Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOAN
Manhattan Bridge Capital, Inc

Real Estate
30.2K
New
$5.22 - $5.86 $158K - $177K
30.2K $171K
SSRM
Ssr Mining Inc.

Basic Materials
10.3K
+ 13.66%
$5.28 - $8.12 $54.5K - $83.8K
85.9K $598K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
10.9K
+ 23.62%
$21.07 - $24.76 $229K - $269K
56.9K $1.24M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
2.16K
+ 47.03%
$73.63 - $87.56 $159K - $189K
6.74K $531K
WIT
Wipro LTD

Technology
95.7K
+ 164.92%
$3.54 - $7.24 $339K - $693K
154K $544K
IPAR
Inter Parfums Inc

Consumer Defensive
1.13K
+ 12.87%
$118.08 - $139.92 $134K - $159K
9.94K $1.31M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
14.7K
New
$11.08 - $11.89 $163K - $174K
14.7K $167K
PATK
Patrick Industries Inc

Consumer Cyclical
7.81K
+ 95.94%
$82.71 - $146.16 $646K - $1.14M
15.9K $1.32M
TRIN
Trinity Capital Inc.

Financial Services
9.15K
+ 24.04%
$13.11 - $14.87 $120K - $136K
47.2K $683K
HISF
First Tr Exc Traded Fd Iv High

ETFs
8.26K
+ 7.1%
$43.73 - $45.64 $361K - $377K
125K $5.45M
FDUS
Fidus Investment Corp

Financial Services
2.6K
+ 3.38%
$19.1 - $21.49 $49.7K - $55.9K
79.5K $1.67M
MCY
Mercury General Corp

Financial Services
1.81K
+ 14.78%
$62.82 - $78.96 $114K - $143K
14.1K $936K
RGT
Royce Global Value Trust, Inc.

Financial Services
16.2K
+ 139.37%
$10.64 - $12.0 $172K - $194K
27.7K $298K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
20.9K
+ 14.71%
$7.35 - $8.04 $154K - $168K
163K $1.24M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
78.3K
+ 29.97%
$2.54 - $2.66 $199K - $208K
340K $865K
IBTX
Independent Bank Group, Inc.

Financial Services
1.78K
+ 9.73%
$55.72 - $67.74 $99.3K - $121K
20.1K $1.22M
FOVL
Ishares Tr Focused Value Facto

ETFs
1.3K
+ 3.24%
$67.4 - $76.06 $87.3K - $98.5K
41.2K $2.89M
TBBK
Bancorp, Inc.

Financial Services
3.16K
+ 52.13%
$47.01 - $60.36 $149K - $191K
9.23K $485K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
14.3K
New
$10.72 - $12.73 $154K - $182K
14.3K $161K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.4K
+ 11.13%
$41.08 - $42.6 $140K - $145K
33.9K $1.42M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.31K
+ 1.23%
$46.18 - $48.09 $60.3K - $62.8K
108K $5.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
9.01K
+ 4.18%
$25.08 - $25.43 $226K - $229K
225K $5.65M
DIHP
Dimensional ETF Tr Dimensional

ETFs
13K
+ 18.98%
$25.15 - $27.57 $327K - $359K
81.5K $2.06M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
30.4K
+ 8.13%
$8.36 - $8.71 $255K - $265K
405K $3.41M
EEFT
Euronet Worldwide, Inc.

Technology
1.02K
+ 6.93%
$96.0 - $106.61 $97.4K - $108K
15.7K $1.61M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
18.9K
+ 9.55%
$12.16 - $13.26 $230K - $251K
217K $2.74M
CRNC
Cerence Inc.

Technology
20.1K
New
$2.64 - $8.95 $53K - $180K
20.1K $157K
EBC
Eastern Bankshares, Inc.

Financial Services
7.52K
+ 24.49%
$15.83 - $19.03 $119K - $143K
38.2K $659K
EXTR
Extreme Networks Inc

Technology
6.6K
+ 24.08%
$14.22 - $18.52 $93.9K - $122K
34K $569K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
7.85K
+ 18.68%
$28.7 - $32.94 $225K - $259K
49.9K $1.45M
GBX
Greenbrier Companies Inc

Industrials
550
+ 4.52%
$48.74 - $68.41 $26.8K - $37.6K
12.7K $776K
VMD
Viemed Healthcare, Inc.

Healthcare
3K
+ 1.57%
$7.43 - $9.51 $22.3K - $28.5K
195K $1.56M
HLNE
Hamilton Lane Inc

Financial Services
2.1K
+ 27.23%
$147.78 - $201.62 $310K - $424K
9.82K $1.45M
NXST
Nexstar Media Group, Inc.

Communication Services
1.83K
+ 9.79%
$157.01 - $188.5 $287K - $345K
20.5K $3.24M
KMPR
Kemper Corp

Financial Services
1.56K
+ 16.22%
$59.0 - $72.1 $91.8K - $112K
11.1K $740K
PEB
Pebblebrook Hotel Trust

Real Estate
11.4K
New
$11.85 - $14.94 $135K - $170K
11.4K $153K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
11.9K
+ 10.96%
$56.61 - $61.63 $672K - $732K
120K $6.81M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
4.93K
+ 15.64%
$36.21 - $38.2 $179K - $188K
36.5K $1.33M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
4.51K
+ 39.42%
$32.51 - $34.98 $147K - $158K
15.9K $528K
CABO
Cable One, Inc.

Communication Services
355
+ 19.73%
$316.06 - $425.99 $112K - $151K
2.15K $780K
E
Eni Spa

Energy
8.18K
+ 33.15%
$26.32 - $31.82 $215K - $260K
32.8K $898K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
3.34K
+ 16.75%
$39.69 - $41.26 $132K - $138K
23.3K $947K
YY
Joyy Inc.

Communication Services
2.09K
+ 18.43%
$33.1 - $42.36 $69.1K - $88.4K
13.4K $561K
EPC
Edgewell Personal Care CO

Consumer Defensive
5.02K
+ 71.31%
$33.5 - $38.25 $168K - $192K
12.1K $405K
DTH
Wisdomtree Tr

ETFs
60.7K
+ 10.37%
$37.38 - $41.11 $2.27M - $2.49M
646K $24.4M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
1.48K
+ 56.29%
$100.55 - $110.43 $149K - $163K
4.1K $416K
SWX
Southwest Gas Holdings, Inc.

Utilities
2.54K
+ 25.88%
$67.87 - $79.16 $172K - $201K
12.4K $873K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
12.9K
+ 114.89%
$13.09 - $17.44 $169K - $225K
24.2K $325K
PKX
Posco Holdings Inc.

Basic Materials
5.87K
+ 145.76%
$43.3 - $69.98 $254K - $411K
9.9K $429K
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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