Lord Abbett Core Plus Bond Fund Class A 5,444 0.41
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
2025-09-26 NP AOHY - Angel Oak High Yield Opportunities ETF 497 0.00
2025-09-24 NP MCSAX - MFS Commodity Strategy Fund A 1,079 -0.09
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
2025-09-23 NP PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 1,990 -0.10
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
2025-09-29 NP CSTBX - Calamos Short-Term Bond Fund Class A 996 0.10
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
2025-09-25 NP MCBKX - MFS Core Bond Fund R4 43 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
2025-07-25 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
2025-09-26 NP UYLD - Angel Oak UltraShort Income ETF 298 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
2025-08-21 NP MXSDX - Great-West Short Duration Bond Fund Investor Class 1,137,000 -17.31 1,134 -16.87
2025-09-26 NP AOUAX - Angel Oak UltraShort Income Fund Class A 1,552 -0.06
2025-09-22 NP TSIWX - Transamerica Short-Term Bond I2 6,430 -0.14
2025-09-25 NP MFBFX - MFS Corporate Bond Fund A 12,891 -0.14
2025-09-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 109 0.00
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
2025-09-25 NP MFIOX - MFS Strategic Income Fund A 2,777 -0.14
2025-08-18 NP PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 404
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
2025-08-15 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
2025-08-28 NP LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 189 0.53
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 119 0.00
2025-07-22 NP DLDFX - Destinations Low Duration Fixed Income Fund Class I 113 -11.72
2025-09-23 NP MDHAX - MainStay MacKay Short Duration High Yield Fund Class A 1,342 -0.15
2025-09-26 NP MSTMX - Morningstar Multi-Sector Bond Fund 43 0.00
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
2025-09-25 NP MQLIX - MFS Limited Maturity Fund I 4,713 -0.15
2025-08-21 NP TSIAX - Thornburg Strategic Income Fund - Class A 4,502 29.26
2025-09-26 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 994 -0.10
2025-08-22 NP DBLSX - DoubleLine Low Duration Bond Fund Class I 2,974 0.64
2025-09-24 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 0.00
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
2025-09-18 NP VNLA - Janus Henderson Short Duration Income ETF 23,018 -0.13
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