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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$637M
5
MC
5
Maverick Capital
Texas
$110M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
476
Tower Research Capital (TRC)
New York
$221K +$150K +660 +212%
TWM
477
Thrive Wealth Management
Pennsylvania
$221K -$28.9K -127 -12%
AWM
478
Apollon Wealth Management
South Carolina
$219K +$219K +962 New
ECM
479
Elgethun Capital Management
South Dakota
$218K – – –
EF
480
Empowered Funds
Pennsylvania
$217K +$217K +952 New
BRWA
481
B. Riley Wealth Advisors
Florida
$213K -$291K -1,277 -58%
HIGP
482
Hill Investment Group Partners
Missouri
$211K +$228 +1 +0.1%
SPIA
483
Steward Partners Investment Advisory
New York
$210K +$35.3K +155 +20%
AWA
484
Arkadios Wealth Advisors
Georgia
$208K -$4.78K -21 -2%
BFG
485
Berger Financial Group
Minnesota
$204K -$1.82K -8 -0.9%
LC
486
Lindbrook Capital
California
$201K +$7.28K +32 +4%
MG
487
Mather Group
Illinois
$200K – – –
MYAM
488
Meiji Yasuda Asset Management
Japan
$200K – – –
QC
489
Quent Capital
New York
$198K +$22.1K +97 +13%
VSQM
490
V-Square Quantitative Management
Illinois
$196K +$77.6K +341 +65%
TFGT
491
TS Financial Group (TSFG)
Illinois
$196K +$227 +1 +0.1%
Acadian Asset Management
492
Acadian Asset Management
Massachusetts
$185K -$191K -839 -51%
SAI
493
Systematic Alpha Investments
New Jersey
$173K – – –
UCB
494
United Community Bank
South Carolina
$147K – – –
UM
495
UniSuper Management
Australia
$137K – – –
A
496
AlphaQuest
New York
$126K +$126K +553 New
NC
497
NewSquare Capital
Pennsylvania
$124K – – –
KI
498
Kapitalo Investimentos
Brazil
$119K +$35.1K +154 +42%
TSWM
499
Tyler-Stone Wealth Management
Ohio
$118K -$11.4K -50 -9%
QCG
500
Quadrant Capital Group
Ohio
$117K -$7.97K -35 -6%
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