股票 › LPLA
LPL金融 LPLA
美股市值排名 #844
$295.51 −$5.38 (-1.79%)
休市 · Nov 6, 8:20 pm ET · 最新盘后价 $295.51 0.00%
开盘$297.23
昨收$300.89
当日区间$293.85 – $303.71
成交量851.7K
市值$23.01B
市盈率(TTM)16.9
股息率0.41%
股权结构与仓位
谁在持有、谁在做空,以及大资金的流向
机构持股比例105.4%-0.70 个百分点,较上季度
持仓机构数919+2 ,较上季度
内部人近期交易32次买入 / 18次卖出净买入
空头持仓比例2.77% 占流通股回补天数 2.8 · 截至 15 Oct 2026
卖空成交量占比13.2%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入,近20个交易日
大单买入减卖出的净额(美元)。该窗口期内:−$63.57M(10个净流入日,10个净流出日)。
按单量净流入,近20个交易日
超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。
已披露的前五大股东合计持有27.5%的流通股。
最大股东
按投资者类型
过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从3.66%降至2.77%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,259,431 | 1.6% |
| Marshall Wace LLP | Hedge Fund | 2026/Q3 | +975,627 | 1.2% |
| Assenagon Asset Management S.A. | Mutual Fund | 2026/Q3 | +730,613 | 0.9% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +543,869 | 0.8% |
| Janus Henderson Group plc | Mutual Fund | 2026/Q3 | +531,576 | 5.3% |
| Point72 Asset Management, L.P. | Hedge Fund | 2026/Q3 | +456,702 | 0.6% |
| Dodge & Cox | Mutual Fund | 2026/Q3 | +432,132 | 5.8% |
| Castle Hook Partners LP | Hedge Fund | 2026/Q3 | +406,916 | 0.5% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +403,004 | 0.6% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +344,500 | 0.4% |
| Adage Capital Management, L.P. | Hedge Fund | 2026/Q3 | +225,000 | 0.4% |
| SCS Capital Management LLC | Mutual Fund | 2026/Q3 | +198,350 | 0.3% |
| Capricorn Fund Managers Limited | Hedge Fund | 2026/Q3 | +194,812 | 0.2% |
| Longaeva Partners L.P. | Mutual Fund | 2026/Q3 | +186,650 | 0.2% |
| Freestone Grove Partners LP | Hedge Fund | 2026/Q3 | +178,123 | 0.2% |
按报告期列出的机构买卖动态,变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 10 Sep 2026 | Katharine Reeping | Chief Accounting Officer | Open Market Disposition | -439 | $347.88 | 474 |
| 4 Sep 2026 | Emily Field | Group MD & Chief People Officer | Sale to Issuer | -106 | $359.33 | 166 |
| 27 Aug 2026 | Richard Schifter | Independent Director | Other Acquisition | +14 | – | 44,032 |
| 27 Aug 2026 | Edward Bernard | Independent Director | Other Acquisition | +3 | – | 10,563 |
| 27 Aug 2026 | William Glavin | Independent Director | Other Acquisition | +10 | – | 26,849 |
| 27 Aug 2026 | H. Eberhart | Independent Director | Other Acquisition | +4 | – | 17,764 |
| 27 Aug 2026 | James Putnam | Independent Non-Executive Chairperson | Other Acquisition | +7 | – | 135,298 |
| 27 Aug 2026 | Corey Thomas | Independent Director | Other Acquisition | +4 | – | 14,912 |
| 27 Aug 2026 | Allison Mnookin | Independent Director | Other Acquisition | +2 | – | 11,763 |
| 26 Aug 2026 | Aneri Jambusaria | Group MD & Chief Wealth Officer | Automatic Disposition | -308 | $357.36 | 3,687 |
| 19 Aug 2026 | Greg Gates | Group MD and Chief Product & Technology Officer | Derivative Exercise and Sale | -4,119 | $355.38 | 15,807 |
| 19 Aug 2026 | Greg Gates | Group MD and Chief Product & Technology Officer | Derivative Exercise and Retained | +3,070 | $77.53 | 15,807 |
| 2 Aug 2026 | James Putnam | Independent Non-Executive Chairperson | Other Disposition | -2,000 | – | 135,291 |
| 30 Jul 2026 | Matthew Enyedi | MD & Chief Client Officer | Automatic Disposition | -1,000 | $355.51 | 9,242 |
| 16 Jun 2026 | Aneri Jambusaria | Group MD & Chief Wealth Officer | Automatic Disposition | -308 | $306.00 | 3,995 |
| 11 Jun 2026 | Marc Cohen | Group MD & Chief Growth Officer | Sale to Issuer | -44 | $295.66 | 2,178 |
| 11 Jun 2026 | Greg Gates | Group MD and Chief Product & Technology Officer | Sale to Issuer | -232 | $295.66 | 12,737 |
| 3 Jun 2026 | Richard Schifter | Independent Director | Other Acquisition | +19 | – | 44,018 |
| 3 Jun 2026 | Edward Bernard | Independent Director | Other Acquisition | +4 | – | 10,560 |
| 3 Jun 2026 | William Glavin | Independent Director | Other Acquisition | +15 | – | 26,839 |
数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。
空头持仓(按报告期)
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 2,181,600 | 2.8% | 2.8 |
| 30 Sep 2026 | 1,974,698 | 2.5% | 2.0 |
| 15 Sep 2026 | 1,768,918 | 2.2% | 3.0 |
| 31 Aug 2026 | 1,907,768 | 2.4% | 3.8 |
| 14 Aug 2026 | 2,461,913 | 3.1% | 3.7 |
| 31 Jul 2026 | 2,894,304 | 3.7% | 4.0 |
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