Stammdaten
Unternehmen & Branche
| Name | LPL Financial LLC |
|---|---|
| Ticker | |
| CIK | 0001403438 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | CA |
|---|---|
| Geschäftsadresse | 4707 EXECUTIVE DRIVE, 92121 SAN DIEGO, CA |
| Telefon | 704-733-3300 |
| EIN (IRS) | 95-2834236 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|---|
| Frühere Namen | LPL Financial CORP (bis 2010) Linsco/Private Ledger Corp. (bis 2007) |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1.165.651 | 1.165.651 | 0 | 66.137.618 | Unverändert | 0,0% | |
| AMERICAN CENTURY COMPANIES INC | 901.171 | 0 | 901.171 | 51.131.361 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 1.302.819 | 1.103.987 | 198.832 | 26.016.513 | Aufgestockt | +18,0% | |
| LPL Financial LLC | 797.483 | 81.181 | 716.302 | 17.616.950 | Aufgestockt | +882,4% | |
| Strategic Blueprint, LLC | 266.174 | 261.088 | 5.086 | 15.102.393 | Aufgestockt | +1,9% | |
| Torren Management, LLC | 194.083 | 193.468 | 615 | 11.012.011 | Aufgestockt | +0,3% | |
| TrustWell Financial Advisors, LLC | 156.870 | 139.456 | 17.414 | 8.900.643 | Aufgestockt | +12,5% | |
| Cogent Private Wealth, Inc. | 110.713 | 96.482 | 14.231 | 7.441.940 | Aufgestockt | +14,7% | |
| NewEdge Advisors, LLC | 122.094 | 0 | 122.094 | 6.927.467 | Neu | +100,0% | |
| Great Point Wealth Advisors, LLC | 90.874 | 90.867 | 7 | 6.108.367 | Aufgestockt | 0,0% | |
| JANE STREET GROUP, LLC | 147.556 | 0 | 147.556 | 2.946.605 | Neu | +100,0% | |
| EnRich Financial Partners LLC | 42.581 | 6.597 | 35.984 | 2.415.995 | Aufgestockt | +545,5% | |
| True Wealth Design, LLC | 27.841 | 23.152 | 4.689 | 1.579.653 | Aufgestockt | +20,3% | |
| CROSSPOINT FINANCIAL, LLC | 21.170 | 18.910 | 2.260 | 1.423.009 | Aufgestockt | +12,0% | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15.044 | 6.560 | 8.484 | 1.059.976 | Aufgestockt | +129,3% | |
| Tortoise Investment Management, LLC | 18.500 | 0 | 18.500 | 1.049.668 | Neu | +100,0% | |
| Vawter Financial, Ltd. | 15.414 | 14.757 | 657 | 1.036.080 | Aufgestockt | +4,5% | |
| Versant Capital Management, Inc | 14.308 | 15.247 | -939 | 961.746 | Reduziert | -6,2% | |
| Integrity Wealth Solutions LLC | 13.400 | 9.577 | 3.823 | 900.732 | Aufgestockt | +39,9% | |
| LEGACY FINANCIAL GROUP, INC. | 13.710 | 11.972 | 1.738 | 777.889 | Aufgestockt | +14,5% | |
| Haven Private, LLC | 12.503 | 11.543 | 960 | 709.405 | Aufgestockt | +8,3% | |
| OSAIC HOLDINGS, INC. | 10.199 | 11.347 | -1.148 | 685.711 | Reduziert | -10,1% | |
| CITADEL ADVISORS LLC | 11.104 | 5.040 | 6.064 | 630.028 | Aufgestockt | +120,3% | |
| Herold Advisors, Inc. | 10.639 | 7.914 | 2.725 | 603.645 | Aufgestockt | +34,4% | |
| Plancorp, LLC | 8.145 | 7.745 | 400 | 524.877 | Aufgestockt | +5,2% | |
| Arlington Financial Advisors, LLC | 3.674 | 3.362 | 312 | 246.954 | Aufgestockt | +9,3% | |
| ENVESTNET ASSET MANAGEMENT INC | 3.388 | 3.261 | 127 | 227.730 | Aufgestockt | +3,9% | |
| Werba Rubin Papier Wealth Management | 3.316 | 0 | 3.316 | 222.896 | Neu | +100,0% | |
| Advisory Services Network, LLC | 2.102 | 0 | 2.102 | 141.293 | Neu | +100,0% | |
| Keystone Financial Group, Inc. | 2.047 | 0 | 2.047 | 135.737 | Neu | +100,0% | |
| Sunbelt Securities, Inc. | 1.408 | 1.403 | 5 | 94.613 | Aufgestockt | +0,4% | |
| Sankala Group LLC | 1.406 | 805 | 601 | 78.265 | Aufgestockt | +74,7% | |
| Farther Finance Advisors, LLC | 600 | 600 | 0 | 40.564 | Unverändert | 0,0% | |
| EverSource Wealth Advisors, LLC | 304 | 244 | 60 | 20.404 | Aufgestockt | +24,6% | |
| JONES FINANCIAL COMPANIES LLLP | 124 | 0 | 124 | 7.461 | Neu | +100,0% | |
| UBS Group AG | 288 | 86 | 202 | 7.075 | Aufgestockt | +234,9% | |
| CURIO WEALTH, LLC | 46 | 46 | 0 | 3.116 | Unverändert | 0,0% | |
| Orion Capital Management LLC | 20 | 20 | 0 | 1.135 | Unverändert | 0,0% | |
