Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
3.7K
+ 3.5%
$25.18 - $26.55 $93.2K - $98.3K
109K $2.76M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
749
+ 0.6%
$10.26 - $10.82 $7.68K - $8.1K
125K $1.29M
OTEX
Open Text Corp

Technology
1.48K
+ 8.68%
$27.37 - $34.05 $40.5K - $50.4K
18.5K $524K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
14
+ 0.04%
$17.61 - $18.99 $247 - $266
33.4K $588K
PAGS
Pag Seguro Digital Ltd.

Technology
4.17K
+ 14.18%
$6.19 - $8.51 $25.8K - $35.4K
33.5K $209K
AUTL
Autolus Therapeutics PLC

Healthcare
850
+ 2.37%
$2.18 - $4.8 $1.85K - $4.08K
36.7K $86K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
8.63K
+ 8.94%
$57.96 - $64.2 $500K - $554K
105K $6.12M
EXI
Ishares Global Industrials ETF

ETFs
415
+ 3.06%
$141.14 - $152.06 $58.6K - $63.1K
14K $1.97M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.86K
+ 2.33%
$13.12 - $14.37 $63.8K - $69.8K
213K $2.9M
UCTT
Ultra Clean Holdings, Inc.

Technology
1.5K
+ 6.17%
$33.45 - $40.93 $50.3K - $61.6K
25.9K $930K
BBC
Bioshares Biotechnology

ETFs
226
+ 1.76%
$23.82 - $31.34 $5.38K - $7.08K
13K $312K
LOB
Live Oak Bancshares, Inc.

Financial Services
757
+ 7.91%
$38.65 - $50.22 $29.3K - $38K
10.3K $408K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
1.31K
+ 2.89%
$16.46 - $17.94 $21.5K - $23.4K
46.5K $764K
EUDV
Proshares Tr Msci Europe Divid

ETFs
294
+ 2.84%
$46.56 - $52.04 $13.7K - $15.3K
10.7K $496K
NSP
Insperity, Inc.

Industrials
208
+ 3.46%
$72.51 - $88.91 $15.1K - $18.5K
6.23K $482K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.92K
+ 1.41%
$46.92 - $51.34 $137K - $150K
210K $9.92M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
1.28K
+ 0.98%
$12.54 - $13.29 $16.1K - $17.1K
133K $1.69M
UTL
Unitil Corp

Utilities
3
+ 0.04%
$53.77 - $60.69 $161 - $182
7.54K $408K
ATEX
Anterix Inc.

Communication Services
161
+ 2.08%
$30.05 - $37.08 $4.84K - $5.97K
7.9K $242K
CAR
Avis Budget Group, Inc.

Industrials
50
+ 0.65%
$77.44 - $109.07 $3.87K - $5.45K
7.75K $625K
LXP
Lxp Industrial Trust

Real Estate
13.8K
+ 16.51%
$8.12 - $9.89 $112K - $136K
97.1K $788K
UTZ
Utz Brands, Inc.

Consumer Defensive
1.79K
+ 4.7%
$15.46 - $18.02 $27.7K - $32.2K
39.9K $624K
CVEO
Civeo Corp

Industrials
2.58K
+ 11.14%
$21.43 - $28.17 $55.2K - $72.5K
25.7K $583K
ARVN
Arvinas, Inc.

Healthcare
2.08K
+ 12.52%
$17.83 - $28.04 $37K - $58.2K
18.7K $357K
CZA
Invesco Exchange Traded Fd Tr

ETFs
7.19K
+ 3.97%
$103.81 - $113.57 $746K - $817K
188K $19.6M
ALEX
Alexander & Baldwin, Inc.

Real Estate
102
+ 0.28%
$17.4 - $19.87 $1.77K - $2.03K
37.1K $657K
MSEX
Middlesex Water CO

Utilities
4.42K
+ 19.62%
$52.63 - $69.7 $232K - $308K
26.9K $1.42M
TNC
Tennant CO

Industrials
68
+ 1.69%
$80.27 - $94.44 $5.46K - $6.42K
4.1K $333K
OI
O I Glass, Inc.

Consumer Cyclical
8
+ 0.03%
$9.95 - $13.37 $79.6 - $107
23.5K $254K
MASS
908 Devices Inc.

Healthcare
7.3K
+ 13.03%
$1.88 - $3.91 $13.7K - $28.5K
63.3K $139K
BGNE
Bei Gene, Ltd.

Healthcare
110
+ 5.79%
$174.72 - $246.04 $19.2K - $27.1K
2.01K $371K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
29.9K
+ 4.8%
$108.6 - $115.42 $3.25M - $3.45M
653K $71.4M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
11.2K
+ 3.71%
$11.12 - $11.98 $124K - $134K
313K $3.53M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.05K
+ 5.79%
$101.82 - $114.06 $310K - $348K
55.6K $5.75M
RWT
Redwood Trust Inc

Real Estate
15.4K
+ 11.87%
$6.44 - $7.7 $99.4K - $119K
145K $949K
GFI
Gold Fields LTD

Basic Materials
225
+ 0.82%
$13.16 - $18.91 $2.96K - $4.25K
27.8K $366K
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
2.15K
+ 2.78%
$19.5 - $20.7 $41.9K - $44.5K
79.3K $1.55M
ACLX
Arcellx, Inc.

Healthcare
119
+ 1.3%
$75.39 - $106.53 $8.97K - $12.7K
9.27K $706K
DHC
Diversified Healthcare Trust

Real Estate
2.19K
+ 6.51%
$2.17 - $4.13 $4.75K - $9.04K
35.8K $82K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
3.12K
+ 3.15%
$19.51 - $21.41 $60.9K - $66.8K
102K $2M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
8.21K
+ 7.37%
$14.98 - $16.73 $123K - $137K
120K $1.79M
XRX
Xerox Holdings Corp

Technology
8.84K
+ 12.95%
$8.17 - $11.07 $72.2K - $97.8K
77.1K $649K
DFAR
Dimensional ETF Tr Dimensional

ETFs
25.1K
+ 9.22%
$22.72 - $25.76 $571K - $648K
298K $6.93M
GALT
Galectin Therapeutics Inc

Healthcare
57K
+ 69.61%
$0.87 - $3.0 $49.6K - $171K
139K $165K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
8.63K
+ 6.69%
$39.39 - $43.09 $340K - $372K
138K $5.46M
UFPT
Ufp Technologies Inc

Healthcare
1.9K
+ 26.17%
$238.73 - $346.29 $453K - $657K
9.15K $2.24M
FLO
Flowers Foods Inc

Consumer Defensive
1.15K
+ 3.28%
$20.4 - $23.31 $23.4K - $26.8K
36.1K $746K
GGG
Graco Inc

Industrials
1.8K
+ 2.72%
$81.45 - $92.29 $147K - $166K
68.2K $5.75M
HCRB
Hartford Fds Exchange Traded T

ETFs
8.78K
+ 3.76%
$34.5 - $36.14 $303K - $317K
242K $8.35M
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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