LPL Financial Holdings Inc
LPLA319.320USD
+3.889+1.23%
收盤 04/29, 16:00（美東）報價延遲15分鐘
23.84B總市值
22.52本益比TTM
關於 LPL Financial Holdings Inc 公司
LPL Financial Holdings Inc. 是一家獨立經紀交易商和投資諮詢公司。該公司爲美國獨立金融顧問和機構金融顧問提供綜合經紀和投資諮詢服務平臺。通過其綜合平臺，該公司提供綜合技術解決方案；經紀和諮詢平臺；清算、合規、業務和規劃及諮詢服務；諮詢實踐管理計劃和培訓以及內部研究。通過其託管和清算平臺，該公司使用專有和第三方技術，提供多樣化金融產品和服務，使其顧問能夠爲散戶投資者提供個性化的金融建議和經紀服務。其產品包括另類投資、年金、交易所交易產品、保險產品、共同基金和退休計劃產品。該公司還提供財富管理解決方案。
公司簡介
公司代碼LPLA
公司名稱LPL Financial Holdings Inc
上市日期Nov 18, 2010
成立日期2005
CEOMr. Richard (Rich) Steinmeier
員工數量9000
證券類型Ordinary Share
年結日Nov 18
公司地址4707 Executive Drive
城市SAN DIEGO
上市交易所NASDAQ Global Select Consolidated
國家United States of America
郵編92121
電話18008777210
網址https://lplfinancial.lpl.com/
公司代碼LPLA
上市日期Nov 18, 2010
成立日期2005
公司高階主管
名稱
名稱/職務
職務
持股
持股變動
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
Mr. Matthew J. (Matt) Audette
Mr. Matthew J. (Matt) Audette
President, Chief Financial Officer
President, Chief Financial Officer
8.43K
-30.94%
Ms. Aneri Jambusaria
Ms. Aneri Jambusaria
Managing Director - Wealth Management
Managing Director - Wealth Management
5.74K
-1.37%
Ms. Allison H. Mnookin
Ms. Allison H. Mnookin
Independent Director
Independent Director
4.91K
-52.98%
Ms. Sara Dadyar
Ms. Sara Dadyar
Chief Human Resources Officer, Managing Director
Chief Human Resources Officer, Managing Director
1.80K
--
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名稱
名稱/職務
職務
持股
持股變動
Mr. James S. Putnam
Mr. James S. Putnam
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
122.19K
-10.18%
Mr. Richard P. Schifter, J.D.
Mr. Richard P. Schifter, J.D.
Independent Director
Independent Director
41.34K
+0.04%
Mrs. Anne M. Mulcahy
Mrs. Anne M. Mulcahy
Independent Director
Independent Director
35.46K
--
Mr. Richard (Rich) Steinmeier
Mr. Richard (Rich) Steinmeier
Chief Executive Officer, Director
Chief Executive Officer, Director
22.11K
-17.26%
Mr. Greg Gates
Mr. Greg Gates
Managing Director, Chief Technology and Information Officer
Managing Director, Chief Technology and Information Officer
18.61K
+1.77%
Mr. Matthew Enyedi
Mr. Matthew Enyedi
Managing Director - Client Success
Managing Director - Client Success
10.24K
-0.60%
收入明細
單位: USD更新時間: 3月12日 週三
單位: USD更新時間: 3月12日 週三
FY2019
業務USD
名稱
營收
佔比
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%
暫無數據
業務
地區
業務USD
名稱
營收
佔比
Annuities
1.00B
52.89%
Mutual funds
589.41M
31.15%
Fixed income
126.13M
6.66%
other
96.62M
5.11%
Equities
79.45M
4.20%
股東統計
更新時間: 4月29日 週二
更新時間: 4月29日 週二
持股股東
股東類型
持股股東
股東統計
佔比
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
持股股東
股東統計
佔比
The Vanguard Group, Inc.
8.98%
Boston Partners
4.88%
BlackRock Institutional Trust Company, N.A.
4.44%
Janus Henderson Investors
3.81%
Kayne Anderson Rudnick Investment Management, LLC
3.32%
Other
74.57%
股東類型
股東統計
佔比
Investment Advisor/Hedge Fund
36.94%
Investment Advisor
32.53%
Hedge Fund
15.38%
Pension Fund
2.38%
Research Firm
1.90%
Bank and Trust
1.37%
Sovereign Wealth Fund
1.23%
Individual Investor
0.60%
Family Office
0.06%
Other
7.61%
機構持股
更新時間: 1月20日 週一
更新時間: 1月20日 週一
報告期間
機構數
持股數
持股佔比
持股變動
2025Q1
1431
73.77M
92.25%
-4.18M
2024Q4
1478
73.56M
98.63%
-5.28M
2024Q3
1420
73.69M
98.51%
-5.08M
2024Q2
1392
73.47M
98.34%
-6.34M
2024Q1
1358
74.12M
99.20%
-5.45M
2023Q4
1312
72.67M
97.32%
-7.05M
2023Q3
1276
73.83M
97.60%
-7.64M
2023Q2
1251
73.96M
96.49%
-8.10M
2023Q1
1225
76.53M
97.68%
-5.22M
2022Q4
1179
78.17M
98.64%
-3.63M
查看更多
股東持股明細
名稱
持股數
佔比
持股變動
變動比例
公告日期
The Vanguard Group, Inc.
