Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
506K
+ 8.03%
$79.1 - $95.7 $40M - $48.4M
6.81M $615M
CRM
Salesforce, Inc.

Technology
135K
+ 14.5%
$270.87 - $367.87 $36.6M - $49.7M
1.07M $357M
IEMG
Ishares Inc

ETFs
1.84M
+ 8.07%
N/A
24.6M $1.32B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
936K
+ 75.31%
$89.97 - $98.59 $84.2M - $92.3M
2.18M $207M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.33M
+ 16.73%
$96.64 - $101.23 $128M - $134M
9.27M $898M
CGUS
Capital Group Core Equity ETF
2.56M
+ 38.33%
$33.96 - $36.24 $86.8M - $92.6M
9.23M $323M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.83M
+ 35.74%
$50.62 - $50.97 $92.5M - $93.1M
6.94M $352M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.37M
+ 3.34%
$61.68 - $67.87 $84.7M - $93.2M
42.6M $2.65B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.33M
+ 28.97%
$55.45 - $61.08 $129M - $142M
10.4M $575M
XLC
Select Sector Spdr Tr Communic

ETFs
541K
+ 11.54%
$89.66 - $102.16 $48.5M - $55.3M
5.23M $507M
ILCB
Ishares Morningstar U.S. Equit

ETFs
983K
+ 352.85%
$78.43 - $84.56 $77.1M - $83.1M
1.26M $102M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
922K
+ 8.72%
$91.29 - $91.8 $84.1M - $84.6M
11.5M $1.05B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
177K
+ 12.32%
$417.69 - $450.94 $73.9M - $79.8M
1.61M $686M
RECS
Columbia ETF Tr I

ETFs
2.11M
+ 35.24%
$33.61 - $36.42 $70.9M - $76.8M
8.09M $280M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.35M
+ 9.59%
$32.65 - $33.68 $110M - $113M
38.3M $1.26B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.05M
+ 17.47%
$77.02 - $78.58 $80.9M - $82.5M
7.06M $546M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.52M
+ 13.63%
$50.37 - $50.6 $76.7M - $77.1M
12.7M $639M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.34M
+ 4.96%
$22.39 - $23.45 $120M - $125M
113M $2.6B
VONG
Vanguard Russell 1000 Growth E

ETFs
353K
+ 6.82%
$95.27 - $107.82 $33.6M - $38M
5.53M $571M
DGRO
Ishares Core Dividend Growth E

ETFs
1.39M
+ 10.42%
$60.73 - $64.94 $84.6M - $90.4M
14.8M $905M
MGK
Vanguard Mega Cap Growth ETF

ETFs
137K
+ 14.46%
$316.94 - $357.88 $43.3M - $48.9M
1.08M $371M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
794K
+ 42.72%
$73.49 - $86.09 $58.4M - $68.4M
2.65M $204M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
181K
+ 7.26%
$442.29 - $483.08 $80.1M - $87.5M
2.68M $1.21B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
647K
+ 27.62%
$100.22 - $100.73 $64.9M - $65.2M
2.99M $300M
MS
Morgan Stanley

Financial Services
224K
+ 13.5%
$104.42 - $134.99 $23.3M - $30.2M
1.88M $236M
IWD
Ishares Russell 1000 Val ETF

ETFs
426K
+ 12.94%
$183.23 - $199.79 $78.1M - $85.2M
3.72M $689M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
975K
+ 12.59%
$65.67 - $69.79 $64M - $68M
8.72M $584M
CGCP
Capital Group Core Plus Income

ETFs
3.03M
+ 55.2%
$22.13 - $23.17 $67.1M - $70.2M
8.52M $189M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.37M
+ 4.04%
$29.73 - $30.81 $40.9M - $42.3M
35.4M $1.08B
IWM
Ishares Russell 2000 ETF

ETFs
272K
+ 4.03%
$216.13 - $242.4 $58.8M - $65.9M
7.01M $1.55B
IWP
Ishares Russell Mid Cap Growth

ETFs
340K
+ 18.76%
$116.4 - $138.52 $39.6M - $47.1M
2.15M $273M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
860K
+ 10.68%
$53.94 - $58.15 $46.4M - $50M
8.91M $503M
ITOT
Ishares Core S&P Total U.S. St

ETFs
353K
+ 7.45%
$124.26 - $134.12 $43.9M - $47.3M
5.09M $655M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.53M
+ 7.87%
$44.33 - $49.55 $68M - $76M
21M $944M
RDVY
First Trust Rising Dividend Ac

ETFs
981K
+ 4.82%
$58.65 - $64.37 $57.5M - $63.1M
21.3M $1.26B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
148K
+ 12.84%
$172.07 - $207.36 $25.4M - $30.6M
1.3M $256M
VB
Vanguard Small Cap ETF

ETFs
177K
+ 4.9%
$233.76 - $261.58 $41.4M - $46.3M
3.79M $910M
XLI
Industrial Sector Spdr

ETFs
520K
+ 12.52%
$131.76 - $143.99 $68.5M - $74.8M
4.67M $615M
NOW
Service Now, Inc.

Technology
21.4K
+ 12.17%
$867.18 - $1148.42 $18.5M - $24.5M
197K $209M
RWL
Invesco Exchange Traded Fd Tr

ETFs
533K
+ 15.38%
$97.11 - $104.1 $51.7M - $55.5M
4M $391M
GS
Goldman Sachs Group Inc

Financial Services
46.6K
+ 15.06%
$486.1 - $608.57 $22.6M - $28.4M
356K $204M
PANW
Palo Alto Networks Inc

Technology
846K
+ 129.03%
$181.96 - $405.9 $154M - $344M
1.5M $273M
BAC
Bank Of America Corp

Financial Services
466K
+ 7.1%
$39.22 - $47.77 $18.3M - $22.3M
7.03M $309M
IGV
Ishares Expanded Tech Software

ETFs
356K
+ 30.21%
$87.5 - $110.17 $31.1M - $39.2M
1.53M $154M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.25M
+ 5.76%
$51.09 - $55.27 $115M - $125M
41.4M $2.12B
FDVV
Fidelity High Dividend ETF

ETFs
903K
+ 96.51%
$49.66 - $52.63 $44.8M - $47.5M
1.84M $91.8M
PAVE
Global X Fds Us Infrastructure

ETFs
1.19M
+ 21.34%
$40.41 - $45.95 $48.2M - $54.8M
6.78M $274M
VXF
Vanguard Extended Market ETF

ETFs
200K
+ 27.42%
$179.17 - $207.15 $35.9M - $41.5M
932K $177M
HYDB
Ishares Tr Edge High Yield Def

ETFs
943K
+ 200.0%
$46.68 - $47.95 $44M - $45.2M
1.41M $66.5M
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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