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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 %
FFA
526
Farther Finance Advisors
California
$95.6K -$1.16K -5 -1%
GCM
527
Gables Capital Management
Florida
$93.1K – – –
FHA
528
First Horizon Advisors
Tennessee
$89.6K +$21.9K +94 +32%
JSAM
529
J. Safra Asset Management
New York
$86.1K +$34.9K +151 +68%
CTC
530
Central Trust Company
Missouri
$85.4K – – –
National Bank of Canada
531
National Bank of Canada
Quebec, Canada
$84.9K -$288K -1,239 -77%
SAM
532
Smartleaf Asset Management
Massachusetts
$83.1K +$31.2K +135 +60%
PCM
533
Penserra Capital Management
California
$80K +$228 +1 +0.3%
BWP
534
Baldwin Wealth Partners
Massachusetts
$78.4K +$78.4K +337 New
AT
535
Arlington Trust
Alabama
$73.3K – – –
NB
536
NBT Bank
New York
$68.9K +$68.9K +296 New
GRP
537
Global Retirement Partners
California
$65.9K +$10K +43 +18%
IA
538
IFP Advisors
Florida
$65.8K -$16.3K -70 -20%
CPBTD
539
Central Pacific Bank - Trust Division
Hawaii
$57.2K -$6.05K -26 -10%
GI
540
GAMMA Investing
California
$48.4K -$1.86K -8 -4%
FAM
541
Flaharty Asset Management
Florida
$43.5K +$43.5K +187 New
BIG
542
Brooklyn Investment Group
New York
$42.8K +$42.8K +184 New
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$42.1K – – –
SSB
544
Sandy Spring Bank
Maryland
$41.9K -$5.82K -25 -12%
AAP
545
Arax Advisory Partners
Colorado
$40K -$2.33K -10 -5%
Fidelity International
546
Fidelity International
Bermuda
$39.3K +$6.51K +28 +20%
GSEP
547
Golden State Equity Partners
California
$38.8K +$38.8K +167 New
WI
548
Wintrust Investments
Illinois
$37K +$37K +162 New
CA
549
CoreCap Advisors
Michigan
$36.3K – – –
CAL
550
Capital Analysts LLC
Pennsylvania
$36K +$6.46K +28 +22%
20 21
22
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