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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 %
CAM
451
ClariVest Asset Management
California
$6K – – –
ACM
452
AUA Capital Management
Pennsylvania
$6K – – –
LTI
453
Laffer Tengler Investments
Tennessee
$5.66K +$5.66K +31 New
EARNEST Partners
454
EARNEST Partners
Georgia
$5K – – –
TJHA
455
Thomas J. Herzfeld Advisors
Florida
$5K – – –
WT
456
Washington Trust
Rhode Island
$5K +$556 +3 +13%
GWS
457
Glassman Wealth Services
Virginia
$5K +$1.15K +6 +30%
CFO
458
CVA Family Office
Colorado
$5K +$2K +10 +67%
CI
459
Cordant Inc
Oregon
$5K +$5K +29 New
IRAG
460
Investment Research & Advisory Group
Georgia
$4K – – –
CWP
461
Concord Wealth Partners
Virginia
$4K – – –
TWA
462
TCI Wealth Advisors
Arizona
$4K +$4K +21 New
EI
463
Ellevest Inc
New York
$3K -$18K -84 -86%
CB
464
CNB Bank
Pennsylvania
$3K – – –
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$3K +$882 +5 +42%
SC
466
Schubert & Co
Texas
$3K +$947 +6 +46%
DI
467
Disciplined Investments
Oklahoma
$3K +$3K +16 New
GWSG
468
GPS Wealth Strategies Group
Colorado
$2K – – –
LF
469
Lee Financial
Texas
$2K – – –
IFAM
470
Institutional & Family Asset Management
Colorado
$2K – – –
PCA
471
Providence Capital Advisors
North Carolina
$2K +$2K +13 New
AF
472
Advisornet Financial
Minnesota
$1K – – –
SIS
473
Sound Income Strategies
Florida
$1K – – –
PFBT
474
Parkside Financial Bank & Trust
Missouri
$1K +$1K +3 New
SIC
475
SJS Investment Consulting
Ohio
$1K +$1K +3 New
17 18
19
20 21