| LAM GROUP, INC. | 5 | 0 | 5 | 284 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 3.548 | 3.428 | 120 | 238 | Aufgestockt | +3,5% | |
| Beaird Harris Wealth Management, LLC | 0 | 0 | 0 | 8 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1.165.651 | 1.165.651 | 0,0% | 66.137.618 | 28,17 | 5 Q |
| AMERICAN CENTURY COMPANIES INC | 901.171 | 0 | +100,0% | 51.131.361 | 21,78 | 1 Q |
| AMERIPRISE FINANCIAL INC | 1.302.819 | 1.103.987 | +18,0% | 26.016.513 | 11,08 | 7 Q |
| LPL Financial LLC | 797.483 | 81.181 | +882,4% | 17.616.950 | 7,50 | 10 Q |
| Strategic Blueprint, LLC | 266.174 | 261.088 | +1,9% | 15.102.393 | 6,43 | 2 Q |
| Torren Management, LLC | 194.083 | 193.468 | +0,3% | 11.012.011 | 4,69 | 2 Q |
| TrustWell Financial Advisors, LLC | 156.870 | 139.456 | +12,5% | 8.900.643 | 3,79 | 2 Q |
| Cogent Private Wealth, Inc. | 110.713 | 96.482 | +14,7% | 7.441.940 | 3,17 | 2 Q |
| NewEdge Advisors, LLC | 122.094 | 0 | +100,0% | 6.927.467 | 2,95 | 1 Q |
| Great Point Wealth Advisors, LLC | 90.874 | 90.867 | 0,0% | 6.108.367 | 2,60 | 8 Q |
| JANE STREET GROUP, LLC | 147.556 | 0 | +100,0% | 2.946.605 | 1,26 | 11 Q |
| EnRich Financial Partners LLC | 42.581 | 6.597 | +545,5% | 2.415.995 | 1,03 | 2 Q |
| True Wealth Design, LLC | 27.841 | 23.152 | +20,3% | 1.579.653 | 0,67 | 4 Q |
| CROSSPOINT FINANCIAL, LLC | 21.170 | 18.910 | +12,0% | 1.423.009 | 0,61 | 5 Q |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15.044 | 6.560 | +129,3% | 1.059.976 | 0,45 | 7 Q |
| Tortoise Investment Management, LLC | 18.500 | 0 | +100,0% | 1.049.668 | 0,45 | 1 Q |
| Vawter Financial, Ltd. | 15.414 | 14.757 | +4,5% | 1.036.080 | 0,44 | 10 Q |
| Versant Capital Management, Inc | 14.308 | 15.247 | -6,2% | 961.746 | 0,41 | 10 Q |
| Integrity Wealth Solutions LLC | 13.400 | 9.577 | +39,9% | 900.732 | 0,38 | 10 Q |
| LEGACY FINANCIAL GROUP, INC. | 13.710 | 11.972 | +14,5% | 777.889 | 0,33 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 38 | 5,6 | 235 |
| 31.12.2025 | ✓ | 33 | 3,3 | 155 |
| 30.09.2025 | ✓ | 26 | 4,2 | 189 |
| 30.06.2025 | ✓ | 21 | 4,5 | 177 |
| 31.03.2025 | ✓ | 21 | 1,7 | 48 |
| 31.12.2024 | ✓ | 19 | 1,5 | 39 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Strategic Blueprint, LLC | 261.088 | 15.709.535 |
| Torren Management, LLC | 193.468 | 11.640.887 |
| TrustWell Financial Advisors, LLC | 139.456 | 8.390.989 |
| Cogent Private Wealth, Inc. | 96.482 | 6.397.721 |
| Haven Private, LLC | 11.543 | 694.536 |
| EnRich Financial Partners LLC | 6.597 | 396.938 |
| Arlington Financial Advisors, LLC | 3.362 | 222.953 |
| ENVESTNET ASSET MANAGEMENT INC | 3.261 | 216.223 |
| Sankala Group LLC | 805 | 48.024 |
| Farther Finance Advisors, LLC | 600 | 39.786 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LPL Financial LLC | 81.181 | 10.188 | +14.4 % | 3.572.549 |
| CROSSPOINT FINANCIAL, LLC | 18.910 | 8.310 | +78.4 % | 1.253.881 |
| Versant Capital Management, Inc | 15.247 | 4.583 | +43.0 % | 1.011.017 |
| OSAIC HOLDINGS, INC. | 11.347 | 2.771 | +32.3 % | 752.558 |
| Integrity Wealth Solutions LLC | 9.577 | 1.420 | +17.4 % | 635.067 |
| LEGACY FINANCIAL GROUP, INC. | 11.972 | 1.070 | +9.8 % | 720.349 |
| Herold Advisors, Inc. | 7.914 | 429 | +5.7 % | 476.183 |
| Plancorp, LLC | 7.745 | 400 | +5.4 % | 489.040 |
| Cambridge Investment Research Advisors, Inc. | 3.428 | 205 | +6.4 % | 227 |
| CITADEL ADVISORS LLC | 5.040 | 25 | +0.5 % | 303.254 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 1.103.987 | -400.050 | -26.6 % | 22.381.349 |
| True Wealth Design, LLC | 23.152 | -3.458 | -13.0 % | 1.393.034 |
| Keystone Financial Group, Inc. | 2.047 | -470 | -18.7 % | 135.737 |
| Vawter Financial, Ltd. | 14.757 | -290 | -1.9 % | 978.509 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.560 | -151 | -2.3 % | 445.007 |
| UBS Group AG | 86 | -5 | -5.5 % | 5.703 |