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LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
526
Benjamin Edwards Inc
Missouri
$61K 269 +15 +6%
CAL
527
Capital Analysts LLC
Pennsylvania
$56K 247 – –
JWM
528
Janiczek Wealth Management
Colorado
$48K 211 -25 -11%
SSB
529
Sandy Spring Bank
Maryland
$46.7K 205 – –
CVA
530
Ceredex Value Advisors
Florida
$45.5K 200 – –
UB
531
UMB Bank
Missouri
$44.4K 195 – –
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$41.2K 181 – –
BTI
533
Blue Trust Inc
Georgia
$34K 144 -3 -2%
AAP
534
Arax Advisory Partners
Colorado
$32.2K 142 -52 -27%
ANBT
535
American National Bank & Trust
Texas
$31.9K 140 +140 New
GI
536
GAMMA Investing
California
$29.9K 125 +125 New
GCM
537
Gladius Capital Management
Illinois
$29.8K 131 +131 New
SWM
538
Spire Wealth Management
Virginia
$29.2K 122 +40 +49%
MA
539
MCF Advisors
Kentucky
$28.7K 126 – –
ST
540
Smithfield Trust
Pennsylvania
$27K 119 – –
FFA
541
Farther Finance Advisors
California
$26.4K 116 +59 +104%
EC
542
EdgeRock Capital
Colorado
$25.1K 100 +100 New
TLA
543
Tanglewood Legacy Advisors
Texas
$22.8K 100 – –
LS
544
Livforsakringsbolaget Skandia
Sweden
$22.8K 100 – –
HWA
545
Heritage Wealth Advisors
Virginia
$20K 88 – –
WTC
546
WhitTier Trust Company
Nevada
$19.8K 87 -140 -62%
LA
547
LM Advisors
California
$19.1K 84 +84 New
IWP
548
IAG Wealth Partners
Wisconsin
$19K 83 – –
PFBT
549
Parkside Financial Bank & Trust
Missouri
$18.9K 83 -2 -2%
Fidelity International
550
Fidelity International
Bermuda
$18.4K 81 +20 +33%
20 21
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