Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWC
Ishares Msci Canada ETF

ETFs
70.9K
+ 17.23%
$39.64 - $43.28 $2.81M - $3.07M
483K $19.4M
SPG
Simon Property Group Inc

Real Estate
7.09K
+ 2.02%
$167.23 - $183.84 $1.19M - $1.3M
358K $61.7M
PCAR
Paccar Inc

Industrials
12.1K
+ 6.06%
$97.92 - $118.41 $1.19M - $1.44M
212K $22.1M
TPR
Tapestry, Inc.

Consumer Cyclical
1.79K
+ 1.49%
$43.54 - $66.18 $78K - $119K
122K $7.99M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
25K
+ 67.77%
$79.6 - $95.17 $1.99M - $2.38M
62K $5.37M
FXI
Ishares Tr

ETFs
94.3K
+ 23.13%
$29.52 - $36.69 $2.78M - $3.46M
502K $15.3M
DT
Dynatrace, Inc.

Technology
40K
+ 24.38%
$51.09 - $59.6 $2.04M - $2.38M
204K $11.1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
69.8K
+ 13.09%
$43.6 - $47.2 $3.04M - $3.29M
603K $26.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
336K
+ 156.73%
$22.63 - $47.53 $7.61M - $16M
551K $12.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
12.3K
+ 51.84%
$174.04 - $205.27 $2.14M - $2.52M
36K $6.49M
AWI
Armstrong World Industries Inc

Industrials
15.2K
+ 95.89%
$133.26 - $162.01 $2.02M - $2.46M
31K $4.38M
CHD
Church & Dwight CO Inc

Consumer Defensive
21.7K
+ 13.39%
$99.11 - $112.25 $2.15M - $2.44M
184K $19.3M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
51.9K
+ 13.46%
$39.5 - $41.38 $2.05M - $2.15M
437K $17.6M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
140K
+ 8.43%
$18.59 - $18.8 $2.6M - $2.63M
1.8M $33.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
55.2K
+ 3.32%
$50.35 - $50.69 $2.78M - $2.8M
1.71M $86.5M
JHMB
John Hancock Exchange Traded

ETFs
108K
+ 202.44%
$21.36 - $22.44 $2.3M - $2.42M
161K $3.46M
GBCI
Glacier Bancorp, Inc.

Financial Services
38.3K
+ 52.64%
$44.09 - $58.89 $1.69M - $2.26M
111K $5.58M
GTLS
Chart Industries Inc

Industrials
6.79K
+ 47.26%
$119.65 - $202.35 $812K - $1.37M
21.1K $4.03M
ELS
Equity Lifestyle Properties Inc

Real Estate
35K
+ 199.34%
$66.06 - $72.51 $2.31M - $2.54M
52.5K $3.5M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
57.6K
+ 5.9%
$49.39 - $52.31 $2.85M - $3.01M
1.03M $51.3M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
159K
+ 204.29%
$15.0 - $17.55 $2.39M - $2.8M
237K $3.61M
FNB
Fnb Corp

Financial Services
148K
+ 195.35%
$13.56 - $17.29 $2M - $2.55M
223K $3.3M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
62.1K
+ 62.14%
$37.25 - $39.23 $2.31M - $2.43M
162K $6.03M
IBND
Spdr Bloomberg International C

ETFs
84.2K
+ 107.88%
$28.36 - $30.49 $2.39M - $2.57M
162K $4.6M
CRDO
Credo Technology Group Holding LTD

Technology
13.3K
+ 37.48%
$30.16 - $77.25 $402K - $1.03M
48.9K $3.3M
TREX
Trex CO Inc

Industrials
28.2K
+ 28.38%
$62.94 - $79.88 $1.77M - $2.25M
127K $8.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.64K
+ 29.45%
$424.05 - $524.22 $1.97M - $2.43M
20.4K $9.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
577K
+ 125.8%
$25.74 - $53.78 $14.8M - $31M
1.03M $26.7M
EBAY
Ebay Inc

Consumer Cyclical
48.5K
+ 17.91%
$57.51 - $67.17 $2.79M - $3.26M
319K $19.8M
ZBRA
Zebra Technologies Corp

Technology
4.35K
+ 14.76%
$360.09 - $411.94 $1.57M - $1.79M
33.8K $13.1M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
76.9K
+ 11.39%
$23.92 - $24.89 $1.84M - $1.91M
751K $18.4M
JSML
Janus Detroit Str Tr Henderson

ETFs
32.2K
+ 28.36%
$63.67 - $73.6 $2.05M - $2.37M
146K $9.54M
PSC
Principal ETF U.S. Small Cap M

ETFs
42.4K
+ 36.63%
$50.76 - $56.6 $2.15M - $2.4M
158K $8.1M
NICE
Nice Ltd.

Technology
12.6K
+ 86.89%
$164.71 - $199.17 $2.08M - $2.51M
27.1K $4.61M
BSMU
Invesco Exchange Self Ind Tr

ETFs
101K
+ 37.32%
$21.63 - $22.25 $2.19M - $2.25M
373K $8.1M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
213K
+ 143.36%
$9.82 - $10.6 $2.09M - $2.26M
361K $3.65M
POST
Post Holdings, Inc.

Consumer Defensive
18.5K
+ 59.2%
$106.14 - $120.72 $1.96M - $2.23M
49.8K $5.7M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
30.4K
+ 8.32%
$51.33 - $58.78 $1.56M - $1.79M
396K $21.4M
FTI
Technip Fmc PLC

Energy
36.7K
+ 9.83%
$25.16 - $31.95 $922K - $1.17M
410K $11.9M
IGOV
Ishares 1 3 International Trea

ETFs
58K
+ 121.84%
$38.42 - $41.79 $2.23M - $2.42M
106K $4.06M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
5.19K
+ 12.02%
$193.7 - $235.05 $1M - $1.22M
48.3K $11.1M
GMED
Globus Medical Inc

Healthcare
8.99K
+ 7.64%
$69.79 - $85.61 $627K - $769K
127K $10.5M
WAT
Waters Corp

Healthcare
5.08K
+ 33.22%
$323.11 - $392.01 $1.64M - $1.99M
20.4K $7.55M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
135K
+ 9.53%
$25.25 - $26.34 $3.4M - $3.55M
1.55M $39.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
12.7K
+ 5.8%
$100.18 - $109.1 $1.27M - $1.38M
231K $24.2M
MUST
Columbia ETF Tr I Multi Sector

ETFs
129K
+ 10.2%
$20.25 - $20.87 $2.61M - $2.69M
1.39M $28.3M
MCO
Moodys Corp

Financial Services
4.53K
+ 4.16%
$454.04 - $500.88 $2.06M - $2.27M
113K $53.6M
VAW
Vanguard Materials ETF

ETFs
27.8K
+ 20.54%
$186.91 - $215.32 $5.2M - $5.99M
163K $30.6M
VPU
Vanguard Utilities ETF

ETFs
52.3K
+ 8.51%
$160.52 - $179.11 $8.4M - $9.38M
667K $109M
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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