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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 %
SAM
426
Shell Asset Management
Netherlands
$400K +$400K +1,719 New
DC
427
Davenport & Co
Virginia
$398K -$72.8K -313 -15%
EA
428
Emerald Advisers
Pennsylvania
$397K -$188K -808 -32%
YCM
429
Yousif Capital Management
Michigan
$395K +$11.6K +50 +3%
QCM
430
QRG Capital Management
Illinois
$390K -$228K -982 -37%
SWMG
431
Sanchez Wealth Management Group
Florida
$384K +$465 +2 +0.1%
CI
432
CX Institutional
Indiana
$382K +$382K +1,643 New
CFB
433
Cullen/Frost Bankers
Texas
$372K -$2.09K -9 -0.6%
Bessemer Group
434
Bessemer Group
New Jersey
$372K +$697 +3 +0.2%
VI
435
Vestcor Inc
New Brunswick, Canada
$367K -$579K -2,485 -61%
PCM
436
Pennsylvania Capital Management
Pennsylvania
$366K +$698 +3 +0.2%
WPC
437
Wedmont Private Capital
Pennsylvania
$364K -$95.7K -400 -21%
CA
438
Clearstead Advisors
Ohio
$361K -$9.31K -40 -3%
RWMH
439
Riverpoint Wealth Management Holdings
Illinois
$358K +$465 +2 +0.1%
EWA
440
EverSource Wealth Advisors
Alabama
$356K +$1.63K +7 +0.5%
LI
441
LRI Investments
Florida
$354K -$18.2K -58 -5%
Lido Advisors
442
Lido Advisors
California
$354K -$17.9K -77 -5%
IIC
443
Ironwood Investment Counsel
Arizona
$340K -$14K -60 -4%
WA
444
Wealth Alliance
New York
$338K +$7.91K +34 +2%
SW
445
Simplicity Wealth
New Jersey
$336K -$1.21M -5,209 -78%
CF
446
Corebridge Financial
Texas
$333K -$11.9K -51 -3%
FRM
447
Fox Run Management
Connecticut
$328K -$23.7K -102 -7%
SOMRS
448
State of Michigan Retirement System
Michigan
$326K – – –
AWM
449
Axxcess Wealth Management
California
$317K -$21.2K -91 -6%
TFS
450
Thoroughbred Financial Services
Tennessee
$316K – – –
16 17
18
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