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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 %
IRAG
626
Investment Research & Advisory Group
Georgia
$6.42K 23 – –
PB
627
Pinnacle Bancorp
Nebraska
$6.42K 23 – –
SIC
628
SJS Investment Consulting
Ohio
$6.15K 22 – –
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$5.87K 21 +2 +11%
BGAI
630
Bruce G. Allen Investments
Colorado
$5.31K 19 -10 -34%
CB
631
CNB Bank
Pennsylvania
$5.31K 19 – –
DPW
632
DiNuzzo Private Wealth
Pennsylvania
$5.31K 19 +3 +19%
HI
633
Harbour Investments
Wisconsin
$5.03K 18 -5 -22%
VAG
634
VisionPoint Advisory Group
Texas
$5.03K 18 – –
RCM
635
Raleigh Capital Management
North Carolina
$5.03K 18 – –
WWM
636
Wolff Wiese Magana
California
$4.19K 15 – –
GWSG
637
GPS Wealth Strategies Group
Colorado
$4.19K 15 – –
WT
638
Washington Trust
Rhode Island
$3.63K 13 – –
MHR
639
Matthew Hamilton Rosenberg
$3.39K 12 – –
IC
640
Innealta Capital
Texas
$3.35K 12 +12 New
LIA
641
Lynx Investment Advisory
District of Columbia
$3.07K 11 +11 New
ANBT
642
American National Bank & Trust
Texas
$2.79K 10 -130 -93%
HCP
643
Hexagon Capital Partners
Arkansas
$2.51K 9 – –
SS
644
Sunbelt Securities
Texas
$2.23K 8 – –
TWP
645
Triad Wealth Partners
Kansas
$2.23K 8 +8 New
CAS
646
Coppell Advisory Solutions
Texas
$2.23K 8 +8 New
HGERS
647
Householder Group Estate & Retirement Specialist
Arizona
$2K 9 – –
SIS
648
Sound Income Strategies
Florida
$1.96K 7 – –
S
649
Sachetta
Massachusetts
$1.77K 8 +5 +167%
MCM
650
MV Capital Management
Maryland
$1.68K 6 +3 +100%
24 25
26
27 28