Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
48.4K
+ 37.74%
$109.65 - $186.51 $5.31M - $9.03M
177K $27.3M
SHV
Ishares Tr

ETFs
121K
+ 6.75%
$109.92 - $110.57 $13.3M - $13.3M
1.91M $210M
QDPL
Pacer Fds Tr Metaurus Us Large
312K
+ 35.77%
$37.54 - $40.11 $11.7M - $12.5M
1.18M $45.5M
IWV
Ishares Russell 3000 ETF

ETFs
26.4K
+ 5.62%
$323.08 - $349.08 $8.52M - $9.21M
496K $166M
JBBB
Janus Detroit Str Tr Henderson

ETFs
247K
+ 31.17%
$48.59 - $49.45 $12M - $12.2M
1.04M $51.2M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
108K
+ 273.26%
$108.0 - $116.52 $11.7M - $12.6M
148K $16.6M
MRSK
Toews Agility Shares Managed R

Technology
354K
+ 31.59%
$32.13 - $34.12 $11.4M - $12.1M
1.47M $48.6M
FDL
First Tr Morningstar Dividend

ETFs
657K
+ 7.77%
$39.59 - $43.95 $26M - $28.9M
9.11M $367M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
21.4K
+ 14.86%
$563.99 - $620.12 $12M - $13.2M
165K $94M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
129K
+ 55.79%
$114.08 - $125.68 $14.8M - $16.3M
361K $41.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
310K
+ 21.39%
$42.33 - $43.3 $13.1M - $13.4M
1.76M $75M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
302K
+ 61.6%
$47.63 - $52.63 $14.4M - $15.9M
791K $38.1M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
103K
+ 2.54%
$51.31 - $55.61 $5.27M - $5.72M
4.14M $221M
IWS
Ishares Russell Midcap Value E

ETFs
115K
+ 11.61%
$128.08 - $140.32 $14.7M - $16.1M
1.1M $143M
JCI
Johnson Controls International PLC

Industrials
142K
+ 30.76%
$74.23 - $86.6 $10.5M - $12.3M
603K $47.6M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
207K
+ 94.75%
$64.62 - $71.43 $13.4M - $14.8M
425K $27.5M
MSI
Motorola Solutions, Inc.

Technology
22.7K
+ 22.62%
$449.08 - $504.6 $10.2M - $11.4M
123K $56.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
608K
+ 13.56%
$23.29 - $23.93 $14.2M - $14.5M
5.09M $119M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.06M
+ 14.88%
$19.47 - $20.95 $20.7M - $22.3M
8.2M $160M
VOE
Vanguard Mid Cap Value Index F

ETFs
106K
+ 11.29%
$160.89 - $176.18 $17.1M - $18.7M
1.05M $170M
IGE
Ishares Tr North Amern Nat Res

ETFs
274K
+ 533.05%
$41.52 - $48.01 $11.4M - $13.1M
325K $13.9M
DVY
Ishares Tr

ETFs
131K
+ 8.91%
$129.55 - $143.41 $16.9M - $18.7M
1.6M $210M
TRGP
Targa Resources Corp.

Energy
46K
+ 41.58%
$150.58 - $207.69 $6.92M - $9.55M
157K $27.9M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
564K
+ 48.04%
$22.65 - $23.8 $12.8M - $13.4M
1.74M $39.5M
SGOL
Abrdn Gold ETF Trust

ETFs
463K
+ 51.18%
$24.46 - $26.62 $11.3M - $12.3M
1.37M $34.3M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
450K
+ 12.83%
N/A
3.96M $101M
BND
Vanguard Bd Index Fd Inc Total

ETFs
804K
+ 5.55%
$71.75 - $75.11 $57.7M - $60.4M
15.3M $1.1B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.9M
+ 14.81%
$11.42 - $12.5 $21.7M - $23.7M
14.7M $170M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
239K
+ 30.7%
$49.58 - $50.28 $11.8M - $12M
1.02M $50.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
245K
+ 23.13%
$51.58 - $52.91 $12.6M - $13M
1.3M $67.4M
DFS
Discover Financial Services

Financial Services
39.5K
+ 29.35%
$136.3 - $182.67 $5.39M - $7.22M
174K $30.2M
XOM
Exxon Mobil Corp

Energy
552K
+ 11.08%
$105.51 - $125.37 $58.2M - $69.1M
5.53M $595M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
92.8K
+ 12.16%
$123.69 - $133.68 $11.5M - $12.4M
856K $107M
FXL
First Tr Exchange Traded Fd Fi

ETFs
45.7K
+ 10.22%
$136.18 - $158.26 $6.22M - $7.23M
493K $73.2M
VGSH
Vanguard

ETFs
218K
+ 12.1%
$58.02 - $58.88 $12.7M - $12.8M
2.02M $118M
SECT
Sector 10, Inc.

ETFs
179K
+ 14.6%
$53.17 - $57.82 $9.52M - $10.4M
1.41M $77.1M
IAI
Ishares Tr Us Broker Dealers &

ETFs
61.9K
+ 43.85%
$127.59 - $153.41 $7.89M - $9.49M
203K $29.2M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
298K
+ 24.6%
$46.69 - $49.2 $13.9M - $14.7M
1.51M $70.6M
DLR
Digital Realty Trust, Inc.

Real Estate
44K
+ 20.92%
$156.46 - $195.69 $6.88M - $8.61M
254K $45.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
30.7K
+ 4.88%
$178.39 - $215.0 $5.48M - $6.6M
660K $127M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
641K
+ 22.29%
$18.62 - $19.05 $11.9M - $12.2M
3.52M $65.8M
WDAY
Workday, Inc.

Technology
35.2K
+ 26.26%
$233.85 - $279.91 $8.23M - $9.86M
169K $43.7M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
107K
+ 15.68%
$101.22 - $107.72 $10.8M - $11.5M
786K $80.4M
RING
Ishares Inc Msci Global Gold M

ETFs
400K
+ 475.61%
$27.93 - $36.45 $11.2M - $14.6M
484K $13.6M
GBIL
Goldman Sachs Access Treasury

ETFs
112K
+ 10.12%
$99.85 - $100.22 $11.2M - $11.3M
1.22M $122M
ALB
Albemarle Corp

Basic Materials
139K
+ 101.18%
$86.08 - $111.3 $12M - $15.5M
277K $23.8M
ENB
Enbridge Inc

Energy
127K
+ 4.32%
$40.4 - $43.92 $5.14M - $5.59M
3.07M $130M
PCF
High Income Securities Fund

Financial Services
1.65M
+ 1744.51%
$6.35 - $6.87 $10.5M - $11.4M
1.75M $11.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
248K
+ 63.97%
$53.86 - $60.27 $13.4M - $15M
636K $34.3M
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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