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LPL Financial
LPLA

Overview Fund Activity

594 hedge funds and large institutions have $17.1B invested in LPL Financial in 2023 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 247 increasing their positions, 191 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+10
Holders Change %
+1.71%
% of All Funds
9.47%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
70
Increased
247
Reduced
191
Closed
53
Calls
$165M
Puts
$39.8M
Net Calls
+$126M
Net Calls Change
+$98.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$624M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$135M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$109M
4
WCA
Waratah Capital Advisors
Ontario, Canada
$56.6M
5
Ameriprise
Ameriprise
Minnesota
$64.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$9.96M
2
SC
Samlyn Capital
New York
$328M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$66.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.69B
5
Marshall Wace
Marshall Wace
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
526
UMB Bank
Missouri
$46.3K +$1.66K +7 +4%
SFG
527
Steward Financial Group
Texas
$46K +$7.51K +32 +20%
AAP
528
Arax Advisory Partners
Colorado
$46K -$192K -809 -81%
JGIA
529
Jackson Grant Investment Advisers
Connecticut
$43K – – –
TWC
530
TD Waterhouse Canada
Ontario, Canada
$37.1K +$19.8K +66 +114%
BTI
531
Blue Trust Inc
Georgia
$32K +$3.7K +17 +13%
FAM
532
Flaharty Asset Management
Florida
$30.4K +$30.4K +128 New
MA
533
MCF Advisors
Kentucky
$29.9K – – –
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$28.5K +$5.23K +22 +22%
ST
535
Smithfield Trust
Pennsylvania
$28K +$17.4K +74 +164%
RTC
536
Riverview Trust Company
Washington
$26.9K – – –
QL
537
Quarry LP
New York
$25.2K -$15.9K -67 -39%
HCM
538
Hollencrest Capital Management
California
$24.5K +$24.5K +103 New
TLA
539
Tanglewood Legacy Advisors
Texas
$23.8K – – –
LS
540
Livforsakringsbolaget Skandia
Sweden
$23.8K – – –
HWA
541
Heritage Wealth Advisors
Virginia
$20.9K +$20.9K +88 New
PFBT
542
Parkside Financial Bank & Trust
Missouri
$20.2K +$1.19K +5 +6%
IWP
543
IAG Wealth Partners
Wisconsin
$19.8K – – –
SWM
544
Spire Wealth Management
Virginia
$19.5K – – –
GA
545
GoalVest Advisory
New York
$19K +$5.94K +25 +45%
WOC
546
West Oak Capital
California
$18K – – –
HNB
547
Huntington National Bank
Ohio
$16.4K +$475 +2 +3%
JWA
548
JFS Wealth Advisors
Pennsylvania
$15.4K – – –
CYG
549
Clean Yield Group
Vermont
$14.7K – – –
Fidelity International
550
Fidelity International
Bermuda
$14.5K -$43.3M -182,218 -100%
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