Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22.8K
+ 6.96%
$26.55 - $26.67 $605K - $608K
350K $9.33M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 2.47%
$664750.0 - $724132.5 $1.33M - $1.45M
83 $56.5M
RNG
Ring Central, Inc.

Technology
11.3K
+ 19.72%
$29.83 - $41.82 $336K - $471K
68.4K $2.4M
INFA
Informatica Inc.

Technology
20.4K
+ 23.45%
$23.96 - $27.39 $489K - $559K
107K $2.79M
UEC
Uranium Energy Corp

Energy
80.1K
+ 78.28%
$6.55 - $8.6 $524K - $689K
182K $1.22M
WIX
Wix.Com Ltd.

Technology
1.43K
+ 24.44%
$156.75 - $229.35 $224K - $328K
7.28K $1.56M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
980
+ 1.01%
$17.13 - $34.23 $16.8K - $33.5K
98K $2.37M
WCC
Wesco International Inc

Industrials
2.3K
+ 17.84%
$164.11 - $213.19 $377K - $489K
15.2K $2.74M
ADC
Agree Realty Corp

Real Estate
10.3K
+ 35.24%
$69.44 - $77.65 $712K - $796K
39.3K $2.77M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.3K
+ 11.62%
$47.71 - $49.76 $492K - $513K
99K $4.85M
LNT
Alliant Energy Corp

Utilities
21.9K
+ 4.74%
$56.24 - $63.63 $1.23M - $1.39M
484K $28.6M
TPC
Tutor Perini Corp

Industrials
26.2K
+ 139.3%
$23.8 - $33.24 $623K - $870K
45K $1.09M
AXSM
Axsome Therapeutics, Inc.

Healthcare
7.84K
+ 47.87%
$83.08 - $100.49 $651K - $788K
24.2K $2.05M
CHY
Calamos Convertible & High Income Fund

Financial Services
26.8K
+ 2.28%
$11.79 - $12.56 $316K - $337K
1.2M $14.6M
FQAL
Fidelity Covington Tr Quality

ETFs
8.38K
+ 18.38%
$64.43 - $68.47 $540K - $574K
54K $3.53M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
73.4K
+ 20.44%
$10.67 - $11.89 $783K - $872K
432K $4.72M
PPLT
Abrdn Platinum ETF Trust

ETFs
6.36K
+ 11.97%
N/A
59.4K $5.34M
SPSC
Sps Commerce Inc

Technology
5.35K
+ 12.99%
$165.0 - $198.81 $883K - $1.06M
46.6K $8.57M
CPB
Campbell Soup CO

Consumer Defensive
27.3K
+ 33.58%
$41.42 - $48.71 $1.13M - $1.33M
109K $4.54M
TOWN
Towne Bank (Va)

Financial Services
15.8K
+ 50.03%
$31.98 - $37.62 $506K - $595K
47.4K $1.62M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
4.66K
+ 50.17%
$124.55 - $167.32 $581K - $780K
14K $2.12M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
3.18K
+ 6.88%
$120.76 - $140.58 $384K - $447K
49.5K $6.32M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
5.9K
+ 12.4%
$104.54 - $137.94 $616K - $813K
53.4K $6.5M
G
Genpact LTD

Technology
10.8K
+ 42.27%
$38.17 - $46.82 $411K - $505K
36.3K $1.56M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
12.2K
+ 3.43%
$29.46 - $32.64 $358K - $397K
367K $11.3M
NOVT
Novanta Inc

Technology
3.53K
+ 19.59%
N/A
21.5K $3.4M
EQH
Equitable Holdings, Inc.

Financial Services
5.72K
+ 10.29%
$41.59 - $50.4 $238K - $288K
61.3K $2.89M
MLN
Vaneck Long Muni ETF

ETFs
35.8K
+ 17.36%
$17.61 - $18.29 $631K - $655K
242K $4.33M
ALLE
Allegion PLC

Industrials
12K
+ 17.72%
$130.63 - $153.36 $1.57M - $1.85M
80.1K $10.5M
MVST
Microvast Holdings, Inc.

Industrials
231K
+ 558.96%
$0.16 - $2.75 $37K - $636K
272K $563K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
13.6K
+ 25.68%
$28.49 - $36.1 $386K - $489K
66.3K $2.16M
WFIG
Wisdomtree U.S. Corporate Bond

ETFs
12.1K
+ 6.25%
N/A
206K $9.39M
QFIN
360 Digi Tech, Inc.

Financial Services
11.5K
+ 90.73%
$29.37 - $39.79 $338K - $458K
24.2K $927K
OPFI
Opp Fi Inc.

Technology
455
+ 0.25%
$4.47 - $8.33 $2.03K - $3.79K
179K $1.39M
HRB
H&R Block Inc

Consumer Cyclical
25.2K
+ 34.36%
$52.14 - $63.36 $1.31M - $1.6M
98.6K $5.21M
IVT
Inven Trust Properties Corp.

Real Estate
9.36K
+ 6.3%
$28.52 - $31.3 $267K - $293K
158K $4.76M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
16.2K
+ 14.47%
$42.71 - $48.29 $693K - $784K
128K $5.52M
BL
Blackline, Inc.

Technology
8.1K
+ 88.54%
$53.92 - $64.91 $437K - $526K
17.2K $1.05M
CLBT
Cellebrite Di Ltd.

Technology
15.3K
+ 39.01%
$16.52 - $22.52 $252K - $344K
54.4K $1.2M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
19.8K
+ 13.81%
$31.59 - $32.95 $625K - $652K
163K $5.22M
THC
Tenet Healthcare Corp

Healthcare
19.4K
+ 40.61%
$125.42 - $168.52 $2.43M - $3.27M
67.1K $8.47M
VNO
Vornado Realty Trust

Real Estate
8.4K
+ 11.91%
$38.63 - $45.76 $324K - $384K
78.9K $3.32M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
5.31K
+ 9.73%
$125.0 - $133.2 $664K - $707K
59.8K $7.5M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
12.2K
+ 57.99%
$46.03 - $47.13 $560K - $573K
33.1K $1.53M
CRAI
Cra International, Inc.

Industrials
2.76K
+ 163.78%
$168.27 - $206.55 $464K - $570K
4.44K $831K
DUSA
Davis Fundamental ETF Tr

ETFs
10.6K
+ 5.19%
$40.91 - $45.07 $434K - $478K
215K $9.05M
GATX
Gatx Corp

Industrials
1.68K
+ 13.82%
$128.5 - $165.82 $216K - $278K
13.8K $2.14M
LCR
Leuthold Fds Inc Core ETF

ETFs
16.3K
+ 68.66%
$34.19 - $36.25 $558K - $591K
40.1K $1.38M
CSV
Carriage Services Inc

Consumer Cyclical
3.03K
+ 5.16%
$30.35 - $41.08 $92K - $124K
61.7K $2.46M
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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