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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
$723M
2
First Trust Advisors
First Trust Advisors
Illinois
$231M
3
Marshall Wace
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$773M
5
LPC
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
Morgan Stanley
New York
$203M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
W
576
WealthCollab
Washington
$11.6K +$6.05K +26 +108%
EB
577
Eastern Bank
Massachusetts
$11.6K +$11.6K +50 New
PWMG
578
Private Wealth Management Group
New Jersey
$11.4K -$1.16K -5 -9%
Fifth Third Bancorp
579
Fifth Third Bancorp
Ohio
$11.2K -$122K -525 -92%
PMFA
580
Plante Moran Financial Advisors
Michigan
$11.2K – – –
PTC
581
Private Trust Company
Ohio
$10.5K -$100K -430 -91%
GWSA
582
Global Wealth Strategies & Associates
Colorado
$10.2K – – –
TWC
583
TD Waterhouse Canada
Ontario, Canada
$8.95K -$134K -583 -94%
AF
584
Advisornet Financial
Minnesota
$8.84K -$7.44K -32 -46%
APF
585
Alaska Permanent Fund
Alaska
$8.84K – – –
GFPC
586
Global Financial Private Client
Florida
$8.84K +$8.84K +38 New
CIA
587
Cape Investment Advisory
Georgia
$8.38K – – –
CFFP
588
Center for Financial Planning
Michigan
$6.99K – – –
CFO
589
CVA Family Office
Colorado
$6.75K – – –
LIS
590
Legacy Investment Solutions
Idaho
$6.29K +$6.29K +20 New
LWMI
591
Legacy Wealth Management (Idaho)
Idaho
$6.29K +$6.29K +20 New
FNWA
592
Financial Network Wealth Advisors
Utah
$6.28K +$465 +2 +8%
ETS
593
ESL Trust Services
New York
$5.82K – – –
CWP
594
Concord Wealth Partners
Virginia
$5.58K – – –
PB
595
Pinnacle Bancorp
Nebraska
$5.35K – – –
WWM
596
Wolff Wiese Magana
California
$5.12K +$1.63K +7 +47%
HWM
597
Hemington Wealth Management
Virginia
$5K +$5K +19 New
SIC
598
SJS Investment Consulting
Ohio
$4.89K -$233 -1 -5%
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$4.89K – – –
CB
600
CNB Bank
Pennsylvania
$4.42K – – –
22 23
24
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