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LPL Financial

416 hedge funds and large institutions have $10.3B invested in LPL Financial in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 140 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+21
Holders Change %
+5.32%
% of All Funds
7.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.19%
New
63
Increased
155
Reduced
140
Closed
39
Calls
$35.8M
Puts
$6.99M
Net Calls
+$28.8M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
376
FourThought Financial
Florida
$16K +$6.97K +54 +77%
CTC
377
Central Trust Company
Missouri
$15K +$10.9K +80 +267%
IWP
378
IAG Wealth Partners
Wisconsin
$12K
LC
379
Lindbrook Capital
California
$12K
SPIA
380
Steward Partners Investment Advisory
New York
$11K
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$10K -$7.4K -57 -43%
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$10K
PMFA
383
Plante Moran Financial Advisors
Michigan
$10K
Nisa Investment Advisors
384
Nisa Investment Advisors
Missouri
$9.84K +$4.01K +29,736 +69%
FHC
385
First Horizon Corporation
Tennessee
$9K
SC
386
Solstein Capital
California
$9K +$9K +65 New
WWM
387
Wolff Wiese Magana
California
$8K +$4.34K +32 +119%
MCM
388
Manchester Capital Management
Vermont
$8K +$8K +61 New
CP
389
Castleview Partners
Texas
$8K +$8K +62 New
APA
390
American Portfolios Advisors
New York
$5.26K -$1.35K -10 -20%
HI
391
Harbour Investments
Wisconsin
$5K -$2.7K -20 -35%
ACM
392
AUA Capital Management
Pennsylvania
$4K
RFA
393
Reilly Financial Advisors
California
$4K
EARNEST Partners
394
EARNEST Partners
Georgia
$4K
EI
395
Ellevest Inc
New York
$3K -$4.26K -27 -59%
WT
396
Washington Trust
Rhode Island
$3K -$1.38K -11 -31%
TJHA
397
Thomas J. Herzfeld Advisors
Florida
$3K
IRAG
398
Investment Research & Advisory Group
Georgia
$3K
CWP
399
Concord Wealth Partners
Virginia
$3K
LWM
400
Liberty Wealth Management
California
$3K +$3K +19 New