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LPL Financial
LPLA

Overview Fund Activity

668 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 267 increasing their positions, 209 reducing their positions, and 64 closing their positions.

Holders
668
Holders Change
+24
Holders Change %
+3.73%
% of All Funds
9.72%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.31%
New
98
Increased
267
Reduced
209
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.32M
Net Calls Change
-$84.9M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$140M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$723M
3
Holocene Advisors
3
Holocene Advisors
New York
$62M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$163M
5
HCM
5
HMI Capital Management
California
$159M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$746M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$139M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$0
5
CCP
5
Clarkston Capital Partners
Michigan
$277M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
576
UMB Bank
Missouri
$47.8K 171 -24 -12%
Walleye Trading
577
Walleye Trading
New York
$45K 161 -1,083 -87%
JWM
578
Janiczek Wealth Management
Colorado
$44.7K 160 -63 -28%
SWM
579
Spire Wealth Management
Virginia
$44.5K 159 +16 +11%
CA
580
CoreCap Advisors
Michigan
$43.6K 156 -2 -1%
CVA
581
Ceredex Value Advisors
Florida
$41.9K 150 -50 -25%
Fidelity International
582
Fidelity International
Bermuda
$39.4K 141 +48 +52%
AGWCA
583
Annis Gardner Whiting Capital Advisors
Florida
$38.5K 138 – –
MA
584
MCF Advisors
Kentucky
$38.5K 138 +12 +10%
TIM
585
Tortoise Investment Management
New York
$36.6K 131 +56 +75%
CA
586
Crewe Advisors
Utah
$36K 129 +101 +361%
CAL
587
Capital Analysts LLC
Pennsylvania
$36K 128 – –
ST
588
Smithfield Trust
Pennsylvania
$34K 119 – –
RTC
589
Riverview Trust Company
Washington
$31.6K 113 – –
PFBT
590
Parkside Financial Bank & Trust
Missouri
$31K 111 +5 +5%
HNB
591
Huntington National Bank
Ohio
$30.7K 110 +19 +21%
AAF
592
Andra AP-fonden
Sweden
$27.9K 100 -26,400 -100%
TLA
593
Tanglewood Legacy Advisors
Texas
$27.9K 100 – –
KFI
594
Key Financial Inc
Pennsylvania
$27.9K 100 +100 New
LS
595
Livforsakringsbolaget Skandia
Sweden
$27.9K 100 – –
IWP
596
IAG Wealth Partners
Wisconsin
$25.3K 90 +7 +8%
ATPW
597
Ashton Thomas Private Wealth
Arizona
$25.1K 90 +90 New
WOC
598
West Oak Capital
California
$20.9K 75 – –
AF
599
Advisornet Financial
Minnesota
$19.6K 70 -15 -18%
VCM
600
Versant Capital Management
Arizona
$19.3K 69 +61 +763%
22 23
24
25 26