Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
100
+ 0.12%
$4.76 - $5.09 $476 - $509
84K $417K
AMRN
Amarin Corp Plcuk

Healthcare
31.6K
+ 25.98%
$0.44 - $0.63 $13.9K - $19.9K
153K $73K
ABUS
Arbutus Biopharma Corp

Healthcare
1K
+ 8.81%
$3.18 - $4.2 $3.18K - $4.2K
12.3K $40K
RCUS
Arcus Biosciences, Inc.

Healthcare
175
+ 1.31%
$14.28 - $18.44 $2.5K - $3.23K
13.5K $201K
CRDL
Cardiol Therapeutics Inc.

Healthcare
5K
+ 37.57%
$1.25 - $2.07 $6.25K - $10.4K
18.3K $23K
CPF
Central Pacific Financial Corp

Financial Services
100
+ 0.82%
$26.76 - $32.63 $2.68K - $3.26K
12.3K $356K
TSI
Tcw Strategic Income Fund Inc

Financial Services
382
+ 2.37%
$4.81 - $5.12 $1.84K - $1.96K
16.5K $79K
TRX
Trx Gold Corp

Basic Materials
4.53K
+ 7.87%
$0.29 - $0.42 $1.31K - $1.9K
62.1K $19K
ELD
Wisdomtree Emerging Local Debt

ETFs
1.6K
+ 9.55%
$25.38 - $27.87 $40.6K - $44.6K
18.4K $465K
BLDP
Ballard Power Systems Inc.

Industrials
118
+ 0.41%
$1.27 - $1.78 $150 - $210
28.8K $47K
CMU
Mfs High Yield Municipal Trust

Financial Services
1.09K
+ 2.1%
$3.47 - $3.69 $3.79K - $4.03K
53.1K $186K
ERH
Allspring Utilities & High Income Fund

Financial Services
189
+ 1.1%
$10.43 - $11.33 $1.97K - $2.14K
17.4K $186K
CIG
Energy CO Of Minas Gerais

Utilities
3.38K
+ 8.86%
$1.77 - $2.07 $5.98K - $7K
41.5K $73K
LCID
Lucid Group, Inc.

Consumer Cyclical
39.9K
+ 15.78%
$2.01 - $3.44 $80.3K - $137K
293K $885K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
79
+ 0.52%
$17.7 - $26.34 $1.4K - $2.08K
15.2K $285K
CPA
Copa Holdings, S.A.

Industrials
132
+ 4.3%
$86.16 - $107.25 $11.4K - $14.2K
3.2K $281K
JHPI
John Hancock ETF Preferred Inc

ETFs
26
+ 0.24%
$22.46 - $23.34 $584 - $607
11.1K $249K
PCM
Pcm Fund, Inc.

Financial Services
36
+ 0.18%
$7.63 - $8.21 $275 - $296
19.7K $150K
PMX
Pimco Municipal Income Fund Iii

Financial Services
10.8K
+ 11.11%
$7.23 - $8.52 $77.9K - $91.8K
108K $793K
SRCE
1 St Source Corp

Financial Services
109
+ 1.13%
$57.54 - $67.29 $6.27K - $7.33K
9.76K $569K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
1.53K
+ 3.63%
$0.86 - $1.49 $1.32K - $2.29K
43.7K $38K
BUR
Burford Capital LTD

Financial Services
2.31K
+ 3.12%
$12.71 - $14.61 $29.3K - $33.7K
76.4K $973K
CDRE
Cadre Holdings, Inc.

Industrials
1.52K
+ 14.91%
$31.0 - $40.22 $47.1K - $61.1K
11.7K $378K
CIO
City Office Reit, Inc.

Real Estate
857
+ 2.25%
$4.83 - $5.97 $4.14K - $5.12K
38.9K $214K
STN
Stantec Inc

Industrials
8
+ 0.19%
$78.45 - $87.5 $628 - $700
4.13K $323K
CRON
Cronos Group Inc.

Healthcare
2.59K
+ 3.27%
$1.87 - $2.29 $4.84K - $5.93K
81.8K $165K
PDFS
Pdf Solutions Inc

Technology
1.18K
+ 13.16%
$27.08 - $33.26 $31.8K - $39.1K
10.1K $273K
AVSF
American Centy ETF Tr Avantis

ETFs
2.29K
+ 1.96%
$46.02 - $47.0 $106K - $108K
119K $5.5M
FOLD
Amicus Therapeutics, Inc.

Healthcare
388
+ 3.5%
$9.36 - $12.01 $3.63K - $4.66K
11.5K $108K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1.39K
+ 8.52%
$5.89 - $7.29 $8.2K - $10.1K
17.7K $104K
EGP
Eastgroup Properties Inc

Real Estate
1.81K
+ 15.76%
$158.74 - $185.14 $287K - $335K
13.3K $2.13M
EFC
Ellington Financial Inc.

Real Estate
2.39K
+ 4.75%
$11.92 - $12.81 $28.5K - $30.6K
52.8K $639K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
585
+ 2.07%
$23.17 - $24.12 $13.6K - $14.1K
28.8K $670K
VLT
Invesco High Income Trust Ii

Financial Services
14
+ 0.08%
$10.94 - $11.59 $153 - $162
17.8K $195K
NMAI
Nuveen Multi Asset Income Fund

ETFs
19.8K
+ 9.25%
$11.86 - $13.16 $235K - $261K
234K $2.82M
RWO
Spdr Dow Jones Global Real Est

ETFs
23.2K
+ 10.71%
$42.41 - $47.31 $986K - $1.1M
240K $10.3M
STKS
One Group Hospitality, Inc.

Consumer Cyclical
6
+ 0.05%
$2.75 - $3.92 $16.5 - $23.5
12.8K $36K
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
97
+ 0.71%
$6.05 - $6.86 $587 - $665
13.7K $83K
CXSE
Wisdomtree Tr China Ex State O

ETFs
1.26K
+ 8.73%
$29.75 - $39.52 $37.4K - $49.7K
15.7K $467K
DLY
Double Line Yield Opportunities Fund

N/A
2.56K
+ 3.79%
$15.64 - $16.56 $40.1K - $42.4K
70.2K $1.11M
ALTG
Alta Equipment Group Inc.

Industrials
1.77K
+ 1.51%
$5.76 - $8.46 $10.2K - $15K
119K $777K
NURE
Nuveen Short Term Reit ETF

ETFs
1.6K
+ 5.37%
$31.13 - $34.56 $49.7K - $55.1K
31.3K $995K
WHF
White Horse Finance, Inc.

Financial Services
1.5K
+ 10.92%
$9.53 - $12.15 $14.2K - $18.2K
15.2K $146K
NFRA
Flexshares Stoxx Global Broad

ETFs
4.51K
+ 9.1%
$54.11 - $59.58 $244K - $269K
54.1K $2.93M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
4.29K
+ 10.89%
$16.2 - $18.98 $69.5K - $81.4K
43.7K $722K
VVX
V2 X, Inc.

Industrials
508
+ 11.03%
$46.98 - $68.82 $23.9K - $35K
5.11K $244K
VFF
Village Farms International, Inc.

Consumer Defensive
6.93K
+ 5.81%
$0.74 - $0.93 $5.13K - $6.44K
126K $97K
IAC
Iac/Inter Active Corp

Communication Services
733
+ 17.11%
$41.75 - $55.1 $30.6K - $40.4K
5.02K $216K
MAT
Mattel Inc

Consumer Cyclical
935
+ 3.89%
$17.68 - $20.38 $16.5K - $19.1K
25K $443K
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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