Lpl Financial LLC Reduced Holdings in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OPRA
Opera LTD

Communication Services
-4.01K
- 3.46%
$10.87 - $16.18 $43.6K - $64.8K
112K $1.73M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-1.28K
- 8.34%
$96.78 - $113.53 $123K - $145K
14K $1.57M
EOLS
Evolus, Inc.

Healthcare
-699
- 3.21%
$10.66 - $17.48 $7.45K - $12.2K
21.1K $341K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
-201
- 0.15%
$12.32 - $13.26 $2.48K - $2.67K
132K $1.74M
TRN
Trinity Industries Inc

Industrials
-1.85K
- 5.26%
$28.66 - $36.5 $53K - $67.5K
33.3K $1.16M
XRAY
Dentsply Sirona Inc.

Healthcare
-2.15K
- 2.76%
$23.63 - $27.54 $50.7K - $59.1K
75.6K $2.05M
TSEM
Tower Semiconductor LTD

Technology
-1.62K
- 4.41%
$36.25 - $44.27 $58.5K - $71.5K
35K $1.55M
FAB
First Tr Multi Cap Value Alpha

ETFs
-2K
- 4.09%
$77.64 - $85.16 $155K - $170K
46.8K $3.95M
IEX
Idex Corp

Industrials
-589
- 3.29%
$190.56 - $214.98 $112K - $127K
17.3K $3.72M
MNA
Iq Merger Arbitrage ETF

ETFs
-2.63K
- 1.69%
$31.58 - $32.99 $83.1K - $86.8K
153K $5.04M
IAK
Ishares Tr

ETFs
-22.9K
- 12.04%
$112.0 - $130.47 $2.57M - $2.99M
167K $21.6M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
-428
- 1.6%
$70.98 - $81.42 $30.4K - $34.8K
26.4K $2.13M
OGE
Oge Energy Corp.

Utilities
-25.5K
- 11.67%
$35.12 - $41.18 $897K - $1.05M
193K $7.93M
PRIM
Primoris Services Corp

Industrials
-1.22K
- 5.34%
$47.41 - $59.36 $57.8K - $72.4K
21.6K $1.25M
LEGR
First Tr ETF Indxx Innovation

ETFs
-5.98K
- 5.45%
$41.67 - $47.57 $249K - $285K
104K $4.88M
EXPI
Exp World Holdings, Inc.

Real Estate
-1.64K
- 3.25%
$10.51 - $14.73 $17.3K - $24.2K
48.9K $688K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-5.13K
- 6.67%
$75.81 - $88.73 $389K - $456K
71.9K $6.36M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-341
- 2.38%
$175.05 - $196.39 $59.7K - $67K
14K $2.75M
BFLY
Butterfly Network, Inc.

Healthcare
-6.01K
- 4.21%
$0.87 - $1.99 $5.23K - $12K
137K $242K
STEP
Step Stone Group Inc.

Financial Services
-1.3K
- 7.09%
$44.49 - $57.92 $57.9K - $75.4K
17.1K $969K
IGOV
Ishares 1 3 International Trea

ETFs
-625
- 1.3%
$38.52 - $42.09 $24.1K - $26.3K
47.6K $1.99M
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
-3.16K
- 2.07%
$12.96 - $14.14 $41K - $44.7K
150K $2.12M
PAR
Par Technology Corp

Technology
-224
- 0.75%
$44.72 - $57.16 $10K - $12.8K
29.5K $1.54M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.67K
- 5.71%
$56.16 - $68.57 $93.7K - $114K
27.6K $1.83M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-6.76K
- 3.53%
$23.58 - $25.5 $159K - $172K
185K $4.7M
MXI
Ishares Global Materials ETF

ETFs
-1.89K
- 4.97%
$82.55 - $93.68 $156K - $177K
36.2K $3.37M
PDT
John Hancock Premium Dividend Fund

Financial Services
-17.5K
- 6.93%
$11.65 - $13.47 $204K - $236K
235K $3.11M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-1.2K
- 1.45%
$29.09 - $32.07 $34.9K - $38.5K
81.4K $2.59M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-19.6K
- 2.13%
$6.41 - $7.17 $126K - $141K
904K $6.48M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-6.16K
- 13.75%
$17.83 - $25.84 $110K - $159K
38.6K $975K
UMBF
Umb Financial Corp

Financial Services
-180
- 2.35%
$81.41 - $108.94 $14.7K - $19.6K
7.48K $785K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-732
- 0.12%
$21.43 - $22.18 $15.7K - $16.2K
593K $13.1M
CRVL
Corvel Corp

Financial Services
-499
- 11.57%
$250.37 - $326.89 $125K - $163K
3.82K $1.25M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-1.04K
- 0.97%
$43.21 - $46.51 $44.9K - $48.4K
106K $4.94M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-10.2K
- 7.48%
$3.37 - $5.12 $34.4K - $52.2K
126K $645K
UVSP
Univest Financial Corp

Financial Services
-311
- 1.02%
$22.22 - $29.19 $6.91K - $9.08K
30.1K $846K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-15.5K
- 2.06%
$2.02 - $2.27 $31.3K - $35.2K
738K $1.67M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-6.45K
- 3.25%
$21.9 - $24.73 $141K - $160K
192K $4.55M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-577
- 3.33%
$41.17 - $54.85 $23.8K - $31.6K
16.7K $884K
CALM
Cal Maine Foods Inc

Consumer Defensive
-4.23K
- 11.89%
$61.82 - $74.9 $262K - $317K
31.4K $2.35M
CGO
Calamos Global Total Return Fund

Financial Services
-1.65K
- 0.73%
$10.91 - $11.96 $18K - $19.7K
223K $2.67M
DHS
Wisdomtree Tr U.S

ETFs
-40.7K
- 9.38%
$83.9 - $93.83 $3.42M - $3.82M
393K $36.9M
LCID
Lucid Group, Inc.

Consumer Cyclical
-20.1K
- 7.36%
$2.64 - $4.26 $53.1K - $85.7K
253K $891K
GOOD
Gladstone Commercial Corp

Real Estate
-3.44K
- 2.87%
$14.02 - $16.24 $48.3K - $55.9K
117K $1.89M
IONQ
Ion Q, Inc.

Technology
-3.82K
- 3.06%
$6.57 - $9.71 $25.1K - $37K
121K $1.06M
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-107
- 0.03%
$2.49 - $3.87 $266 - $414
337K $1.04M
UAA
Under Armour, Inc.

Consumer Cyclical
-19.2K
- 12.3%
$6.37 - $8.94 $123K - $172K
137K $1.22M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-12.2K
- 9.56%
$15.15 - $19.2 $184K - $234K
115K $2.14M
BYD
Boyd Gaming Corp

Consumer Cyclical
-1.86K
- 5.85%
$53.72 - $65.35 $100K - $122K
30K $1.94M
Activity Summary
Buys All Purchases 3311 New Holdings 307 Increased Positions 3004 Sells All Sells 1665 Reductions 1665 Sold out 0 Options Calls 33 Puts 63
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