Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TBK
Triumph Bancorp, Inc.

Financial Services
3.43K
+ 130.03%
N/A
6.07K $389K
BFLY
Butterfly Network, Inc.

Healthcare
11.2K
+ 8.2%
$1.66 - $3.67 $18.6K - $41.2K
148K $461K
FCFS
First Cash Holdings, Inc.

Financial Services
4.29K
+ 21.31%
$100.54 - $114.86 $432K - $493K
24.4K $2.53M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.8K
+ 1.24%
N/A
880K $17.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.8K
+ 31.69%
$42.05 - $48.31 $160K - $184K
15.8K $731K
ARB
Altshares Tr Merger Arbitrage

Industrials
7.91K
New
$27.27 - $28.14 $216K - $223K
7.91K $217K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
13.3K
+ 11.78%
$21.02 - $21.57 $279K - $287K
126K $2.66M
ADNT
Adient PLC

Consumer Cyclical
12.5K
New
$16.85 - $22.74 $211K - $285K
12.5K $216K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
11.5K
+ 8.19%
$4.01 - $5.45 $46.1K - $62.7K
152K $804K
EPAC
Enerpac Tool Group Corp

Industrials
5.26K
New
$41.09 - $51.57 $216K - $271K
5.26K $216K
RTO
Rentokil Initial PLC

Industrials
7.16K
+ 8.35%
$22.92 - $26.98 $164K - $193K
92.9K $2.35M
EGHT
8 X8 Inc

Technology
36.1K
+ 19.56%
$1.85 - $3.19 $66.7K - $115K
220K $588K
H
Hyatt Hotels Corp

Consumer Cyclical
1.08K
+ 11.41%
$143.07 - $164.62 $154K - $177K
10.5K $1.65M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
10.1K
+ 70.21%
$18.24 - $21.74 $185K - $220K
24.6K $487K
QDF
Flexshares Quality Dividend In

ETFs
8.18K
+ 2.6%
$70.4 - $73.87 $576K - $605K
323K $22.8M
MIR
Mirion Technologies, Inc.

Industrials
12.1K
New
$10.94 - $18.65 $132K - $226K
12.1K $211K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
5.22K
+ 10.33%
$40.07 - $47.2 $209K - $246K
55.8K $2.49M
VICR
Vicor Corp

Technology
3.57K
+ 56.83%
$40.19 - $60.94 $143K - $217K
9.85K $475K
AXGN
Axogen, Inc.

Healthcare
12.8K
New
$12.47 - $17.19 $159K - $219K
12.8K $210K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
36K
+ 28.38%
$9.94 - $11.39 $357K - $410K
163K $1.63M
BFK
Blackrock Municipal Income Trust

Financial Services
27.2K
+ 32.5%
$9.79 - $10.72 $267K - $292K
111K $1.09M
PRLB
Proto Labs Inc

Industrials
5.37K
New
$26.71 - $44.77 $143K - $240K
5.37K $209K
OCIO
ETF Ser Solutions Clearshares

ETFs
6.15K
New
$33.67 - $35.08 $207K - $216K
6.15K $208K
ISMD
Northern Lts Fd Tr Iv

ETFs
7.1K
+ 4.48%
$36.81 - $40.75 $261K - $289K
165K $6.21M
TNDM
Tandem Diabetes Care Inc

Healthcare
12.1K
+ 33.67%
$27.34 - $41.78 $331K - $505K
48K $1.73M
UTMD
Utah Medical Products Inc

Healthcare
3.38K
New
$60.9 - $68.52 $206K - $232K
3.38K $207K
CDE
Coeur Mining, Inc.

Basic Materials
79.6K
+ 37.46%
$5.61 - $7.39 $446K - $588K
292K $1.67M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
14.1K
+ 17.0%
$22.12 - $23.49 $311K - $331K
96.9K $2.15M
FBK
Fb Financial Corp

Financial Services
4K
New
$44.94 - $57.73 $180K - $231K
4K $205K
HURN
Huron Consulting Group Inc.

Industrials
1.34K
+ 53.41%
$103.48 - $129.83 $138K - $174K
3.84K $477K
IXP
Ishares Global Comm Services E

ETFs
658
+ 1.19%
$92.71 - $102.47 $61K - $67.4K
56.1K $5.43M
BITO
Proshares Tr Bitcoin Strategy

ETFs
9.03K
New
$16.99 - $27.42 $153K - $248K
9.03K $205K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
53.9K
+ 110.16%
$27.45 - $55.56 $1.48M - $2.99M
103K $2.91M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
21.1K
+ 92.76%
$10.26 - $11.26 $217K - $238K
43.9K $458K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
5.46K
+ 49.39%
$30.22 - $34.08 $165K - $186K
16.5K $563K
SATS
Echo Star Corp

Technology
8.9K
New
$21.52 - $27.17 $191K - $242K
8.9K $203K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
4.86K
+ 18.42%
$37.81 - $38.94 $184K - $189K
31.3K $1.21M
NMM
Navios Maritime Partners L.P.

Industrials
4.71K
New
$42.35 - $64.0 $199K - $301K
4.71K $203K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.6K
+ 18.54%
$19.27 - $20.9 $243K - $263K
80.6K $1.59M
SRAD
Sportradar Group Ag

Technology
1.29K
+ 3.74%
$11.84 - $17.73 $15.2K - $22.8K
35.7K $618K
SNX
Td Synnex Corp

Technology
2.05K
+ 15.04%
$114.71 - $125.79 $235K - $258K
15.7K $1.84M
AVT
Avnet Inc

Technology
5.33K
+ 13.25%
$52.09 - $57.69 $278K - $308K
45.6K $2.39M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.95K
+ 0.98%
$38.63 - $40.03 $75.4K - $78.1K
201K $7.94M
SGH
Smart Global Holdings, Inc.

Technology
61.9K
+ 25.84%
$15.03 - $20.85 $931K - $1.29M
302K $5.22M
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
19.1K
New
$10.47 - $11.66 $199K - $222K
19.1K $199K
SPH
Suburban Propane Partners LP

Utilities
16.4K
+ 14.74%
$17.0 - $19.85 $278K - $325K
127K $2.19M
AMG
Affiliated Managers Group, Inc.

Financial Services
933
+ 26.14%
$175.77 - $196.52 $164K - $183K
4.5K $832K
PRVA
Privia Health Group, Inc.

Healthcare
10.2K
New
$16.82 - $22.8 $171K - $232K
10.2K $198K
UFCS
United Fire Group Inc

Financial Services
3.05K
+ 20.54%
$19.26 - $31.55 $58.6K - $96.1K
17.9K $508K
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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