LPLA icon

LPL Financial

275 hedge funds and large institutions have $4.83B invested in LPL Financial in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-17
Holders Change %
-5.82%
% of All Funds
6.14%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
31
Increased
85
Reduced
124
Closed
47
Calls
$2.82M
Puts
$7.78M
Net Calls
-$4.95M
Net Calls Change
-$6.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CEP
226
Chicago Equity Partners
Illinois
$203K -$3.56M -58,370 -95%
AWM
227
Avior Wealth Management
Nebraska
$202K +$2.43K +40 +1%
CIM
228
Contravisory Investment Management
Massachusetts
$193K +$10.3K +168 +6%
FHB
229
First Hawaiian Bank
Hawaii
$143K -$35.3K -577 -20%
AIG
230
American International Group
New York
$127K -$3.48K -57 -3%
AIM
231
Assured Investment Management
New York
$87K -$379K -6,185 -81%
MAM
232
Meeder Asset Management
Ohio
$79K -$10.1K -165 -11%
PCG
233
Private Capital Group
Connecticut
$68K -$64.5K -1,059 -49%
RCAG
234
Rehmann Capital Advisory Group
Michigan
$63.6K
AG
235
Advisor Group
Arizona
$62K -$12.6K -203 -17%
AssetMark Inc
236
AssetMark Inc
California
$61K +$12.1K +200 +25%
Group One Trading
237
Group One Trading
Illinois
$46K -$107K -1,773 -70%
SLF
238
Sun Life Financial
Ontario, Canada
$36K +$184 +3 +0.5%
PCM
239
Penserra Capital Management
California
$34K -$4.37K -72 -11%
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$29K -$34.8K -573 -55%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$27K +$10.8K +178 +67%
AIL
242
AGF Investments LLC
Ontario, Canada
$26K +$1.47K +24 +6%
RFC
243
Regions Financial Corp
Alabama
$19K
ER
244
Enlightenment Research
Florida
$18K +$18K +300 New
CFGS
245
Concourse Financial Group Securities
Alabama
$17K +$3.54K +60 +26%
ASN
246
Advisory Services Network
Georgia
$16K +$16K +261 New
IA
247
IFP Advisors
Florida
$14K -$33.8K -572 -71%
PCM
248
Prelude Capital Management
New York
$14K -$34.4K -562 -71%
US Bancorp
249
US Bancorp
Minnesota
$13K -$38.3K -636 -75%
FHA
250
Flagship Harbor Advisors
Massachusetts
$13K