Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBT
First Trust Nyse Arca Biotechn

ETFs
10.2K
+ 5.74%
$161.65 - $178.69 $1.64M - $1.82M
187K $31.1M
AEIS
Advanced Energy Industries Inc

Industrials
3.76K
+ 16.3%
$101.71 - $122.72 $383K - $462K
26.8K $3.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
24.3K
+ 4.3%
$8.81 - $14.3 $214K - $347K
588K $6.03M
ALLY
Ally Financial Inc.

Financial Services
17.6K
+ 20.13%
$34.12 - $39.98 $600K - $703K
105K $3.78M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
9.97K
+ 27.28%
$45.25 - $53.68 $451K - $535K
46.5K $2.31M
FAAR
First Trust Vii Alternative Ab

ETFs
22.7K
+ 11.8%
$27.44 - $28.42 $622K - $644K
215K $6.01M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
6.63K
+ 297.26%
$98.62 - $110.95 $653K - $735K
8.86K $892K
AZTA
Azenta, Inc.

Healthcare
12K
+ 31.41%
$40.37 - $51.57 $486K - $621K
50.3K $2.52M
HXL
Hexcel Corp

Industrials
7.33K
+ 3.16%
$58.56 - $65.31 $429K - $479K
239K $15M
CHH
Choice Hotels International Inc

Consumer Cyclical
2.57K
+ 10.26%
$128.7 - $152.73 $331K - $393K
27.6K $3.92M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
48.6K
+ 5.9%
$21.68 - $22.16 $1.05M - $1.08M
872K $18.9M
NEU
Newmarket Corp

Basic Materials
1.37K
+ 49.21%
$519.96 - $563.85 $711K - $771K
4.15K $2.19M
PAHC
Phibro Animal Health Corp

Healthcare
35.1K
+ 66.9%
$20.89 - $25.55 $732K - $896K
87.4K $1.84M
AVIV
American Centy ETF Tr Avantis
14.6K
+ 61.76%
$51.24 - $55.81 $746K - $813K
38.1K $1.98M
WSBC
Wesbanco Inc

Financial Services
17.9K
+ 68.14%
$28.7 - $36.45 $514K - $653K
44.2K $1.44M
IRBO
Ishares Robotics & Artificial

ETFs
20.4K
+ 6.15%
N/A
351K $11.3M
COLB
Columbia Banking System, Inc.

Financial Services
21.7K
+ 28.97%
$25.29 - $32.01 $549K - $695K
96.7K $2.61M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
6.12K
+ 21.06%
$67.53 - $85.82 $413K - $525K
35.2K $2.75M
WTFC
Wintrust Financial Corp

Financial Services
3.62K
+ 29.31%
$104.15 - $138.5 $377K - $502K
16K $1.99M
THG
Hanover Insurance Group, Inc.

Financial Services
3.85K
+ 47.68%
$144.81 - $165.01 $557K - $635K
11.9K $1.84M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
51.7K
+ 31.52%
$14.43 - $15.02 $746K - $776K
216K $3.12M
AXS
Axis Capital Holdings LTD

Financial Services
916
+ 1.48%
$78.26 - $94.05 $71.7K - $86.1K
63K $5.58M
TRMK
Trustmark Corp

Financial Services
12.9K
+ 25.03%
$30.94 - $39.97 $399K - $515K
64.4K $2.28M
KRG
Kite Realty Group Trust

Real Estate
30.7K
+ 29.53%
$24.49 - $27.85 $752K - $855K
135K $3.4M
GXO
Gxo Logistics, Inc.

Industrials
21.8K
+ 59.58%
$41.93 - $63.02 $915K - $1.38M
58.5K $2.54M
NWS
News Corp New Cl B Com Stk (De

Communication Services
18.3K
+ 56.83%
$27.03 - $32.79 $493K - $599K
50.4K $1.53M
HTLF
Heartland Financial Usa Inc

Financial Services
10K
+ 253.96%
$54.47 - $69.06 $546K - $693K
14K $856K
UI
Ubiquiti Inc.

Technology
210
+ 4.13%
$223.6 - $362.72 $47K - $76.2K
5.3K $1.76M
BOH
Bank Of Hawaii Corp

Financial Services
7.55K
+ 74.26%
$61.29 - $80.51 $463K - $608K
17.7K $1.26M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
26K
+ 52.33%
$29.53 - $32.06 $767K - $833K
75.7K $2.23M
ESLT
Elbit Systems LTD

Industrials
1.42K
+ 32.93%
$201.1 - $263.5 $286K - $374K
5.73K $1.48M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
110K
+ 10.88%
$33.39 - $37.66 $3.66M - $4.13M
1.12M $37.3M
AVXL
Anavex Life Sciences Corp.

Healthcare
25K
+ 36.38%
$5.11 - $12.56 $128K - $315K
93.9K $1.01M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.34K
+ 174.55%
$409.8 - $533.17 $551K - $717K
2.11K $943K
KIM
Kimco Realty Corp

Real Estate
25.3K
+ 23.61%
$22.75 - $25.78 $575K - $651K
132K $3.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
32.3K
+ 10.24%
$27.43 - $28.44 $886K - $918K
348K $9.54M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
113K
+ 315.95%
$1.38 - $4.81 $156K - $545K
149K $663K
CMBS
Ishares Cmbs ETF

ETFs
15.1K
+ 25.72%
$47.09 - $48.64 $710K - $733K
73.7K $3.48M
SKM
Sk Telecom CO LTD

Communication Services
34.4K
+ 83.36%
$21.04 - $24.27 $723K - $834K
75.6K $1.59M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
23.7K
+ 3.97%
$108.28 - $117.54 $2.56M - $2.78M
619K $67.4M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
480
+ 10.13%
$202.45 - $354.85 $97.2K - $170K
5.22K $1.61M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
10.4K
+ 21.7%
$49.97 - $54.88 $521K - $572K
58.4K $3.04M
CNP
Centerpoint Energy Inc

Utilities
8.13K
+ 5.46%
$28.58 - $32.66 $232K - $266K
157K $4.98M
OSCV
Opus Small Cap Value ETF

ETFs
17.7K
+ 14.05%
$36.89 - $40.88 $654K - $725K
144K $5.33M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
19.5K
+ 30.72%
$17.5 - $22.47 $341K - $437K
82.8K $1.73M
FNDC
Schwab Fundamental Intl Small

ETFs
22.8K
+ 50.97%
$33.92 - $38.03 $773K - $866K
67.5K $2.3M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
12.2K
+ 7.79%
$70.12 - $75.48 $858K - $924K
169K $11.9M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
48.9K
+ 19.32%
$12.66 - $13.39 $619K - $655K
302K $3.88M
ASAN
Asana, Inc.

Technology
19.3K
+ 81.95%
$11.17 - $27.52 $215K - $530K
42.8K $866K
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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