Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDU
Mdu Resources Group Inc

Industrials
16.5K
+ 11.98%
$15.1 - $30.28 $250K - $501K
155K $2.79M
QWLD
Spdr Index Shs Fds

ETFs
3.04K
+ 1.08%
$123.39 - $130.49 $374K - $396K
285K $35.3M
SJM
J M Smucker CO

Consumer Defensive
71
+ 0.08%
$106.92 - $121.75 $7.59K - $8.64K
94.2K $10.4M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
10K
+ 1.87%
$39.87 - $42.45 $399K - $425K
546K $21.8M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2.29K
+ 1.01%
$59.26 - $65.51 $136K - $150K
229K $13.9M
SWKS
Skyworks Solutions, Inc.

Technology
1.85K
+ 1.55%
$83.18 - $99.15 $154K - $184K
121K $10.8M
AOM
Ishares Tr Core Moderate Alloc

ETFs
11.3K
+ 1.2%
$43.44 - $45.05 $490K - $508K
950K $41.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
15.8K
+ 17.14%
$128.36 - $186.0 $2.02M - $2.93M
108K $13.9M
AOS
Smith A O Corp

Industrials
5.39K
+ 7.81%
$68.02 - $88.94 $367K - $479K
74.4K $5.08M
KHC
Kraft Heinz CO

Consumer Defensive
50K
+ 8.26%
$30.1 - $36.02 $1.51M - $1.8M
656K $20.1M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
28.5K
+ 5.51%
$17.71 - $21.16 $505K - $603K
546K $9.77M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
2.87K
+ 5.42%
$37.09 - $62.41 $106K - $179K
55.8K $2.21M
ALGN
Align Technology Inc

Healthcare
2.44K
+ 6.7%
$205.03 - $245.32 $500K - $598K
38.8K $8.09M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
55.3K
+ 1.88%
$69.58 - $74.87 $3.85M - $4.14M
2.99M $209M
FEMS
First Trust Emerging Markets S

ETFs
4.25K
+ 1.01%
$37.58 - $41.53 $160K - $176K
425K $16M
MAS
Masco Corp

Industrials
8.64K
+ 5.19%
$72.52 - $85.73 $627K - $741K
175K $12.7M
JPEM
Jp Morgan Diversified Return

ETFs
1.99K
+ 0.68%
$51.88 - $57.84 $103K - $115K
293K $15.2M
OLED
Universal Display Corp Pa

Technology
9.33K
+ 22.55%
$146.2 - $213.81 $1.36M - $1.99M
50.7K $7.41M
SBLK
Star Bulk Carriers Corp.

Industrials
3.2K
+ 2.11%
$14.7 - $23.59 $47.1K - $75.5K
155K $2.32M
ES
Eversource Energy

Utilities
21.8K
+ 9.11%
$55.9 - $67.73 $1.22M - $1.48M
261K $15M
VKTX
Viking Therapeutics, Inc.

Healthcare
14.9K
+ 18.18%
$38.28 - $78.03 $569K - $1.16M
96.7K $3.89M
VALE
Vale S.A.

Basic Materials
64.4K
+ 9.6%
$8.74 - $11.78 $563K - $759K
735K $6.52M
NDSN
Nordson Corp

Industrials
19.5K
+ 19.26%
$208.83 - $264.36 $4.08M - $5.16M
121K $25.3M
RODM
Hartford Multifactor Developed

ETFs
10.1K
+ 1.29%
$28.36 - $30.42 $287K - $308K
793K $22.5M
BBY
Best Buy CO Inc

Consumer Cyclical
6.79K
+ 6.15%
$85.2 - $101.35 $578K - $688K
117K $10M
COPX
Global X Copper Miners ETF

ETFs
29.2K
+ 10.69%
$38.17 - $48.57 $1.12M - $1.42M
303K $11.6M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
30.2K
+ 4.16%
$20.68 - $23.73 $625K - $717K
757K $15.8M
VGLT
Vanguard Long Term Treasury Et

ETFs
100K
+ 8.94%
$55.1 - $61.74 $5.52M - $6.18M
1.22M $67.5M
TECK
Teck Resources LTD

Basic Materials
7.4K
+ 5.11%
$39.99 - $52.38 $296K - $388K
152K $6.17M
FMC
Fmc Corp

Basic Materials
3.26K
+ 3.59%
$47.86 - $66.62 $156K - $217K
94K $4.57M
IXJ
Ishares Global Healthcare ETF

ETFs
3.51K
+ 2.46%
$85.65 - $98.34 $300K - $345K
146K $12.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
26.6K
+ 2.51%
$38.96 - $43.28 $1.04M - $1.15M
1.09M $42.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.7K
+ 1.59%
$41.17 - $43.34 $809K - $852K
1.26M $52M
IIPR
Innovative Industrial Properties Inc

Real Estate
9.31K
+ 30.42%
$66.64 - $135.61 $621K - $1.26M
39.9K $2.66M
A
Agilent Technologies, Inc.

Healthcare
793
+ 0.68%
$125.69 - $146.56 $99.7K - $116K
117K $15.7M
ASML
Asml Holding Nv

Technology
27K
+ 18.69%
$658.43 - $872.27 $17.8M - $23.5M
171K $119M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.18K
+ 0.91%
$27.09 - $32.06 $113K - $134K
465K $13M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
34.3K
+ 1.6%
$17.21 - $18.41 $590K - $631K
2.17M $37.4M
CDW
Cdw Corp

Technology
2.5K
+ 6.32%
$171.49 - $225.64 $429K - $565K
42.1K $7.33M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
16.8K
+ 4.31%
$42.32 - $55.35 $710K - $928K
406K $17.4M
KWEB
Kraneshares Tr Csi China Inter

ETFs
32K
+ 5.89%
$29.11 - $38.87 $932K - $1.24M
575K $16.8M
TMDX
Trans Medics Group, Inc.

Healthcare
5.22K
+ 24.68%
$59.28 - $144.9 $310K - $757K
26.4K $1.65M
VDC
Vanguard Consumer Staples ETF

ETFs
15.1K
+ 2.19%
$210.96 - $223.62 $3.18M - $3.37M
704K $149M
DFAI
Dimensional ETF Tr

ETFs
8.03K
+ 1.07%
$29.0 - $31.6 $233K - $254K
760K $22.2M
JHMM
John Hancock Multifactor Mid C

ETFs
6.01K
+ 0.13%
$59.61 - $64.8 $358K - $389K
4.56M $273M
FLJP
Franklin Templeton ETF Tr

ETFs
1.04K
+ 0.1%
$28.25 - $30.5 $29.2K - $31.6K
1.01M $29M
EMN
Eastman Chemical CO

Basic Materials
18.8K
+ 11.0%
$90.03 - $110.64 $1.69M - $2.08M
190K $17.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
12.4K
+ 9.96%
$219.66 - $257.62 $2.72M - $3.19M
137K $30.2M
AVY
Avery Dennison Corp

Industrials
1.15K
+ 1.9%
$186.26 - $220.48 $214K - $253K
61.5K $11.5M
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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