Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CBU
Community Bank System, Inc.

Financial Services
51
+ 0.22%
$56.38 - $71.45 $2.88K - $3.64K
23.4K $1.45M
EQR
Equity Residential

Real Estate
3.39K
+ 5.9%
$69.12 - $77.48 $234K - $263K
60.9K $4.37M
IQDY
Flexshares International Quali

ETFs
16.6K
+ 16.17%
$27.51 - $31.28 $457K - $519K
119K $3.29M
MLTX
Moon Lake Immunotherapeutics

Healthcare
1.33K
+ 19.55%
$45.84 - $57.91 $61.1K - $77.1K
8.15K $432K
AFG
American Financial Group Inc

Financial Services
533
+ 8.44%
$126.81 - $149.08 $67.6K - $79.5K
6.85K $937K
CRTO
Criteo S.A.

Communication Services
2.53K
+ 15.12%
$33.44 - $43.41 $84.5K - $110K
19.2K $760K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
11.4K
+ 29.94%
$8.91 - $9.52 $102K - $109K
49.6K $447K
IBRX
Immunity Bio, Inc.

Healthcare
103K
+ 67.22%
$2.56 - $6.17 $265K - $639K
257K $659K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
6.13K
+ 17.19%
$24.95 - $31.41 $153K - $192K
41.8K $1.09M
OXSQ
Oxford Square Capital Corp.

Financial Services
45.7K
+ 74.33%
$2.41 - $2.98 $110K - $136K
107K $261K
BRKL
Brookline Bancorp Inc

Financial Services
1.32K
+ 3.17%
$9.7 - $12.81 $12.8K - $16.9K
43.1K $508K
HELX
Franklin Templeton ETF Tr Geno

ETFs
2.77K
+ 19.5%
N/A
17K $534K
LBRT
Liberty Energy Inc.

Energy
3.89K
+ 35.66%
$16.68 - $20.84 $64.8K - $81K
14.8K $294K
QVMM
Invesco ETF Tr Ii S&P Midcap 4
3.83K
+ 3.66%
$28.5 - $31.41 $109K - $120K
109K $3.11M
TCBI
Texas Capital Bancshares Inc

Financial Services
382
+ 4.55%
$69.88 - $89.68 $26.7K - $34.3K
8.78K $686K
IYM
Ishares Tr

ETFs
10.9K
+ 16.56%
$129.15 - $153.25 $1.41M - $1.67M
76.6K $9.96M
AWR
American States Water CO

Utilities
2.89K
+ 11.29%
$77.72 - $87.27 $224K - $252K
28.5K $2.21M
AM
Antero Midstream Corp

Energy
4.71K
+ 1.5%
$14.22 - $15.97 $67K - $75.2K
319K $4.81M
MIN
Mfs Intermediate Income Trust

Financial Services
40K
+ 10.87%
$2.62 - $2.77 $105K - $111K
407K $1.08M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
27.1K
+ 17.09%
$7.95 - $8.86 $215K - $240K
186K $1.49M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
5.24K
+ 21.64%
$16.2 - $17.97 $84.8K - $94.1K
29.4K $501K
ENR
Energizer Holdings, Inc.

Industrials
1.45K
+ 13.96%
$31.03 - $39.39 $44.9K - $57K
11.8K $411K
HCSG
Healthcare Services Group Inc

Healthcare
6.59K
+ 45.59%
$9.71 - $12.9 $64K - $85K
21K $244K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
366
+ 1.89%
$54.4 - $68.29 $19.9K - $25K
19.7K $1.18M
LNKB
Linkbancorp, Inc.

Financial Services
4.07K
+ 8.35%
$6.23 - $7.82 $25.4K - $31.8K
52.8K $395K
MEC
Mayville Engineering Company, Inc.

Industrials
12.6K
+ 58.66%
$15.66 - $21.81 $197K - $275K
34K $535K
BANF
Bancfirst Corp

Financial Services
39
+ 0.61%
$100.43 - $128.91 $3.92K - $5.03K
6.43K $753K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
11.1K
+ 26.13%
$10.01 - $10.82 $111K - $120K
53.4K $538K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
132K
+ 8.81%
$2.85 - $3.09 $375K - $407K
1.62M $4.7M
EFSC
Enterprise Financial Services Corp

Financial Services
915
+ 15.13%
$49.0 - $61.38 $44.8K - $56.2K
6.96K $392K
FNF
Fidelity National Financial, Inc.

Financial Services
23.5K
+ 11.2%
$55.19 - $63.83 $1.3M - $1.5M
234K $13.1M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
5.07K
+ 4.17%
$35.61 - $38.84 $181K - $197K
127K $4.54M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
4.18K
+ 12.22%
$23.22 - $23.84 $97K - $99.6K
38.4K $899K
COLM
Columbia Sportswear CO

Consumer Cyclical
941
+ 37.82%
$75.7 - $90.71 $71.2K - $85.4K
3.43K $287K
EGBN
Eagle Bancorp Inc

Financial Services
467
+ 2.36%
$22.41 - $30.0 $10.5K - $14K
20.2K $527K
IMMR
Immersion Corp

Technology
9.76K
+ 39.77%
$8.31 - $9.79 $81.1K - $95.6K
34.3K $299K
UMH
Umh Properties, Inc.

Real Estate
6.62K
+ 11.82%
$18.21 - $19.85 $121K - $131K
62.6K $1.18M
BDN
Brandywine Realty Trust

Real Estate
13K
+ 28.54%
$5.07 - $6.53 $66.1K - $85.1K
58.7K $328K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
8.18K
+ 2.64%
$11.15 - $12.48 $91.2K - $102K
318K $3.71M
OII
Oceaneering International Inc

Energy
451
+ 0.81%
$23.23 - $30.58 $10.5K - $13.8K
56.3K $1.47M
AA
Alcoa Corp

Basic Materials
5.45K
+ 3.45%
$36.62 - $47.42 $199K - $258K
163K $6.17M
ARRY
Array Technologies, Inc.

Technology
16.4K
+ 44.74%
$5.16 - $7.63 $84.9K - $125K
53.2K $321K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
18.3K
+ 14.26%
$10.95 - $12.01 $201K - $220K
147K $1.62M
MBWM
Mercantile Bank Corp

Financial Services
1.62K
+ 17.59%
$41.26 - $51.16 $66.9K - $83K
10.8K $482K
LKQ
Lkq Corp

Consumer Cyclical
12K
+ 10.44%
$36.0 - $39.99 $431K - $479K
127K $4.66M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
1.9K
+ 6.44%
$30.02 - $31.23 $56.9K - $59.2K
31.3K $966K
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
32.7K
+ 69.58%
$2.18 - $3.02 $71.3K - $98.8K
79.7K $214K
BMAY
Innovator U.S. Equity Buffer E

ETFs
1.5K
+ 8.24%
$39.2 - $40.69 $58.6K - $60.9K
19.7K $792K
PBPB
Potbelly Corp

Consumer Cyclical
6.61K
+ 50.85%
$7.38 - $10.74 $48.8K - $71K
19.6K $184K
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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