Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.4K
+ 2.63%
$17.14 - $18.44 $401K - $431K
911K $16.1M
TWN
Taiwan Fund Inc

Financial Services
19.1K
New
$38.1 - $46.93 $727K - $895K
19.1K $737K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
12.4K
+ 57.31%
$38.7 - $51.36 $479K - $635K
34K $1.61M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
9.44K
+ 157.74%
$58.22 - $78.62 $550K - $742K
15.4K $1.11M
QLV
Flexshares Us Quality Low Vola

ETFs
13.1K
+ 13.79%
$65.2 - $68.29 $857K - $898K
109K $7.07M
GCBC
Greene County Bancorp Inc

Financial Services
27.2K
+ 417.62%
$27.7 - $34.97 $754K - $951K
33.7K $934K
CDAY
Ceridian Hcm Holding Inc.

Technology
11.3K
+ 51.83%
N/A
33.1K $2.14M
AL
Air Lease Corp

Industrials
13.4K
+ 49.27%
$42.79 - $52.16 $574K - $700K
40.6K $1.96M
JOBY
Joby Aviation, Inc.

Industrials
43.6K
+ 36.67%
$4.8 - $9.16 $209K - $400K
163K $1.32M
HBI
Hanesbrands Inc.

Consumer Cyclical
49.9K
+ 12.34%
$6.91 - $8.91 $345K - $445K
454K $3.7M
DJP
Barclays Bank PLC

ETFs
22.2K
+ 162.37%
N/A
35.8K $1.16M
OVV
Ovintiv Inc.

Energy
13.6K
+ 17.85%
$37.74 - $46.71 $512K - $633K
89.5K $3.62M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
17.6K
+ 6.2%
$11.18 - $13.68 $196K - $240K
301K $3.82M
NPO
Enpro Industries, Inc

Industrials
3.14K
+ 19.31%
$145.61 - $195.16 $457K - $613K
19.4K $3.34M
PIPR
Piper Sandler Companies

Financial Services
2.16K
+ 62.53%
$280.53 - $348.81 $606K - $754K
5.62K $1.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18.8K
+ 7.38%
$47.65 - $48.6 $895K - $913K
273K $13.1M
FRSH
Freshworks Inc.

Technology
43.5K
New
$10.88 - $17.02 $473K - $740K
43.5K $703K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
45.5K
New
$15.15 - $16.24 $690K - $739K
45.5K $702K
HRL
Hormel Foods Corp

Consumer Defensive
25.2K
+ 9.05%
$29.21 - $33.55 $735K - $845K
303K $9.52M
FSS
Federal Signal Corp

Industrials
7.7K
+ 57.42%
$81.56 - $99.7 $628K - $767K
21.1K $1.95M
BBAX
J P Morgan Betabuilders Develo

ETFs
18.4K
+ 48.45%
$48.75 - $54.36 $897K - $1M
56.4K $2.75M
RTX
Raytheon Technologies Corp

Industrials
107K
+ 4.95%
$114.45 - $127.21 $12.2M - $13.6M
2.27M $262M
MOMO
Hello Group Inc.

Communication Services
90.2K
+ 813.15%
$6.32 - $7.86 $570K - $709K
101K $780K
FLGV
Franklin Templeton ETF Trfrank

ETFs
38.2K
+ 47.55%
$20.03 - $21.07 $765K - $804K
118K $2.38M
BNL
Broadstone Net Lease, Inc.

Real Estate
54.7K
+ 94.77%
$15.86 - $18.7 $868K - $1.02M
112K $1.78M
PEGA
Pegasystems Inc

Technology
6.34K
+ 136.4%
$69.42 - $97.28 $440K - $617K
11K $1.02M
ENVX
Enovix Corp

Industrials
22.6K
+ 7.87%
$8.03 - $12.81 $181K - $289K
309K $3.36M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
20.8K
+ 9.27%
$41.28 - $45.93 $858K - $955K
245K $10.2M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
10.9K
+ 76.98%
$42.99 - $56.89 $467K - $618K
25K $1.32M
DUOL
Duolingo, Inc.

Technology
1.78K
+ 73.33%
$278.75 - $373.03 $495K - $663K
4.2K $1.36M
FBT
First Trust Nyse Arca Biotechn

ETFs
10.2K
+ 5.74%
$161.65 - $178.69 $1.64M - $1.82M
187K $31.1M
AEIS
Advanced Energy Industries Inc

Industrials
3.76K
+ 16.3%
$101.71 - $122.72 $383K - $462K
26.8K $3.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
24.3K
+ 4.3%
$8.81 - $14.3 $214K - $347K
588K $6.03M
ALLY
Ally Financial Inc.

Financial Services
17.6K
+ 20.13%
$34.12 - $39.98 $600K - $703K
105K $3.78M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
9.97K
+ 27.28%
$45.25 - $53.68 $451K - $535K
46.5K $2.31M
FAAR
First Trust Vii Alternative Ab

ETFs
22.7K
+ 11.8%
$27.44 - $28.42 $622K - $644K
215K $6.01M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
6.63K
+ 297.26%
$98.62 - $110.95 $653K - $735K
8.86K $892K
AZTA
Azenta, Inc.

Healthcare
12K
+ 31.41%
$40.37 - $51.57 $486K - $621K
50.3K $2.52M
HXL
Hexcel Corp

Industrials
7.33K
+ 3.16%
$58.56 - $65.31 $429K - $479K
239K $15M
CHH
Choice Hotels International Inc

Consumer Cyclical
2.57K
+ 10.26%
$128.7 - $152.73 $331K - $393K
27.6K $3.92M
HESM
Hess Midstream LP

Energy
8.94K
+ 4.82%
$34.2 - $37.9 $306K - $339K
195K $7.21M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
48.6K
+ 5.9%
$21.68 - $22.16 $1.05M - $1.08M
872K $18.9M
NEU
Newmarket Corp

Basic Materials
1.37K
+ 49.21%
$519.96 - $563.85 $711K - $771K
4.15K $2.19M
PAHC
Phibro Animal Health Corp

Healthcare
35.1K
+ 66.9%
$20.89 - $25.55 $732K - $896K
87.4K $1.84M
AVIV
American Centy ETF Tr Avantis
14.6K
+ 61.76%
$51.24 - $55.81 $746K - $813K
38.1K $1.98M
WSBC
Wesbanco Inc

Financial Services
17.9K
+ 68.14%
$28.7 - $36.45 $514K - $653K
44.2K $1.44M
IRBO
Ishares Robotics & Artificial

ETFs
20.4K
+ 6.15%
N/A
351K $11.3M
COLB
Columbia Banking System, Inc.

Financial Services
21.7K
+ 28.97%
$25.29 - $32.01 $549K - $695K
96.7K $2.61M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
6.12K
+ 21.06%
$67.53 - $85.82 $413K - $525K
35.2K $2.75M
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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