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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 %
GT
301
Greenleaf Trust
Michigan
-$254K -3,930 Closed
SAM
302
Symphony Asset Management
California
-$220K -3,406 Closed
CPP
303
Crow Point Partners
Massachusetts
-$219K -3,399 Closed
Ameriprise
304
Ameriprise
Minnesota
-$218K -3,374 Closed
SWP
305
Stratos Wealth Partners
Ohio
-$94K -1,464 Closed
SF
306
Synovus Financial
Georgia
-$65K -1,000 Closed
HMS
307
Hanseatic Management Services
New Mexico
-$63K -976 Closed
HFM
308
Harvest Fund Management
China
-$58K -900 Closed
WSTAM
309
Wilbanks Smith & Thomas Asset Management
Virginia
-$48K -750 Closed
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
-$32K -497 Closed
OBWP
311
O'Brien Wealth Partners
Massachusetts
-$26K -400 Closed
BWA
312
BDO Wealth Advisors
Florida
-$15K -234 Closed
TRCT
313
Tower Research Capital (TRC)
New York
-$10K -157 Closed
OIA
314
OneDigital Investment Advisors
Kansas
-$8K -130 Closed
Macquarie Group
315
Macquarie Group
Australia
-$6K -100 Closed
PA
316
Parallel Advisors
California
-$3K -45 Closed
CAG
317
Csenge Advisory Group
Florida
-$2K -44 Closed
SPIA
318
Steward Partners Investment Advisory
New York
-$1K -20 Closed
MCM
319
Monument Capital Management
Virginia
-$1K -18 Closed