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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
2
Millennium Management
Millennium Management
New York
+$153M
3
SC
Samlyn Capital
New York
+$77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$74.8M
5
EC
Eminence Capital
New York
+$56.8M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$172M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$154M
3
Goldman Sachs
Goldman Sachs
New York
-$130M
4
Artisan Partners
Artisan Partners
Wisconsin
-$115M
5
Capital World Investors
Capital World Investors
California
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
476
American International Group
New York
$240K -$7.08K -35 -3%
GDP
477
Great Diamond Partners
Maine
$237K -$1.01K -5 -0.4%
CCM
478
CTC Capital Management
Illinois
$233K -$10.1K -50 -4%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$231K -$19.4K -96 -8%
DWT
480
Dorsey & Whitney Trust
South Dakota
$229K -$17.2K -85 -7%
FCM
481
Frontier Capital Management
Massachusetts
$225K -$53.3M -263,281 -100%
PFS
482
Prospera Financial Services
Texas
$224K +$3.86K +19 +2%
TWM
483
Thrive Wealth Management
Pennsylvania
$222K +$20.4K +101 +10%
KPWS
484
Kestra Private Wealth Services
Texas
$221K +$221K +1,093 New
V
485
Veritable
Delaware
$221K +$221K +1,091 New
PMEF
486
Point72 Middle East FZE
United Arab Emirates
$215K +$215K +1,064 New
BPA
487
Beacon Pointe Advisors
California
$215K +$215K +1,060 New
OC
488
Oppenheimer & Co
New York
$210K -$15.6K -77 -7%
FRM
489
Fox Run Management
Connecticut
$209K -$340K -1,681 -62%
SG Americas Securities
490
SG Americas Securities
New York
$206K +$206K +1,019 New
AWM
491
AE Wealth Management
Kansas
$205K +$205K +1,012 New
HKIMG
492
Hutchens & Kramer Investment Management Group
Indiana
$204K -$1.82K -9 -0.9%
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$204K -$22.6K -112 -10%
FFM
494
Forum Financial Management
Illinois
$203K – – –
WWM
495
WJ Wealth Management
Arizona
$202K -$202K -1,000 -50%
AAP
496
Arax Advisory Partners
Colorado
$201K +$4.45K +22 +2%
CCM
497
Coldstream Capital Management
Washington
$200K -$8.3K -41 -4%
ECM
498
Elgethun Capital Management
South Dakota
$192K – – –
TFGT
499
TS Financial Group (TSFG)
Illinois
$174K +$203 +1 +0.1%
LC
500
Lindbrook Capital
California
$170K -$33K -163 -16%
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