Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
13.3K
+ 25.36%
$285.69 - $344.0 $3.8M - $4.58M
65.8K $21.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
188K
+ 18.19%
$30.18 - $33.87 $5.69M - $6.38M
1.22M $37.7M
FNDF
Schwab Fundamental Intl Large

ETFs
329K
+ 26.59%
$32.92 - $37.15 $10.8M - $12.2M
1.56M $52M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
303K
+ 28.07%
$27.88 - $30.51 $8.45M - $9.24M
1.38M $38.6M
ADSK
Autodesk, Inc.

Technology
23.4K
+ 13.67%
N/A
195K $47.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
55.4K
+ 88.35%
$184.96 - $264.65 $10.3M - $14.7M
118K $22.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
10.9K
+ 15.81%
$366.65 - $427.88 $3.98M - $4.64M
79.5K $31.5M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
63.5K
+ 47.57%
$93.52 - $95.37 $5.94M - $6.06M
197K $18.5M
NEAR
Blackrock Short Maturity Bond

ETFs
143K
+ 6.97%
$50.28 - $51.08 $7.19M - $7.3M
2.19M $111M
FTQI
First Trust ETF Vi First Trust

ETFs
250K
+ 17.56%
$20.23 - $21.46 $5.05M - $5.36M
1.67M $34.8M
RVT
Royce Value Trust, Inc.

Financial Services
344K
+ 37.49%
$15.15 - $16.9 $5.21M - $5.81M
1.26M $19.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.72K
+ 11.61%
$1146.59 - $1270.6 $4.27M - $4.73M
35.8K $42.4M
RYLD
Global X Fds Russell 2000 Cove

ETFs
303K
+ 10.37%
$15.97 - $16.79 $4.85M - $5.09M
3.23M $52.8M
GVI
Ishares Tr

ETFs
56.9K
+ 37.04%
$103.89 - $107.05 $5.91M - $6.09M
210K $21.9M
EMGF
Ishares Msci Emerging Markets

ETFs
130K
+ 133.43%
$45.23 - $51.49 $5.89M - $6.7M
228K $10.3M
FTF
Franklin LTD Duration Income Trust

Financial Services
811K
+ 1283.01%
$6.39 - $6.77 $5.18M - $5.49M
874K $5.8M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
160K
+ 6.74%
$54.15 - $58.81 $8.64M - $9.38M
2.53M $137M
EQT
Eqt Corp

Energy
69.2K
+ 30.58%
$35.62 - $46.89 $2.46M - $3.24M
295K $13.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
115K
+ 22.75%
$74.68 - $81.45 $8.57M - $9.34M
619K $46.3M
MLI
Mueller Industries Inc

Industrials
60.4K
+ 59.94%
$71.2 - $95.34 $4.3M - $5.75M
161K $12.8M
PHYS
Sprott Physical Gold Trust

Financial Services
278K
+ 23.75%
$19.66 - $21.66 $5.48M - $6.03M
1.45M $29.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
27.8K
+ 5.31%
$105.85 - $112.84 $2.94M - $3.14M
551K $60.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
469K
+ 3.52%
$91.94 - $100.02 $43.2M - $47M
13.8M $1.28B
CTSH
Cognizant Technology Solutions Corp

Technology
69.5K
+ 36.36%
$74.37 - $82.32 $5.17M - $5.72M
261K $20M
BKR
Baker Hughes CO

Energy
106K
+ 57.69%
$35.98 - $44.88 $3.81M - $4.75M
289K $11.9M
DAKT
Daktronics Inc

Technology
304K
+ 1589.25%
$12.64 - $19.5 $3.84M - $5.93M
323K $5.45M
RKLB
Rocket Lab Usa, Inc.

Industrials
118K
+ 89.66%
$9.23 - $28.44 $1.09M - $3.36M
250K $6.36M
NTRA
Natera, Inc.

Healthcare
20.3K
+ 33.73%
$117.67 - $174.0 $2.38M - $3.53M
80.3K $12.7M
BR
Broadridge Financial Solutions, Inc.

Technology
9.06K
+ 3.35%
$209.64 - $236.44 $1.9M - $2.14M
280K $63.2M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
43.1K
+ 31.6%
$111.94 - $126.4 $4.82M - $5.44M
179K $20.8M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
220K
+ 13.5%
$23.02 - $23.23 $5.07M - $5.12M
1.85M $42.7M
AIG
American International Group, Inc.

Financial Services
69.8K
+ 26.17%
$70.0 - $79.22 $4.88M - $5.53M
336K $24.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
264K
+ 7.74%
$25.09 - $25.69 $6.61M - $6.77M
3.67M $92.6M
ARES
Ares Management Corp

Financial Services
16K
+ 16.13%
$153.38 - $183.7 $2.45M - $2.94M
115K $20.4M
PAR
Par Technology Corp

Technology
59.5K
+ 201.44%
$49.67 - $81.14 $2.95M - $4.83M
89K $6.47M
UNM
Unum Group

Financial Services
14.9K
+ 5.27%
$58.88 - $77.07 $877K - $1.15M
297K $21.7M
BRO
Brown & Brown, Inc.

Financial Services
50.8K
+ 30.44%
$100.93 - $113.42 $5.13M - $5.77M
218K $22.2M
VRSK
Verisk Analytics, Inc.

Industrials
15.2K
+ 16.4%
$262.86 - $294.75 $4M - $4.49M
108K $29.8M
EWD
Ishares Inc Msci Sweden ETF

ETFs
133K
+ 1126.37%
$37.33 - $42.76 $4.95M - $5.67M
144K $5.39M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
99.5K
+ 33.03%
$70.63 - $78.23 $7.03M - $7.79M
401K $28.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
153K
+ 6.09%
$50.02 - $51.24 $7.63M - $7.82M
2.66M $133M
VT
Vanguard Total World Stk Index

ETFs
58.5K
+ 6.39%
$117.09 - $123.07 $6.84M - $7.19M
973K $114M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
206K
+ 30.83%
$24.61 - $25.12 $5.07M - $5.18M
874K $21.6M
PK
Park Hotels & Resorts Inc.

Real Estate
340K
+ 898.11%
$13.68 - $15.82 $4.65M - $5.38M
378K $5.31M
AR
Antero Resources Corp

Energy
131K
+ 485.98%
$25.54 - $35.52 $3.34M - $4.64M
158K $5.52M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
216K
+ 31.3%
$22.72 - $23.0 $4.91M - $4.97M
906K $20.7M
FTSD
Franklin ETF Tr Liberty Short

ETFs
52.6K
+ 88.81%
$89.95 - $90.89 $4.73M - $4.78M
112K $10.1M
XPO
Xpo Logistics, Inc.

Industrials
27K
+ 57.26%
$105.35 - $158.2 $2.85M - $4.28M
74.3K $9.74M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
61.6K
+ 14.67%
$65.31 - $74.15 $4.02M - $4.57M
481K $32.5M
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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