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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 %
JWA
601
JFS Wealth Advisors
Pennsylvania
$18.2K 65 – –
OWA
602
Opal Wealth Advisors
New York
$16.8K 60 +60 New
BIA
603
Bell Investment Advisors
California
$15.9K 57 +2 +4%
PWMG
604
Private Wealth Management Group
New Jersey
$15.1K 54 +31 +135%
Lazard Asset Management
605
Lazard Asset Management
New York
$14K 51 -889 -95%
PA
606
PSI Advisors
Florida
$14K 50 – –
PPC
607
Park Place Capital
Alabama
$13.4K 48 – –
PMFA
608
Plante Moran Financial Advisors
Michigan
$13.4K 48 – –
GXJ
609
Global X Japan
Japan
$12.6K 45 -22 -33%
GWSA
610
Global Wealth Strategies & Associates
Colorado
$12.3K 44 – –
TCOV
611
Trust Company of Vermont
Vermont
$12K 43 +43 New
CIA
612
Cape Investment Advisory
Georgia
$10.1K 36 +23 +177%
VNA
613
Valley National Advisers
Pennsylvania
$10K 37 +1 +3%
FRA
614
Front Row Advisors
California
$8.94K 32 +5 +19%
OC
615
Oakworth Capital
Alabama
$8.94K 32 +32 New
EC
616
EdgeRock Capital
Colorado
$8.94K 32 +32 New
APF
617
Alaska Permanent Fund
Alaska
$8.42K 38 +38 New
CFFP
618
Center for Financial Planning
Michigan
$8.38K 30 +30 New
Jones Financial Companies
619
Jones Financial Companies
Missouri
$8.38K 30 +30 New
CFO
620
CVA Family Office
Colorado
$8.1K 29 +4 +16%
MAM
621
Meeder Asset Management
Ohio
$7.26K 26 – –
FNWA
622
Financial Network Wealth Advisors
Utah
$6.98K 25 +25 New
ETS
623
ESL Trust Services
New York
$6.98K 25 +25 New
W
624
WealthCollab
Washington
$6.7K 24 – –
CWP
625
Concord Wealth Partners
Virginia
$6.7K 24 – –
23 24
25
26 27