Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JQC
Nuveen Credit Strategies Income Fund

Financial Services
22K
+ 12.09%
$5.64 - $5.93 $124K - $130K
204K $1.16M
SFNC
Simmons First National Corp

Financial Services
4.01K
+ 14.14%
$21.01 - $25.53 $84.2K - $102K
32.3K $717K
SLM
Slm Corp

Financial Services
2.02K
+ 18.46%
$21.37 - $28.14 $43.1K - $56.8K
13K $357K
FGRO
Fidelity Covington Tr

ETFs
4.7K
+ 49.32%
N/A
14.2K $319K
SPVM
Invesco S&P 500 Value With Mom

ETFs
2.94K
+ 4.16%
$57.12 - $63.07 $168K - $185K
73.5K $4.23M
DUOT
Duos Technologies Group, Inc.

Technology
17.9K
New
$2.99 - $6.38 $53.5K - $114K
17.9K $105K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
5.05K
+ 10.05%
$38.83 - $50.84 $196K - $257K
55.3K $2.18M
VVV
Valvoline Inc

Energy
7.1K
+ 26.51%
$36.18 - $43.41 $257K - $308K
33.9K $1.23M
DTST
Data Storage Corp

Technology
24.4K
New
$3.38 - $5.14 $82.5K - $125K
24.4K $104K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
29.8K
+ 7.74%
$13.32 - $14.3 $397K - $427K
415K $5.57M
USA
Liberty All Star Equity Fund

Financial Services
112K
+ 3.16%
$6.82 - $7.46 $761K - $832K
3.65M $25.4M
TSHA
Taysha Gene Therapies, Inc.

Healthcare
60K
New
$1.27 - $3.24 $76.2K - $194K
60K $103K
INSM
Insmed Inc

Healthcare
3.17K
+ 10.72%
$66.29 - $76.63 $210K - $243K
32.8K $2.26M
RFG
Invesco Exchange Traded Fd Tr

ETFs
6.77K
+ 2.25%
$47.9 - $53.39 $324K - $362K
308K $14.9M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
14K
New
$6.27 - $8.49 $87.8K - $119K
14K $102K
NKSH
National Bankshares Inc

Financial Services
4.98K
+ 14.44%
$28.24 - $32.1 $141K - $160K
39.5K $1.13M
CIGI
Colliers International Group Inc.

Real Estate
947
+ 53.32%
$133.99 - $155.4 $127K - $147K
2.72K $370K
CWK
Cushman & Wakefield PLC

Real Estate
8.35K
+ 63.17%
$12.34 - $15.48 $103K - $129K
21.6K $281K
DBL
Double Line Opportunistic Credit Fund

Financial Services
9.3K
+ 6.98%
$15.17 - $15.89 $141K - $148K
143K $2.21M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
704
+ 5.02%
$192.71 - $203.05 $136K - $143K
14.7K $2.85M
COOP
Mr. Cooper Group Inc.

Financial Services
472
+ 3.26%
$87.37 - $101.43 $41.2K - $47.9K
15K $1.44M
NOV
Nov Inc.

Energy
11.4K
+ 23.69%
$14.06 - $16.79 $160K - $191K
59.3K $866K
TSE
Trinseo PLC

Basic Materials
19.9K
New
$3.25 - $6.79 $64.8K - $135K
19.9K $101K
LCII
Lci Industries

Consumer Cyclical
4.55K
+ 21.03%
$101.78 - $126.7 $463K - $576K
26.2K $2.71M
BDC
Belden Inc.

Technology
1.03K
+ 27.34%
$112.15 - $131.43 $116K - $136K
4.81K $541K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
3.42K
+ 4.08%
$14.26 - $15.2 $48.7K - $51.9K
87.2K $1.31M
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
3.19K
+ 29.47%
$28.43 - $29.2 $90.8K - $93.2K
14K $408K
XNCR
Xencor Inc

Healthcare
2.11K
+ 12.03%
$19.43 - $26.84 $41.1K - $56.7K
19.7K $452K
EOSE
Eos Energy Enterprises, Inc.

Industrials
14.4K
+ 115.43%
$2.15 - $5.17 $31K - $74.4K
26.9K $135K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.9K
+ 15.27%
$14.42 - $15.68 $157K - $171K
82.3K $1.2M
MTX
Minerals Technologies Inc

Basic Materials
1.37K
+ 21.46%
$74.88 - $84.6 $102K - $116K
7.74K $590K
SES
Ses Ai Corp

Consumer Cyclical
24.6K
+ 75.33%
$0.27 - $2.42 $6.65K - $59.6K
57.3K $118K
BLBD
Blue Bird Corp

Consumer Cyclical
6.6K
+ 39.02%
$36.37 - $46.1 $240K - $304K
23.5K $908K
K
Kellogg CO

Consumer Defensive
842
+ 0.8%
$80.34 - $81.29 $67.6K - $68.4K
106K $8.61M
EMHC
Spdr Bloomberg Emerging Market
36K
+ 6.3%
$23.7 - $25.01 $854K - $901K
607K $14.4M
VIAV
Viavi Solutions Inc.

Technology
5.89K
+ 17.89%
$8.94 - $11.16 $52.7K - $65.7K
38.8K $392K
PNM
Pnm Resources Inc

Utilities
2.25K
+ 30.89%
N/A
9.55K $397K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
24K
+ 4.24%
$23.7 - $24.51 $570K - $589K
591K $14M
ULVM
Usaa ETF Tr Msci Usa Value Mom

ETFs
1.2K
+ 28.66%
$79.71 - $87.22 $95.3K - $104K
5.37K $431K
AORT
Artivion, Inc.

Healthcare
1.93K
+ 10.88%
$25.41 - $30.11 $48.9K - $58K
19.6K $564K
BCV
Bancroft Fund LTD

Financial Services
3.01K
+ 7.14%
$16.68 - $18.56 $50.2K - $55.9K
45.2K $799K
CSR
Centerspace

Real Estate
1.65K
+ 43.53%
$64.75 - $75.02 $107K - $124K
5.45K $360K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.7K
+ 1.13%
$23.25 - $23.56 $296K - $300K
1.14M $26.5M
KAI
Kadant Inc

Industrials
241
+ 18.31%
$316.45 - $422.93 $76.3K - $102K
1.56K $537K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
5.74K
+ 6.67%
$14.13 - $16.35 $81.1K - $93.9K
91.9K $1.37M
CADL
Candel Therapeutics, Inc.

Healthcare
10.7K
New
$3.96 - $9.96 $42.4K - $107K
10.7K $92K
MYE
Myers Industries Inc

Consumer Cyclical
12.4K
+ 75.87%
$10.91 - $13.47 $136K - $168K
28.8K $318K
BEP
Brookfield Renewable Partners L.P.

Utilities
14.2K
+ 32.77%
$22.59 - $28.9 $321K - $410K
57.5K $1.31M
DALI
First Tr ETF Vi Dorseywright D

ETFs
1.55K
+ 1.82%
$24.79 - $27.65 $38.3K - $42.7K
86.3K $2.23M
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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