Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
32.7K
+ 69.58%
$2.18 - $3.02 $71.3K - $98.8K
79.7K $214K
BMAY
Innovator U.S. Equity Buffer E

ETFs
1.5K
+ 8.24%
$39.2 - $40.69 $58.6K - $60.9K
19.7K $792K
PBPB
Potbelly Corp

Consumer Cyclical
6.61K
+ 50.85%
$7.38 - $10.74 $48.8K - $71K
19.6K $184K
VUZI
Vuzix Corp

Technology
1.86K
+ 7.48%
$0.91 - $5.26 $1.7K - $9.8K
26.8K $105K
AVTR
Avantor, Inc.

Basic Materials
28.7K
+ 25.93%
$19.72 - $25.54 $566K - $733K
139K $2.94M
BIGZ
Black Rock Innovation & Growth Trust
10.9K
+ 16.55%
$7.43 - $8.08 $81K - $88K
76.7K $572K
CERT
Certara, Inc.

Healthcare
16.6K
+ 17.27%
$9.55 - $11.71 $158K - $194K
113K $1.2M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
946
+ 2.03%
$42.25 - $43.54 $40K - $41.2K
47.6K $2.04M
IX
Orix Corp

Financial Services
867
+ 48.68%
$104.38 - $117.09 $90.5K - $102K
2.65K $281K
NOTE
Fiscal Note Holdings, Inc.

Technology
75K
+ 255.55%
$0.77 - $1.23 $57.8K - $92.3K
104K $111K
GNW
Genworth Financial Inc

Financial Services
10.1K
+ 44.01%
$6.52 - $7.82 $66.1K - $79.3K
33.2K $231K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
369
+ 1.59%
$100.38 - $107.86 $37K - $39.8K
23.6K $2.43M
DRH
Diamond Rock Hospitality CO

Real Estate
6.07K
+ 10.63%
$8.57 - $9.74 $52K - $59.1K
63.2K $570K
FBMS
First Bancshares Inc

Financial Services
521
+ 2.74%
$30.98 - $38.22 $16.1K - $19.9K
19.5K $683K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
5.2K
+ 25.15%
$21.81 - $23.88 $113K - $124K
25.9K $563K
STLA
Stellantis N.V.

Consumer Cyclical
18.3K
+ 11.02%
$12.37 - $13.99 $226K - $256K
184K $2.41M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
32.7K
+ 19.8%
$11.07 - $13.15 $361K - $429K
198K $2.2M
CNO
Cno Financial Group, Inc.

Financial Services
907
+ 5.1%
$34.0 - $40.5 $30.8K - $36.7K
18.7K $695K
FSV
First Service Corp

Real Estate
471
+ 5.1%
$176.17 - $197.05 $83K - $92.8K
9.71K $1.76M
VSEC
Vse Corp

Industrials
391
+ 13.81%
$83.31 - $121.36 $32.6K - $47.5K
3.22K $306K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
5.63K
+ 3.52%
$12.78 - $13.52 $72K - $76.1K
166K $2.12M
HCI
Hci Group, Inc.

Financial Services
43
+ 0.61%
$95.47 - $123.75 $4.11K - $5.32K
7.11K $828K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
18K
New
$3.78 - $5.35 $68.1K - $96.4K
18K $70K
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.9K
+ 23.51%
$45.15 - $47.26 $85.8K - $89.8K
9.98K $452K
FVRR
Fiverr International Ltd.

Communication Services
559
+ 6.29%
$21.53 - $35.45 $12K - $19.8K
9.45K $299K
INFN
Infinera Corp

Technology
10.7K
New
$6.56 - $6.87 $70.4K - $73.7K
10.7K $70K
MSB
Mesabi Trust

Basic Materials
12
+ 0.09%
$22.78 - $29.35 $273 - $352
12.7K $358K
TGB
Taseko Mines LTD

Basic Materials
36.2K
New
$1.91 - $2.65 $69.1K - $95.9K
36.2K $70K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
10.5K
New
$6.65 - $7.62 $69.9K - $80.1K
10.5K $69K
FL
Foot Locker, Inc.

Consumer Cyclical
6.09K
+ 38.79%
$21.17 - $25.31 $129K - $154K
21.8K $474K
HERO
Global X Fds Video Games & Esp

ETFs
8.5K
+ 5.6%
$22.79 - $25.51 $194K - $217K
160K $3.76M
KMT
Kennametal Inc

Industrials
3.98K
+ 29.28%
$23.74 - $31.23 $94.4K - $124K
17.6K $421K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
882
+ 0.97%
$94.54 - $104.98 $83.4K - $92.6K
91.9K $8.78M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
6.1K
+ 17.51%
$35.09 - $39.06 $214K - $238K
40.9K $1.44M
BHE
Benchmark Electronics Inc

Technology
1.16K
+ 8.31%
$42.69 - $51.83 $49.3K - $59.9K
15.1K $684K
SIMO
Silicon Motion Technology Corp

Technology
1.95K
+ 34.25%
$51.13 - $61.14 $99.7K - $119K
7.64K $413K
WETF
Wisdom Tree Investments, Inc.

Financial Services
12.6K
New
N/A
12.6K $68K
MARB
First Tr Exchange Traded Fd Ii

ETFs
3.29K
+ 16.9%
$19.62 - $19.93 $64.5K - $65.5K
22.7K $452K
MIDD
Middleby Corp

Industrials
640
+ 12.19%
$129.7 - $146.97 $83K - $94.1K
5.89K $797K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.4K
+ 34.94%
$28.96 - $30.87 $69.5K - $74.1K
9.27K $270K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.92K
+ 24.57%
N/A
9.75K $337K
PMAR
Innovator U.S. Equity Power Bu

ETFs
592
+ 1.34%
$39.04 - $40.41 $23.1K - $23.9K
44.9K $1.81M
NNI
Nelnet Inc

Financial Services
2.12K
+ 8.56%
$104.32 - $124.92 $221K - $264K
26.8K $2.87M
DWAW
Advisorshares Tr Dorsey Wright

ETFs
1.46K
+ 20.69%
$38.84 - $42.52 $56.6K - $62K
8.51K $341K
BTBT
Bit Digital, Inc

Financial Services
25.8K
+ 142.37%
$2.93 - $5.52 $75.6K - $142K
43.9K $128K
GRC
Gorman Rupp CO

Industrials
2.15K
+ 13.04%
$36.95 - $43.09 $79.3K - $92.5K
18.6K $705K
BMAR
Innovator U.S. Equity Buffer E

ETFs
865
+ 4.1%
$44.7 - $46.74 $38.7K - $40.4K
22K $1.01M
MTLS
Materialise Nv

Technology
2.75K
+ 9.28%
$4.99 - $8.44 $13.7K - $23.2K
32.4K $228K
FCO
Aberdeen Global Income Fund Inc

Financial Services
10.9K
New
$5.78 - $6.2 $63.1K - $67.7K
10.9K $63K
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email