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LPL Financial
LPLA

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in LPL Financial in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 228 increasing their positions, 229 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.18%
New
77
Increased
228
Reduced
229
Closed
86
Calls
$59.1M
Puts
$80.3M
Net Calls
-$21.2M
Net Calls Change
-$20.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$867M
2
Millennium Management
Millennium Management
New York
$301M
3
SC
Samlyn Capital
New York
$359M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
5
EC
Eminence Capital
New York
$145M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$204M
3
Goldman Sachs
Goldman Sachs
New York
$68.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
$6.09K – – –
EARNEST Partners
577
EARNEST Partners
Georgia
$5.87K – – –
OLVIG
578
Oliver Lagore Vanvalin Investment Group
Michigan
$5.47K +$5.47K +27 New
CFO
579
CVA Family Office
Colorado
$5.06K – – –
TJHA
580
Thomas J. Herzfeld Advisors
Florida
$4.86K – – –
CWP
581
Concord Wealth Partners
Virginia
$4.86K – – –
IRAG
582
Investment Research & Advisory Group
Georgia
$4.66K – – –
VCM
583
Versant Capital Management
Arizona
$4.25K +$4.25K +21 New
CB
584
CNB Bank
Pennsylvania
$3.85K – – –
GFWA
585
Grey Fox Wealth Advisors
Delaware
$3.45K – – –
DI
586
Disciplined Investments
Oklahoma
$3.44K – – –
SIS
587
Sound Income Strategies
Florida
$3.44K +$2.02K +10 +143%
WT
588
Washington Trust
Rhode Island
$3.04K -$1.82K -9 -38%
WWM
589
Wolff Wiese Magana
California
$3.04K – – –
GWSG
590
GPS Wealth Strategies Group
Colorado
$3.04K +$3.04K +15 New
SIC
591
SJS Investment Consulting
Ohio
$2.63K -$1.62K -8 -38%
LF
592
Lee Financial
Texas
$2.63K – – –
CIA
593
Cape Investment Advisory
Georgia
$2.63K +$2.63K +13 New
MHR
594
Matthew Hamilton Rosenberg
$2.43K – – –
SSC
595
Syverson Strege & Co
Iowa
$2.43K +$2.43K +12 New
TWC
596
TD Waterhouse Canada
Ontario, Canada
$2.39K – – –
ONST
597
Old North State Trust
North Carolina
$2K – – –
HGERS
598
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
IFAM
599
Institutional & Family Asset Management
Colorado
$1.21K – – –
SWA
600
Sutton Wealth Advisors
Florida
$1.01K – – –
22 23
24
25 26