US50212YAH71 - LPL Holdings, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik
Institutionelle ejere 1 total, 1 long only, 0 short only, 0 long/short - change of -4,20% MRQ
Gennemsnitlig porteføljeallokering 0.0710 % - change of -15,18% MRQ
Institutionelle aktier (lange) 323.000 (ex 13D/G) - change of -0,50MM shares -60,85% MRQ
Institutionel værdi (lang) $ 344 USD ($1000)
Institutionelt ejerskab og aktionærer

LPL Holdings, Inc. (US:US50212YAH71) har 1 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 323,000 aktier. Største aktionærer omfatter MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAH71) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

US50212YAH71 / LPL Holdings, Inc. - 6.75% 2028-11-17 Institutional Ownership
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
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
2025-07-25 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
2025-09-25 NP Putnam ETF Trust - Putnam ESG Core Bond ETF - 417 0,00
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
2025-09-26 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
2025-08-14 NP BCOIX - Baird Core Plus Bond Fund Institutional 8.239 0,87
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
2025-08-22 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
2025-09-23 NP PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 319 0,00
2025-09-25 NP DFSD - Dimensional Short-Duration Fixed Income ETF 17.519 -0,11
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
2025-07-29 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
2025-08-29 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
2025-08-26 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
2025-08-14 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
2025-09-29 NP GTOS - Invesco Short Duration Bond ETF 8 -20,00
2025-09-23 NP PINCX - PUTNAM INCOME FUND Class A Shares 908 -0,11
2025-09-23 NP PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares 562 -0,18
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 281 -14,59
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
2025-09-23 NP PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 424 -0,24
2025-09-23 NP PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares 136 -0,74
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
2025-06-30 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
2025-09-24 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 584 -0,17
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
2025-09-24 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 4.819 6,95
2025-09-24 NP Mfs Intermediate Income Trust 1.526 -0,13
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
2025-09-26 NP BKAG - BNY Mellon Core Bond ETF 313 490,57
2025-08-27 NP VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares 149 0,68
2025-09-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 1.816 -0,11
2025-09-25 NP MRBFX - MFS Total Return Bond Fund A 6.431 -0,11
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 23 0,00
2025-09-26 NP SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 87 11,54
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
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 2.366 0,90
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
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 732 -0,14
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
2025-09-25 NP MCBKX - MFS Core Bond Fund R4 12 0,00
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
2025-09-25 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 319 50,00
2025-09-24 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 658 8,76
2025-09-24 NP MCSAX - MFS Commodity Strategy Fund A 873 -0,11
2025-08-22 NP Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 32 0,00
2025-09-22 NP BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 106 17,78
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
2025-05-29 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
2025-09-02 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
2025-08-27 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
2025-09-25 NP MFBFX - MFS Corporate Bond Fund A 3.543 -0,11
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
2025-09-25 NP MQLIX - MFS Limited Maturity Fund I 3.953 -0,10
2025-08-27 NP WCPBX - Core Plus Income Fund - Institutional Class 3.201 0,88
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 106
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
2025-09-25 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 212 0,00
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