Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMTR
Xometry, Inc.

Industrials
4.34K
+ 17.7%
$17.17 - $44.66 $74.6K - $194K
28.9K $1.23M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
26K
+ 46.08%
$34.01 - $41.29 $884K - $1.07M
82.4K $2.82M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
34.4K
+ 9.09%
$38.02 - $42.79 $1.31M - $1.47M
412K $16.2M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
16.9K
+ 1.38%
$40.82 - $45.39 $690K - $768K
1.24M $51.6M
NBIX
Neurocrine Biosciences Inc

Healthcare
3.64K
+ 27.79%
$111.62 - $139.44 $407K - $508K
16.8K $2.29M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
200K
+ 256.13%
$3.86 - $4.04 $772K - $808K
278K $1.09M
GTES
Gates Industrial Corp PLC

Industrials
17.4K
+ 12.67%
$17.3 - $22.93 $301K - $399K
155K $3.19M
LMND
Lemonade, Inc.

Financial Services
2.69K
+ 8.03%
$15.65 - $51.81 $42.1K - $139K
36.2K $1.33M
RFV
Invesco Exchange Traded Fd Tr

ETFs
4.02K
+ 4.07%
$116.09 - $131.23 $467K - $528K
103K $12.5M
FLS
Flowserve Corp

Industrials
7.3K
+ 12.33%
$51.87 - $62.0 $379K - $453K
66.5K $3.83M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
40.9K
+ 202.37%
$12.71 - $22.33 $520K - $913K
61.1K $1.03M
AVK
Advent Convertible & Income Fund

Financial Services
63.5K
+ 14.6%
$11.13 - $12.5 $707K - $794K
499K $5.87M
DINT
Davis Fundamental ETF Tr

ETFs
40K
+ 77.46%
$21.84 - $25.69 $873K - $1.03M
91.6K $2M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
12.9K
+ 2.91%
$41.16 - $44.07 $533K - $570K
457K $19.2M
AROC
Archrock, Inc.

Energy
8.81K
+ 7.64%
$19.92 - $26.66 $175K - $235K
124K $3.09M
BHF
Brighthouse Financial, Inc.

Financial Services
14.1K
+ 55.32%
$43.95 - $52.91 $619K - $745K
39.5K $1.9M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
88.1K
+ 54.69%
$10.37 - $11.62 $914K - $1.02M
249K $2.59M
KRP
Kimbell Royalty Partners, LP

Energy
43.9K
+ 18.21%
$15.38 - $16.83 $674K - $738K
285K $4.62M
BERY
Berry Global Group, Inc.

Consumer Cyclical
12.8K
+ 52.53%
$64.2 - $72.31 $820K - $924K
37.1K $2.4M
BXP
Boston Properties Inc

Real Estate
13.1K
+ 34.72%
$73.33 - $89.72 $963K - $1.18M
51K $3.79M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
59.4K
+ 61.4%
$13.32 - $14.34 $791K - $852K
156K $2.12M
CSQ
Calamos Strategic Total Return Fund

Financial Services
23.4K
+ 2.63%
$17.14 - $18.44 $401K - $431K
911K $16.1M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
12.4K
+ 57.31%
$38.7 - $51.36 $479K - $635K
34K $1.61M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
9.44K
+ 157.74%
$58.22 - $78.62 $550K - $742K
15.4K $1.11M
QLV
Flexshares Us Quality Low Vola

ETFs
13.1K
+ 13.79%
$65.2 - $68.29 $857K - $898K
109K $7.07M
GCBC
Greene County Bancorp Inc

Financial Services
27.2K
+ 417.62%
$27.7 - $34.97 $754K - $951K
33.7K $934K
CDAY
Ceridian Hcm Holding Inc.

Technology
11.3K
+ 51.83%
N/A
33.1K $2.14M
AL
Air Lease Corp

Industrials
13.4K
+ 49.27%
$42.79 - $52.16 $574K - $700K
40.6K $1.96M
JOBY
Joby Aviation, Inc.

Industrials
43.6K
+ 36.67%
$4.8 - $9.16 $209K - $400K
163K $1.32M
HBI
Hanesbrands Inc.

Consumer Cyclical
49.9K
+ 12.34%
$6.91 - $8.91 $345K - $445K
454K $3.7M
IOT
Samsara Inc.

Technology
26.7K
+ 26.55%
$42.67 - $56.35 $1.14M - $1.5M
127K $5.56M
DJP
Barclays Bank PLC

ETFs
22.2K
+ 162.37%
N/A
35.8K $1.16M
OVV
Ovintiv Inc.

Energy
13.6K
+ 17.85%
$37.74 - $46.71 $512K - $633K
89.5K $3.62M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
17.6K
+ 6.2%
$11.18 - $13.68 $196K - $240K
301K $3.82M
NPO
Enpro Industries, Inc

Industrials
3.14K
+ 19.31%
$145.61 - $195.16 $457K - $613K
19.4K $3.34M
PIPR
Piper Sandler Companies

Financial Services
2.16K
+ 62.53%
$280.53 - $348.81 $606K - $754K
5.62K $1.68M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18.8K
+ 7.38%
$47.65 - $48.6 $895K - $913K
273K $13.1M
HRL
Hormel Foods Corp

Consumer Defensive
25.2K
+ 9.05%
$29.21 - $33.55 $735K - $845K
303K $9.52M
FSS
Federal Signal Corp

Industrials
7.7K
+ 57.42%
$81.56 - $99.7 $628K - $767K
21.1K $1.95M
BBAX
J P Morgan Betabuilders Develo

ETFs
18.4K
+ 48.45%
$48.75 - $54.36 $897K - $1M
56.4K $2.75M
RTX
Raytheon Technologies Corp

Industrials
107K
+ 4.95%
$114.45 - $127.21 $12.2M - $13.6M
2.27M $262M
MOMO
Hello Group Inc.

Communication Services
90.2K
+ 813.15%
$6.32 - $7.86 $570K - $709K
101K $780K
FLGV
Franklin Templeton ETF Trfrank

ETFs
38.2K
+ 47.55%
$20.03 - $21.07 $765K - $804K
118K $2.38M
BNL
Broadstone Net Lease, Inc.

Real Estate
54.7K
+ 94.77%
$15.86 - $18.7 $868K - $1.02M
112K $1.78M
PEGA
Pegasystems Inc

Technology
6.34K
+ 136.4%
$69.42 - $97.28 $440K - $617K
11K $1.02M
ENVX
Enovix Corp

Industrials
22.6K
+ 7.87%
$8.03 - $12.81 $181K - $289K
309K $3.36M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
20.8K
+ 9.27%
$41.28 - $45.93 $858K - $955K
245K $10.2M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
10.9K
+ 76.98%
$42.99 - $56.89 $467K - $618K
25K $1.32M
DUOL
Duolingo, Inc.

Technology
1.78K
+ 73.33%
$278.75 - $373.03 $495K - $663K
4.2K $1.36M
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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