Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPAM
Epam Systems, Inc.

Technology
7.71K
+ 31.61%
N/A
32.1K $5.96M
ROLL
Rbc Bearings Inc

Industrials
5.82K
+ 27.68%
N/A
26.8K $6.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2.6K
+ 30.06%
$344.56 - $435.0 $896K - $1.13M
11.3K $4.74M
AZN
Astrazeneca PLC

Healthcare
132K
+ 22.64%
$63.2 - $79.58 $8.37M - $10.5M
717K $47M
RELX
Relx PLC

Communication Services
39.9K
+ 20.91%
$44.45 - $48.63 $1.77M - $1.94M
231K $10.5M
NUGO
Nushares ETF Tr Growth Opportu

ETFs
38.5K
+ 95.02%
$32.02 - $36.26 $1.23M - $1.4M
79.1K $2.74M
EXLS
Exl Service Holdings, Inc.

Technology
9.22K
+ 5.71%
$38.1 - $47.02 $351K - $433K
171K $7.57M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
5.12K
+ 11.78%
$213.99 - $238.91 $1.1M - $1.22M
48.6K $10.9M
CRF
Cornerstone Total Return Fund Inc

Financial Services
89.5K
+ 8.53%
$8.02 - $9.66 $718K - $865K
1.14M $9.9M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
16.2K
+ 15.78%
$85.41 - $87.1 $1.38M - $1.41M
119K $10.2M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
41.1K
+ 2.5%
$53.38 - $60.64 $2.19M - $2.49M
1.68M $91.6M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
116K
+ 11.28%
$25.79 - $27.56 $3M - $3.2M
1.15M $29.9M
CFG
Citizens Financial Group Inc

Financial Services
8.32K
+ 2.17%
$39.92 - $48.46 $332K - $403K
392K $17.2M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
116K
+ 290.44%
$10.4 - $12.75 $1.21M - $1.49M
157K $1.84M
AB
Alliancebernstein Holding L.P.

Financial Services
16.8K
+ 4.75%
$34.59 - $38.68 $583K - $652K
371K $13.8M
EEMV
Ishares Msci Emerging Markets

ETFs
70.6K
+ 12.3%
$57.85 - $63.11 $4.09M - $4.46M
645K $37.4M
RGEN
Repligen Corp

Healthcare
10.4K
+ 47.59%
$123.41 - $160.92 $1.28M - $1.67M
32.2K $4.64M
HQL
Tekla Life Sciences Investors

Financial Services
129K
+ 81.96%
$13.12 - $15.25 $1.7M - $1.97M
287K $3.77M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
91K
+ 11.5%
$20.56 - $21.33 $1.87M - $1.94M
883K $18.1M
MDIV
First Trust Multi Asset Divers

ETFs
115K
+ 11.79%
$15.95 - $16.94 $1.83M - $1.94M
1.09M $17.5M
TOK
Ishares Msci Kokusai ETF

ETFs
11.9K
+ 99.77%
$115.11 - $121.56 $1.37M - $1.44M
23.8K $2.76M
EXEL
Exelixis, Inc.

Healthcare
22.4K
+ 26.37%
$25.39 - $36.46 $568K - $816K
107K $3.57M
USFD
Us Foods Holding Corp.

Consumer Defensive
11.7K
+ 12.12%
$60.65 - $72.33 $712K - $849K
109K $7.33M
OTIS
Otis Worldwide Corp

Industrials
36K
+ 20.7%
$92.57 - $106.01 $3.34M - $3.82M
210K $19.5M
JHCB
John Hancock Corporate Bond Et
65.2K
New
$20.89 - $22.0 $1.36M - $1.43M
65.2K $1.36M
HYD
Vaneck High Yield Muni ETF

ETFs
40.4K
+ 6.33%
$51.09 - $53.06 $2.07M - $2.14M
679K $35.2M
HQH
Tekla Healthcare Investors

Financial Services
111K
+ 65.27%
$16.03 - $18.73 $1.79M - $2.09M
282K $4.53M
ACI
Albertsons Companies, Inc.

Consumer Defensive
67.6K
+ 495.26%
$18.01 - $19.92 $1.22M - $1.35M
81.3K $1.6M
PHO
Invesco Exchange Traded Fd Tr

ETFs
69.5K
+ 10.22%
$65.79 - $72.14 $4.58M - $5.02M
750K $49.4M
WCN
Waste Connections, Inc.

Industrials
9.24K
+ 26.92%
$171.06 - $193.25 $1.58M - $1.79M
43.6K $7.47M
FOXA
Fox Corp

Communication Services
25.1K
+ 133.79%
$41.35 - $49.99 $1.04M - $1.25M
43.8K $2.13M
YYY
Amplify ETF Tr High Income ETF

ETFs
247K
+ 13.21%
$11.52 - $12.3 $2.85M - $3.04M
2.12M $24.4M
WBS
Webster Financial Corp

Financial Services
15.6K
+ 28.66%
$44.33 - $62.82 $693K - $982K
70.2K $3.87M
AEP
American Electric Power CO Inc

Utilities
113K
+ 12.89%
$90.91 - $102.21 $10.3M - $11.5M
988K $91.1M
PNFP
Pinnacle Financial Partners Inc

Financial Services
8.82K
+ 45.35%
$92.95 - $129.87 $819K - $1.14M
28.3K $3.23M
PALL
Abrdn Palladium ETF Trust

ETFs
17.8K
+ 90.6%
$82.73 - $112.0 $1.47M - $1.99M
37.4K $3.12M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
74.7K
+ 39.17%
$24.04 - $26.75 $1.8M - $2M
265K $6.45M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
153K
+ 178.46%
$22.02 - $46.16 $3.37M - $7.07M
239K $5.28M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
20K
+ 91.73%
$68.01 - $70.67 $1.36M - $1.41M
41.8K $2.85M
ITGR
Integer Holdings Corp

Healthcare
9.2K
+ 26.04%
$124.32 - $141.16 $1.14M - $1.3M
44.5K $5.9M
ZS
Zscaler, Inc.

Technology
3.61K
+ 5.22%
$166.99 - $211.99 $602K - $764K
72.7K $13.1M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
44.7K
+ 36.24%
$37.33 - $40.39 $1.67M - $1.8M
168K $6.28M
OKTA
Okta, Inc.

Technology
14.1K
+ 32.47%
$71.81 - $86.11 $1.01M - $1.21M
57.4K $4.52M
BFH
Bread Financial Holdings, Inc.

Financial Services
16.1K
+ 69.57%
$46.5 - $66.38 $748K - $1.07M
39.2K $2.4M
IAT
Ishares Tr

ETFs
14.9K
+ 7.7%
$46.07 - $56.9 $688K - $849K
209K $10.5M
AVDV
American Centy ETF Tr Avantis

ETFs
47.8K
+ 14.69%
$63.85 - $70.4 $3.05M - $3.37M
373K $24.3M
ZM
Zoom Video Communications, Inc.

Technology
3.94K
+ 4.8%
$67.21 - $89.03 $265K - $351K
86.1K $7.03M
FNDE
Schwab Fundamental Emerging Mk

ETFs
72K
+ 29.05%
$28.89 - $33.95 $2.08M - $2.44M
320K $9.29M
QUBT
Quantum Computing Inc.

Technology
74K
New
$0.64 - $21.61 $47.4K - $1.6M
74K $1.29M
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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