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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 %
CA
601
Corrado Advisors
New Jersey
$3.68K +$3.68K +17 New
GFWA
602
Grey Fox Wealth Advisors
Delaware
$3.68K +$3.68K +17 New
PFBT
603
Parkside Financial Bank & Trust
Missouri
$3.46K +$432 +2 +14%
WWM
604
Wolff Wiese Magana
California
$3.24K -$30.3K -140 -90%
BC
605
Bartlett & Co
Ohio
$3K – – –
ONST
606
Old North State Trust
North Carolina
$3K +$3K +12 New
LF
607
Lee Financial
Texas
$2.81K – – –
TWC
608
TD Waterhouse Canada
Ontario, Canada
$2.67K -$14.8K -50 -85%
MHR
609
Matthew Hamilton Rosenberg
$2.59K – – –
BCWM
610
Bartlett & Co Wealth Management
Ohio
$2.59K – – –
ZB
611
Zions Bancorporation
Utah
$2.16K +$2.16K +10 New
TAIM
612
TD Ameritrade Investment Management
Nebraska
$2K -$4.86K -17 -71%
SIS
613
Sound Income Strategies
Florida
$1.51K – – –
IFAM
614
Institutional & Family Asset Management
Colorado
$1.3K – – –
SWA
615
Sutton Wealth Advisors
Florida
$1.08K +$1.08K +5 New
HCP
616
Hexagon Capital Partners
Arkansas
$1.08K +$1.08K +5 New
HGERS
617
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
CWC
618
Carolinas Wealth Consulting
North Carolina
$865 +$865 +4 New
FWA
619
Freedom Wealth Alliance
Wisconsin
$649 +$649 +3 New
FFA
620
Farther Finance Advisors
California
$432 +$432 +2 New
JWM
621
Janiczek Wealth Management
Colorado
$227 +$227 +1 New
LFG
622
Larson Financial Group
Missouri
$217 – – –
EE
623
EWG Elevate
California
$216 +$216 +1 New
TWP
624
TFO Wealth Partners
Ohio
$10 +$10 +1 New
GL
625
Governors Lane
New York
– -$12.2M -55,947 Closed
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25
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