Lpl Financial LLC Incresed Positions in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LTC
Ltc Properties Inc

Real Estate
1.96K
+ 4.41%
$34.42 - $39.44 $67.4K - $77.2K
46.4K $1.6M
SHEN
Shenandoah Telecommunications CO

Communication Services
2.14K
+ 5.9%
$12.42 - $15.58 $26.6K - $33.4K
38.5K $484K
AGZ
Ishares Agency Bond ETF

ETFs
330
+ 1.23%
$107.68 - $110.37 $35.5K - $36.4K
27.2K $2.93M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
17K
+ 21.18%
$9.32 - $12.32 $158K - $209K
97.2K $974K
KTF
Dws Municipal Income Trust

Financial Services
403
+ 0.62%
$9.43 - $10.2 $3.8K - $4.11K
65.6K $620K
MRTN
Marten Transport LTD

Industrials
2.27K
+ 7.27%
$15.48 - $18.26 $35.1K - $41.4K
33.4K $522K
RGP
Resources Connection, Inc.

Industrials
2.84K
+ 6.18%
$7.96 - $9.47 $22.6K - $26.9K
48.8K $415K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
203
+ 0.17%
$6.56 - $6.95 $1.33K - $1.41K
123K $822K
HONE
Harbor One Bancorp, Inc.

Financial Services
10
+ 0.04%
$11.46 - $13.49 $115 - $135
27.4K $324K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
812
+ 0.9%
$45.26 - $61.17 $36.8K - $49.7K
91.5K $5.26M
DBB
Invesco Db Base Metals Fund

ETFs
6.85K
+ 8.22%
$18.85 - $21.42 $129K - $147K
90.3K $1.7M
IAUX
I 80 Gold Corp.
275K
+ 106.83%
$0.35 - $1.19 $96.1K - $327K
531K $265K
MP
Mp Materials Corp.

Basic Materials
12.8K
+ 11.25%
$15.6 - $23.11 $199K - $295K
126K $1.97M
ABSI
Absci Corp

Healthcare
21.5K
+ 28.5%
$2.55 - $4.38 $54.8K - $94.1K
96.8K $253K
ERII
Energy Recovery, Inc.

Industrials
98
+ 0.74%
$14.66 - $19.93 $1.44K - $1.95K
13.4K $196K
CYTK
Cytokinetics Inc

Healthcare
870
+ 6.63%
$46.36 - $58.62 $40.3K - $51K
14K $657K
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.83K
+ 5.89%
$26.38 - $28.72 $74.7K - $81.3K
50.9K $1.35M
EAD
Allspring Income Opportunities Fund

Financial Services
6.24K
+ 1.89%
$6.76 - $7.2 $42.2K - $44.9K
337K $2.32M
MDV
Modiv Inc.

Real Estate
131
+ 0.7%
$14.78 - $17.76 $1.94K - $2.33K
18.8K $277K
OPI
Office Properties Income Trust

Real Estate
3.94K
+ 11.74%
$0.98 - $2.11 $3.86K - $8.32K
37.5K $37K
KIO
Kkr Income Opportunities Fund

Financial Services
5.28K
+ 6.52%
$13.03 - $15.04 $68.8K - $79.4K
86.3K $1.15M
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.35K
+ 15.93%
$49.77 - $68.77 $67K - $92.6K
9.79K $498K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
5.68K
+ 3.8%
$26.89 - $28.04 $153K - $159K
155K $4.17M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
3.7K
+ 3.5%
$25.18 - $26.55 $93.2K - $98.3K
109K $2.76M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
749
+ 0.6%
$10.26 - $10.82 $7.68K - $8.1K
125K $1.29M
OTEX
Open Text Corp

Technology
1.48K
+ 8.68%
$27.37 - $34.05 $40.5K - $50.4K
18.5K $524K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
14
+ 0.04%
$17.61 - $18.99 $247 - $266
33.4K $588K
PAGS
Pag Seguro Digital Ltd.

Technology
4.17K
+ 14.18%
$6.19 - $8.51 $25.8K - $35.4K
33.5K $209K
AUTL
Autolus Therapeutics PLC

Healthcare
850
+ 2.37%
$2.18 - $4.8 $1.85K - $4.08K
36.7K $86K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
8.63K
+ 8.94%
$57.96 - $64.2 $500K - $554K
105K $6.12M
EXI
Ishares Global Industrials ETF

ETFs
415
+ 3.06%
$141.14 - $152.06 $58.6K - $63.1K
14K $1.97M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.86K
+ 2.33%
$13.12 - $14.37 $63.8K - $69.8K
213K $2.9M
UCTT
Ultra Clean Holdings, Inc.

Technology
1.5K
+ 6.17%
$33.45 - $40.93 $50.3K - $61.6K
25.9K $930K
CRVL
Corvel Corp

Financial Services
6.99K
+ 183.28%
$111.26 - $370.61 $778K - $2.59M
10.8K $1.2M
BBC
Bioshares Biotechnology

ETFs
226
+ 1.76%
$23.82 - $31.34 $5.38K - $7.08K
13K $312K
LOB
Live Oak Bancshares, Inc.

Financial Services
757
+ 7.91%
$38.65 - $50.22 $29.3K - $38K
10.3K $408K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
1.31K
+ 2.89%
$16.46 - $17.94 $21.5K - $23.4K
46.5K $764K
EUDV
Proshares Tr Msci Europe Divid

ETFs
294
+ 2.84%
$46.56 - $52.04 $13.7K - $15.3K
10.7K $496K
NSP
Insperity, Inc.

Industrials
208
+ 3.46%
$72.51 - $88.91 $15.1K - $18.5K
6.23K $482K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.92K
+ 1.41%
$46.92 - $51.34 $137K - $150K
210K $9.92M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
1.28K
+ 0.98%
$12.54 - $13.29 $16.1K - $17.1K
133K $1.69M
UTL
Unitil Corp

Utilities
3
+ 0.04%
$53.77 - $60.69 $161 - $182
7.54K $408K
ATEX
Anterix Inc.

Communication Services
161
+ 2.08%
$30.05 - $37.08 $4.84K - $5.97K
7.9K $242K
CAR
Avis Budget Group, Inc.

Industrials
50
+ 0.65%
$77.44 - $109.07 $3.87K - $5.45K
7.75K $625K
LXP
Lxp Industrial Trust

Real Estate
13.8K
+ 16.51%
$8.12 - $9.89 $112K - $136K
97.1K $788K
UTZ
Utz Brands, Inc.

Consumer Defensive
1.79K
+ 4.7%
$15.46 - $18.02 $27.7K - $32.2K
39.9K $624K
CVEO
Civeo Corp

Industrials
2.58K
+ 11.14%
$21.43 - $28.17 $55.2K - $72.5K
25.7K $583K
ARVN
Arvinas, Inc.

Healthcare
2.08K
+ 12.52%
$17.83 - $28.04 $37K - $58.2K
18.7K $357K
CZA
Invesco Exchange Traded Fd Tr

ETFs
7.19K
+ 3.97%
$103.81 - $113.57 $746K - $817K
188K $19.6M
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