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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 %
FFO
601
Fortitude Family Office
Arizona
$4.42K +$4.42K +19 New
DPW
602
DiNuzzo Private Wealth
Pennsylvania
$4.19K -$233 -1 -5%
CPA
603
Capital Performance Advisors
California
$4.19K +$4.19K +18 New
FFA
604
Frazier Financial Advisors
Ohio
$3.72K +$3.72K +16 New
RCM
605
Raleigh Capital Management
North Carolina
$3.72K -$465 -2 -11%
GWSG
606
GPS Wealth Strategies Group
Colorado
$3.49K – – –
HI
607
Harbour Investments
Wisconsin
$3.02K -$1.16K -5 -28%
VCM
608
Versant Capital Management
Arizona
$2.79K -$13.3K -57 -83%
MHR
609
Matthew Hamilton Rosenberg
$2.79K – – –
S
610
Sachetta
Massachusetts
$2.79K +$931 +4 +50%
FDCP
611
Foster Dykema Cabot & Partners
Massachusetts
$2.79K +$2.79K +12 New
MCM
612
MV Capital Management
Maryland
$2.33K +$931 +4 +67%
ANBT
613
American National Bank & Trust
Texas
$2.33K – – –
HGERS
614
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
CAS
615
Coppell Advisory Solutions
Texas
$1.85K – – –
SIS
616
Sound Income Strategies
Florida
$1.63K – – –
WT
617
Washington Trust
Rhode Island
$1.4K -$1.63K -7 -54%
CA
618
Continuum Advisory
Idaho
$1.26K +$315 +1 +33%
EWP
619
Elevation Wealth Partners
California
$1.17K – – –
CTWM
620
Cherry Tree Wealth Management
Minnesota
$1.16K – – –
TCOV
621
Trust Company of Vermont
Vermont
$1.16K -$8.84K -38 -88%
RIL
622
Rothschild Investment LLC
Illinois
$1.16K – – –
CA
623
Claris Advisors
Missouri
$1.16K +$1.16K +5 New
RFS
624
Richardson Financial Services
Massachusetts
$1.12K – – –
TFA
625
Transamerica Financial Advisors
Florida
$1K -$554K -554 -100%
23 24
25
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