Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JULZ
Listed Fds Tr Trueshares Struc

Technology
5.07K
New
N/A
5.07K $196K
PKE
Park Aerospace Corp

Industrials
12.2K
+ 113.26%
$12.72 - $15.39 $155K - $187K
22.9K $336K
PDCO
Patterson Companies, Inc.

Healthcare
1.38K
+ 8.11%
$19.57 - $31.4 $27K - $43.3K
18.4K $567K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
65.6K
+ 20.11%
$18.42 - $22.58 $1.21M - $1.48M
392K $7.4M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
35.3K
+ 14.91%
$10.38 - $11.36 $367K - $401K
272K $2.86M
EQAL
Invesco ETF

ETFs
5.57K
+ 2.59%
$48.01 - $51.95 $267K - $289K
220K $10.6M
UDR
Udr, Inc.

Real Estate
8.93K
+ 8.78%
$41.3 - $46.33 $369K - $414K
111K $4.8M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
17.7K
+ 14.4%
$20.04 - $22.53 $356K - $400K
141K $2.85M
MD
Mednax, Inc.

Healthcare
4.3K
+ 4.85%
$11.83 - $16.08 $50.8K - $69.1K
92.8K $1.22M
SCS
Steelcase Inc

Industrials
16.2K
New
$11.65 - $13.72 $189K - $222K
16.2K $191K
RDW
Redwire Corp

Industrials
11.6K
New
$6.41 - $17.65 $74.2K - $204K
11.6K $190K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
372
+ 2.21%
$64.79 - $77.75 $24.1K - $28.9K
17.2K $1.32M
M
Macy'S, Inc.

Consumer Cyclical
5.67K
+ 7.54%
$14.56 - $18.1 $82.5K - $103K
80.8K $1.37M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
11.6K
+ 38.28%
$26.77 - $30.82 $310K - $357K
41.8K $1.13M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
8.21K
+ 4.2%
$64.45 - $66.99 $529K - $550K
204K $13.2M
CLPT
Clear Point Neuro, Inc.

Healthcare
1.75K
+ 4.55%
$10.74 - $16.68 $18.8K - $29.2K
40.3K $619K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
10.8K
+ 7.45%
$23.55 - $24.04 $255K - $260K
156K $3.68M
TNL
Travel & Leisure Co.

Consumer Cyclical
468
+ 1.25%
$45.26 - $56.28 $21.2K - $26.3K
38K $1.92M
ASND
Ascendis Pharma A/S

Healthcare
1.58K
+ 60.14%
$122.0 - $146.6 $192K - $231K
4.2K $578K
GAIN
Gladstone Investment Corporation\De

Financial Services
28.7K
+ 17.76%
$12.92 - $14.81 $370K - $424K
190K $2.52M
MFG
Mizuho Financial Group Inc

Financial Services
33.7K
+ 108.88%
$4.05 - $5.26 $136K - $177K
64.6K $315K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
16K
+ 22.87%
$8.22 - $9.44 $132K - $151K
86.1K $760K
PY
Principal Exchange Traded Fund

ETFs
3.97K
+ 20.65%
$48.87 - $52.48 $194K - $209K
23.2K $1.15M
FNDB
Schwab Fundamental U S Broad M

ETFs
177K
+ 212.08%
$23.07 - $70.32 $4.09M - $12.5M
261K $6.07M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.11K
+ 39.04%
$35.84 - $41.12 $147K - $169K
14.6K $564K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
38.7K
+ 186.19%
$4.21 - $5.9 $163K - $228K
59.5K $296K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
5.56K
+ 43.77%
$33.07 - $35.18 $184K - $195K
18.2K $608K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.21K
+ 57.83%
$26.16 - $29.13 $215K - $239K
22.4K $587K
NMRK
Newmark Group, Inc.

Real Estate
14.3K
New
$12.79 - $15.98 $183K - $229K
14.3K $183K
OSTK
Overstock.Com, Inc

Consumer Cyclical
7.15K
+ 4.18%
N/A
178K $4.55M
HAFC
Hanmi Financial Corp

Financial Services
3.85K
+ 22.02%
$18.03 - $26.84 $69.5K - $103K
21.3K $504K
PXI
Invesco Exchange Traded Fd Tr

ETFs
2.81K
+ 6.33%
$42.73 - $51.69 $120K - $145K
47.2K $2.09M
PBP
Invesco Exchange Traded Fd Tr

ETFs
4.8K
+ 5.33%
$22.51 - $23.75 $108K - $114K
94.8K $2.23M
IYR
Ishares Tr

ETFs
40K
+ 9.94%
$90.74 - $102.87 $3.63M - $4.12M
443K $41.2M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
11K
New
$13.56 - $17.2 $149K - $190K
11K $177K
SXI
Standex International Corp

Industrials
853
+ 21.57%
$172.48 - $211.52 $147K - $180K
4.81K $898K
BSM
Black Stone Minerals, L.P.

Energy
16.2K
+ 13.49%
$13.86 - $15.57 $224K - $252K
136K $1.99M
NTGR
Netgear, Inc.

Technology
3.07K
+ 26.31%
$19.06 - $29.03 $58.5K - $89.1K
14.7K $410K
BLFS
Biolife Solutions Inc

Healthcare
5.31K
+ 13.21%
$20.47 - $27.47 $109K - $146K
45.5K $1.18M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.2K
+ 95.22%
$17.65 - $18.4 $180K - $188K
20.9K $372K
TITN
Titan Machinery Inc.

Industrials
12.4K
New
$13.19 - $16.07 $164K - $199K
12.4K $175K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
920
+ 1.62%
$21.71 - $25.45 $20K - $23.4K
57.6K $1.42M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
5.48K
+ 27.75%
$19.19 - $22.77 $105K - $125K
25.2K $564K
KWR
Quaker Chemical Corp

Basic Materials
1.7K
+ 72.12%
$137.52 - $180.36 $233K - $306K
4.05K $570K
JFIN
Jiayin Group Inc.

Communication Services
27.3K
New
$5.78 - $8.12 $158K - $222K
27.3K $173K
NWSA
News Corp

Communication Services
4.49K
+ 8.19%
$25.68 - $29.86 $115K - $134K
59.3K $1.63M
TRDA
Entrada Therapeutics, Inc.

Healthcare
6.31K
+ 12.92%
$15.82 - $21.59 $99.8K - $136K
55.2K $953K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
12.6K
New
$10.17 - $14.73 $128K - $186K
12.6K $172K
FXE
Invesco Currency Shares Euro Trust

ETFs
2.01K
+ 68.71%
$95.66 - $102.06 $192K - $205K
4.94K $472K
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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