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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 %
GFPC
651
Global Financial Private Client
Florida
$13.7K 42 +4 +11%
MEG
652
Millstone Evans Group
Colorado
$12.7K 39 +39 New
APF
653
Alaska Permanent Fund
Alaska
$12.4K 38 – –
CIA
654
Cape Investment Advisory
Georgia
$11.8K 36 – –
TWC
655
TD Waterhouse Canada
Ontario, Canada
$11.4K 35 -4 -10%
HNW
656
High Note Wealth
Minnesota
$11.1K 34 +34 New
CFO
657
CVA Family Office
Colorado
$10.8K 33 +4 +14%
CFFP
658
Center for Financial Planning
Michigan
$9.82K 30 – –
PTC
659
Private Trust Company
Ohio
$9.47K 29 -16 -36%
OA
660
Operose Advisors
Wisconsin
$8.82K 27 +27 New
ETS
661
ESL Trust Services
New York
$8.16K 25 – –
CWP
662
Concord Wealth Partners
Virginia
$7.84K 24 – –
SC
663
SouthState Corp
Florida
$7.84K 24 +24 New
PB
664
Pinnacle Bancorp
Nebraska
$7.51K 23 – –
WWM
665
Wolff Wiese Magana
California
$7.18K 22 – –
CPA
666
Compass Planning Associates
Massachusetts
$6.89K 21 +21 New
AF
667
Advisornet Financial
Minnesota
$6.53K 20 -18 -47%
CB
668
CNB Bank
Pennsylvania
$6.2K 19 – –
FFO
669
Fortitude Family Office
Arizona
$6.2K 19 – –
CWM
670
Cranbrook Wealth Management
Michigan
$6.2K 19 +19 New
DPW
671
DiNuzzo Private Wealth
Pennsylvania
$5.88K 18 – –
RCM
672
Raleigh Capital Management
North Carolina
$5.22K 16 – –
GWSG
673
GPS Wealth Strategies Group
Colorado
$4.9K 15 – –
MCM
674
MV Capital Management
Maryland
$4.9K 15 +5 +50%
VCM
675
Versant Capital Management
Arizona
$4.57K 14 +2 +17%
25 26
27
28 29