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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 %
DWM
701
Drive Wealth Management
Utah
– -$269K -962 Closed
IB
702
Intrust Bank
Kansas
– -$256K -915 Closed
KPWS
703
Kestra Private Wealth Services
Texas
– -$251K -900 Closed
BRWA
704
B. Riley Wealth Advisors
Florida
– -$251K -900 Closed
PWM
705
Perigon Wealth Management
California
– -$236K -845 Closed
TCM
706
Teza Capital Management
Illinois
– -$232K -831 Closed
IAN
707
Integrated Advisors Network
Texas
– -$223K -799 Closed
CRC
708
Curi RMB Capital
Illinois
– -$223K -799 Closed
ZIC
709
ZWJ Investment Counsel
Georgia
– -$222K -796 Closed
KWM
710
Kolinsky Wealth Management
New Jersey
– -$221K -791 Closed
CI
711
Cigna Investments
Connecticut
– -$219K -782 Closed
WS
712
Wedbush Securities
California
– -$216K -773 Closed
SAI
713
Systematic Alpha Investments
New Jersey
– -$212K -760 Closed
DBG
714
De Burlo Group
Massachusetts
– -$209K -750 Closed
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
– -$204K -747 Closed
WA
716
Waddell & Associates
Tennessee
– -$208K -746 Closed
CC
717
Corton Capital
Ontario, Canada
– -$205K -735 Closed
IA
718
IFG Advisory
Georgia
– -$205K -733 Closed
GWMR
719
GC Wealth Management RIA
Massachusetts
– -$203K -728 Closed
CFG
720
Carr Financial Group
Massachusetts
– -$202K -725 Closed
AA
721
Alta Advisers
United Kingdom
– -$83.8K -300 Closed
BEI
722
Benjamin Edwards Inc
Missouri
– -$83K -298 Closed
CVA
723
Ceredex Value Advisors
Florida
– -$41.9K -150 Closed
AGWCA
724
Annis Gardner Whiting Capital Advisors
Florida
– -$38.5K -138 Closed
CA
725
Crewe Advisors
Utah
– -$36K -129 Closed
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