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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 %
PI
476
PFG Investments
New York
$266K +$266K +1,145 New
HIGP
477
Hill Investment Group Partners
Missouri
$263K -$2.54K -9 -1%
SIA
478
Schechter Investment Advisors
Michigan
$257K -$23K -99 -8%
RFO
479
RiverGlades Family Offices
Florida
$256K +$256K +1,100 New
MFG
480
Merit Financial Group
Georgia
$252K +$252K +1,082 New
FCB
481
First County Bank
Connecticut
$250K -$34.4K -148 -12%
CIA
482
Concurrent Investment Advisors
Florida
$247K +$8.61K +37 +4%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$246K -$34.2K -147 -12%
SI
484
Stephens Inc
Arkansas
$245K +$12.1K +52 +5%
CL
485
Choreo LLC
Illinois
$243K -$95.9K -417 -28%
MYAM
486
Meiji Yasuda Asset Management
Japan
$242K – – –
TSWM
487
Tyler-Stone Wealth Management
Ohio
$241K +$121K +520 +100%
NWAG
488
Net Worth Advisory Group
Utah
$240K +$240K +1,029 New
OFS
489
OneAscent Financial Services
Alabama
$237K -$21.7K -93 -8%
FFM
490
Forum Financial Management
Illinois
$235K -$698 -3 -0.3%
ProShare Advisors
491
ProShare Advisors
Maryland
$233K -$61.4K -264 -21%
GM
492
GeoWealth Management
Illinois
$228K +$21.4K +92 +10%
HWM
493
HB Wealth Management
Georgia
$226K -$57.9K -249 -20%
FIM
494
Freedom Investment Management
Connecticut
$226K -$718K -3,084 -76%
PS
495
Principal Securities
Iowa
$222K -$382K -1,644 -63%
SFA
496
Sequoia Financial Advisors
Ohio
$220K +$20.5K +88 +10%
MGP
497
Metis Global Partners
California
$220K +$10.7K +46 +5%
PWG
498
Portside Wealth Group
Utah
$217K +$25.8K +111 +14%
GCM
499
Greenland Capital Management
New York
$213K +$213K +916 New
AWM
500
Apollon Wealth Management
South Carolina
$211K -$29.3K -126 -12%
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