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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
9.19%
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 %
C
551
Covestor
United Kingdom
$35K -$7.52K -32 -18%
TIM
552
Tortoise Investment Management
New York
$34.9K +$4.42K +19 +15%
ABWM
553
Alpine Bank Wealth Management
Colorado
$34.9K +$34.9K +150 New
UB
554
UMB Bank
Missouri
$34.7K -$5.12K -22 -13%
PW
555
Paladin Wealth
Minnesota
$34K +$34K +146 New
ACM
556
Aster Capital Management
United Arab Emirates
$32.6K +$32.6K +140 New
Group One Trading
557
Group One Trading
Illinois
$32.6K +$32.6K +140 New
MA
558
MCF Advisors
Kentucky
$32.1K – – –
ATS
559
Ashton Thomas Securities
New York
$30.7K +$30.7K +132 New
GWM
560
Geneos Wealth Management
Colorado
$30.7K +$30.7K +132 New
SWM
561
Spire Wealth Management
Virginia
$29.2K -$7.66K -33 -21%
ST
562
Smithfield Trust
Pennsylvania
$27K – – –
RTC
563
Riverview Trust Company
Washington
$26.8K +$465 +2 +2%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$23.3K -$2.56K -11 -10%
TLA
565
Tanglewood Legacy Advisors
Texas
$23.3K – – –
Jones Financial Companies
566
Jones Financial Companies
Missouri
$21.9K +$15K +65 +217%
GXJ
567
Global X Japan
Japan
$19.5K +$9.07K +39 +87%
IWP
568
IAG Wealth Partners
Wisconsin
$19.4K -$1.64K -7 -8%
PIM
569
Plato Investment Management
Australia
$18.8K -$209K -899 -92%
HNB
570
Huntington National Bank
Ohio
$16.3K -$9.31K -40 -36%
JWA
571
JFS Wealth Advisors
Pennsylvania
$15.4K +$233 +1 +2%
QL
572
Quarry LP
New York
$13K -$63K -271 -83%
PPC
573
Park Place Capital
Alabama
$12.6K +$1.4K +6 +13%
BIA
574
Bell Investment Advisors
California
$12.3K -$931 -4 -7%
PA
575
PSI Advisors
Florida
$11.6K – – –
21 22
23
24 25