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LPL Financial
LPLA

Overview Fund Activity

625 hedge funds and large institutions have $16.3B invested in LPL Financial in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 195 increasing their positions, 261 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+48
Holders Change %
+8.32%
% of All Funds
10.08%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.31%
New
121
Increased
195
Reduced
261
Closed
61
Calls
$42.3M
Puts
$43.3M
Net Calls
-$1.02M
Net Calls Change
-$8.23M

Top Buyers

1
BlackRock
BlackRock
New York
$1.36B
2
GQG Partners
GQG Partners
Florida
$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$179M
4
Goldman Sachs
Goldman Sachs
New York
$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
$382M
3
Invesco
Invesco
Georgia
$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$330M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$436M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
551
Blue Trust Inc
Georgia
$39K +$35.3K +163 +959%
ST
552
Smithfield Trust
Pennsylvania
$38K -$27.1K -125 -42%
SFG
553
Steward Financial Group
Texas
$37K +$37K +174 New
WTC
554
WhitTier Trust Company
Nevada
$33.1K -$10.8K -50 -25%
USCWA
555
U.S. Capital Wealth Advisors
Texas
$32.4K +$32.4K +150 New
PTC
556
Private Trust Company
Ohio
$29K -$3.46K -16 -11%
BAAM
557
Baker Avenue Asset Management
California
$28.1K +$28.1K +130 New
QL
558
Quarry LP
New York
$27.9K +$27.9K +129 New
First Manhattan
559
First Manhattan
New York
$27.5K +$27.5K +127 New
HNB
560
Huntington National Bank
Ohio
$24.9K +$1.51K +7 +6%
RTC
561
Riverview Trust Company
Washington
$24K – – –
TLA
562
Tanglewood Legacy Advisors
Texas
$21.6K +$21.6K +100 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$21.6K +$21.6K +100 New
IWP
564
IAG Wealth Partners
Wisconsin
$18K – – –
CA
565
Clearstead Advisors
Ohio
$17.9K – – –
JWA
566
JFS Wealth Advisors
Pennsylvania
$16.6K -$865 -4 -5%
CIBC Private Wealth Group
567
CIBC Private Wealth Group
Georgia
$16.3K +$16K +74,075 +5,833%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.3K -$15.3K -71 -50%
AP
569
Arlington Partners
Alabama
$15.3K +$15.3K +71 New
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$15.1K +$3.89K +18 +35%
TWA
571
TCI Wealth Advisors
Arizona
$14.9K – – –
AF
572
Advisornet Financial
Minnesota
$14.3K +$3.68K +17 +35%
Loomis, Sayles & Company
573
Loomis, Sayles & Company
Massachusetts
$14K +$12K +54 +600%
CYG
574
Clean Yield Group
Vermont
$13.6K -$2.59K -12 -16%
RFG
575
RFP Financial Group
Georgia
$13.4K +$13.4K +62 New
21 22
23
24 25