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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
401
Stratos Wealth Partners
Ohio
$531K -$23.5K -116 -4%
BOH
402
Bank of Hawaii
Hawaii
$510K +$510K +2,522 New
IWA
403
Intercontinental Wealth Advisors
Texas
$504K -$607 -3 -0.1%
QPBE
404
Quintet Private Bank (Europe)
Luxembourg
$503K +$503K +2,485 New
TC
405
TownSquare Capital
Utah
$500K +$78.3K +387 +19%
KCM
406
Kennedy Capital Management
Missouri
$497K -$4.21M -20,784 -89%
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
$492K -$165K -814 -25%
AWM
408
Axxcess Wealth Management
California
$492K -$76.5K -378 -13%
Creative Planning
409
Creative Planning
Kansas
$488K -$121K -596 -20%
AFA
410
Abacus FCF Advisors
Florida
$484K -$354K -1,750 -42%
PA
411
Parallel Advisors
California
$482K +$26.7K +132 +6%
BFM
412
Boothbay Fund Management
New York
$470K -$1.21M -5,960 -72%
EWA
413
EverSource Wealth Advisors
Alabama
$462K -$20.8K -103 -4%
LCOV
414
London Company of Virginia
Virginia
$459K – – –
CW
415
CreativeOne Wealth
Kansas
$449K -$5.87K -29 -1%
IIC
416
Ironwood Investment Counsel
Arizona
$447K +$15.2K +75 +4%
XF
417
XML Financial
Maryland
$447K +$208K +1,028 +87%
HIM
418
Hillsdale Investment Management
Ontario, Canada
$446K -$10.1K -50 -2%
GT
419
Greenleaf Trust
Michigan
$422K -$1.62K -8 -0.4%
GC
420
Globeflex Capital
California
$422K – – –
MGP
421
Metis Global Partners
California
$417K +$129K +637 +45%
FCB
422
First County Bank
Connecticut
$414K -$13.4K -66 -3%
AWM
423
Avior Wealth Management
Nebraska
$405K -$47.4K -234 -10%
MFG
424
Merit Financial Group
Georgia
$403K -$1.01K -5 -0.3%
LG
425
Leuthold Group
Minnesota
$403K -$22.7K -112 -5%
15 16
17
18 19