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LPL Financial

340 hedge funds and large institutions have $7.07B invested in LPL Financial in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 105 increasing their positions, 135 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
6.71%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.22%
New
63
Increased
105
Reduced
135
Closed
25
Calls
$70.7M
Puts
$4.61M
Net Calls
+$66.1M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$40K
TFGT
302
TS Financial Group (TSFG)
Illinois
$40K +$92 +1 +0.2%
CM
303
Caption Management
Oklahoma
$37K +$37K +400 New
FHA
304
Flagship Harbor Advisors
Massachusetts
$30K +$9.69K +105 +48%
JCM
305
Jacobi Capital Management
Pennsylvania
$29K +$18.5K +203 +175%
EP
306
Eudaimonia Partners
Tennessee
$28K +$28K +307 New
CIA
307
CSat Investment Advisory
Michigan
$24K +$2.92K +32 +14%
ASN
308
Advisory Services Network
Georgia
$21K -$67.9K -737 -76%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$20K
ACM
310
Allred Capital Management
Texas
$18.5K +$18.5K +200 New
QI
311
QS Investors
New York
$16K
GRP
312
Global Retirement Partners
California
$14K
RIA
313
Realta Investment Advisors
Delaware
$12K -$113K -1,251 -90%
CCM
314
Covington Capital Management
California
$12K
AW
315
Alpha Windward
Massachusetts
$9K -$524K -5,937 -98%
CI
316
CX Institutional
Indiana
$9K
S
317
SignatureFD
Georgia
$8K
IWP
318
IAG Wealth Partners
Wisconsin
$8K +$8K +83 New
DAM
319
Delta Asset Management
Tennessee
$7K
CFFP
320
Center for Financial Planning
Michigan
$7K +$7K +78 New
SPIA
321
Steward Partners Investment Advisory
New York
$7K +$7K +85 New
CAM
322
ClariVest Asset Management
California
$5K -$11.1M -127,075 -100%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$5K +$1.08K +11 +28%
TCWM
324
Total Clarity Wealth Management
Illinois
$5K +$5K +50 New
WT
325
Whittier Trust
California
$5K +$5K +51 New