Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GNRC
Generac Holdings Inc.

Industrials
12.5K
+ 14.77%
$154.28 - $195.11 $1.94M - $2.45M
97.5K $15.1M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
80.3K
+ 42.27%
$20.78 - $21.38 $1.67M - $1.72M
270K $5.66M
HEZU
Ishares Currency Hedged Msci E

ETFs
52K
+ 18.29%
$35.18 - $36.95 $1.83M - $1.92M
336K $12.1M
ENTG
Entegris Inc

Technology
26K
+ 36.01%
$97.67 - $112.92 $2.54M - $2.93M
98.1K $9.72M
SKYW
Skywest Inc

Industrials
12.3K
+ 50.53%
$83.51 - $115.11 $1.03M - $1.42M
36.6K $3.67M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
147K
+ 279.22%
$10.84 - $11.38 $1.59M - $1.67M
200K $2.18M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
36.6K
+ 48.75%
$45.44 - $46.52 $1.67M - $1.7M
112K $5.1M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
46.1K
+ 9.23%
$36.74 - $40.43 $1.69M - $1.86M
546K $20.1M
IBDV
Ishares Tr

Technology
84.1K
+ 32.1%
$21.24 - $22.15 $1.79M - $1.86M
346K $7.39M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
44.3K
+ 6.39%
$47.26 - $48.18 $2.09M - $2.13M
738K $35M
ALKT
Alkami Technology, Inc.

Technology
42.9K
New
$31.06 - $42.22 $1.33M - $1.81M
42.9K $1.57M
KD
Kyndryl Holdings, Inc.

Technology
18.2K
+ 22.38%
$22.43 - $35.79 $408K - $651K
99.5K $3.44M
MANH
Manhattan Associates Inc

Technology
7.16K
+ 22.1%
$263.36 - $309.78 $1.89M - $2.22M
39.6K $10.7M
DG
Dollar General Corp

Consumer Defensive
35.7K
+ 27.45%
$73.27 - $84.47 $2.62M - $3.02M
166K $12.6M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
48.6K
+ 4.51%
$40.34 - $40.62 $1.96M - $1.97M
1.13M $45.5M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
22.6K
+ 10.33%
$56.7 - $62.15 $1.28M - $1.4M
241K $14M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
24.4K
+ 52.6%
$63.64 - $71.85 $1.55M - $1.75M
70.9K $4.54M
GFL
Gfl Environmental Inc.

Industrials
24.2K
+ 23.26%
$39.53 - $47.1 $957K - $1.14M
128K $5.71M
RNST
Renasant Corp

Financial Services
37.4K
+ 53.29%
$31.36 - $38.62 $1.17M - $1.44M
108K $3.84M
FN
Fabrinet

Technology
7.62K
+ 110.38%
$214.76 - $271.08 $1.64M - $2.07M
14.5K $3.2M
QLYS
Qualys, Inc.

Technology
8.94K
+ 34.1%
$119.24 - $159.23 $1.07M - $1.42M
35.1K $4.93M
CRS
Carpenter Technology Corp

Industrials
7.22K
+ 21.58%
$149.5 - $196.14 $1.08M - $1.42M
40.7K $6.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.61M
+ 4.38%
$27.8 - $29.05 $44.8M - $46.8M
38.4M $1.07B
MMLG
First Tr Exc Viii First Multi

Technology
19.7K
+ 3.7%
$28.07 - $31.89 $552K - $627K
551K $16.6M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
20.1K
+ 11.23%
$90.74 - $103.94 $1.82M - $2.09M
199K $18.2M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
52.9K
+ 137.06%
$24.92 - $32.79 $1.32M - $1.74M
91.5K $2.52M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
140K
+ 18.06%
$12.36 - $13.34 $1.73M - $1.86M
914K $11.6M
ROAD
Construction Partners, Inc.

Industrials
11.6K
+ 42.46%
$67.44 - $101.86 $784K - $1.18M
39K $3.45M
DUHP
Dimensional ETF Tr Dimensional

ETFs
47.5K
+ 17.38%
$33.62 - $35.69 $1.6M - $1.7M
321K $10.8M
NN
Nextnav Inc.

Communication Services
32.6K
+ 25.73%
$7.49 - $18.0 $244K - $586K
159K $2.48M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
9.52K
+ 2.27%
$44.28 - $51.47 $422K - $490K
430K $20.4M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
38.7K
New
$39.02 - $39.88 $1.51M - $1.54M
38.7K $1.52M
UMBF
Umb Financial Corp

Financial Services
12.8K
+ 171.63%
$101.15 - $127.6 $1.3M - $1.64M
20.3K $2.29M
BUG
Global X Fds Cybersecurity ETF

ETFs
27.8K
+ 5.21%
$30.13 - $34.51 $836K - $958K
560K $18M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
18.9K
+ 4.62%
$75.22 - $82.17 $1.42M - $1.56M
429K $32.7M
RLY
Ssga Active ETF Tr

ETFs
78.6K
+ 21.35%
$26.85 - $29.18 $2.11M - $2.29M
447K $12.1M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.3K
+ 0.43%
$138.92 - $149.97 $181K - $195K
306K $44.3M
SG
Sweetgreen, Inc.

Consumer Cyclical
47.7K
+ 400.1%
$31.7 - $43.97 $1.51M - $2.1M
59.6K $1.91M
PECO
Phillips Edison & Company, Inc.

Real Estate
41.5K
+ 12.6%
$35.96 - $39.8 $1.49M - $1.65M
371K $13.9M
AG
First Majestic Silver Corp

Basic Materials
295K
+ 99.43%
$5.39 - $7.94 $1.59M - $2.35M
593K $3.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
52.5K
+ 4.99%
$106.33 - $110.69 $5.58M - $5.81M
1.1M $118M
RPV
Invesco Exchange Traded Fd Tr

ETFs
13.2K
+ 6.13%
$87.41 - $97.21 $1.15M - $1.28M
229K $20.6M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
112K
+ 111.96%
$14.79 - $17.23 $1.66M - $1.94M
213K $3.2M
AEE
Ameren Corp

Utilities
14.1K
+ 12.06%
$85.81 - $94.98 $1.21M - $1.34M
131K $11.7M
OSIS
Osi Systems Inc

Technology
8.63K
New
$131.41 - $187.75 $1.13M - $1.62M
8.63K $1.44M
ESAB
Esab Corp

Industrials
7.68K
+ 20.88%
$102.05 - $135.08 $783K - $1.04M
44.4K $5.35M
IDEV
Ishares Core Msci Intl Develop

ETFs
87.1K
+ 13.27%
$64.18 - $70.42 $5.59M - $6.14M
744K $48M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
25K
+ 10.66%
$28.23 - $35.28 $706K - $882K
259K $8.25M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
76.2K
+ 3.18%
$15.9 - $17.05 $1.21M - $1.3M
2.47M $41.1M
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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