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LPL Financial

481 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, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
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
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
A
376
Astrantus
Cyprus
$237K -$17.1K -98 -7%
AWS
377
Atria Wealth Solutions
New York
$233K +$222K +1,277 New
UFF
378
USA Financial Formulas
Michigan
$233K +$223K +1,278 New
IRF
379
IBM Retirement Fund
New York
$230K -$12.4K -71 -5%
BRWA
380
B. Riley Wealth Advisors
Florida
$227K +$215K +1,233 New
IC
381
IEQ Capital
California
$226K +$215K +1,236 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$223K -$8.46M -48,572 -98%
IB
383
Intrust Bank
Kansas
$223K +$213K +1,222 New
PFS
384
Prospera Financial Services
Texas
$222K +$212K +1,216 New
FA
385
Fermata Advisors
California
$216K -$12.5K -72 -6%
XF
386
XML Financial
Maryland
$215K +$205K +1,175 New
GIA
387
Gladstone Institutional Advisory
Florida
$214K -$22.3K -128 -10%
PAM
388
Panagora Asset Management
Massachusetts
$213K +$203K +1,166 New
CFGS
389
Concourse Financial Group Securities
Alabama
$211K -$29.8K -171 -13%
DWT
390
Dorsey & Whitney Trust
South Dakota
$208K +$199K +1,140 New
PCM
391
Presidio Capital Management
California
$202K +$193K +1,107 New
TFGT
392
TS Financial Group (TSFG)
Illinois
$156K +$174 +1 +0.1%
BAM
393
Belpointe Asset Management
Nevada
$156K +$15.7K +90 +12%
SPIA
394
Steward Partners Investment Advisory
New York
$151K +$94.2K +541 +190%
GRP
395
Global Retirement Partners
California
$140K +$132K +759 New
LC
396
Lindbrook Capital
California
$139K -$38.8K -223 -23%
GLLW
397
Graves Light Lenhart Wealth
Virginia
$123K
ST
398
Smithfield Trust
Pennsylvania
$123K
AAP
399
Arax Advisory Partners
Colorado
$122K +$116K +668 New
TFA
400
Toth Financial Advisory
Virginia
$121K -$823K -4,725 -88%