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LPL Financial
LPLA

Overview Fund Activity

635 hedge funds and large institutions have $16.6B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 240 increasing their positions, 237 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
-33
Holders Change %
-4.94%
% of All Funds
9.18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
85
Increased
240
Reduced
237
Closed
111
Calls
$153M
Puts
$140M
Net Calls
+$13.2M
Net Calls Change
+$16.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$283M
2
First Trust Advisors
First Trust Advisors
Illinois
+$210M
3
Marshall Wace
Marshall Wace
United Kingdom
+$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
5
LPC
Lone Pine Capital
Connecticut
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
3
Morgan Stanley
Morgan Stanley
New York
-$139M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$133M
5
BlackRock
BlackRock
New York
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.43M – – –
GIBU
302
Gulf International Bank (UK)
United Kingdom
$1.42M -$67K -288 -4%
P
303
&Partners
Tennessee
$1.42M +$753K +3,235 +112%
TRCT
304
Tower Research Capital (TRC)
New York
$1.4M +$1.25M +5,358 +801%
KAS
305
Kestra Advisory Services
Texas
$1.4M -$122K -523 -8%
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$1.39M +$67K +288 +5%
EI
307
Ethic Inc
New York
$1.36M -$198K -751 -13%
BC
308
Burney Company
Virginia
$1.35M +$1.35M +5,809 New
YMRC
309
Yorktown Management & Research Company
Virginia
$1.32M – – –
DZ Bank
310
DZ Bank
Germany
$1.32M +$500K +2,150 +61%
TW
311
TrinityPoint Wealth
Connecticut
$1.3M +$151K +648 +13%
AB
312
Amalgamated Bank
New York
$1.3M +$131K +563 +11%
SG Americas Securities
313
SG Americas Securities
New York
$1.3M +$170K +732 +15%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$1.3M +$56.7K +247 +5%
DIA
315
Dana Investment Advisors
Wisconsin
$1.29M +$84.9K +365 +7%
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$1.23M +$97.9K +421 +9%
KIA
317
Knollwood Investment Advisory
Maryland
$1.23M – – –
Credit Agricole
318
Credit Agricole
France
$1.2M +$27.5K +118 +2%
OIA
319
OneDigital Investment Advisors
Kansas
$1.18M +$258K +1,107 +28%
WP
320
WMS Partners
Maryland
$1.16M – – –
BFG
321
Bleakley Financial Group
New Jersey
$1.14M -$89.3K -384 -7%
SIA
322
SkyView Investment Advisors
New Jersey
$1.13M +$30.5K +131 +3%
GC
323
Globeflex Capital
California
$1.11M +$330K +1,420 +42%
PI
324
PEAK6 Investments
Illinois
$1.11M +$1.03M +4,448 +1,336%
IAA
325
Independent Advisor Alliance
North Carolina
$1.09M +$221K +952 +25%
11 12
13
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