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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
AE Wealth Management
Kansas
$491K +$491K +1,758 New
AFCM
427
Applied Finance Capital Management
Puerto Rico
$491K +$491K +1,757 New
Arrowstreet Capital
428
Arrowstreet Capital
Massachusetts
$490K +$16.2K +58 +3%
UCFA
429
United Capital Financial Advisors
Texas
$484K -$35.8K -128 -7%
MWM
430
Moran Wealth Management
Florida
$479K +$153K +547 +47%
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$478K -$63.7K -228 -12%
HFO
432
Heritage Family Offices
Arizona
$478K +$478K +1,712 New
New York State Teachers Retirement System (NYSTRS)
433
New York State Teachers Retirement System (NYSTRS)
New York
$478K +$314K +1,125 +191%
SPIA
434
Steward Partners Investment Advisory
New York
$465K +$22.3K +80 +5%
IMCOOI
435
Investment Management Corp of Ontario (IMCO)
Canada
$464K +$112K +400 +32%
DAS
436
Diversify Advisory Services
Utah
$463K +$463K +1,695 New
SWMG
437
Sanchez Wealth Management Group
Florida
$460K +$558 +2 +0.1%
YCM
438
Yousif Capital Management
Michigan
$460K -$12.8K -46 -3%
National Bank of Canada
439
National Bank of Canada
Quebec, Canada
$452K -$33.3M -118,168 -99%
MFS
440
Mattson Financial Services
Michigan
$450K +$450K +1,612 New
CFB
441
Cullen/Frost Bankers
Texas
$449K +$2.51K +9 +0.6%
UM
442
UniSuper Management
Australia
$447K +$140K +500 +45%
Lido Advisors
443
Lido Advisors
California
$446K +$17K +61 +4%
Bessemer Group
444
Bessemer Group
New Jersey
$446K – – –
CA
445
Clearstead Advisors
Ohio
$445K +$331K +1,186 +291%
UWS
446
Unique Wealth Strategies
Illinois
$442K – – –
DWM
447
Dynasty Wealth Management
Florida
$441K +$211K +757 +92%
PCM
448
Pennsylvania Capital Management
Pennsylvania
$439K – – –
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$435K +$1.4K +5 +0.3%
Pzena Investment Management
450
Pzena Investment Management
New York
$430K +$146K +522 +51%
16 17
18
19 20