Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
5.19K
+ 12.02%
$193.7 - $235.05 $1M - $1.22M
48.3K $11.1M
GMED
Globus Medical Inc

Healthcare
8.99K
+ 7.64%
$69.79 - $85.61 $627K - $769K
127K $10.5M
WAT
Waters Corp

Healthcare
5.08K
+ 33.22%
$323.11 - $392.01 $1.64M - $1.99M
20.4K $7.55M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
135K
+ 9.53%
$25.25 - $26.34 $3.4M - $3.55M
1.55M $39.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
12.7K
+ 5.8%
$100.18 - $109.1 $1.27M - $1.38M
231K $24.2M
MUST
Columbia ETF Tr I Multi Sector

ETFs
129K
+ 10.2%
$20.25 - $20.87 $2.61M - $2.69M
1.39M $28.3M
MCO
Moodys Corp

Financial Services
4.53K
+ 4.16%
$454.04 - $500.88 $2.06M - $2.27M
113K $53.6M
VAW
Vanguard Materials ETF

ETFs
27.8K
+ 20.54%
$186.91 - $215.32 $5.2M - $5.99M
163K $30.6M
VPU
Vanguard Utilities ETF

ETFs
52.3K
+ 8.51%
$160.52 - $179.11 $8.4M - $9.38M
667K $109M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
46K
+ 97.69%
$44.57 - $45.47 $2.05M - $2.09M
93K $4.16M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
235K
+ 43.14%
$10.39 - $11.25 $2.44M - $2.64M
778K $8.14M
PDT
John Hancock Premium Dividend Fund

Financial Services
167K
+ 71.14%
$12.01 - $13.54 $2.01M - $2.26M
402K $5.12M
JPIE
J P Morgan Exchange Traded Fd
44.1K
+ 388.44%
$45.59 - $46.25 $2.01M - $2.04M
55.5K $2.53M
PSTG
Pure Storage, Inc.

Technology
18.3K
+ 23.39%
$48.19 - $66.6 $882K - $1.22M
96.6K $5.93M
GDV
Gabelli Dividend & Income Trust

Financial Services
86.8K
+ 26.99%
$23.77 - $25.59 $2.06M - $2.22M
409K $9.87M
RGTI
Rigetti Computing, Inc.

Technology
117K
+ 937.57%
$0.74 - $17.08 $86.6K - $2M
130K $1.99M
FCTR
First Tr Exchange Traded Fd

ETFs
52.2K
+ 36.6%
$30.91 - $35.25 $1.61M - $1.84M
195K $6.41M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
48K
+ 86.82%
$35.88 - $40.8 $1.72M - $1.96M
103K $3.99M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
180K
+ 12.86%
$26.16 - $28.82 $4.71M - $5.19M
1.58M $41.4M
HYLB
Xtrackers Usd High Yield Corp

ETFs
61.9K
+ 19.34%
$35.95 - $36.76 $2.22M - $2.27M
382K $13.8M
HSBC
Hsbc Holdings PLC

Financial Services
28.9K
+ 23.17%
$43.83 - $49.51 $1.27M - $1.43M
154K $7.59M
SCJ
Ishares Msci Japan Small Cap E

ETFs
27.6K
+ 262.0%
$72.38 - $78.98 $2M - $2.18M
38.1K $2.79M
LRGF
Ishares Tr

ETFs
28.4K
+ 19.73%
$58.25 - $63.26 $1.65M - $1.8M
172K $10.4M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
20.6K
+ 28.9%
$94.66 - $102.14 $1.95M - $2.11M
92.1K $8.78M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
72.5K
New
$26.69 - $28.53 $1.93M - $2.07M
72.5K $1.94M
TAXF
American Centy ETF Tr Diversif

ETFs
51.3K
+ 10.17%
$49.94 - $51.44 $2.56M - $2.64M
556K $27.9M
MBLY
Mobileye Global Inc.
72.6K
+ 96.19%
$12.07 - $20.07 $876K - $1.46M
148K $2.95M
WSO
Watsco Inc

Industrials
4.9K
+ 21.62%
$466.57 - $568.78 $2.29M - $2.79M
27.6K $13.1M
JBL
Jabil Inc

Technology
7.75K
+ 23.48%
$118.97 - $147.77 $922K - $1.14M
40.7K $5.86M
FNX
First Tr Mid Cap Core Alphadex

ETFs
27.6K
+ 3.06%
$114.77 - $127.28 $3.17M - $3.52M
930K $108M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
27.6K
+ 27.12%
$47.03 - $55.28 $1.3M - $1.53M
129K $6.76M
DOX
Amdocs LTD

Technology
24.9K
+ 25.44%
$82.94 - $92.86 $2.07M - $2.32M
123K $10.5M
CINF
Cincinnati Financial Corp

Financial Services
6.91K
+ 5.96%
$132.86 - $160.16 $918K - $1.11M
123K $17.7M
RY
Royal Bank Of Canada

Financial Services
19.7K
+ 16.7%
$119.72 - $128.02 $2.36M - $2.52M
138K $16.6M
ATEC
Alphatec Holdings, Inc.

Healthcare
68.5K
+ 19.88%
$4.98 - $10.48 $341K - $718K
413K $3.79M
MTB
M&T Bank Corp

Financial Services
4.16K
+ 3.79%
$172.48 - $221.95 $718K - $924K
114K $21.4M
ISCG
Ishares Morningstar Small Cap

ETFs
34.2K
+ 9.64%
$48.22 - $54.03 $1.65M - $1.85M
389K $19.2M
STLG
Ishares Factors Us Growth Styl

ETFs
37K
+ 36.4%
N/A
138K $6.97M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
81.2K
+ 87.26%
$23.18 - $23.74 $1.88M - $1.93M
174K $4.07M
DORM
Dorman Products, Inc.

Consumer Cyclical
13.5K
+ 216.55%
$108.64 - $142.83 $1.47M - $1.93M
19.7K $2.55M
AIT
Applied Industrial Technologies Inc

Industrials
5.98K
+ 23.59%
$220.05 - $280.49 $1.32M - $1.68M
31.3K $7.5M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
84.6K
+ 27.29%
$23.75 - $25.68 $2.01M - $2.17M
395K $9.49M
GAL
Ssga Active ETF Tr

ETFs
47.1K
+ 26.11%
$44.18 - $45.9 $2.08M - $2.16M
228K $10.1M
NTAP
Net App, Inc.

Technology
20.4K
+ 28.4%
$115.31 - $131.11 $2.36M - $2.68M
92.5K $10.7M
SEIC
Sei Investments CO

Financial Services
9.61K
+ 12.23%
$69.36 - $86.58 $666K - $832K
88.2K $7.27M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
201K
+ 252.89%
$9.56 - $10.96 $1.92M - $2.2M
280K $2.7M
MUSA
Murphy Usa Inc.

Consumer Cyclical
3.49K
+ 39.27%
$473.11 - $555.48 $1.65M - $1.94M
12.4K $6.2M
FCOM
Fidelity Covington Tr Msci Com

ETFs
24.9K
+ 24.09%
$54.65 - $61.96 $1.36M - $1.54M
128K $7.51M
FTA
First Tr Large Cap Value

ETFs
51.8K
+ 6.5%
$75.21 - $83.49 $3.89M - $4.32M
849K $64.9M
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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