7.19M
8.98%
-60.15K
-0.83%
Dec 31, 2024
Boston Partners
3.91M
4.88%
+805.64K
+25.99%
Dec 31, 2024
BlackRock Institutional Trust Company, N.A.
3.56M
4.44%
+42.22K
+1.20%
Dec 31, 2024
Janus Henderson Investors
3.05M
3.81%
+522.03K
+20.65%
Dec 31, 2024
Kayne Anderson Rudnick Investment Management, LLC
2.66M
3.32%
+57.48K
+2.21%
Dec 31, 2024
Fidelity Management & Research Company LLC
2.43M
3.03%
-348.60K
-12.57%
Dec 31, 2024
Lone Pine Capital, L.L.C.
1.92M
2.4%
-257.39K
-11.81%
Dec 31, 2024
State Street Global Advisors (US)
1.67M
2.09%
-6.56K
-0.39%
Dec 31, 2024
WCM Investment Management
1.64M
2.05%
-8.05K
-0.49%
Dec 31, 2024
Samlyn Capital, LLC
1.57M
1.97%
-72.62K
-4.41%
Dec 31, 2024
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持股ETF
更新時間: 4月6日 週日
更新時間: 4月6日 週日
機構名稱
佔比
Gabelli Financial Services Opportunities ETF
4.05%
Argent Mid Cap ETF
3.72%
Otter Creek Focus Strategy ETF
2.99%
Future Fund Long/Short ETF
2.78%
AdvisorShares Gerber Kawasaki ETF
2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
2.53%
PGIM Jennison Focused Mid-Cap ETF
2.52%
NYLI Winslow Focused Large Cap Growth ETF
2.02%
VanEck Morningstar SMID Moat ETF
1.87%
First Trust Financials AlphaDEX Fund
1.85%
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Gabelli Financial Services Opportunities ETF
佔比4.05%
Argent Mid Cap ETF
佔比3.72%
Otter Creek Focus Strategy ETF
佔比2.99%
Future Fund Long/Short ETF
佔比2.78%
AdvisorShares Gerber Kawasaki ETF
佔比2.71%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
佔比2.53%
PGIM Jennison Focused Mid-Cap ETF
佔比2.52%
NYLI Winslow Focused Large Cap Growth ETF
佔比2.02%
VanEck Morningstar SMID Moat ETF
佔比1.87%
First Trust Financials AlphaDEX Fund
佔比1.85%
分紅派息
近5年累計派現
420.94M
美元
公告日期
分紅計劃
股權登記日
現金發放日
除權除息日
Jan 30, 2025
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 25, 2025 going ex on Mar 11, 2025
Mar 11, 2025
Mar 25, 2025
Mar 11, 2025
Oct 31, 2024
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Dec 02, 2024 going ex on Nov 14, 2024
Nov 14, 2024
Dec 02, 2024
Nov 14, 2024
Jul 25, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
May 03, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 04, 2024 going ex on May 20, 2024
May 21, 2024
Jun 04, 2024
May 20, 2024
Feb 06, 2024
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 26, 2024 going ex on Mar 11, 2024
Mar 12, 2024
Mar 26, 2024
Mar 11, 2024
Oct 27, 2023
LPLA.NB Final Cash Dividend of gross USD 0.3 paid on Nov 27, 2023 going ex on Nov 08, 2023
Nov 09, 2023
Nov 27, 2023
Nov 08, 2023
Jul 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
Apr 27, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Jun 01, 2023 going ex on May 17, 2023
May 18, 2023
Jun 01, 2023
May 17, 2023
Feb 03, 2023
LPLA.NB Interim Cash Dividend of gross USD 0.3 paid on Mar 28, 2023 going ex on Mar 13, 2023
Mar 14, 2023
Mar 28, 2023
Mar 13, 2023
Oct 27, 2022
LPLA.NB Final Cash Dividend of gross USD 0.25 paid on Nov 28, 2022 going ex on Nov 09, 2022
Nov 10, 2022
Nov 28, 2022
Nov 09, 2022
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拆合股
公告日期
類型
比率
暫無數據
公告日期
類型
比率
暫無數據