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LPL Financial

292 hedge funds and large institutions have $5.24B invested in LPL Financial in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
6.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
39
Increased
104
Reduced
114
Closed
40
Calls
$7.01M
Puts
$5.06M
Net Calls
+$1.94M
Net Calls Change
-$9.79M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
251
US Bancorp
Minnesota
$55K -$15.7K -243 -22%
IA
252
IFP Advisors
Florida
$52K -$10.8K -168 -17%
AssetMark Inc
253
AssetMark Inc
California
$52K +$2.58K +40 +5%
PCM
254
Prelude Capital Management
New York
$51K +$36.7K +569 +256%
WSTAM
255
Wilbanks Smith & Thomas Asset Management
Virginia
$48K +$48K +750 New
PCM
256
Penserra Capital Management
California
$40K -$143K -2,267 -78%
SLF
257
Sun Life Financial
Ontario, Canada
$38K +$38K +585 New
Parallax Volatility Advisers
258
Parallax Volatility Advisers
California
$32K +$32K +497 New
AIL
259
AGF Investments LLC
Ontario, Canada
$26K -$9.95K -153 -28%
AW
260
Alpha Windward
Massachusetts
$26K
OBWP
261
O'Brien Wealth Partners
Massachusetts
$26K
RFC
262
Regions Financial Corp
Alabama
$20K
Robeco Institutional Asset Management
263
Robeco Institutional Asset Management
Netherlands
$18K +$18K +278 New
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$17K -$8.37K -132 -33%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.7K +168 +170%
BWA
266
BDO Wealth Advisors
Florida
$15K
CFGS
267
Concourse Financial Group Securities
Alabama
$15K +$15K +228 New
FHA
268
Flagship Harbor Advisors
Massachusetts
$14K -$12.7K -200 -48%
QI
269
QS Investors
New York
$11K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$10K +$7.95K +124 +388%
TRCT
271
Tower Research Capital (TRC)
New York
$10K +$10K +157 New
OIA
272
OneDigital Investment Advisors
Kansas
$8K
MIM
273
MetLife Investment Management
New Jersey
$7.74K +$7.74K +120 New
JCM
274
Jacobi Capital Management
Pennsylvania
$7K
CI
275
CX Institutional
Indiana
$7K