Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BH
Biglari Holdings Inc.

Consumer Cyclical
1.1K
New
$165.36 - $264.55 $181K - $290K
1.1K $278K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
5.3K
+ 19.22%
$63.15 - $75.4 $335K - $399K
32.9K $2.11M
NOG
Northern Oil & Gas, Inc.

Energy
4.63K
+ 7.7%
$35.57 - $43.49 $165K - $201K
64.8K $2.41M
EMF
Templeton Emerging Markets Fund

Financial Services
23.3K
New
$11.95 - $14.1 $278K - $328K
23.3K $277K
AVO
Mission Produce, Inc.

Consumer Defensive
11.2K
+ 15.65%
$11.75 - $14.45 $132K - $162K
83K $1.19M
PBI
Pitney Bowes Inc

Industrials
34.7K
+ 17.46%
$6.74 - $8.2 $234K - $285K
234K $1.69M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.99K
+ 17.65%
$61.87 - $64.86 $371K - $388K
39.9K $2.48M
TTMI
Ttm Technologies Inc

Technology
5.66K
+ 27.84%
$18.06 - $26.66 $102K - $151K
26K $643K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
2.94K
+ 1.44%
$47.07 - $48.75 $139K - $143K
207K $9.9M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
14.3K
+ 13.8%
$22.58 - $23.47 $323K - $336K
118K $2.69M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
16.6K
+ 15.47%
$21.25 - $22.07 $353K - $366K
124K $2.64M
PZZA
Papa Johns International Inc

Consumer Cyclical
8.02K
+ 170.56%
$38.91 - $58.21 $312K - $467K
12.7K $522K
SHBI
Shore Bancshares Inc

Financial Services
17K
New
$13.3 - $17.43 $226K - $297K
17K $269K
CAPL
Cross America Partners LP

Energy
6.31K
+ 6.24%
$19.57 - $22.21 $123K - $140K
107K $2.36M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
55K
+ 19.43%
$12.61 - $15.33 $694K - $843K
338K $4.35M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
6.48K
New
$24.08 - $48.71 $156K - $316K
6.48K $268K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
5.81K
New
$32.66 - $47.94 $190K - $278K
5.81K $267K
AX
Axos Financial, Inc.

Financial Services
1.38K
+ 5.73%
$59.93 - $86.6 $82.8K - $120K
25.5K $1.78M
PSFD
Pacer Swan Sos Flex (January)

ETFs
7.76K
+ 65.32%
$32.23 - $33.19 $250K - $258K
19.6K $649K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2.7K
+ 37.38%
$165.45 - $196.93 $446K - $531K
9.91K $1.64M
CUZ
Cousins Properties Inc

Real Estate
8.04K
+ 53.16%
$28.63 - $31.94 $230K - $257K
23.1K $709K
REG
Regency Centers Corp

Real Estate
781
+ 0.64%
$69.77 - $75.91 $54.5K - $59.3K
122K $9.03M
BOKF
Bok Financial Corp

Financial Services
2.41K
+ 76.96%
$101.23 - $119.67 $244K - $289K
5.55K $590K
QCRH
Qcr Holdings Inc

Financial Services
3.26K
New
$72.35 - $93.84 $236K - $306K
3.26K $262K
YELP
Yelp Inc

Communication Services
6.15K
+ 93.28%
$33.38 - $40.61 $205K - $250K
12.7K $493K
DBX
Dropbox, Inc.

Technology
5.82K
+ 31.17%
$25.05 - $30.8 $146K - $179K
24.5K $736K
GTY
Getty Realty Corp

Real Estate
11.7K
+ 20.76%
$29.81 - $33.31 $349K - $389K
68K $2.05M
BAP
Credicorp LTD

Financial Services
1.36K
+ 44.36%
$180.17 - $198.65 $245K - $270K
4.42K $810K
REZI
Resideo Technologies, Inc.

Industrials
7.51K
+ 26.52%
$19.3 - $27.75 $145K - $209K
35.9K $826K
TCMD
Tactile Systems Technology Inc

Healthcare
14.9K
New
$13.43 - $19.54 $201K - $292K
14.9K $255K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
18.3K
+ 67.04%
$10.78 - $12.75 $197K - $234K
45.6K $568K
IART
Integra Lifesciences Holdings Corp

Healthcare
11.2K
New
$16.95 - $26.7 $190K - $300K
11.2K $254K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.6K
New
$97.84 - $104.89 $254K - $272K
2.6K $254K
BBSC
Jp Morgan Exc Trd Tr Betabuild
3.24K
+ 7.0%
$65.65 - $74.87 $213K - $243K
49.5K $3.37M
FDMO
Fidelity Covington Tr Momentum

ETFs
2.67K
+ 13.94%
$65.49 - $73.33 $175K - $196K
21.9K $1.52M
KRYS
Krystal Biotech, Inc.

Healthcare
1.8K
+ 156.84%
$156.64 - $199.61 $282K - $359K
2.95K $461K
TCHP
T Rowe Price Exchange Traded F

Technology
5.13K
+ 34.67%
$39.17 - $43.9 $201K - $225K
19.9K $838K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.88K
+ 8.41%
N/A
50K $3.24M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
6.43K
+ 32.74%
$36.71 - $37.55 $236K - $241K
26.1K $972K
GSHD
Goosehead Insurance, Inc.

Financial Services
2.34K
New
$87.63 - $129.69 $205K - $303K
2.34K $250K
VVR
Invesco Senior Income Trust

Financial Services
120K
+ 6.43%
$3.83 - $4.07 $460K - $488K
1.99M $7.84M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
13.3K
New
$15.3 - $20.33 $204K - $271K
13.3K $250K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
2.51K
+ 1.63%
$36.57 - $41.01 $91.7K - $103K
156K $5.89M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
2.85K
+ 28.95%
$80.84 - $86.4 $230K - $246K
12.7K $1.05M
KN
Knowles Corp

Technology
9.38K
+ 29.24%
$17.04 - $20.23 $160K - $190K
41.4K $826K
PRGS
Progress Software Corp

Technology
3.81K
New
$63.94 - $69.89 $244K - $267K
3.81K $248K
CPT
Camden Property Trust

Real Estate
3.97K
+ 13.9%
$112.52 - $127.03 $447K - $505K
32.6K $3.78M
AGM
Federal Agricultural Mortgage Corp

Financial Services
874
+ 11.04%
$181.72 - $216.45 $159K - $189K
8.79K $1.73M
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.45K
+ 24.24%
$40.62 - $45.4 $262K - $293K
33.1K $1.36M
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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