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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 %
RIM
451
Rakuten Investment Management
Japan
$316K +$79.2K +343 +33%
Axa
452
Axa
France
$314K +$314K +1,351 New
SWM
453
SFG Wealth Management
Maryland
$312K – – –
AWM
454
AE Wealth Management
Kansas
$308K -$101K -436 -25%
Los Angeles Capital Management
455
Los Angeles Capital Management
California
$305K +$305K +1,313 New
FTDI
456
First Trust Direct Indexing
Massachusetts
$305K -$10.7K -46 -3%
S
457
SignatureFD
Georgia
$305K -$39.8K -171 -12%
DCM
458
DGS Capital Management
New Jersey
$300K -$50.7K -218 -14%
TWM
459
Thrive Wealth Management
Pennsylvania
$295K -$8.14K -35 -3%
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$294K -$69.1K -297 -19%
CCM
461
Coldstream Capital Management
Washington
$283K -$45.3K -189 -14%
SCA
462
Snowden Capital Advisors
New York
$283K -$6.54M -28,133 -96%
NRD
463
Nebula Research & Development
New York
$281K -$623K -2,678 -69%
MLL
464
Moody Lynn & Lieberson
Massachusetts
$279K -$140K -600 -33%
Pzena Investment Management
465
Pzena Investment Management
New York
$276K -$82.4K -354 -23%
Mirae Asset Global ETFs Holdings
466
Mirae Asset Global ETFs Holdings
Hong Kong
$276K +$1.4K +6 +0.5%
BIM
467
Bridges Investment Management
Nebraska
$276K +$8.61K +37 +3%
BTI
468
Blue Trust Inc
Georgia
$273K +$137K +492 +101%
UCFA
469
United Capital Financial Advisors
Texas
$273K -$131K -562 -32%
EWA
470
EP Wealth Advisors
California
$272K +$83.3K +358 +44%
AIC
471
Archer Investment Corporation
Indiana
$272K -$197K -847 -42%
CTC
472
Cetera Trust Company
Minnesota
$270K – – –
OCBCO
473
Oversea-Chinese Banking Corp (OCBC)
Singapore
$268K -$536K -2,306 -67%
BPA
474
Beacon Pointe Advisors
California
$267K -$16.5K -71 -6%
MWA
475
MFA Wealth Advisors
Pennsylvania
$267K +$10K +43 +4%
17 18
19
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