Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
65.1K
+ 17.6%
$56.27 - $69.89 $3.66M - $4.55M
435K $24.7M
MDXG
Mimedx Group, Inc.

Healthcare
98K
+ 213.79%
$5.51 - $9.75 $540K - $956K
144K $1.38M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
30.2K
+ 29.66%
$22.72 - $28.29 $687K - $855K
132K $3.49M
RVNU
Xtrackers Municipal Infrastruc

ETFs
45.3K
+ 113.29%
$25.17 - $26.23 $1.14M - $1.19M
85.3K $2.16M
SBUX
Starbucks Corp

Consumer Cyclical
148K
+ 7.59%
$87.44 - $102.5 $12.9M - $15.2M
2.1M $191M
FLR
Fluor Corp

Industrials
19.2K
+ 19.26%
$46.92 - $58.93 $899K - $1.13M
119K $5.85M
CRGY
Crescent Energy CO

Energy
70.6K
+ 359.12%
$11.17 - $15.28 $788K - $1.08M
90.2K $1.32M
TDG
Trans Digm Group Inc

Industrials
3.18K
+ 17.38%
$1239.0 - $1442.53 $3.94M - $4.59M
21.5K $27.2M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
12.6K
+ 5.37%
$92.58 - $93.71 $1.17M - $1.18M
248K $23M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
35.5K
+ 68.2%
$32.47 - $34.44 $1.15M - $1.22M
87.6K $2.85M
ORI
Old Republic International Corp

Financial Services
24.6K
+ 9.41%
$34.4 - $38.98 $845K - $958K
286K $10.3M
ARIS
Aris Water Solutions, Inc.

Utilities
23.1K
+ 30.55%
$15.05 - $27.52 $348K - $636K
98.8K $2.37M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
74.8K
+ 92.15%
$15.88 - $17.71 $1.19M - $1.33M
156K $2.54M
HAE
Haemonetics Corp

Healthcare
14.8K
+ 50.53%
$71.16 - $93.38 $1.05M - $1.38M
44.1K $3.44M
AOR
Ishares Tr Core Growth Allocat

ETFs
30.7K
+ 8.81%
$57.32 - $59.66 $1.76M - $1.83M
379K $21.7M
EA
Electronic Arts Inc.

Communication Services
5.65K
+ 6.33%
$140.69 - $167.97 $795K - $949K
94.9K $13.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
55.1K
+ 2.98%
$51.54 - $52.55 $2.84M - $2.89M
1.9M $98.4M
QTWO
Q2 Holdings, Inc.

Technology
6.67K
+ 35.26%
$77.81 - $110.85 $519K - $739K
25.6K $2.57M
RMBS
Rambus Inc

Technology
9.18K
+ 16.95%
$40.13 - $59.14 $369K - $543K
63.4K $3.35M
IBUY
Amplify ETF Tr Amplify Online

ETFs
12.5K
+ 18.48%
$59.83 - $69.71 $749K - $873K
80.3K $5.19M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
22K
+ 16.45%
$45.61 - $50.53 $1M - $1.11M
156K $7.23M
GIL
Gildan Activewear Inc.

Consumer Cyclical
22.3K
+ 65.42%
$46.28 - $50.23 $1.03M - $1.12M
56.4K $2.65M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.67K
+ 0.53%
$24.76 - $27.53 $66.1K - $73.5K
506K $13.7M
FINX
Global X Fds Fintech ETF (De)

ETFs
16.3K
+ 9.82%
$27.48 - $34.32 $449K - $561K
183K $5.71M
ANSS
Ansys Inc

Technology
2.53K
+ 25.74%
$313.05 - $361.45 $793K - $916K
12.4K $4.17M
RF
Regions Financial Corp

Financial Services
36.4K
+ 4.04%
$22.45 - $27.47 $818K - $1M
939K $22.1M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
11.4K
+ 16.17%
$74.89 - $84.46 $851K - $960K
81.6K $6.5M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
120K
+ 7.53%
$15.05 - $16.03 $1.8M - $1.92M
1.71M $26.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
67.1K
+ 22.5%
$14.69 - $15.67 $986K - $1.05M
365K $5.54M
DOLE
Dole PLC

Consumer Defensive
79.5K
+ 481.74%
$13.45 - $16.84 $1.07M - $1.34M
96K $1.3M
CACI
Caci International Inc

Technology
2.41K
+ 25.05%
N/A
12K $5.14M
GHYG
Ishares Incus & Intl High Yiel

ETFs
24.5K
+ 87.79%
$43.84 - $45.39 $1.07M - $1.11M
52.4K $2.31M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
37K
+ 79.54%
$28.24 - $29.18 $1.05M - $1.08M
83.6K $2.37M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
30K
+ 22.5%
$16.2 - $20.45 $486K - $614K
163K $3.19M
W
Wayfair Inc.

Consumer Cyclical
26.4K
+ 218.17%
$37.77 - $56.94 $997K - $1.5M
38.5K $1.71M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
119K
+ 25.84%
$12.12 - $13.1 $1.45M - $1.57M
582K $7.08M
QBTS
D Wave Quantum Inc.

Technology
106K
+ 618.28%
$0.89 - $9.91 $94.6K - $1.05M
124K $1.04M
ESTC
Elastic N.V.

Technology
5.78K
+ 28.79%
$75.01 - $116.22 $433K - $671K
25.8K $2.56M
ENSG
Ensign Group, Inc

Healthcare
9.23K
+ 47.99%
$132.78 - $156.91 $1.23M - $1.45M
28.5K $3.78M
NU
Nu Holdings Ltd.

Financial Services
245K
+ 52.73%
$10.24 - $15.89 $2.51M - $3.89M
709K $7.35M
IDA
Idacorp Inc

Utilities
7.99K
+ 38.32%
$100.11 - $118.96 $799K - $950K
28.8K $3.15M
FNDA
Schwab Fundamental U S Small C

ETFs
198K
+ 121.21%
$29.26 - $59.11 $5.79M - $11.7M
361K $10.7M
IBMO
Ishares Tr Ibonds December 202

ETFs
41.6K
+ 14.04%
$25.4 - $25.62 $1.06M - $1.07M
338K $8.61M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
9.77K
+ 144.36%
$104.34 - $118.84 $1.02M - $1.16M
16.5K $1.73M
S
Sentinel One, Inc.

Technology
50.9K
+ 66.34%
$22.05 - $28.68 $1.12M - $1.46M
128K $2.83M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
979
+ 23.6%
$1124.26 - $1344.96 $1.1M - $1.32M
5.13K $6.46M
CQP
Cheniere Energy Partners, L.P.

Energy
12.8K
+ 18.02%
$48.06 - $58.87 $617K - $756K
84.1K $4.47M
INFY
Infosys LTD

Technology
48.5K
+ 25.06%
$20.71 - $23.42 $1M - $1.14M
242K $5.3M
ALGT
Allegiant Travel CO

Industrials
6.28K
+ 61.18%
$55.0 - $94.12 $345K - $591K
16.5K $1.56M
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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