Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBDC
Golub Capital Bdc, Inc.

Financial Services
67.1K
+ 22.5%
$14.69 - $15.67 $986K - $1.05M
365K $5.54M
DOLE
Dole PLC

Consumer Defensive
79.5K
+ 481.74%
$13.45 - $16.84 $1.07M - $1.34M
96K $1.3M
CACI
Caci International Inc

Technology
2.41K
+ 25.05%
N/A
12K $5.14M
GHYG
Ishares Incus & Intl High Yiel

ETFs
24.5K
+ 87.79%
$43.84 - $45.39 $1.07M - $1.11M
52.4K $2.31M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
37K
+ 79.54%
$28.24 - $29.18 $1.05M - $1.08M
83.6K $2.37M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
30K
+ 22.5%
$16.2 - $20.45 $486K - $614K
163K $3.19M
W
Wayfair Inc.

Consumer Cyclical
26.4K
+ 218.17%
$37.77 - $56.94 $997K - $1.5M
38.5K $1.71M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
119K
+ 25.84%
$12.12 - $13.1 $1.45M - $1.57M
582K $7.08M
QBTS
D Wave Quantum Inc.

Technology
106K
+ 618.28%
$0.89 - $9.91 $94.6K - $1.05M
124K $1.04M
ESTC
Elastic N.V.

Technology
5.78K
+ 28.79%
$75.01 - $116.22 $433K - $671K
25.8K $2.56M
NU
Nu Holdings Ltd.

Financial Services
245K
+ 52.73%
$10.24 - $15.89 $2.51M - $3.89M
709K $7.35M
IDA
Idacorp Inc

Utilities
7.99K
+ 38.32%
$100.11 - $118.96 $799K - $950K
28.8K $3.15M
FNDA
Schwab Fundamental U S Small C

ETFs
198K
+ 121.21%
$29.26 - $59.11 $5.79M - $11.7M
361K $10.7M
IBMO
Ishares Tr Ibonds December 202

ETFs
41.6K
+ 14.04%
$25.4 - $25.62 $1.06M - $1.07M
338K $8.61M
ZIMV
Zim Vie Inc.

Healthcare
71.2K
New
$13.21 - $16.0 $941K - $1.14M
71.2K $1M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
9.77K
+ 144.36%
$104.34 - $118.84 $1.02M - $1.16M
16.5K $1.73M
S
Sentinel One, Inc.

Technology
50.9K
+ 66.34%
$22.05 - $28.68 $1.12M - $1.46M
128K $2.83M
KEN
Kenon Holdings Ltd.

Utilities
29.4K
New
$26.03 - $34.0 $764K - $998K
29.4K $998K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
979
+ 23.6%
$1124.26 - $1344.96 $1.1M - $1.32M
5.13K $6.46M
CQP
Cheniere Energy Partners, L.P.

Energy
12.8K
+ 18.02%
$48.06 - $58.87 $617K - $756K
84.1K $4.47M
INFY
Infosys LTD

Technology
48.5K
+ 25.06%
$20.71 - $23.42 $1M - $1.14M
242K $5.3M
ALGT
Allegiant Travel CO

Industrials
6.28K
+ 61.18%
$55.0 - $94.12 $345K - $591K
16.5K $1.56M
DFIP
Dimensional ETF Tr Inflation P

ETFs
25.6K
+ 101.94%
$40.31 - $42.43 $1.03M - $1.09M
50.8K $2.05M
CXW
Core Civic, Inc.

Real Estate
28.1K
+ 67.22%
$12.43 - $23.94 $349K - $672K
69.8K $1.52M
DIV
Global X Superdividend Us ETF

ETFs
57.6K
+ 7.13%
N/A
866K $14.9M
HLN
Haleon PLC

Healthcare
206K
+ 21.52%
$9.23 - $10.71 $1.9M - $2.2M
1.16M $11.1M
STLD
Steel Dynamics Inc

Basic Materials
10.1K
+ 11.29%
N/A
99.4K $9.75M
TERN
Terns Pharmaceuticals, Inc.

Healthcare
202K
+ 397.19%
$5.53 - $8.36 $1.11M - $1.69M
252K $1.41M
VRNA
Verona Pharma PLC

Healthcare
15.6K
+ 108.06%
$28.71 - $47.02 $448K - $733K
30K $1.39M
BGT
Blackrock Floating Rate Income Trust

Financial Services
78.6K
+ 19.27%
$12.69 - $13.4 $997K - $1.05M
486K $6.25M
IXC
Ishares Tr Global Energy ETF

ETFs
67.9K
+ 9.66%
$36.95 - $43.06 $2.51M - $2.92M
771K $29.4M
BCS
Barclays PLC

Financial Services
64.8K
+ 65.51%
$11.65 - $13.67 $755K - $886K
164K $2.18M
HST
Host Hotels & Resorts, Inc.

Real Estate
56K
+ 72.26%
$17.24 - $19.07 $965K - $1.07M
133K $2.34M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
36.3K
+ 8.46%
$51.76 - $56.72 $1.88M - $2.06M
465K $24.1M
JLL
Jones Lang Lasalle Inc

Real Estate
4.37K
+ 55.23%
$246.93 - $283.67 $1.08M - $1.24M
12.3K $3.11M
RAAX
Vaneck ETF Trust Inflation All

ETFs
44.4K
+ 11.89%
$27.92 - $30.39 $1.24M - $1.35M
418K $11.8M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
4.99K
+ 6.57%
$72.85 - $89.2 $364K - $445K
81K $6.75M
PFFV
Global X Variable Rate Preferr

Technology
43K
+ 46.71%
$23.57 - $24.48 $1.01M - $1.05M
135K $3.18M
FDT
First Trust Developed Markets

ETFs
46.4K
+ 10.8%
$53.27 - $57.72 $2.47M - $2.68M
476K $25.7M
ESS
Essex Property Trust, Inc.

Real Estate
3.54K
+ 12.26%
N/A
32.4K $8.83M
FAST
Fastenal CO

Industrials
11K
+ 3.16%
$69.99 - $84.35 $767K - $924K
357K $25.7M
ACM
Aecom

Industrials
4.4K
+ 3.2%
$101.97 - $116.97 $449K - $515K
142K $15.2M
OWL
Blue Owl Capital Inc.

Financial Services
26.6K
+ 30.17%
$19.51 - $24.81 $519K - $660K
115K $2.67M
HQY
Healthequity, Inc.

Healthcare
4.45K
+ 11.77%
$78.18 - $104.65 $348K - $466K
42.3K $4.05M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
43.7K
+ 33.35%
$22.83 - $23.36 $998K - $1.02M
175K $4.01M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
14.8K
+ 6.85%
$102.08 - $110.92 $1.51M - $1.64M
230K $23.6M
MCB
Metropolitan Bank Holding Corp.

Financial Services
16.4K
New
$50.16 - $67.3 $822K - $1.1M
16.4K $956K
ATR
Aptargroup, Inc.

Healthcare
6.74K
+ 18.71%
$156.73 - $176.15 $1.06M - $1.19M
42.8K $6.72M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
302K
+ 103.8%
$2.99 - $3.34 $902K - $1.01M
593K $1.85M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email