Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SFBS
Servis First Bancshares, Inc.

Financial Services
3.61K
+ 27.82%
$77.34 - $99.0 $279K - $357K
16.6K $1.41M
REKR
Rekor Systems, Inc.

Technology
193K
+ 1666.62%
$0.81 - $1.86 $156K - $358K
204K $373K
FIZZ
National Beverage Corp

Consumer Defensive
9.15K
+ 115.23%
$42.5 - $50.03 $389K - $458K
17.1K $729K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.99K
+ 2.3%
$50.07 - $52.35 $200K - $209K
178K $9.12M
FLJH
Franklin Templeton ETF Tr

ETFs
10.6K
+ 43.04%
$30.35 - $32.37 $323K - $344K
35.4K $1.11M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
7.63K
+ 12.61%
$38.01 - $39.08 $290K - $298K
68.1K $2.66M
VAL
Valaris LTD

Energy
10.7K
+ 101.44%
$40.92 - $56.38 $439K - $605K
21.3K $943K
BGR
Black Rock Energy & Resources Trust

Financial Services
31K
+ 20.14%
$12.51 - $13.79 $387K - $427K
185K $2.33M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6.99K
+ 28.25%
$49.84 - $59.6 $348K - $417K
31.7K $1.68M
DX
Dynex Capital Inc

Real Estate
28.3K
+ 34.92%
$12.07 - $12.72 $341K - $360K
109K $1.38M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
5.09K
+ 1.97%
$89.01 - $96.24 $453K - $490K
263K $23.6M
HOMB
Home Bancshares Inc

Financial Services
3.92K
+ 2.01%
$26.0 - $32.09 $102K - $126K
198K $5.61M
LAND
Gladstone Land Corp

Real Estate
41.6K
+ 119.54%
$10.48 - $13.85 $436K - $577K
76.5K $829K
SVOL
Simplify ETF Simplify Volatili

ETFs
19.2K
+ 41.45%
$20.4 - $21.93 $392K - $421K
65.5K $1.36M
ABBV
Abb Vie Inc.

Healthcare
298K
+ 11.2%
$164.99 - $203.87 $49.1M - $60.7M
2.96M $525M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
41.9K
+ 40.92%
$12.1 - $13.76 $507K - $577K
144K $1.75M
PRCT
Procept Bio Robotics Corp

Healthcare
4.16K
+ 78.67%
$67.27 - $99.45 $280K - $413K
9.44K $760K
SCI
Service Corp International

Consumer Cyclical
2.67K
+ 2.0%
$73.36 - $88.6 $196K - $237K
136K $10.9M
FR
First Industrial Realty Trust Inc

Real Estate
11.3K
+ 28.49%
$49.6 - $55.9 $559K - $630K
50.8K $2.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.09M
+ 202.09%
$27.54 - $83.04 $30M - $90.6M
1.63M $45.2M
METV
Listed Fds Tr Roundhill Ball M

ETFs
13.9K
+ 9.3%
$13.21 - $15.35 $184K - $214K
164K $2.35M
NTNX
Nutanix, Inc.

Technology
3.28K
+ 4.79%
$56.46 - $73.18 $185K - $240K
71.7K $4.39M
DMLP
Dorchester Minerals, L.P.

Energy
4.88K
+ 9.33%
$30.69 - $34.41 $150K - $168K
57.2K $1.91M
VOTE
Engine No 1 ETF Tr

ETFs
4.69K
+ 120.98%
$66.37 - $71.58 $311K - $336K
8.56K $588K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
544
+ 1.03%
$8.52 - $15.4 $4.63K - $8.38K
53.5K $816K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
153K
+ 10.5%
$21.96 - $24.21 $3.36M - $3.7M
1.61M $35.8M
AVAV
Aero Vironment Inc

Industrials
13.9K
+ 35.74%
$153.72 - $235.17 $2.14M - $3.27M
52.8K $8.12M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
553
+ 2.52%
$107.32 - $127.74 $59.3K - $70.6K
22.5K $2.77M
THY
Toews Agility Shares Dynamic T

Technology
15.1K
+ 38.46%
$22.55 - $23.06 $341K - $349K
54.5K $1.23M
ESE
Esco Technologies Inc

Technology
2.09K
+ 19.38%
$120.68 - $151.38 $252K - $316K
12.9K $1.71M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
3.78K
+ 2.7%
$43.67 - $47.04 $165K - $178K
144K $6.51M
LECO
Lincoln Electric Holdings Inc

Industrials
2.45K
+ 8.17%
$187.47 - $219.94 $459K - $539K
32.4K $6.08M
PDI
Pimco Dynamic Income Fund

Financial Services
290K
+ 11.09%
$18.33 - $20.85 $5.31M - $6.04M
2.9M $53.2M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
21.1K
+ 2.39%
$9.1 - $9.51 $192K - $201K
906K $8.44M
LAD
Lithia Motors Inc

Consumer Cyclical
503
+ 14.18%
$303.15 - $394.27 $152K - $198K
4.05K $1.45M
RRX
Regal Rexnord Corp

Industrials
3.98K
+ 14.21%
$153.56 - $182.22 $611K - $726K
32K $4.97M
SUI
Sun Communities Inc

Real Estate
4.67K
+ 22.33%
$119.89 - $139.05 $559K - $649K
25.6K $3.14M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
21.4K
+ 46.4%
$16.06 - $16.92 $344K - $362K
67.5K $1.09M
FLL
Full House Resorts Inc

Consumer Cyclical
80.7K
+ 617.4%
$3.92 - $5.34 $316K - $431K
93.8K $382K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.2K
+ 3.04%
$49.74 - $50.43 $557K - $565K
379K $18.9M
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
191
+ 0.02%
$4.05 - $4.36 $774 - $833
1.07M $4.65M
SVAL
Ishares Tr Us Small Cap Value

ETFs
9.27K
+ 27.69%
$31.5 - $36.25 $292K - $336K
42.7K $1.39M
ARMK
Aramark

Industrials
9.93K
+ 23.17%
$37.25 - $42.22 $370K - $419K
52.8K $1.97M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
20.2K
+ 23.6%
$14.45 - $15.15 $292K - $306K
106K $1.6M
MTZ
Mastec Inc

Industrials
310
+ 1.53%
$119.94 - $147.94 $37.2K - $45.9K
20.5K $2.79M
EC
Ecopetrol S.A.

Energy
45.3K
+ 89.31%
$7.36 - $9.04 $334K - $410K
96.1K $760K
SKOR
Flexshares Tr Credit Scored Us

ETFs
8.39K
+ 12.74%
$47.6 - $49.05 $400K - $412K
74.3K $3.54M
AMZA
Etfis Ser Tr I

ETFs
2.99K
+ 3.71%
$39.41 - $47.31 $118K - $142K
83.7K $3.58M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
36.7K
+ 22.39%
$12.3 - $13.88 $452K - $510K
201K $2.54M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email