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LPL金融

US · LPLA #815 按市值排名 上市于 1970
320.96 -6.60 -2.01%
实时 - 追踪5344个代码 - 心跳于63秒前 · 2026-10-16 19:30

✦ 量化股权信号 计算方式说明

增持
  • 最近一期(2026/Q3)披露持股的机构数量减少了3家。
  • 机构持股总比例上升了0.3个百分点。

机构持股

机构持股比例
106.58% +0.33pp
机构数量
915 -3
数据截至
2026/Q3 较上一报告期

持股变动 vs 资金流向

方向分歧

机构在上一报告期增持了股份,同时该股在最近20个交易日的主力资金呈净流出——两者方向出现分歧。

机构持股变动数据按季度发布且存在滞后;资金流向数据为每日更新。请将其作为方向性的交叉验证参考,而非精确的择时信号。

持股人类型

Mutual Fund77.60%
Hedge Fund16.10%
Public Company5.23%
Private Company2.25%
Government Pension Fund1.54%
Sovereign Wealth Fund1.39%
Insurance Company1.38%
Individual/Insider0.65%
Corporate Pension Plan0.57%

主要股东 截至 2026-06-30

BlackRock 6.01% · 4.73M 股
Dodge & Cox 5.81% · 4.58M 股
Janus Henderson Group plc 5.33% · 4.20M 股
Vanguard Capital Management, LLC 5.24% · 4.12M 股
Boston Partners Global Investors, Inc. 5.09% · 4.00M 股
Vanguard Portfolio Management, LLC 4.87% · 3.83M 股
Principal Global Investors, LLC 3.41% · 2.69M 股
Samlyn Capital, LLC 3.06% · 2.41M 股
Capital Research 2.98% · 2.34M 股
State Street Global Advisors 2.46% · 1.93M 股

条形长度是相对于此处列出的最大股东而言,并非相对于公司100%股权。

内部人持股

共追踪50份申报 · 32次买入 · 18次卖出

姓名职务持股比例
James Putnam Independent Non-Executive Chairperson 0.17%
Dan Arnold Chief Executive Officer 0.15%
Richard Schifter Independent Director 0.06%
Edward Bernard Independent Director 0.05%
Anne Mulcahy Independent Director 0.05%
William Glavin Independent Director 0.03%
Richard Steinmeier MD & Divisional President of Business Development 0.03%
H. Eberhart Independent Director 0.02%
Greg Gates MD and Chief Technology & Information Officer 0.02%
Corey Thomas Independent Director 0.02%

内部人交易 最近的 Form 4 申报记录

日期姓名职务类型股数价格
2026-09-10 Katharine Reeping Chief Accounting Officer Open Market Disposition -439 $347.88
2026-09-04 Emily Field Group MD & Chief People Officer Sale to Issuer -106 $359.33
2026-08-27 Richard Schifter Independent Director Other Acquisition +14 --
2026-08-27 Edward Bernard Independent Director Other Acquisition +3 --
2026-08-27 William Glavin Independent Director Other Acquisition +10 --
2026-08-27 H. Eberhart Independent Director Other Acquisition +4 --
2026-08-27 James Putnam Independent Non-Executive Chairperson Other Acquisition +7 --
2026-08-27 Corey Thomas Independent Director Other Acquisition +4 --
2026-08-27 Allison Mnookin Independent Director Other Acquisition +2 --
2026-08-26 Aneri Jambusaria Managing Director of LPL Services Group Automatic Disposition -308 $357.36
2026-08-19 Greg Gates MD and Chief Technology & Information Officer Derivative Exercise and Sale -4,119 $77.53–355.38
2026-08-19 Greg Gates MD and Chief Technology & Information Officer Derivative Exercise and Retained +3,070 $77.53
2026-08-02 James Putnam Independent Non-Executive Chairperson Other Disposition -2,000 --
2026-07-30 Matthew Enyedi Managing Director of Client Success Automatic Disposition -1,000 $351.06–355.51
2026-06-16 Aneri Jambusaria Managing Director of LPL Services Group Automatic Disposition -308 $306.00
2026-06-11 Marc Cohen Managing Director of Business Strategy & Innovation Sale to Issuer -44 $295.66
2026-06-11 Greg Gates MD and Chief Technology & Information Officer Sale to Issuer -232 $295.66
2026-06-03 Richard Schifter Independent Director Other Acquisition +19 --
2026-06-03 Edward Bernard Independent Director Other Acquisition +4 --
2026-06-03 William Glavin Independent Director Other Acquisition +15 --

Form 4 申报记录,每家公司显示最新的一批。"Other Derivative Acquisition"(其他衍生品获取)类目多为限制性股票/期权归属,并非公开市场买入——具体类型见"类型"列。

报价时间 2026-10-16 19:30:05 · 仅供参考,不构成投资建议,也未考虑您的具体情况。

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