LPLA icon

LPL Financial

479 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.58%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
155
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
326
Yousif Capital Management
Michigan
$443K +$15.5K +85 +4%
MGIA
327
Moneta Group Investment Advisors
Missouri
$432K -$6.21K -34 -1%
IWM
328
IHT Wealth Management
Illinois
$424K
PA
329
Parallel Advisors
California
$421K +$359K +1,931 +576%
BCM
330
BTC Capital Management
Iowa
$420K -$30K -164 -7%
LCOV
331
London Company of Virginia
Virginia
$415K
Nisa Investment Advisors
332
Nisa Investment Advisors
Missouri
$412K -$7.45M -40,827 -95%
HIS
333
Harvest Investment Services
Illinois
$407K +$407K +2,231 New
HighTower Advisors
334
HighTower Advisors
Illinois
$395K +$88.9K +489 +29%
EP
335
Edgestream Partners
New Jersey
$392K +$392K +2,145 New
Cetera Investment Advisers
336
Cetera Investment Advisers
Illinois
$376K -$17.2K -94 -4%
MCM
337
MAI Capital Management
Ohio
$366K -$17.4K -95 -5%
WWM
338
WJ Wealth Management
Arizona
$365K
FHB
339
First Hawaiian Bank
Hawaii
$358K -$79.8K -437 -18%
GT
340
Greenleaf Trust
Michigan
$355K +$41.8K +229 +13%
EI
341
Ethic Inc
New York
$349K -$67.2K -368 -16%
SIM
342
SSI Investment Management
California
$345K -$3.66K -20 -1%
LWP
343
Legacy Wealth Planning
Nevada
$344K +$45.7K +250 +15%
UB
344
UMB Bank
Missouri
$340K
JF
345
Jump Financial
Illinois
$339K +$339K +1,857 New
WA
346
Wealth Alliance
New York
$337K +$59.5K +326 +21%
MLL
347
Moody Lynn & Lieberson
Massachusetts
$329K
YIA
348
YHB Investment Advisors
Connecticut
$325K -$110K -600 -25%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$322K -$1.21M -6,621 -79%
HKIMG
350
Hutchens & Kramer Investment Management Group
Indiana
$320K