Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
491K
+ 5.86%
$59.74 - $60.03 $29.3M - $29.5M
8.86M $530M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.33M
+ 45.45%
$20.98 - $21.19 $28M - $28.2M
4.27M $89.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
709K
+ 8.28%
$48.48 - $49.47 $34.4M - $35.1M
9.27M $451M
ISRG
Intuitive Surgical Inc

Healthcare
34.5K
+ 10.46%
$471.27 - $550.62 $16.3M - $19M
364K $190M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
244K
+ 4.51%
$126.68 - $134.74 $30.9M - $32.8M
5.64M $720M
AVLV
American Centy ETF Tr Avantis
388K
+ 25.55%
$65.51 - $71.22 $25.4M - $27.6M
1.91M $127M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.28M
+ 17.82%
$31.23 - $33.51 $39.9M - $42.8M
8.45M $266M
LVHI
Franklin International Low Vol

ETFs
951K
+ 30.43%
$29.98 - $31.57 $28.5M - $30M
4.07M $124M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.73K
+ 0.42%
$47.29 - $84.74 $224K - $401K
1.12M $83.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
308K
+ 39.97%
$70.54 - $79.61 $21.7M - $24.5M
1.08M $82.1M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
274K
+ 1484.63%
$93.27 - $105.01 $25.5M - $28.7M
292K $28.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
23.7K
+ 0.99%
$311.11 - $335.64 $7.36M - $7.94M
2.42M $779M
VBK
Vanguard Small Cap Growth ETF

ETFs
62.6K
+ 9.16%
$264.18 - $304.19 $16.5M - $19.1M
746K $209M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
395K
+ 77.06%
$62.07 - $66.61 $24.5M - $26.3M
907K $58.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
125K
+ 47.61%
$170.03 - $192.78 $21.3M - $24.2M
389K $71.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
721K
+ 15.04%
$40.26 - $42.88 $29M - $30.9M
5.51M $223M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
927K
+ 4.69%
$56.06 - $61.35 $51.9M - $56.8M
20.7M $1.17B
JMEE
J P Morgan Exchange Traded Fd

ETFs
428K
+ 38.85%
$60.1 - $66.4 $25.7M - $28.4M
1.53M $92.4M
TMUS
T Mobile Us, Inc.

Communication Services
91.4K
+ 27.11%
$206.1 - $246.94 $18.8M - $22.6M
428K $94.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
273K
+ 49.0%
$79.95 - $89.42 $21.8M - $24.4M
830K $69.3M
AXON
Axon Enterprise, Inc.

Industrials
12.1K
+ 13.48%
$399.22 - $689.78 $4.81M - $8.31M
101K $60.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
363K
+ 13.48%
$77.86 - $79.27 $28.2M - $28.7M
3.05M $238M
ET
Energy Transfer LP

Energy
392K
+ 8.3%
$16.05 - $19.86 $6.3M - $7.79M
5.12M $100M
T
At&T Inc.

Communication Services
753K
+ 8.01%
$21.22 - $23.88 $16M - $18M
10.2M $231M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
443K
+ 24.66%
$57.38 - $61.11 $25.4M - $27M
2.24M $131M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
301K
+ 302.68%
$81.34 - $96.75 $24.5M - $29.1M
400K $32.6M
GLD
Spdr Gold Trust

ETFs
113K
+ 3.4%
$236.59 - $257.5 $26.8M - $29.2M
3.45M $835M
C
Citigroup Inc

Financial Services
186K
+ 13.1%
$61.31 - $72.5 $11.4M - $13.5M
1.6M $113M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
602K
+ 23.73%
$68.25 - $75.42 $41.1M - $45.4M
3.14M $215M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
133K
+ 10.7%
$90.31 - $106.37 $12M - $14.1M
1.38M $137M
BBUS
J P Morgan Exchg Traded Fd

ETFs
177K
+ 8.01%
$102.46 - $110.17 $18.2M - $19.5M
2.39M $253M
BMO
Bank Of Montreal

Financial Services
238K
+ 276.73%
$89.75 - $103.39 $21.4M - $24.6M
324K $31.5M
KMI
Kinder Morgan, Inc.

Energy
136K
+ 3.62%
$22.59 - $28.54 $3.06M - $3.87M
3.88M $106M
USXF
Ishares Esg Advanced Msci Usa

Technology
462K
+ 78.84%
$48.45 - $52.57 $22.4M - $24.3M
1.05M $52.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
66.7K
+ 10.83%
$241.48 - $274.89 $16.1M - $18.3M
683K $173M
JEF
Jefferies Financial Group Inc.

Financial Services
261K
+ 228.06%
$61.95 - $81.75 $16.2M - $21.3M
376K $29.4M
IYF
Ishares Tr

ETFs
172K
+ 33.84%
$102.7 - $119.05 $17.6M - $20.4M
678K $75M
FNDX
Schwab Fundamental U S Large C

ETFs
1.97M
+ 385.24%
$23.49 - $71.77 $46.4M - $142M
2.49M $58.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
188K
+ 22.93%
$107.41 - $115.71 $20.1M - $21.7M
1.01M $111M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
401K
+ 16.71%
$46.48 - $51.32 $18.6M - $20.6M
2.8M $135M
GLDM
World Gold Trust

ETFs
422K
+ 23.79%
$50.76 - $55.23 $21.4M - $23.3M
2.2M $114M
VNLA
Janus Henderson Short Duration

ETFs
446K
+ 25.02%
$48.82 - $49.11 $21.8M - $21.9M
2.23M $109M
IHDG
Wisdomtree Tr

ETFs
757K
+ 14.93%
$43.38 - $46.0 $32.8M - $34.8M
5.82M $253M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
595K
+ 21.37%
$44.87 - $46.86 $26.7M - $27.9M
3.38M $152M
LNG
Cheniere Energy, Inc.

Energy
62.3K
+ 27.0%
$181.07 - $225.92 $11.3M - $14.1M
293K $63M
EMB
Ishares Tr

ETFs
313K
+ 21.99%
$88.94 - $93.46 $27.9M - $29.3M
1.74M $155M
HEQT
Simplify Exchange Traded Fds H
719K
+ 195.62%
$28.73 - $30.22 $20.7M - $21.7M
1.09M $32M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
450K
+ 6.79%
$30.04 - $32.01 $13.5M - $14.4M
7.08M $223M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
721K
+ 13.05%
$24.94 - $25.74 $18M - $18.6M
6.25M $159M
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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