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LPL Financial
LPLA

Overview Fund Activity

577 hedge funds and large institutions have $18.4B invested in LPL Financial in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 202 increasing their positions, 215 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+48
Holders Change %
+9.07%
% of All Funds
9.98%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.45%
New
92
Increased
202
Reduced
215
Closed
39
Calls
$37M
Puts
$29.8M
Net Calls
+$7.21M
Net Calls Change
+$73.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$2.52B
2
WCM Investment Management
WCM Investment Management
California
$518M
3
Capital Research Global Investors
Capital Research Global Investors
California
$604M
4
Capital World Investors
Capital World Investors
California
$110M
5
Millennium Management
Millennium Management
New York
$87.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$529M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$129M
3
SCA
Southpoint Capital Advisors
New York
$147M
4
SC
Samlyn Capital
New York
$353M
5
Invesco
Invesco
Georgia
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
551
Center for Financial Planning
Michigan
$5K +$5K +22 New
TAIM
552
TD Ameritrade Investment Management
Nebraska
$5K +$5K +24 New
DI
553
Disciplined Investments
Oklahoma
$4K – – –
CB
554
CNB Bank
Pennsylvania
$4K – – –
AS
555
Altshuler Shaham
Israel
$4K +$4K +19 New
LF
556
Lee Financial
Texas
$3K – – –
PFBT
557
Parkside Financial Bank & Trust
Missouri
$3K – – –
BC
558
Bartlett & Co
Ohio
$3K – – –
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$3K +$462 +2 +18%
GWSG
560
GPS Wealth Strategies Group
Colorado
$3K +$400 +2 +15%
BTI
561
Blue Trust Inc
Georgia
$3K +$706 +4 +31%
MHR
562
Matthew Hamilton Rosenberg
$3K +$3K +12 New
CCM
563
Cribstone Capital Management
Maine
$3K +$3K +12 New
SIC
564
SJS Investment Consulting
Ohio
$3K +$3K +13 New
BCWM
565
Bartlett & Co Wealth Management
Ohio
$2.62K – – –
WT
566
Whittier Trust
California
$2K – – –
Loomis, Sayles & Company
567
Loomis, Sayles & Company
Massachusetts
$2K – – –
MAM
568
Meeder Asset Management
Ohio
$2K – – –
SIS
569
Sound Income Strategies
Florida
$2K – – –
SCA
570
Stonebridge Capital Advisors
Minnesota
$2K +$2K +8 New
CAL
571
Capital Advisors Ltd
Ohio
$2K +$2K +9 New
Bank of Montreal
572
Bank of Montreal
Ontario, Canada
$1.65K -$2.81K -12,795 -63%
MFT
573
Moisand Fitzgerald Tamayo
Florida
$1K -$3.83K -23 -79%
IFAM
574
Institutional & Family Asset Management
Colorado
$1K – – –
HGERS
575
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +9 New
21 22
23
24 25