Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESNT
Essent Group Ltd.

Financial Services
2.82K
+ 29.57%
$52.73 - $64.9 $149K - $183K
12.4K $673K
EZPW
Ezcorp Inc

Financial Services
4.07K
+ 39.29%
$10.95 - $12.8 $44.6K - $52.1K
14.4K $176K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.12K
+ 1.46%
$8.01 - $11.0 $25K - $34.4K
217K $1.95M
PUBM
Pub Matic, Inc.

Technology
5.43K
+ 5.09%
$14.35 - $16.94 $77.9K - $92K
112K $1.65M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
2.23K
+ 10.04%
$17.55 - $19.98 $39.1K - $44.6K
24.4K $469K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
354
+ 0.96%
$41.02 - $44.55 $14.5K - $15.8K
37.2K $1.6M
ECPG
Encore Capital Group Inc

Financial Services
1.11K
+ 11.62%
$43.97 - $50.01 $48.9K - $55.6K
10.7K $509K
LFUS
Littelfuse Inc

Technology
1.23K
+ 15.7%
$233.99 - $262.18 $288K - $322K
9.07K $2.14M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
270
+ 0.67%
$61.19 - $65.44 $16.5K - $17.7K
40.5K $2.55M
AMAX
Starboard Invt Tr Rh Hedged Mu
15.9K
+ 7.46%
$7.78 - $8.11 $124K - $129K
229K $1.78M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
13.1K
+ 21.08%
$7.02 - $7.61 $91.7K - $99.4K
75.1K $528K
DTE
Dte Energy CO

Utilities
11.8K
+ 6.61%
$117.04 - $129.77 $1.38M - $1.53M
190K $22.9M
SSYS
Stratasys Ltd.

Technology
552
+ 0.61%
$7.01 - $10.79 $3.87K - $5.96K
91.5K $813K
TRST
Trustco Bank Corp N Y

Financial Services
1.66K
+ 18.0%
$31.83 - $37.96 $52.7K - $62.8K
10.9K $361K
CVY
Invesco Exchange Traded Fd Tr

ETFs
4.42K
+ 7.78%
$24.81 - $27.22 $110K - $120K
61.2K $1.54M
LPSN
Liveperson Inc

Technology
33K
+ 140.22%
$0.78 - $1.52 $25.8K - $50.2K
56.6K $85K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
2.98K
+ 5.21%
$14.04 - $14.76 $41.9K - $44K
60.2K $863K
ENLC
En Link Midstream, LLC

Energy
4.56K
+ 17.77%
$13.74 - $16.01 $62.7K - $73K
30.2K $427K
HE
Hawaiian Electric Industries Inc

Utilities
5.49K
+ 13.08%
$9.12 - $10.98 $50.1K - $60.3K
47.4K $461K
ABEV
Ambev S.A.

Consumer Defensive
218K
+ 36.83%
$1.85 - $2.56 $402K - $557K
808K $1.5M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
3.76K
+ 19.09%
$14.88 - $15.58 $55.9K - $58.5K
23.4K $354K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
8.92K
+ 12.6%
$16.42 - $18.07 $146K - $161K
79.7K $1.31M
COHU
Cohu Inc

Technology
1.45K
+ 10.33%
$24.42 - $28.57 $35.5K - $41.5K
15.5K $414K
KODK
Eastman Kodak CO

Industrials
3.97K
+ 27.62%
$4.5 - $7.45 $17.9K - $29.6K
18.3K $120K
FRME
First Merchants Corp

Financial Services
468
+ 3.66%
$35.52 - $44.97 $16.6K - $21K
13.3K $529K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
126
+ 0.06%
$41.09 - $45.94 $5.18K - $5.79K
207K $8.72M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
702
+ 1.1%
$27.22 - $28.26 $19.1K - $19.8K
64.3K $1.79M
SMPL
Simply Good Foods CO

Consumer Defensive
315
+ 3.29%
$32.46 - $40.01 $10.2K - $12.6K
9.89K $385K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
5.63K
+ 6.81%
$11.8 - $12.29 $66.4K - $69.2K
88.2K $1.04M
BCPC
Balchem Corp

Basic Materials
1.64K
+ 9.85%
$163.0 - $183.41 $267K - $300K
18.2K $2.97M
MCI
Barings Corporate Investors

Financial Services
2.32K
+ 21.69%
$18.88 - $20.81 $43.8K - $48.3K
13K $265K
PLMR
Palomar Holdings, Inc.

Financial Services
194
+ 6.72%
$88.38 - $112.17 $17.1K - $21.8K
3.08K $325K
CNS
Cohen & Steers, Inc.

Financial Services
1.05K
+ 8.28%
$90.53 - $106.6 $94.7K - $112K
13.7K $1.26M
EBS
Emergent Bio Solutions Inc.

Healthcare
3.88K
+ 34.46%
$7.72 - $11.97 $29.9K - $46.4K
15.1K $144K
MUR
Murphy Oil Corp

Energy
8.14K
+ 14.46%
$28.14 - $36.09 $229K - $294K
64.4K $1.95M
AZZ
Azz Inc

Industrials
704
+ 6.67%
$75.86 - $96.0 $53.4K - $67.6K
11.3K $922K
B
Barnes Group Inc

Industrials
285
+ 5.37%
$38.58 - $47.26 $11K - $13.5K
5.59K $264K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
5.89K
+ 7.87%
$13.12 - $13.68 $77.2K - $80.5K
80.7K $1.07M
CLAR
Clarus Corp

Consumer Cyclical
11K
+ 58.37%
$4.05 - $5.18 $44.4K - $56.7K
29.7K $134K
GDRX
Good Rx Holdings, Inc.

Healthcare
22.4K
+ 93.94%
$4.15 - $7.09 $93.1K - $159K
46.3K $215K
WMG
Warner Music Group Corp.

Communication Services
1.76K
+ 10.72%
$30.73 - $33.67 $54K - $59.1K
18.1K $562K
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.84K
+ 12.69%
$30.35 - $32.25 $55.7K - $59.2K
16.3K $496K
NWN
Northwest Natural Holding CO

Utilities
1.73K
+ 11.25%
$38.42 - $43.85 $66.5K - $75.9K
17.1K $676K
SASR
Sandy Spring Bancorp Inc

Financial Services
297
+ 1.78%
$30.44 - $38.71 $9.04K - $11.5K
17K $572K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
112K
+ 14.25%
$10.44 - $11.67 $1.17M - $1.31M
898K $9.54M
ENIC
Enel Chile S.A.

Utilities
15.4K
+ 32.99%
$2.62 - $2.98 $40.3K - $45.9K
62K $178K
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
5.1K
+ 25.65%
$14.78 - $16.52 $75.3K - $84.2K
25K $372K
WNC
Wabash National Corp

Industrials
5.19K
+ 26.62%
$16.84 - $20.26 $87.4K - $105K
24.7K $422K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
22.7K
+ 5.67%
$20.38 - $21.75 $463K - $494K
423K $8.71M
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