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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 %
RWMH
451
Riverpoint Wealth Management Holdings
Illinois
$429K +$279 +1 +0.1%
MA
452
MJP Associates
Connecticut
$425K +$21.5K +77 +5%
IIC
453
Ironwood Investment Counsel
Arizona
$425K -$147K -525 -26%
FRM
454
Fox Run Management
Connecticut
$422K -$435K -1,557 -51%
DCM
455
DGS Capital Management
New Jersey
$421K -$32.7K -117 -7%
CL
456
Choreo LLC
Illinois
$415K +$415K +1,474 New
S
457
SignatureFD
Georgia
$414K +$22.9K +82 +6%
CF
458
Corebridge Financial
Texas
$414K +$414K +1,481 New
AWM
459
Axxcess Wealth Management
California
$406K -$213K -763 -34%
VWM
460
Valley Wealth Managers
New Jersey
$401K -$35.2K -126 -8%
WA
461
Wealth Alliance
New York
$396K +$559 +2 +0.1%
SOMRS
462
State of Michigan Retirement System
Michigan
$391K -$83.8K -300 -18%
OTL
463
Oak Thistle LLC
New York
$389K -$147K -526 -27%
CCM
464
Coldstream Capital Management
Washington
$383K +$3.91K +14 +1%
GCP
465
GSA Capital Partners
United Kingdom
$383K +$13.9K +50 +4%
Legacy Financial Group (Iowa)
466
Legacy Financial Group (Iowa)
Iowa
$382K – – –
FTDI
467
First Trust Direct Indexing
Massachusetts
$379K +$379K +1,357 New
TFS
468
Thoroughbred Financial Services
Tennessee
$379K +$379K +1,359 New
CG
469
Cynosure Group
Utah
$374K +$48.9K +175 +15%
SWM
470
SFG Wealth Management
Maryland
$374K +$279 +1 +0.1%
SP
471
Symmetry Partners
Connecticut
$370K – – –
GDP
472
Great Diamond Partners
Maine
$368K -$26.5K -95 -7%
AA
473
ALPS Advisors
Colorado
$366K -$1.68K -6 -0.5%
TCA
474
Transcend Capital Advisors
New Jersey
$363K +$134K +478 +58%
TWM
475
Thrive Wealth Management
Pennsylvania
$363K +$39.4K +141 +12%
17 18
19
20 21