Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENOV
Enovis Corp

Industrials
7.82K
+ 28.84%
$38.5 - $49.33 $301K - $386K
34.9K $1.53M
AOA
Ishares Tr Core Aggressive All

ETFs
9.29K
+ 6.22%
$76.61 - $79.88 $711K - $742K
159K $12.2M
IYLD
Ishares Tr Ishares Morningstar

ETFs
22.5K
+ 36.69%
$19.48 - $20.66 $438K - $465K
83.8K $1.63M
WDFC
Wd 40 CO

Basic Materials
1.97K
+ 26.44%
$242.06 - $290.11 $476K - $570K
9.4K $2.28M
SNDR
Schneider National, Inc.

Industrials
12.2K
+ 132.6%
$26.97 - $33.61 $329K - $410K
21.4K $626K
ZWS
Zurn Water Solutions Corp

Industrials
6.48K
+ 7.23%
$35.79 - $40.92 $232K - $265K
96.1K $3.58M
PFS
Provident Financial Services Inc

Financial Services
18.8K
+ 75.55%
$17.64 - $21.86 $331K - $410K
43.6K $822K
SFBS
Servis First Bancshares, Inc.

Financial Services
3.61K
+ 27.82%
$77.34 - $99.0 $279K - $357K
16.6K $1.41M
REKR
Rekor Systems, Inc.

Technology
193K
+ 1666.62%
$0.81 - $1.86 $156K - $358K
204K $373K
FIZZ
National Beverage Corp

Consumer Defensive
9.15K
+ 115.23%
$42.5 - $50.03 $389K - $458K
17.1K $729K
FLJH
Franklin Templeton ETF Tr

ETFs
10.6K
+ 43.04%
$30.35 - $32.37 $323K - $344K
35.4K $1.11M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
7.63K
+ 12.61%
$38.01 - $39.08 $290K - $298K
68.1K $2.66M
VAL
Valaris LTD

Energy
10.7K
+ 101.44%
$40.92 - $56.38 $439K - $605K
21.3K $943K
AOSL
Alpha & Omega Semiconductor LTD

Technology
9.51K
New
$26.49 - $49.16 $252K - $468K
9.51K $352K
BGR
Black Rock Energy & Resources Trust

Financial Services
31K
+ 20.14%
$12.51 - $13.79 $387K - $427K
185K $2.33M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6.99K
+ 28.25%
$49.84 - $59.6 $348K - $417K
31.7K $1.68M
DX
Dynex Capital Inc

Real Estate
28.3K
+ 34.92%
$12.07 - $12.72 $341K - $360K
109K $1.38M
ICF
Ishares Tr

ETFs
35.6K
+ 11.19%
$58.8 - $66.61 $2.09M - $2.37M
354K $21.3M
RELY
Remitly Global, Inc.

Technology
15.4K
New
$12.69 - $23.07 $195K - $355K
15.4K $347K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
5.09K
+ 1.97%
$89.01 - $96.24 $453K - $490K
263K $23.6M
HOMB
Home Bancshares Inc

Financial Services
3.92K
+ 2.01%
$26.0 - $32.09 $102K - $126K
198K $5.61M
LAND
Gladstone Land Corp

Real Estate
41.6K
+ 119.54%
$10.48 - $13.85 $436K - $577K
76.5K $829K
SVOL
Simplify ETF Simplify Volatili

ETFs
19.2K
+ 41.45%
$20.4 - $21.93 $392K - $421K
65.5K $1.36M
OXBRW
Oxbridge Re Hldgs LTD Wts Exp

Financial Services
713K
New
$0.13 - $0.52 $92.7K - $371K
713K $342K
ABBV
Abb Vie Inc.

Healthcare
298K
+ 11.2%
$164.99 - $203.87 $49.1M - $60.7M
2.96M $525M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
41.9K
+ 40.92%
$12.1 - $13.76 $507K - $577K
144K $1.75M
PRCT
Procept Bio Robotics Corp

Healthcare
4.16K
+ 78.67%
$67.27 - $99.45 $280K - $413K
9.44K $760K
SCI
Service Corp International

Consumer Cyclical
2.67K
+ 2.0%
$73.36 - $88.6 $196K - $237K
136K $10.9M
FTDR
Frontdoor, Inc.

Consumer Cyclical
6.14K
New
$46.71 - $59.54 $287K - $365K
6.14K $335K
FR
First Industrial Realty Trust Inc

Real Estate
11.3K
+ 28.49%
$49.6 - $55.9 $559K - $630K
50.8K $2.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.09M
+ 202.09%
$27.54 - $83.04 $30M - $90.6M
1.63M $45.2M
METV
Listed Fds Tr Roundhill Ball M

ETFs
13.9K
+ 9.3%
$13.21 - $15.35 $184K - $214K
164K $2.35M
NTNX
Nutanix, Inc.

Technology
3.28K
+ 4.79%
$56.46 - $73.18 $185K - $240K
71.7K $4.39M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
20K
New
$14.7 - $17.79 $295K - $356K
20K $331K
DMLP
Dorchester Minerals, L.P.

Energy
4.88K
+ 9.33%
$30.69 - $34.41 $150K - $168K
57.2K $1.91M
VOTE
Engine No 1 ETF Tr

ETFs
4.69K
+ 120.98%
$66.37 - $71.58 $311K - $336K
8.56K $588K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
544
+ 1.03%
$8.52 - $15.4 $4.63K - $8.38K
53.5K $816K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
153K
+ 10.5%
$21.96 - $24.21 $3.36M - $3.7M
1.61M $35.8M
FIVN
Five9, Inc.

Technology
8.08K
New
$27.26 - $43.41 $220K - $351K
8.08K $328K
AVAV
Aero Vironment Inc

Industrials
13.9K
+ 35.74%
$153.72 - $235.17 $2.14M - $3.27M
52.8K $8.12M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
553
+ 2.52%
$107.32 - $127.74 $59.3K - $70.6K
22.5K $2.77M
THY
Toews Agility Shares Dynamic T

Technology
15.1K
+ 38.46%
$22.55 - $23.06 $341K - $349K
54.5K $1.23M
ESE
Esco Technologies Inc

Technology
2.09K
+ 19.38%
$120.68 - $151.38 $252K - $316K
12.9K $1.71M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
3.78K
+ 2.7%
$43.67 - $47.04 $165K - $178K
144K $6.51M
LECO
Lincoln Electric Holdings Inc

Industrials
2.45K
+ 8.17%
$187.47 - $219.94 $459K - $539K
32.4K $6.08M
WEYS
Weyco Group Inc

Consumer Cyclical
8.62K
New
$32.33 - $41.04 $279K - $354K
8.62K $323K
PDI
Pimco Dynamic Income Fund

Financial Services
290K
+ 11.09%
$18.33 - $20.85 $5.31M - $6.04M
2.9M $53.2M
CBAN
Colony Bankcorp Inc

Financial Services
19.9K
New
$14.83 - $17.83 $296K - $355K
19.9K $321K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
21.1K
+ 2.39%
$9.1 - $9.51 $192K - $201K
906K $8.44M
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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