Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Wells Fargo CO New
496
+ 7.45%
N/A
7.16K $0
Wheeler Real Estate Invt Tr
22.9K
New
N/A
22.9K $0
Wisdomtree Bitcoin Fd
4.97K
New
N/A
4.97K $0
XC
Wisdomtree Tr Emerging Mkts Ex
42.4K
+ 51.93%
N/A
124K $0
Wisdomtree Tr
511K
+ 68.68%
N/A
1.26M $0
Wk Kellogg CO
9.92K
+ 33.31%
N/A
39.7K $0
Wns Hldgs LTD
514
+ 3.88%
N/A
13.8K $0
Wolfspeed Inc
16K
New
N/A
16K $0
Worthington Stl Inc
1.08K
+ 6.93%
N/A
16.6K $0
Xperi Inc
11.2K
New
N/A
11.2K $0
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
5.16K
+ 7.04%
$11.33 - $12.6 $58.4K - $65K
78.4K $915K
CHGG
Chegg, Inc

Consumer Defensive
1.18K
+ 9.46%
$1.5 - $2.65 $1.77K - $3.13K
13.7K $21K
UTRN
Exch Traded Concepts Tr

ETFs
137
+ 0.84%
$30.04 - $32.49 $4.12K - $4.45K
16.4K $498K
FLTW
Franklin Templeton ETF Tr

ETFs
82
+ 1.45%
$47.01 - $50.84 $3.85K - $4.17K
5.75K $272K
SOCL
Global X Fds Global X Social M

ETFs
543
+ 2.21%
$41.05 - $45.92 $22.3K - $24.9K
25.1K $1.06M
IAS
Integral Ad Science Holding Corp.

Communication Services
729
+ 3.15%
$10.1 - $12.72 $7.36K - $9.27K
23.8K $248K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
337
+ 1.3%
$11.34 - $11.91 $3.82K - $4.01K
26.2K $301K
ACCD
Accolade, Inc.

Healthcare
1.91K
+ 8.98%
$3.15 - $4.04 $6.02K - $7.72K
23.2K $79K
BAND
Bandwidth Inc.

Technology
517
+ 2.27%
$16.89 - $21.84 $8.73K - $11.3K
23.3K $397K
BRN
Barnwell Industries Inc

Energy
4K
+ 39.22%
$1.43 - $2.3 $5.72K - $9.2K
14.2K $21K
CRT
Cross Timbers Royalty Trust

Energy
736
+ 5.12%
$9.35 - $11.28 $6.88K - $8.3K
15.1K $149K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
4K
+ 10.44%
$0.86 - $1.29 $3.44K - $5.16K
42.3K $43K
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
1.51K
+ 1.63%
$23.89 - $24.26 $36K - $36.5K
94.2K $2.25M
RMTI
Rockwell Medical, Inc.

Healthcare
26.2K
+ 91.32%
$2.01 - $4.65 $52.6K - $122K
54.9K $111K
TNET
Trinet Group, Inc.

Industrials
597
+ 6.5%
$80.31 - $98.2 $47.9K - $58.6K
9.79K $888K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
100
+ 0.12%
$4.76 - $5.09 $476 - $509
84K $417K
AMRN
Amarin Corp Plcuk

Healthcare
31.6K
+ 25.98%
$0.44 - $0.63 $13.9K - $19.9K
153K $73K
ABUS
Arbutus Biopharma Corp

Healthcare
1K
+ 8.81%
$3.18 - $4.2 $3.18K - $4.2K
12.3K $40K
RCUS
Arcus Biosciences, Inc.

Healthcare
175
+ 1.31%
$14.28 - $18.44 $2.5K - $3.23K
13.5K $201K
CRDL
Cardiol Therapeutics Inc.

Healthcare
5K
+ 37.57%
$1.25 - $2.07 $6.25K - $10.4K
18.3K $23K
CPF
Central Pacific Financial Corp

Financial Services
100
+ 0.82%
$26.76 - $32.63 $2.68K - $3.26K
12.3K $356K
TSI
Tcw Strategic Income Fund Inc

Financial Services
382
+ 2.37%
$4.81 - $5.12 $1.84K - $1.96K
16.5K $79K
TRX
Trx Gold Corp

Basic Materials
4.53K
+ 7.87%
$0.29 - $0.42 $1.31K - $1.9K
62.1K $19K
ELD
Wisdomtree Emerging Local Debt

ETFs
1.6K
+ 9.55%
$25.38 - $27.87 $40.6K - $44.6K
18.4K $465K
BLDP
Ballard Power Systems Inc.

Industrials
118
+ 0.41%
$1.27 - $1.78 $150 - $210
28.8K $47K
CERS
Cerus Corp

Healthcare
2.55K
+ 6.25%
$1.52 - $2.03 $3.87K - $5.17K
43.3K $66K
CMU
Mfs High Yield Municipal Trust

Financial Services
1.09K
+ 2.1%
$3.47 - $3.69 $3.79K - $4.03K
53.1K $186K
ERH
Allspring Utilities & High Income Fund

Financial Services
189
+ 1.1%
$10.43 - $11.33 $1.97K - $2.14K
17.4K $186K
CIG
Energy CO Of Minas Gerais

Utilities
3.38K
+ 8.86%
$1.77 - $2.07 $5.98K - $7K
41.5K $73K
LCID
Lucid Group, Inc.

Consumer Cyclical
39.9K
+ 15.78%
$2.01 - $3.44 $80.3K - $137K
293K $885K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
79
+ 0.52%
$17.7 - $26.34 $1.4K - $2.08K
15.2K $285K
CPA
Copa Holdings, S.A.

Industrials
132
+ 4.3%
$86.16 - $107.25 $11.4K - $14.2K
3.2K $281K
JHPI
John Hancock ETF Preferred Inc

ETFs
26
+ 0.24%
$22.46 - $23.34 $584 - $607
11.1K $249K
PCM
Pcm Fund, Inc.

Financial Services
36
+ 0.18%
$7.63 - $8.21 $275 - $296
19.7K $150K
PMX
Pimco Municipal Income Fund Iii

Financial Services
10.8K
+ 11.11%
$7.23 - $8.52 $77.9K - $91.8K
108K $793K
SRCE
1 St Source Corp

Financial Services
109
+ 1.13%
$57.54 - $67.29 $6.27K - $7.33K
9.76K $569K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
1.53K
+ 3.63%
$0.86 - $1.49 $1.32K - $2.29K
43.7K $38K
BUR
Burford Capital LTD

Financial Services
2.31K
+ 3.12%
$12.71 - $14.61 $29.3K - $33.7K
76.4K $973K
CDRE
Cadre Holdings, Inc.

Industrials
1.52K
+ 14.91%
$31.0 - $40.22 $47.1K - $61.1K
11.7K $378K
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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