Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PWZ
Invesco California Amt Free Mu

ETFs
43.3K
+ 8.5%
$24.49 - $25.25 $1.06M - $1.09M
553K $13.7M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.95K
+ 13.07%
$69.93 - $77.36 $696K - $769K
86.1K $6.52M
TTC
Toro CO

Industrials
14.4K
+ 33.56%
$80.1 - $88.44 $1.16M - $1.28M
57.4K $4.6M
DLTR
Dollar Tree, Inc.

Consumer Defensive
6.17K
+ 7.02%
$61.21 - $76.19 $378K - $470K
94.2K $7.06M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
7.88K
+ 38.66%
$71.19 - $91.57 $561K - $721K
28.3K $2.36M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
9.08K
+ 35.66%
$76.53 - $94.19 $695K - $855K
34.5K $2.95M
MGNI
Magnite, Inc.

Communication Services
43.2K
+ 50.01%
$11.91 - $18.0 $515K - $778K
130K $2.06M
VTRS
Viatris Inc

Healthcare
29.6K
+ 4.97%
$11.32 - $13.37 $335K - $395K
625K $7.78M
FHN
First Horizon Corp

Financial Services
6.93K
+ 4.4%
$14.91 - $21.42 $103K - $148K
165K $3.31M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
8.97K
+ 30.13%
$98.41 - $98.98 $882K - $888K
38.7K $3.81M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
10.1K
+ 11.3%
$101.77 - $113.02 $1.03M - $1.14M
99.7K $10.5M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
18.4K
+ 7.6%
$67.38 - $75.88 $1.24M - $1.4M
261K $17.6M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4.54K
+ 87.18%
$131.85 - $172.52 $599K - $784K
9.76K $1.6M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
61.3K
+ 12.07%
$20.92 - $23.57 $1.28M - $1.44M
569K $12.2M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
26.8K
+ 22.89%
$22.75 - $25.31 $610K - $679K
144K $3.55M
FJP
First Trust Japan Alphadex Fun

ETFs
21.7K
+ 20.99%
$50.22 - $54.42 $1.09M - $1.18M
125K $6.45M
SHAK
Shake Shack Inc.

Consumer Cyclical
3.32K
+ 21.06%
$101.73 - $138.76 $337K - $460K
19.1K $2.47M
CWST
Casella Waste Systems Inc

Industrials
6.89K
+ 37.89%
$97.5 - $113.93 $672K - $785K
25.1K $2.65M
DINO
Hf Sinclair Corp

Energy
41.7K
+ 64.02%
$33.69 - $47.67 $1.41M - $1.99M
107K $3.75M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
26.4K
+ 3.28%
$42.95 - $45.72 $1.14M - $1.21M
833K $36M
CRSP
Crispr Therapeutics Ag

Healthcare
42.2K
+ 39.29%
$38.65 - $55.15 $1.63M - $2.33M
150K $5.89M
BIT
Black Rock Multi Sector Income Trust

Financial Services
77.3K
+ 15.3%
$14.25 - $15.15 $1.1M - $1.17M
583K $8.51M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
10.3K
+ 9.45%
$43.37 - $51.46 $446K - $529K
119K $5.73M
KEYS
Keysight Technologies, Inc.

Technology
4.7K
+ 10.25%
$149.01 - $172.53 $701K - $812K
50.6K $8.13M
CBSH
Commerce Bancshares Inc

Financial Services
10.3K
+ 15.54%
$57.04 - $74.36 $588K - $766K
76.6K $4.77M
FBNC
First Bancorp

Financial Services
17.2K
+ 56.35%
$40.32 - $49.2 $695K - $848K
47.8K $2.1M
VIRT
Virtu Financial, Inc.

Financial Services
14.5K
+ 24.62%
$30.43 - $37.95 $441K - $550K
73.3K $2.62M
LEU
Centrus Energy Corp

Energy
6.74K
+ 21.43%
$55.8 - $109.53 $376K - $739K
38.2K $2.55M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
14.9K
+ 3.73%
$54.63 - $62.03 $812K - $922K
414K $22.9M
VERX
Vertex, Inc.

Technology
7.09K
+ 23.8%
$39.21 - $56.92 $278K - $404K
36.9K $1.97M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
96.7K
+ 14.78%
$19.82 - $21.55 $1.92M - $2.08M
751K $14.9M
IDCC
Inter Digital, Inc.

Communication Services
2.81K
+ 54.18%
$142.61 - $200.59 $401K - $564K
8K $1.55M
IGF
Ishares Global Infrastructure

ETFs
20.9K
+ 16.01%
$51.2 - $55.7 $1.07M - $1.17M
152K $7.94M
PR
Permian Resources Corporation

Energy
47.1K
+ 26.65%
$13.41 - $16.21 $631K - $763K
224K $3.22M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
18.4K
+ 76.22%
$41.53 - $42.95 $765K - $791K
42.6K $1.82M
NVT
N Vent Electric PLC

Industrials
15.7K
+ 12.61%
$67.69 - $79.19 $1.06M - $1.24M
140K $9.55M
CRBG
Corebridge Financial, Inc.

Financial Services
23.3K
+ 15.47%
$28.28 - $33.37 $660K - $779K
174K $5.2M
MC
Moelis & CO

Financial Services
7.21K
+ 14.27%
$65.74 - $80.49 $474K - $581K
57.8K $4.27M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
10.7K
+ 9.17%
$76.72 - $82.83 $824K - $890K
128K $9.87M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
37K
+ 14.63%
$23.26 - $23.6 $860K - $873K
290K $6.76M
IGHG
Proshares Investment Grade Int

ETFs
7.84K
+ 4.96%
$76.8 - $78.32 $602K - $614K
166K $13M
DBO
Invesco Db Oil Fund

ETFs
52.2K
+ 39.48%
$13.84 - $15.7 $722K - $820K
184K $2.64M
JPIB
Jpmorgan International Bond Op

ETFs
21.2K
+ 14.01%
$47.26 - $48.47 $1M - $1.03M
173K $8.16M
MKTX
Marketaxess Holdings Inc

Financial Services
3.75K
+ 192.3%
$225.3 - $293.66 $844K - $1.1M
5.69K $1.29M
BGB
Blackstone Strategic Credit Fund

Financial Services
65.8K
+ 33.75%
$12.19 - $12.64 $803K - $832K
261K $3.19M
SM
Sm Energy CO

Energy
21.1K
+ 80.71%
$36.59 - $46.03 $774K - $973K
47.3K $1.83M
DSGX
Descartes Systems Group Inc

Technology
5.44K
+ 34.1%
$100.21 - $121.37 $545K - $660K
21.4K $2.43M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
27.7K
+ 22.19%
$28.96 - $31.91 $803K - $885K
153K $4.44M
BAR
Granite Shares Gold Trust

ETFs
32.2K
+ 4.97%
$25.3 - $27.51 $814K - $885K
680K $17.6M
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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