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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.

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
1
Boston Partners
Massachusetts
$723M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$231M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$201M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$773M
5
LPC
5
Lone Pine Capital
Connecticut
$507M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
Morgan Stanley
3
Morgan Stanley
New York
$203M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$8.77M
5
BlackRock
5
BlackRock
New York
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
726
Key Financial Inc
Pennsylvania
– -$27.9K -100 Closed
ATPW
727
Ashton Thomas Private Wealth
Arizona
– -$25.1K -90 Closed
WOC
728
West Oak Capital
California
– -$20.9K -75 Closed
OWA
729
Opal Wealth Advisors
New York
– -$16.8K -60 Closed
VNA
730
Valley National Advisers
Pennsylvania
– -$10K -37 Closed
EC
731
EdgeRock Capital
Colorado
– -$8.94K -32 Closed
FRA
732
Front Row Advisors
California
– -$8.94K -32 Closed
OC
733
Oakworth Capital
Alabama
– -$8.94K -32 Closed
IRAG
734
Investment Research & Advisory Group
Georgia
– -$6.42K -23 Closed
VAG
735
VisionPoint Advisory Group
Texas
– -$5.03K -18 Closed
IC
736
Innealta Capital
Texas
– -$3.35K -12 Closed
LIA
737
Lynx Investment Advisory
District of Columbia
– -$3.07K -11 Closed
HCP
738
Hexagon Capital Partners
Arkansas
– -$2.51K -9 Closed
TWP
739
Triad Wealth Partners
Kansas
– -$2.23K -8 Closed
SS
740
Sunbelt Securities
Texas
– -$2.23K -8 Closed
RS
741
Rakuten Securities
Japan
– -$1.4K -5 Closed
RAM
742
Riggs Asset Management
Pennsylvania
– -$1.12K -4 Closed
WCM
743
Winthrop Capital Management
Indiana
– -$1K -4 Closed
GIA
744
GHP Investment Advisors
Colorado
– -$838 -3 Closed
AFWM
745
Abich Financial Wealth Management
Virginia
– -$286 -1 Closed
HIA
746
Harbor Investment Advisory
Maryland
– -$279 -1 Closed
TFM
747
TFC Financial Management
Massachusetts
– -$280 -1 Closed
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