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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 %
PP
376
Prudential plc
United Kingdom
$639K -$25.6K -110 -4%
MYIA
377
Mount Yale Investment Advisors
Colorado
$633K +$179K +769 +39%
Thrivent Financial for Lutherans
378
Thrivent Financial for Lutherans
Minnesota
$630K -$12M -51,610 -95%
MCM
379
MAI Capital Management
Ohio
$622K -$796K -3,424 -56%
SWP
380
Stratos Wealth Partners
Ohio
$615K -$41K -176 -6%
Wealthfront Advisers
381
Wealthfront Advisers
California
$603K -$440K -1,893 -42%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$600K -$11.2K -48 -2%
CFGS
383
Concourse Financial Group Securities
Alabama
$596K -$10.2K -44 -2%
CCA
384
Catalyst Capital Advisors
New York
$594K -$144K -618 -19%
AAS
385
Avantax Advisory Services
Texas
$589K +$12.1K +52 +2%
PAI
386
Pittenger & Anderson Inc
Nebraska
$589K -$266K -1,142 -31%
RWM
387
Ritholtz Wealth Management
New York
$588K -$100K -432 -15%
UM
388
UniSuper Management
Australia
$587K +$215K +923 +58%
IMCOOI
389
Investment Management Corp of Ontario (IMCO)
Canada
$573K +$186K +800 +48%
EA
390
Everpar Advisors
Oklahoma
$565K -$71.4K -307 -11%
PA
391
Parallel Advisors
California
$564K -$2.09K -9 -0.4%
AWM
392
Avior Wealth Management
Nebraska
$562K +$9.77K +42 +2%
PAM
393
Panagora Asset Management
Massachusetts
$561K -$24M -103,021 -98%
SPIA
394
Steward Partners Investment Advisory
New York
$560K +$173K +743 +45%
MA
395
MONECO Advisors
Connecticut
$551K -$6.75K -29 -1%
Jacobs Levy Equity Management
396
Jacobs Levy Equity Management
New Jersey
$545K -$36.8M -158,120 -99%
XF
397
XML Financial
Maryland
$530K +$20.7K +89 +4%
LCOV
398
London Company of Virginia
Virginia
$528K – – –
GP
399
Greenline Partners
New York
$527K +$527K +2,266 New
PA
400
Prossimo Advisors
California
$520K – – –
14 15
16
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