Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISCV
Ishares Morningstar Small Cap

ETFs
48.9K
+ 57.94%
$62.21 - $69.5 $3.04M - $3.4M
133K $8.45M
FVAL
Fidelity Covington Tr Value Fa

ETFs
48.3K
+ 34.14%
$60.19 - $64.39 $2.91M - $3.11M
190K $11.7M
AIZ
Assurant, Inc.

Financial Services
13.8K
+ 144.65%
$186.6 - $228.68 $2.57M - $3.15M
23.3K $4.97M
LII
Lennox International Inc

Industrials
4.83K
+ 18.41%
$589.36 - $678.43 $2.85M - $3.28M
31.1K $18.9M
FIW
First Trust Water ETF

ETFs
82.2K
+ 11.25%
$102.02 - $110.91 $8.38M - $9.11M
813K $83M
LFVN
Lifevantage Corp

Consumer Defensive
158K
+ 300.96%
$11.34 - $17.85 $1.8M - $2.83M
211K $3.7M
TSCO
Tractor Supply CO

Consumer Cyclical
807K
+ 482.88%
$52.59 - $303.74 $42.4M - $245M
974K $51.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
144K
+ 11.86%
$67.29 - $73.38 $9.72M - $10.6M
1.36M $92.5M
LYV
Live Nation Entertainment, Inc.

Communication Services
18.1K
+ 54.33%
$109.06 - $140.54 $1.98M - $2.55M
51.5K $6.67M
BXSL
Blackstone Secured Lending Fund

Financial Services
43.2K
+ 8.05%
$29.25 - $33.27 $1.26M - $1.44M
579K $18.7M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
150K
+ 14.51%
$23.99 - $24.55 $3.61M - $3.69M
1.19M $28.5M
CHKP
Check Point Software Technologies LTD

Technology
20.7K
+ 14.3%
$170.18 - $209.01 $3.52M - $4.32M
165K $30.9M
AER
Aer Cap Holdings N.V.

Industrials
30.9K
+ 85.72%
$91.85 - $100.3 $2.84M - $3.1M
66.9K $6.4M
XMPT
Vaneck Cef Muni Income ETF

ETFs
149K
+ 119.97%
$21.33 - $23.19 $3.18M - $3.45M
273K $5.87M
WEC
Wec Energy Group, Inc.

Utilities
46.8K
+ 7.14%
$92.94 - $101.82 $4.35M - $4.76M
702K $66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.41M
+ 212.86%
$22.01 - $66.82 $31M - $94.2M
2.07M $47M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
343K
+ 1054.8%
$8.57 - $9.34 $2.94M - $3.2M
375K $3.28M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
82.8K
+ 48.35%
$37.86 - $39.07 $3.14M - $3.24M
254K $9.65M
JHG
Janus Henderson Group PLC

Financial Services
58K
+ 53.37%
$37.65 - $45.66 $2.18M - $2.65M
167K $7.09M
SCHR
Schwab Intermediate Term Us Tr

ETFs
577K
+ 137.2%
$24.19 - $50.58 $14M - $29.2M
997K $24.2M
BTO
John Hancock Financial Opportunities Fund

Financial Services
74.4K
+ 66.81%
$31.82 - $39.45 $2.37M - $2.94M
186K $6.63M
DTM
Dt Midstream, Inc.

Energy
15.7K
+ 23.89%
$78.85 - $108.56 $1.24M - $1.71M
81.6K $8.11M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
45.3K
+ 6.99%
$80.18 - $88.79 $3.63M - $4.02M
694K $55.9M
PNQI
Invesco Nasdaq Internet ETF

ETFs
33.6K
+ 8.03%
$42.94 - $49.52 $1.44M - $1.67M
452K $21.1M
INGR
Ingredion Inc

Consumer Defensive
21.2K
+ 94.05%
$132.76 - $154.86 $2.82M - $3.29M
43.8K $6.03M
VMO
Invesco Municipal Opportunity Trust

Financial Services
309K
+ 214.66%
$9.47 - $10.33 $2.92M - $3.19M
452K $4.4M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
45.6K
+ 6.93%
$75.44 - $80.53 $3.44M - $3.67M
703K $53.3M
TGTX
Tg Therapeutics, Inc.

Healthcare
70.7K
+ 61.88%
$21.31 - $35.09 $1.51M - $2.48M
185K $5.57M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
45.9K
+ 11.4%
$57.47 - $61.21 $2.64M - $2.81M
448K $26.3M
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
99.2K
New
$28.09 - $29.99 $2.79M - $2.98M
99.2K $2.89M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
97.1K
+ 30.31%
$31.99 - $33.51 $3.11M - $3.25M
417K $13.4M
AON
Aon PLC

Financial Services
5.66K
+ 9.02%
$344.14 - $393.31 $1.95M - $2.23M
68.4K $24.6M
ONON
On Holding Ag

Consumer Cyclical
16.1K
+ 3.79%
$46.3 - $59.54 $747K - $960K
442K $24.2M
ADI
Analog Devices Inc

Technology
49K
+ 11.48%
$206.35 - $236.48 $10.1M - $11.6M
476K $101M
FITB
Fifth Third Bancorp

Financial Services
73.2K
+ 16.42%
$41.76 - $48.44 $3.06M - $3.55M
519K $22M
AVSC
American Centy ETF Tr Avantis
50.5K
+ 18.14%
$52.7 - $59.57 $2.66M - $3.01M
329K $17.9M
VPN
Global X Fds Data Ctr Reits &

ETFs
178K
+ 55.17%
N/A
500K $7.97M
HWM
Howmet Aerospace Inc.

Industrials
11.9K
+ 7.09%
$99.72 - $120.09 $1.18M - $1.43M
179K $19.6M
CRK
Comstock Resources Inc

Energy
64.6K
+ 27.84%
$11.15 - $18.92 $720K - $1.22M
297K $5.4M
JKHY
Henry Jack & Associates Inc

Technology
16.5K
+ 26.14%
$171.12 - $186.18 $2.83M - $3.07M
79.7K $14M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
24.6K
+ 1.64%
$84.34 - $95.14 $2.07M - $2.34M
1.52M $133M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
57.6K
+ 21.32%
$50.23 - $50.47 $2.89M - $2.91M
328K $16.5M
RPM
Rpm International Inc

Basic Materials
21.1K
+ 23.92%
$120.09 - $140.26 $2.53M - $2.96M
109K $13.4M
MAIN
Main Street Capital Corp

Financial Services
4.74K
+ 1.61%
$49.95 - $58.58 $237K - $278K
299K $17.5M
CHDN
Churchill Downs Inc

Consumer Cyclical
20.9K
+ 107.83%
$129.55 - $147.45 $2.71M - $3.09M
40.4K $5.39M
ROP
Roper Technologies Inc

Industrials
9.51K
+ 15.9%
$519.85 - $575.95 $4.94M - $5.48M
69.3K $36M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
59.2K
New
$46.63 - $47.41 $2.76M - $2.81M
59.2K $2.76M
ERIC
Ericsson Lm Telephone CO

Technology
324K
+ 115.78%
$7.36 - $8.59 $2.38M - $2.78M
604K $4.87M
LVS
Las Vegas Sands Corp

Consumer Cyclical
50K
+ 28.83%
$47.96 - $55.17 $2.4M - $2.76M
223K $11.5M
Activity Summary
Buys All Purchases 3627 New Holdings 326 Increased Positions 3301 Sells All Sells 1454 Reductions 1454 Sold out 0 Options Calls 55 Puts 65
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