Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KD
Kyndryl Holdings, Inc.

Technology
18.2K
+ 22.38%
$22.43 - $35.79 $408K - $651K
99.5K $3.44M
MANH
Manhattan Associates Inc

Technology
7.16K
+ 22.1%
$263.36 - $309.78 $1.89M - $2.22M
39.6K $10.7M
DG
Dollar General Corp

Consumer Defensive
35.7K
+ 27.45%
$73.27 - $84.47 $2.62M - $3.02M
166K $12.6M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
48.6K
+ 4.51%
$40.34 - $40.62 $1.96M - $1.97M
1.13M $45.5M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
22.6K
+ 10.33%
$56.7 - $62.15 $1.28M - $1.4M
241K $14M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
24.4K
+ 52.6%
$63.64 - $71.85 $1.55M - $1.75M
70.9K $4.54M
GFL
Gfl Environmental Inc.

Industrials
24.2K
+ 23.26%
$39.53 - $47.1 $957K - $1.14M
128K $5.71M
RNST
Renasant Corp

Financial Services
37.4K
+ 53.29%
$31.36 - $38.62 $1.17M - $1.44M
108K $3.84M
FN
Fabrinet

Technology
7.62K
+ 110.38%
$214.76 - $271.08 $1.64M - $2.07M
14.5K $3.2M
QLYS
Qualys, Inc.

Technology
8.94K
+ 34.1%
$119.24 - $159.23 $1.07M - $1.42M
35.1K $4.93M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.61M
+ 4.38%
$27.8 - $29.05 $44.8M - $46.8M
38.4M $1.07B
MMLG
First Tr Exc Viii First Multi

Technology
19.7K
+ 3.7%
$28.07 - $31.89 $552K - $627K
551K $16.6M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
20.1K
+ 11.23%
$90.74 - $103.94 $1.82M - $2.09M
199K $18.2M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
52.9K
+ 137.06%
$24.92 - $32.79 $1.32M - $1.74M
91.5K $2.52M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
140K
+ 18.06%
$12.36 - $13.34 $1.73M - $1.86M
914K $11.6M
ROAD
Construction Partners, Inc.

Industrials
11.6K
+ 42.46%
$67.44 - $101.86 $784K - $1.18M
39K $3.45M
DUHP
Dimensional ETF Tr Dimensional

ETFs
47.5K
+ 17.38%
$33.62 - $35.69 $1.6M - $1.7M
321K $10.8M
NN
Nextnav Inc.

Communication Services
32.6K
+ 25.73%
$7.49 - $18.0 $244K - $586K
159K $2.48M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
9.52K
+ 2.27%
$44.28 - $51.47 $422K - $490K
430K $20.4M
UMBF
Umb Financial Corp

Financial Services
12.8K
+ 171.63%
$101.15 - $127.6 $1.3M - $1.64M
20.3K $2.29M
BUG
Global X Fds Cybersecurity ETF

ETFs
27.8K
+ 5.21%
$30.13 - $34.51 $836K - $958K
560K $18M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
18.9K
+ 4.62%
$75.22 - $82.17 $1.42M - $1.56M
429K $32.7M
RLY
Ssga Active ETF Tr

ETFs
78.6K
+ 21.35%
$26.85 - $29.18 $2.11M - $2.29M
447K $12.1M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.3K
+ 0.43%
$138.92 - $149.97 $181K - $195K
306K $44.3M
SG
Sweetgreen, Inc.

Consumer Cyclical
47.7K
+ 400.1%
$31.7 - $43.97 $1.51M - $2.1M
59.6K $1.91M
PECO
Phillips Edison & Company, Inc.

Real Estate
41.5K
+ 12.6%
$35.96 - $39.8 $1.49M - $1.65M
371K $13.9M
AG
First Majestic Silver Corp

Basic Materials
295K
+ 99.43%
$5.39 - $7.94 $1.59M - $2.35M
593K $3.25M
TIP
Ishares Tr Tips Bd ETF

ETFs
52.5K
+ 4.99%
$106.33 - $110.69 $5.58M - $5.81M
1.1M $118M
RPV
Invesco Exchange Traded Fd Tr

ETFs
13.2K
+ 6.13%
$87.41 - $97.21 $1.15M - $1.28M
229K $20.6M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
112K
+ 111.96%
$14.79 - $17.23 $1.66M - $1.94M
213K $3.2M
AEE
Ameren Corp

Utilities
14.1K
+ 12.06%
$85.81 - $94.98 $1.21M - $1.34M
131K $11.7M
ESAB
Esab Corp

Industrials
7.68K
+ 20.88%
$102.05 - $135.08 $783K - $1.04M
44.4K $5.35M
IDEV
Ishares Core Msci Intl Develop

ETFs
87.1K
+ 13.27%
$64.18 - $70.42 $5.59M - $6.14M
744K $48M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
25K
+ 10.66%
$28.23 - $35.28 $706K - $882K
259K $8.25M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
76.2K
+ 3.18%
$15.9 - $17.05 $1.21M - $1.3M
2.47M $41.1M
EPAM
Epam Systems, Inc.

Technology
7.71K
+ 31.61%
N/A
32.1K $5.96M
ROLL
Rbc Bearings Inc

Industrials
5.82K
+ 27.68%
N/A
26.8K $6.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2.6K
+ 30.06%
$344.56 - $435.0 $896K - $1.13M
11.3K $4.74M
AZN
Astrazeneca PLC

Healthcare
132K
+ 22.64%
$63.2 - $79.58 $8.37M - $10.5M
717K $47M
RELX
Relx PLC

Communication Services
39.9K
+ 20.91%
$44.45 - $48.63 $1.77M - $1.94M
231K $10.5M
NUGO
Nushares ETF Tr Growth Opportu

ETFs
38.5K
+ 95.02%
$32.02 - $36.26 $1.23M - $1.4M
79.1K $2.74M
EXLS
Exl Service Holdings, Inc.

Technology
9.22K
+ 5.71%
$38.1 - $47.02 $351K - $433K
171K $7.57M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
5.12K
+ 11.78%
$213.99 - $238.91 $1.1M - $1.22M
48.6K $10.9M
CRF
Cornerstone Total Return Fund Inc

Financial Services
89.5K
+ 8.53%
$8.02 - $9.66 $718K - $865K
1.14M $9.9M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
16.2K
+ 15.78%
$85.41 - $87.1 $1.38M - $1.41M
119K $10.2M
AVRE
American Centy ETF Tr Avantis
46.8K
+ 43.69%
$41.03 - $46.91 $1.92M - $2.19M
154K $6.45M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
41.1K
+ 2.5%
$53.38 - $60.64 $2.19M - $2.49M
1.68M $91.6M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
116K
+ 11.28%
$25.79 - $27.56 $3M - $3.2M
1.15M $29.9M
CFG
Citizens Financial Group Inc

Financial Services
8.32K
+ 2.17%
$39.92 - $48.46 $332K - $403K
392K $17.2M
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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