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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 %
DWT
501
Dorsey & Whitney Trust
South Dakota
$279K 998 -116 -10%
PIM
502
Plato Investment Management
Australia
$274K 980 – –
DWM
503
Drive Wealth Management
Utah
$269K 962 +33 +4%
ECM
504
Elgethun Capital Management
South Dakota
$268K 958 – –
IB
505
Intrust Bank
Kansas
$256K 915 -34 -4%
BRWA
506
B. Riley Wealth Advisors
Florida
$251K 900 -1,311 -59%
KPWS
507
Kestra Private Wealth Services
Texas
$251K 900 -54 -6%
MGP
508
Metis Global Partners
California
$251K 899 -63 -7%
HKIMG
509
Hutchens & Kramer Investment Management Group
Indiana
$248K 880 +880 New
GM
510
GeoWealth Management
Illinois
$248K 888 +114 +15%
QC
511
Quent Capital
New York
$245K 876 +1 +0.1%
LC
512
Lindbrook Capital
California
$244K 872 +3 +0.3%
VSQM
513
V-Square Quantitative Management
Illinois
$242K 865 +2 +0.2%
TFGT
514
TS Financial Group (TSFG)
Illinois
$241K 863 +1 +0.1%
SFA
515
Sequoia Financial Advisors
Ohio
$239K 857 +71 +9%
PWM
516
Perigon Wealth Management
California
$236K 845 -25 -3%
MG
517
Mather Group
Illinois
$236K 892 +12 +1%
TCM
518
Teza Capital Management
Illinois
$232K 831 +831 New
BFG
519
Berger Financial Group
Minnesota
$230K 823 +13 +2%
PWG
520
Portside Wealth Group
Utah
$230K 822 +822 New
EWA
521
EP Wealth Advisors
California
$227K 813 +813 New
CRC
522
Curi RMB Capital
Illinois
$223K 799 +1 +0.1%
IAN
523
Integrated Advisors Network
Texas
$223K 799 +799 New
IAIM
524
International Assets Investment Management
Florida
$223K 799 +799 New
ZIC
525
ZWJ Investment Counsel
Georgia
$222K 796 – –
19 20
21
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