Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
413
+ 0.07%
$51.94 - $55.55 $21.5K - $22.9K
558K $29.7M
INCY
Incyte Corp

Healthcare
4.92K
+ 21.73%
$65.08 - $83.38 $320K - $410K
27.5K $1.9M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
42.6K
+ 8.55%
$26.08 - $27.65 $1.11M - $1.18M
541K $14.1M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
14.8K
New
$27.3 - $28.06 $404K - $415K
14.8K $407K
AGO
Assured Guaranty LTD

Financial Services
297
+ 0.82%
$79.0 - $94.69 $23.5K - $28.1K
36.5K $3.28M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
9.01K
+ 112.36%
$46.0 - $47.12 $414K - $424K
17K $784K
IEX
Idex Corp

Industrials
2.36K
+ 13.63%
$202.75 - $236.06 $479K - $558K
19.7K $4.12M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
4.44K
New
$71.77 - $92.11 $318K - $409K
4.44K $403K
FGBI
First Guaranty Bancshares, Inc.

Financial Services
35.2K
New
$10.12 - $14.75 $357K - $520K
35.2K $400K
FDRR
Fidelity Covington Tr Divid Et

ETFs
8.16K
+ 4.89%
$50.93 - $53.77 $415K - $439K
175K $8.99M
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
8.72K
+ 21.15%
$31.2 - $37.11 $272K - $324K
50K $1.72M
CLH
Clean Harbors Inc

Industrials
4.48K
+ 8.13%
$228.61 - $263.39 $1.02M - $1.18M
59.6K $13.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
21.5K
+ 1.24%
$86.65 - $94.9 $1.86M - $2.04M
1.76M $153M
ORCC
Owl Rock Capital Corp

Financial Services
29.4K
+ 1.53%
N/A
1.95M $26.2M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.42K
+ 57.21%
$107.0 - $142.46 $258K - $344K
6.64K $862K
ADUS
Addus Home Care Corp

Healthcare
3.39K
+ 75.55%
$118.27 - $133.01 $401K - $451K
7.88K $988K
FBP
First Bancorp

Financial Services
23.6K
+ 128.57%
$18.31 - $22.2 $432K - $523K
41.9K $778K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.66K
+ 16.27%
$41.66 - $43.47 $361K - $376K
61.9K $2.64M
AIN
Albany International Corp

Consumer Cyclical
5.84K
+ 65.61%
$67.92 - $87.46 $396K - $511K
14.7K $1.18M
PVAL
Putnam ETF Tr Putnam Focused L
11.9K
+ 17.69%
$36.85 - $39.99 $440K - $478K
79.5K $2.95M
R
Ryder System Inc

Industrials
1.56K
+ 11.98%
$138.78 - $170.03 $216K - $265K
14.6K $2.28M
OGE
Oge Energy Corp.

Utilities
8.29K
+ 4.29%
$39.65 - $44.08 $329K - $366K
202K $8.31M
VMI
Valmont Industries Inc

Industrials
1.1K
+ 37.85%
$287.0 - $352.14 $315K - $387K
4K $1.23M
DIOD
Diodes Inc

Technology
7.7K
+ 20.58%
$53.01 - $66.3 $408K - $510K
45.1K $2.78M
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
5.48K
+ 21.49%
$61.01 - $65.6 $334K - $359K
31K $1.96M
FUTU
Futu Holdings LTD

Financial Services
4.77K
New
$79.99 - $128.93 $381K - $614K
4.77K $381K
VIST
Vista Energy, S.A.B. De C.V.

Energy
5.3K
+ 55.79%
$45.39 - $58.41 $240K - $309K
14.8K $800K
HLMN
Hillman Solutions Corp.

Industrials
51.1K
+ 35.45%
$9.66 - $11.54 $493K - $590K
195K $1.9M
POR
Portland General Electric CO

Utilities
12.3K
+ 33.66%
$43.52 - $48.99 $534K - $601K
48.7K $2.12M
RHI
Robert Half International Inc.

Industrials
4.02K
+ 12.75%
$65.55 - $76.8 $264K - $309K
35.6K $2.51M
SITE
Site One Landscape Supply, Inc.

Industrials
5.93K
+ 28.24%
$131.3 - $156.31 $779K - $927K
26.9K $3.55M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1.31K
+ 1.26%
$113.29 - $121.45 $148K - $159K
105K $12.1M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
14.7K
+ 12.06%
$16.54 - $17.92 $242K - $263K
136K $2.42M
WWW
Wolverine World Wide Inc

Consumer Cyclical
17K
New
$15.36 - $24.25 $262K - $413K
17K $378K
EVRI
Everi Holdings Inc.

Consumer Cyclical
21.1K
+ 8.74%
$13.14 - $13.52 $278K - $286K
263K $3.55M
MILN
Global X Funds Global X Millen

ETFs
3.74K
+ 5.45%
$41.22 - $48.0 $154K - $179K
72.3K $3.25M
MUSI
American Centy ETF Tr Multisec

ETFs
11.7K
+ 13.88%
$43.08 - $44.5 $503K - $520K
95.8K $4.14M
AUB
Atlantic Union Bankshares Corp

Financial Services
9.45K
+ 12.21%
$36.13 - $43.55 $342K - $412K
86.9K $3.29M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
16K
+ 37.98%
$19.73 - $23.93 $315K - $382K
58K $1.21M
KALU
Kaiser Aluminum Corp

Basic Materials
5.66K
+ 54.05%
$67.31 - $86.2 $381K - $488K
16.1K $1.13M
WPM
Wheaton Precious Metals Corp.

Basic Materials
22.1K
+ 12.33%
$56.08 - $68.53 $1.24M - $1.52M
202K $11.3M
IXG
Ishares Global Fin'L ETF

ETFs
3.51K
+ 13.53%
$93.25 - $101.72 $328K - $357K
29.5K $2.83M
VCTR
Victory Capital Holdings, Inc.

Financial Services
2.73K
+ 14.25%
$54.76 - $72.24 $150K - $197K
21.9K $1.43M
WDS
Woodside Energy Group LTD

Energy
27.1K
+ 90.13%
$14.38 - $18.32 $390K - $497K
57.2K $891K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
9.94K
+ 2.39%
$19.23 - $20.44 $191K - $203K
426K $8.56M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
24.6K
New
$14.8 - $16.46 $364K - $405K
24.6K $370K
MPV
Barings Participation Investors

Financial Services
21.5K
+ 166.48%
$16.29 - $17.37 $350K - $373K
34.4K $587K
FPI
Farmland Partners Inc.

Real Estate
23.1K
+ 30.94%
$10.17 - $12.76 $235K - $295K
97.8K $1.15M
LQDT
Liquidity Services Inc

Consumer Cyclical
11.4K
New
$21.4 - $35.54 $244K - $406K
11.4K $368K
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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