LPLA icon

LPL Financial
LPLA

Overview Fund Activity

614 hedge funds and large institutions have $16.3B invested in LPL Financial in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 171 increasing their positions, 258 reducing their positions, and 72 closing their positions.

Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
98
Increased
171
Reduced
258
Closed
72
Calls
$61.6M
Puts
$31.4M
Net Calls
+$30.1M
Net Calls Change
-$95.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$273M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$189M
3
SP
3
SurgoCap Partners
New York
$131M
4
Morgan Stanley
4
Morgan Stanley
New York
$239M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$637M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$387M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$63M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$1.36B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$842K
Name Market Value Shares Shares
Change 		Shares
Change %
GA
576
GoalVest Advisory
New York
$5.24K 23 -57 -71%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$5.24K 23 -27 -54%
IRAG
578
Investment Research & Advisory Group
Georgia
$5.24K 23 – –
SIC
579
SJS Investment Consulting
Ohio
$5.01K 22 -2 -8%
RFG
580
RFP Financial Group
Georgia
$4.78K 21 +21 New
CB
581
CNB Bank
Pennsylvania
$4.33K 19 – –
VAG
582
VisionPoint Advisory Group
Texas
$4.1K 18 +18 New
CCM
583
Chilton Capital Management
Texas
$3.87K 17 +17 New
DPW
584
DiNuzzo Private Wealth
Pennsylvania
$3.64K 16 +16 New
WWM
585
Wolff Wiese Magana
California
$3.42K 15 – –
GWSG
586
GPS Wealth Strategies Group
Colorado
$3.41K 15 – –
LTI
587
Laffer Tengler Investments
Tennessee
$3.41K 15 +15 New
SAM
588
Smartleaf Asset Management
Massachusetts
$2.97K 13 +13 New
LF
589
Lee Financial
Texas
$2.96K 13 – –
WT
590
Washington Trust
Rhode Island
$2.96K 13 – –
CIA
591
Cape Investment Advisory
Georgia
$2.96K 13 – –
MHR
592
Matthew Hamilton Rosenberg
$2.73K 12 – –
HI
593
Harbour Investments
Wisconsin
$2.73K 12 +5 +71%
AF
594
Advisornet Financial
Minnesota
$2.73K 12 +12 New
HCP
595
Hexagon Capital Partners
Arkansas
$2.05K 9 – –
PWA
596
Provenance Wealth Advisors
Florida
$2.05K 9 +9 New
HGERS
597
Householder Group Estate & Retirement Specialist
Arizona
$2K 9 – –
MIM
598
Macroview Investment Management
Maryland
$1.84K 8 -14 -64%
VCM
599
Versant Capital Management
Arizona
$1.82K 8 -17 -68%
SS
600
Sunbelt Securities
Texas
$1.82K 8 – –
22 23
24
25 26