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LPL Financial
LPLA

Overview Fund Activity

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+50
Holders Change %
+10.44%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
108
Increased
189
Reduced
174
Closed
50
Calls
$27.8M
Puts
$93.7M
Net Calls
-$65.9M
Net Calls Change
-$98.1M

Top Buyers

1
LPC
1
Lone Pine Capital
Connecticut
$422M
2
WCM Investment Management
2
WCM Investment Management
California
$286M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$367M
4
BlackRock
4
BlackRock
New York
$830M
5
JSP
5
Jackson Square Partners
California
$125M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.32B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$575M
3
LP
3
LMR Partners
United Kingdom
$6.98M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$219M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
501
AUA Capital Management
Pennsylvania
$6K -$200 -1 -3%
CFO
502
CVA Family Office
Colorado
$6K +$1K +5 +20%
GWS
503
Glassman Wealth Services
Virginia
$6K +$1.54K +9 +35%
HWA
504
HHM Wealth Advisors
Tennessee
$6K +$6K +32 New
FCA
505
FinTrust Capital Advisors
South Carolina
$6K +$6K +33 New
MFT
506
Moisand Fitzgerald Tamayo
Florida
$5K -$1.55K -9 -24%
WT
507
Washington Trust
Rhode Island
$5K – – –
TJHA
508
Thomas J. Herzfeld Advisors
Florida
$5K – – –
EARNEST Partners
509
EARNEST Partners
Georgia
$5K – – –
CA
510
Crewe Advisors
Utah
$5K +$5K +25 New
IRAG
511
Investment Research & Advisory Group
Georgia
$4K – – –
CB
512
CNB Bank
Pennsylvania
$4K – – –
CWP
513
Concord Wealth Partners
Virginia
$4K – – –
DI
514
Disciplined Investments
Oklahoma
$4K +$800 +4 +25%
UWM
515
Urban Wealth Management
California
$4K +$4K +21 New
SFO
516
Standard Family Office
South Dakota
$4K +$4K +24 New
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$3.89K +$2.64K +13,759 +210%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$3K +$2.36K +11 +367%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$2.21K +$2.21K +12 New
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.09K -6 -35%
LF
521
Lee Financial
Texas
$2K – – –
GWSG
522
GPS Wealth Strategies Group
Colorado
$2K – – –
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$2K +$2K +9 New
BC
524
Bartlett & Co
Ohio
$2K +$2K +12 New
BTI
525
Blue Trust Inc
Georgia
$2K +$2K +13 New
19 20
21
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