LPLA icon

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 %
AF
426
Allworth Financial
California
$28K +$28K +153 New
HNB
427
Huntington National Bank
Ohio
$25K -$3.06K -17 -11%
CCM
428
Covington Capital Management
California
$24K – – –
PCH
429
Polar Capital Holdings
United Kingdom
$23.7K – – –
SWM
430
Spire Wealth Management
Virginia
$23K -$45.6K -252 -66%
RTC
431
Riverview Trust Company
Washington
$21K +$21K +113 New
AWMS
432
Advocacy Wealth Management Services
Georgia
$19K +$19K +103 New
MCM
433
Manchester Capital Management
Vermont
$17K -$16.5K -91 -49%
IWP
434
IAG Wealth Partners
Wisconsin
$15K – – –
AssetMark Inc
435
AssetMark Inc
California
$15K +$15K +83 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$14K – – –
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$13K +71 New
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$12K -$8.44K -45 -41%
CT
439
Cambridge Trust
Massachusetts
$12K -$952 -5 -7%
CYG
440
Clean Yield Group
Vermont
$12K +$12K +63 New
WTC
441
WhitTier Trust Company
Nevada
$12K +$12K +66 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$11K -$1.8K -10 -14%
T
443
TCWP
Ohio
$11K +$11K +63 New
NL
444
NVWM LLC
Pennsylvania
$10K – – –
JWA
445
JFS Wealth Advisors
Pennsylvania
$10K +$6.18K +34 +162%
MCC
446
Money Concepts Capital
Florida
$9K +$9K +52 New
DHGWA
447
Dixon Hughes Goodman Wealth Advisors
North Carolina
$8K +$178 +1 +2%
MFT
448
Moisand Fitzgerald Tamayo
Florida
$7K +$7K +38 New
APA
449
American Portfolios Advisors
New York
$6.03K -$2.74K -15 -31%
MAM
450
Meeder Asset Management
Ohio
$6K -$314K -1,672 -98%
16 17
18
19 20