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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
626
Smithfield Trust
Pennsylvania
$39K 119 – –
RTC
627
Riverview Trust Company
Washington
$37.5K 115 – –
PFBT
628
Parkside Financial Bank & Trust
Missouri
$35.3K 108 +8 +8%
GXJ
629
Global X Japan
Japan
$32.7K 100 +16 +19%
C
630
Covestor
United Kingdom
$31K 96 -53 -36%
GK
631
Graney & King
New York
$30.5K 93 +93 New
IWP
632
IAG Wealth Partners
Wisconsin
$27.3K 84 +1 +1%
PIM
633
Plato Investment Management
Australia
$26.5K 81 – –
PMFA
634
Plante Moran Financial Advisors
Michigan
$25.5K 78 +30 +63%
HNB
635
Huntington National Bank
Ohio
$22.2K 68 -2 -3%
JWA
636
JFS Wealth Advisors
Pennsylvania
$21.6K 66 – –
TFIPS
637
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.2K 65 +65 New
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$19.9K 61 +40 +190%
BIA
639
Bell Investment Advisors
California
$18.6K 57 +4 +8%
PPC
640
Park Place Capital
Alabama
$17.6K 54 – –
HWM
641
Hemington Wealth Management
Virginia
$17K 53 +34 +179%
W
642
WealthCollab
Washington
$16.3K 50 – –
EB
643
Eastern Bank
Massachusetts
$16.3K 50 – –
PA
644
PSI Advisors
Florida
$16.3K 50 – –
PWMG
645
Private Wealth Management Group
New Jersey
$16K 49 – –
TH
646
TCTC Holdings
Texas
$15.7K 48 +48 New
BTI
647
Blue Trust Inc
Georgia
$15.3K 47 -930 -95%
SS
648
SBI Securities
Japan
$15K 46 +46 New
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
$14.4K 44 -4 -8%
GWSA
650
Global Wealth Strategies & Associates
Colorado
$14.4K 44 – –
24 25
26
27 28