LPLA icon

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 %
NL
576
NVWM LLC
Pennsylvania
$11.7K – – –
BIA
577
Bell Investment Advisors
California
$11.2K -$432 -2 -4%
FCA
578
FinTrust Capital Advisors
South Carolina
$11K -$1.08K -5 -9%
PMFA
579
Plante Moran Financial Advisors
Michigan
$10.4K -$5.62K -26 -35%
SWM
580
Spire Wealth Management
Virginia
$10K -$5.46K -24 -35%
PPC
581
Park Place Capital
Alabama
$10K +$10K +48 New
SC
582
Schubert & Co
Texas
$9.94K -$1.3K -6 -12%
GWS
583
Glassman Wealth Services
Virginia
$8.43K +$649 +3 +8%
CP
584
Castleview Partners
Texas
$7.13K +$7.13K +33 New
FGAM
585
Financial Gravity Asset Management
Texas
$7.1K +$7.1K +216 New
HFM
586
Harvest Fund Management
China
$7K -$131K -617 -95%
TCWA
587
Ten Capital Wealth Advisors
Washington
$6.92K – – –
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$6.49K +$6.49K +30 New
EARNEST Partners
589
EARNEST Partners
Georgia
$6.27K – – –
AWM
590
Accurate Wealth Management
Florida
$5.87K +$5.87K +26 New
CFO
591
CVA Family Office
Colorado
$5.4K -$1.08K -5 -17%
TJHA
592
Thomas J. Herzfeld Advisors
Florida
$5.19K -$1.08K -5 -17%
WT
593
Washington Trust
Rhode Island
$5.19K -$432 -2 -8%
CWP
594
Concord Wealth Partners
Virginia
$5.19K +$5.19K +24 New
IRAG
595
Investment Research & Advisory Group
Georgia
$4.97K – – –
PAG
596
Private Advisor Group
New Jersey
$4.81K -$75 -347 -2%
SIC
597
SJS Investment Consulting
Ohio
$4.54K +$1.73K +8 +62%
ACM
598
AUA Capital Management
Pennsylvania
$4.11K -$1.08K -5 -21%
CB
599
CNB Bank
Pennsylvania
$4.11K – – –
DI
600
Disciplined Investments
Oklahoma
$3.68K -$649 -3 -15%
22 23
24
25 26