Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CIO
City Office Reit, Inc.

Real Estate
857
+ 2.25%
$4.83 - $5.97 $4.14K - $5.12K
38.9K $214K
STN
Stantec Inc

Industrials
8
+ 0.19%
$78.45 - $87.5 $628 - $700
4.13K $323K
CRON
Cronos Group Inc.

Healthcare
2.59K
+ 3.27%
$1.87 - $2.29 $4.84K - $5.93K
81.8K $165K
PDFS
Pdf Solutions Inc

Technology
1.18K
+ 13.16%
$27.08 - $33.26 $31.8K - $39.1K
10.1K $273K
AVSF
American Centy ETF Tr Avantis

ETFs
2.29K
+ 1.96%
$46.02 - $47.0 $106K - $108K
119K $5.5M
FOLD
Amicus Therapeutics, Inc.

Healthcare
388
+ 3.5%
$9.36 - $12.01 $3.63K - $4.66K
11.5K $108K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1.39K
+ 8.52%
$5.89 - $7.29 $8.2K - $10.1K
17.7K $104K
EGP
Eastgroup Properties Inc

Real Estate
1.81K
+ 15.76%
$158.74 - $185.14 $287K - $335K
13.3K $2.13M
EFC
Ellington Financial Inc.

Real Estate
2.39K
+ 4.75%
$11.92 - $12.81 $28.5K - $30.6K
52.8K $639K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
585
+ 2.07%
$23.17 - $24.12 $13.6K - $14.1K
28.8K $670K
NMAI
Nuveen Multi Asset Income Fund

ETFs
19.8K
+ 9.25%
$11.86 - $13.16 $235K - $261K
234K $2.82M
RWO
Spdr Dow Jones Global Real Est

ETFs
23.2K
+ 10.71%
$42.41 - $47.31 $986K - $1.1M
240K $10.3M
STKS
One Group Hospitality, Inc.

Consumer Cyclical
6
+ 0.05%
$2.75 - $3.92 $16.5 - $23.5
12.8K $36K
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
97
+ 0.71%
$6.05 - $6.86 $587 - $665
13.7K $83K
CXSE
Wisdomtree Tr China Ex State O

ETFs
1.26K
+ 8.73%
$29.75 - $39.52 $37.4K - $49.7K
15.7K $467K
DLY
Double Line Yield Opportunities Fund

N/A
2.56K
+ 3.79%
$15.64 - $16.56 $40.1K - $42.4K
70.2K $1.11M
ALTG
Alta Equipment Group Inc.

Industrials
1.77K
+ 1.51%
$5.76 - $8.46 $10.2K - $15K
119K $777K
NURE
Nuveen Short Term Reit ETF

ETFs
1.6K
+ 5.37%
$31.13 - $34.56 $49.7K - $55.1K
31.3K $995K
WHF
White Horse Finance, Inc.

Financial Services
1.5K
+ 10.92%
$9.53 - $12.15 $14.2K - $18.2K
15.2K $146K
NFRA
Flexshares Stoxx Global Broad

ETFs
4.51K
+ 9.1%
$54.11 - $59.58 $244K - $269K
54.1K $2.93M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
4.29K
+ 10.89%
$16.2 - $18.98 $69.5K - $81.4K
43.7K $722K
VVX
V2 X, Inc.

Industrials
508
+ 11.03%
$46.98 - $68.82 $23.9K - $35K
5.11K $244K
VFF
Village Farms International, Inc.

Consumer Defensive
6.93K
+ 5.81%
$0.74 - $0.93 $5.13K - $6.44K
126K $97K
IAC
Iac/Inter Active Corp

Communication Services
733
+ 17.11%
$41.75 - $55.1 $30.6K - $40.4K
5.02K $216K
MAT
Mattel Inc

Consumer Cyclical
935
+ 3.89%
$17.68 - $20.38 $16.5K - $19.1K
25K $443K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
669
+ 10.11%
$83.82 - $95.89 $56.1K - $64.2K
7.28K $615K
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
3.22K
+ 8.56%
$54.12 - $58.93 $174K - $190K
40.8K $2.22M
LXU
Lsb Industries, Inc.

Basic Materials
1.96K
+ 2.88%
$7.53 - $9.56 $14.8K - $18.7K
70.1K $532K
TRU
Trans Union

Industrials
6.07K
+ 12.59%
$92.71 - $108.67 $563K - $660K
54.3K $5.03M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
666
+ 2.82%
$9.75 - $10.91 $6.49K - $7.27K
24.3K $237K
CTRE
Care Trust Reit, Inc.

Real Estate
11K
+ 13.36%
$26.8 - $32.79 $295K - $361K
93.4K $2.53M
ESGG
Flexshares Stoxx Global Esg Se

ETFs
20
+ 0.48%
$167.1 - $175.71 $3.34K - $3.51K
4.23K $710K
ULBI
Ultralife Corp

Industrials
584
+ 5.17%
$7.18 - $9.61 $4.19K - $5.61K
11.9K $86K
VNM
Vaneck Vietnam ETF

ETFs
3.93K
+ 8.39%
$11.39 - $12.84 $44.7K - $50.4K
50.7K $582K
DC
Dakota Gold Corp.

Basic Materials
500
+ 0.46%
$2.08 - $2.51 $1.04K - $1.26K
110K $240K
GNSS
Genasys Inc.

Technology
1.2K
+ 5.71%
$2.43 - $4.0 $2.92K - $4.8K
22.2K $57K
ROCK
Gibraltar Industries, Inc.

Industrials
1.1K
+ 14.79%
$58.67 - $73.99 $64.4K - $81.2K
8.52K $501K
PML
Pimco Municipal Income Fund Ii

Financial Services
8.73K
+ 12.99%
$8.02 - $9.52 $70K - $83.1K
76K $614K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
136
+ 0.26%
$12.31 - $13.03 $1.67K - $1.77K
51.8K $647K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
8.09K
+ 6.93%
$20.17 - $21.84 $163K - $177K
125K $2.52M
HIW
Highwoods Properties, Inc.

Real Estate
2.93K
+ 7.85%
$29.37 - $36.37 $86.1K - $107K
40.3K $1.23M
MOS
Mosaic CO

Basic Materials
23.9K
+ 8.7%
$23.87 - $28.34 $569K - $676K
298K $7.33M
CNXN
Pc Connection Inc

Technology
16
+ 0.52%
$63.65 - $75.45 $1.02K - $1.21K
3.08K $213K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
1.83K
+ 4.96%
$10.19 - $11.38 $18.6K - $20.8K
38.6K $397K
PNF
Pimco New York Municipal Income Fund

Financial Services
202
+ 0.86%
$7.4 - $8.37 $1.49K - $1.69K
23.6K $174K
PYXS
Pyxis Oncology, Inc.

Healthcare
7.8K
+ 52.71%
$1.54 - $4.77 $12K - $37.2K
22.6K $35K
SII
Sprott Inc.

Financial Services
392
+ 1.24%
$41.42 - $47.55 $16.2K - $18.6K
32K $1.35M
VIDI
Vident Intl Equity Fd

ETFs
69
+ 0.68%
$24.64 - $27.19 $1.7K - $1.88K
10.2K $254K
HNI
Hni Corp

Industrials
2.19K
+ 5.9%
$49.28 - $57.49 $108K - $126K
39.4K $1.98M
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