Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDB
Schwab Fundamental U S Broad M

ETFs
177K
+ 212.08%
$23.07 - $70.32 $4.09M - $12.5M
261K $6.07M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.11K
+ 39.04%
$35.84 - $41.12 $147K - $169K
14.6K $564K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
38.7K
+ 186.19%
$4.21 - $5.9 $163K - $228K
59.5K $296K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
5.56K
+ 43.77%
$33.07 - $35.18 $184K - $195K
18.2K $608K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.21K
+ 57.83%
$26.16 - $29.13 $215K - $239K
22.4K $587K
OSTK
Overstock.Com, Inc

Consumer Cyclical
7.15K
+ 4.18%
N/A
178K $4.55M
HAFC
Hanmi Financial Corp

Financial Services
3.85K
+ 22.02%
$18.03 - $26.84 $69.5K - $103K
21.3K $504K
PXI
Invesco Exchange Traded Fd Tr

ETFs
2.81K
+ 6.33%
$42.73 - $51.69 $120K - $145K
47.2K $2.09M
PBP
Invesco Exchange Traded Fd Tr

ETFs
4.8K
+ 5.33%
$22.51 - $23.75 $108K - $114K
94.8K $2.23M
IYR
Ishares Tr

ETFs
40K
+ 9.94%
$90.74 - $102.87 $3.63M - $4.12M
443K $41.2M
BSM
Black Stone Minerals, L.P.

Energy
16.2K
+ 13.49%
$13.86 - $15.57 $224K - $252K
136K $1.99M
NTGR
Netgear, Inc.

Technology
3.07K
+ 26.31%
$19.06 - $29.03 $58.5K - $89.1K
14.7K $410K
BLFS
Biolife Solutions Inc

Healthcare
5.31K
+ 13.21%
$20.47 - $27.47 $109K - $146K
45.5K $1.18M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.2K
+ 95.22%
$17.65 - $18.4 $180K - $188K
20.9K $372K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
920
+ 1.62%
$21.71 - $25.45 $20K - $23.4K
57.6K $1.42M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
5.48K
+ 27.75%
$19.19 - $22.77 $105K - $125K
25.2K $564K
KWR
Quaker Chemical Corp

Basic Materials
1.7K
+ 72.12%
$137.52 - $180.36 $233K - $306K
4.05K $570K
NWSA
News Corp

Communication Services
4.49K
+ 8.19%
$25.68 - $29.86 $115K - $134K
59.3K $1.63M
TRDA
Entrada Therapeutics, Inc.

Healthcare
6.31K
+ 12.92%
$15.82 - $21.59 $99.8K - $136K
55.2K $953K
FXE
Invesco Currency Shares Euro Trust

ETFs
2.01K
+ 68.71%
$95.66 - $102.06 $192K - $205K
4.94K $472K
SSRM
Ssr Mining Inc.

Basic Materials
10.3K
+ 13.66%
$5.28 - $8.12 $54.5K - $83.8K
85.9K $598K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
10.9K
+ 23.62%
$21.07 - $24.76 $229K - $269K
56.9K $1.24M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
2.16K
+ 47.03%
$73.63 - $87.56 $159K - $189K
6.74K $531K
WIT
Wipro LTD

Technology
95.7K
+ 164.92%
$3.54 - $7.24 $339K - $693K
154K $544K
IPAR
Inter Parfums Inc

Consumer Defensive
1.13K
+ 12.87%
$118.08 - $139.92 $134K - $159K
9.94K $1.31M
PATK
Patrick Industries Inc

Consumer Cyclical
7.81K
+ 95.94%
$82.71 - $146.16 $646K - $1.14M
15.9K $1.32M
TRIN
Trinity Capital Inc.

Financial Services
9.15K
+ 24.04%
$13.11 - $14.87 $120K - $136K
47.2K $683K
HISF
First Tr Exc Traded Fd Iv High

ETFs
8.26K
+ 7.1%
$43.73 - $45.64 $361K - $377K
125K $5.45M
PFI
Invesco Exchange Traded Fd Tr

ETFs
2.29K
+ 11.23%
$54.89 - $63.81 $126K - $146K
22.7K $1.29M
FDUS
Fidus Investment Corp

Financial Services
2.6K
+ 3.38%
$19.1 - $21.49 $49.7K - $55.9K
79.5K $1.67M
MCY
Mercury General Corp

Financial Services
1.81K
+ 14.78%
$62.82 - $78.96 $114K - $143K
14.1K $936K
RGT
Royce Global Value Trust, Inc.

Financial Services
16.2K
+ 139.37%
$10.64 - $12.0 $172K - $194K
27.7K $298K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
20.9K
+ 14.71%
$7.35 - $8.04 $154K - $168K
163K $1.24M
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
78.3K
+ 29.97%
$2.54 - $2.66 $199K - $208K
340K $865K
IBTX
Independent Bank Group, Inc.

Financial Services
1.78K
+ 9.73%
$55.72 - $67.74 $99.3K - $121K
20.1K $1.22M
FOVL
Ishares Tr Focused Value Facto

ETFs
1.3K
+ 3.24%
$67.4 - $76.06 $87.3K - $98.5K
41.2K $2.89M
TBBK
Bancorp, Inc.

Financial Services
3.16K
+ 52.13%
$47.01 - $60.36 $149K - $191K
9.23K $485K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.4K
+ 11.13%
$41.08 - $42.6 $140K - $145K
33.9K $1.42M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.31K
+ 1.23%
$46.18 - $48.09 $60.3K - $62.8K
108K $5.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
9.01K
+ 4.18%
$25.08 - $25.43 $226K - $229K
225K $5.65M
DIHP
Dimensional ETF Tr Dimensional

ETFs
13K
+ 18.98%
$25.15 - $27.57 $327K - $359K
81.5K $2.06M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
30.4K
+ 8.13%
$8.36 - $8.71 $255K - $265K
405K $3.41M
EEFT
Euronet Worldwide, Inc.

Technology
1.02K
+ 6.93%
$96.0 - $106.61 $97.4K - $108K
15.7K $1.61M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
18.9K
+ 9.55%
$12.16 - $13.26 $230K - $251K
217K $2.74M
EBC
Eastern Bankshares, Inc.

Financial Services
7.52K
+ 24.49%
$15.83 - $19.03 $119K - $143K
38.2K $659K
EXTR
Extreme Networks Inc

Technology
6.6K
+ 24.08%
$14.22 - $18.52 $93.9K - $122K
34K $569K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
7.85K
+ 18.68%
$28.7 - $32.94 $225K - $259K
49.9K $1.45M
GBX
Greenbrier Companies Inc

Industrials
550
+ 4.52%
$48.74 - $68.41 $26.8K - $37.6K
12.7K $776K
VMD
Viemed Healthcare, Inc.

Healthcare
3K
+ 1.57%
$7.43 - $9.51 $22.3K - $28.5K
195K $1.56M
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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