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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 Market Value Shares Shares
Change 		Shares
Change %
ProShare Advisors
476
ProShare Advisors
Maryland
$354K 1,266 -560 -31%
Capstone Investment Advisors
477
Capstone Investment Advisors
New York
$348K 1,246 +480 +63%
HWM
478
HB Wealth Management
Georgia
$341K 1,222 +1,222 New
FCB
479
First County Bank
Connecticut
$341K 1,222 -88 -7%
BFM
480
Boothbay Fund Management
New York
$341K 1,221 -471 -28%
BPA
481
Beacon Pointe Advisors
California
$341K 1,220 -280 -19%
EWA
482
EverSource Wealth Advisors
Alabama
$337K 1,523 -150 -9%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$337K 1,205 +108 +10%
SIA
484
Schechter Investment Advisors
Michigan
$337K 1,205 +167 +16%
LI
485
LRI Investments
Florida
$331K 1,184 +1,139 +2,531%
Mirae Asset Global ETFs Holdings
486
Mirae Asset Global ETFs Holdings
Hong Kong
$330K 1,180 +1,180 New
IGAM
487
iA Global Asset Management
Quebec, Canada
$328K 1,175 -259 -18%
CTC
488
Cetera Trust Company
Minnesota
$324K 1,160 – –
BIM
489
Bridges Investment Management
Nebraska
$321K 1,148 +1,148 New
BFA
490
Brown Financial Advisors
Ohio
$310K 1,111 +1,111 New
OFS
491
OneAscent Financial Services
Alabama
$310K 1,111 -23 -2%
MWA
492
MFA Wealth Advisors
Pennsylvania
$309K 1,105 -1,375 -55%
FWM
493
Foguth Wealth Management
Michigan
$303K 1,084 +1,084 New
AIA
494
Alera Investment Advisors
Illinois
$295K 1,057 -1,597 -60%
MYAM
495
Meiji Yasuda Asset Management
Japan
$290K 1,040 -50 -5%
AWM
496
Apollon Wealth Management
South Carolina
$289K 1,035 +16 +2%
CIA
497
Concurrent Investment Advisors
Florida
$287K 1,026 +1,026 New
RIM
498
Rakuten Investment Management
Japan
$283K 1,024 +370 +57%
FFM
499
Forum Financial Management
Illinois
$283K 1,013 +4 +0.4%
SI
500
Stephens Inc
Arkansas
$280K 1,002 +156 +18%
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