Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JIG
J P Morgan Exchange Traded Fd

ETFs
53.3K
+ 12.57%
$62.5 - $67.55 $3.33M - $3.6M
477K $29.8M
POWL
Powell Industries Inc

Industrials
5.66K
+ 18.15%
$221.65 - $352.37 $1.25M - $1.99M
36.8K $8.16M
ETR
Entergy Corp

Utilities
357K
+ 77.12%
$73.19 - $156.4 $26.1M - $55.8M
820K $62.2M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
166K
+ 15.47%
$7.22 - $8.05 $1.2M - $1.34M
1.24M $9.5M
PCTY
Paylocity Holding Corp

Technology
3.52K
+ 22.54%
$162.14 - $213.79 $570K - $751K
19.1K $3.81M
VCEL
Vericel Corp

Healthcare
12.3K
+ 27.63%
$40.05 - $59.11 $491K - $725K
56.7K $3.11M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.07K
+ 18.62%
$242.7 - $295.49 $745K - $907K
19.6K $5.58M
ROL
Rollins Inc

Consumer Cyclical
51.3K
+ 18.92%
$46.35 - $51.59 $2.38M - $2.65M
322K $14.9M
HDB
Hdfc Bank LTD

Financial Services
17.2K
+ 17.42%
$59.45 - $68.01 $1.02M - $1.17M
116K $7.39M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
38.2K
+ 7.13%
$19.79 - $21.6 $755K - $824K
574K $12.2M
HALO
Halozyme Therapeutics, Inc.

Healthcare
55.4K
+ 36.55%
$42.57 - $61.09 $2.36M - $3.38M
207K $9.9M
FHB
First Hawaiian, Inc.

Financial Services
31.9K
+ 22.82%
$22.33 - $28.3 $712K - $903K
172K $4.46M
FAD
First Tr Multi Cap Growth Alph

ETFs
6.04K
+ 7.28%
$131.79 - $150.3 $796K - $908K
89K $12.3M
SKX
Skechers Usa Inc

Consumer Cyclical
17.8K
+ 29.56%
$59.24 - $72.0 $1.05M - $1.28M
78K $5.24M
BRBR
Bellring Brands, Inc.

Consumer Defensive
10.9K
+ 40.86%
$60.38 - $78.79 $657K - $857K
37.5K $2.83M
EUSB
Ishares Tr Esg Advanced Total

Technology
44.8K
+ 11.71%
$42.39 - $44.29 $1.9M - $1.99M
428K $18.2M
PRI
Primerica, Inc.

Financial Services
4.31K
+ 69.68%
$265.71 - $304.93 $1.14M - $1.31M
10.5K $2.85M
TYL
Tyler Technologies Inc

Technology
2.2K
+ 19.75%
$576.64 - $635.69 $1.27M - $1.4M
13.4K $7.71M
MTN
Vail Resorts Inc

Consumer Cyclical
5.43K
+ 41.51%
$165.69 - $195.44 $900K - $1.06M
18.5K $3.47M
RLI
Rli Corp

Financial Services
5.21K
+ 15.94%
$151.91 - $180.89 $792K - $943K
37.9K $6.25M
LEA
Lear Corp

Consumer Cyclical
13.3K
+ 243.54%
$92.95 - $108.96 $1.24M - $1.45M
18.8K $1.78M
PKW
Invesco Exchange Traded Fd Tr

ETFs
8.28K
+ 2.23%
$114.02 - $125.22 $944K - $1.04M
380K $43.7M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4.83K
+ 12.12%
$78.5 - $102.01 $379K - $493K
44.7K $4.42M
TQQQ
Proshares Ultrapro Qqq

ETFs
9.68K
+ 15.55%
$69.42 - $93.29 $672K - $903K
72K $5.7M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
22.1K
+ 6.62%
$19.51 - $23.42 $432K - $518K
357K $7.85M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
26.3K
+ 13.98%
$48.65 - $54.12 $1.28M - $1.42M
215K $10.5M
FRT
Federal Realty Investment Trust

Real Estate
12.4K
+ 17.47%
$109.55 - $117.53 $1.36M - $1.46M
83.3K $9.32M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
73.1K
+ 6.72%
$50.14 - $52.56 $3.66M - $3.84M
1.16M $58.3M
AVMU
American Centy ETF Travantis C

ETFs
26.2K
+ 52.11%
$45.75 - $46.94 $1.2M - $1.23M
76.6K $3.53M
GNTX
Gentex Corp

Consumer Cyclical
45.5K
+ 31.63%
$28.6 - $31.34 $1.3M - $1.43M
189K $5.44M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
214K
+ 28.62%
$11.91 - $14.14 $2.55M - $3.03M
962K $11.8M
PCOR
Procore Technologies, Inc.

Technology
13.9K
+ 147.24%
$58.8 - $85.72 $819K - $1.19M
23.4K $1.75M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
18.6K
+ 3.28%
$67.57 - $76.22 $1.26M - $1.42M
587K $40.6M
CORT
Corcept Therapeutics Inc

Healthcare
19.7K
+ 47.89%
$44.66 - $60.85 $878K - $1.2M
60.7K $3.06M
EWX
Spdr S&P Emerging Markets Smal

ETFs
39.2K
+ 12.95%
$58.61 - $64.79 $2.3M - $2.54M
342K $20.1M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
51.8K
+ 148.09%
$20.7 - $22.35 $1.07M - $1.16M
86.8K $1.89M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
35.6K
+ 28.15%
$48.5 - $53.31 $1.72M - $1.9M
162K $7.88M
FDHY
Fidelity Covington Trust High

ETFs
30.8K
+ 9.58%
$48.24 - $49.25 $1.49M - $1.52M
352K $17M
NMIH
Nmi Holdings, Inc.

Financial Services
33.2K
+ 197.61%
$36.32 - $41.53 $1.2M - $1.38M
50K $1.84M
FIP
Ftai Infrastructure LLC
222K
+ 106.27%
$7.07 - $9.79 $1.57M - $2.18M
431K $3.1M
IIM
Invesco Value Municipal Income Trust

Financial Services
108K
+ 77.0%
$11.71 - $12.93 $1.26M - $1.39M
247K $2.94M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
82.3K
+ 7.94%
$22.71 - $23.47 $1.87M - $1.93M
1.12M $25.5M
WRB
Berkley W R Corp

Financial Services
9.35K
+ 2.87%
$56.48 - $64.94 $528K - $607K
336K $19.6M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
22.6K
+ 30.15%
$72.43 - $78.39 $1.63M - $1.77M
97.4K $7.05M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
8.15K
+ 20.81%
$85.8 - $100.97 $700K - $823K
47.3K $4.45M
BDX
Becton Dickinson & CO

Healthcare
22.3K
+ 8.07%
$220.02 - $243.75 $4.9M - $5.43M
298K $67.7M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
55.3K
+ 38.03%
$39.01 - $50.76 $2.16M - $2.81M
201K $7.83M
AMSC
American Superconductor Corp

Industrials
45K
+ 332.02%
$21.33 - $36.81 $960K - $1.66M
58.5K $1.44M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
49.4K
+ 30.78%
$31.83 - $34.97 $1.57M - $1.73M
210K $6.78M
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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