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LPL Financial
LPLA

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$334M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$117M
4
Fidelity International
4
Fidelity International
Bermuda
$60.4M
5
Invesco
5
Invesco
Georgia
$432M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$134M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$263M
3
Millennium Management
3
Millennium Management
New York
$13.9M
4
American Century Companies
4
American Century Companies
Missouri
$163M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
376
Atria Wealth Solutions
New York
$233K +$233K +1,277 New
UFF
377
USA Financial Formulas
Michigan
$233K +$233K +1,278 New
IRF
378
IBM Retirement Fund
New York
$230K -$13K -71 -5%
BRWA
379
B. Riley Wealth Advisors
Florida
$227K +$227K +1,233 New
IC
380
IEQ Capital
California
$226K +$226K +1,236 New
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$223K -$8.87M -48,572 -98%
IB
382
Intrust Bank
Kansas
$223K +$223K +1,222 New
PFS
383
Prospera Financial Services
Texas
$222K +$222K +1,216 New
FA
384
Fermata Advisors
California
$216K -$13.2K -72 -6%
XF
385
XML Financial
Maryland
$215K +$215K +1,175 New
GIA
386
Gladstone Institutional Advisory
Florida
$214K -$23.4K -128 -10%
PAM
387
Panagora Asset Management
Massachusetts
$213K +$213K +1,166 New
CFGS
388
Concourse Financial Group Securities
Alabama
$211K -$31.3K -171 -13%
DWT
389
Dorsey & Whitney Trust
South Dakota
$208K +$208K +1,140 New
PCM
390
Presidio Capital Management
California
$202K +$202K +1,107 New
TFGT
391
TS Financial Group (TSFG)
Illinois
$156K +$182 +1 +0.1%
BAM
392
Belpointe Asset Management
Nevada
$156K +$16.4K +90 +12%
SPIA
393
Steward Partners Investment Advisory
New York
$151K +$98.9K +541 +190%
GRP
394
Global Retirement Partners
California
$140K +$140K +759 New
LC
395
Lindbrook Capital
California
$139K -$40.7K -223 -23%
ST
396
Smithfield Trust
Pennsylvania
$123K – – –
GLLW
397
Graves Light Lenhart Wealth
Virginia
$123K – – –
AAP
398
Arax Advisory Partners
Colorado
$122K +$122K +668 New
TFA
399
Toth Financial Advisory
Virginia
$121K -$866K -4,725 -88%
QC
400
Quent Capital
New York
$121K +$2.01K +11 +2%
14 15
16
17 18