Lpl Financial LLC Sells in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-237
- 1.4%
$37.0 - $41.71 $8.77K - $9.89K
16.7K $618K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
-806
- 6.55%
$14.82 - $25.48 $11.9K - $20.5K
11.5K $195K
SOR
Source Capital Inc

Financial Services
-1.86K
- 20.05%
$42.29 - $45.82 $78.8K - $85.4K
7.43K $323K
PWFL
Power Fleet, Inc.

Technology
-17.8K
- 22.92%
N/A
59.8K $298K
PVH
Pvh Corp.

Consumer Cyclical
-1.15K
- 17.12%
$92.92 - $112.86 $107K - $130K
5.57K $589K
SELF
Global Self Storage, Inc.

Real Estate
-18.5K
- 15.56%
$4.91 - $5.35 $90.8K - $98.9K
100K $531K
SACH
Sachem Capital Corp.

Real Estate
-7.47K
- 11.51%
$1.17 - $2.52 $8.74K - $18.8K
57.4K $77K
FIGS
Figs, Inc.

Consumer Cyclical
-10K
- 27.37%
$4.67 - $6.75 $46.7K - $67.5K
26.5K $164K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
-674
- 4.38%
$31.57 - $35.55 $21.3K - $24K
14.7K $465K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-1.02K
- 4.23%
$52.86 - $56.75 $53.7K - $57.7K
23K $1.22M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-4.19K
- 11.56%
$11.87 - $13.06 $49.7K - $54.7K
32.1K $390K
RC
Ready Capital Corp

Real Estate
-7.38K
- 18.59%
$6.71 - $7.57 $49.5K - $55.9K
32.3K $220K
HEEM
Ishares Currency Hedged Msci E

ETFs
-843
- 2.02%
$27.03 - $29.78 $22.8K - $25.1K
40.9K $1.11M
PSTL
Postal Realty Trust, Inc.

Real Estate
-2.87K
- 10.82%
$12.83 - $14.74 $36.8K - $42.3K
23.6K $308K
SANA
Sana Biotechnology, Inc.

Healthcare
-11.1K
- 45.79%
$1.6 - $4.36 $17.8K - $48.4K
13.1K $21K
OFS
Ofs Capital Corp

Financial Services
-8.17K
- 24.4%
$7.91 - $8.85 $64.6K - $72.3K
25.3K $204K
SMMT
Summit Therapeutics Inc.

Healthcare
-591
- 3.54%
$17.52 - $23.46 $10.4K - $13.9K
16.1K $287K
PINE
Alpine Income Property Trust, Inc.

Real Estate
-1.79K
- 5.34%
$16.21 - $18.47 $29K - $33K
31.6K $531K
ILPT
Industrial Logistics Properties Trust

Real Estate
-4.49K
- 8.18%
$3.25 - $4.64 $14.6K - $20.8K
50.4K $184K
PSCC
Invesco S&P Smallcap Consumer

ETFs
-2.37K
- 5.37%
$36.43 - $40.84 $86.3K - $96.7K
41.7K $1.59M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-652
- 0.42%
$7.67 - $8.25 $5K - $5.38K
156K $1.21M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-838
- 1.27%
$28.23 - $30.73 $23.7K - $25.8K
65.3K $1.85M
BVS
Bioventus Inc.

Healthcare
-1.34K
- 3.15%
$10.5 - $13.71 $14.1K - $18.4K
41.2K $432K
GBF
Ishares Tr

ETFs
-220
- 1.89%
$101.93 - $106.84 $22.4K - $23.5K
11.4K $1.17M
RVNC
Revance Therapeutics, Inc.

Healthcare
-29.5K
- 68.83%
N/A
13.4K $34K
GPRK
Geo Park LTD

Energy
-11.5K
- 50.83%
$7.77 - $11.24 $89K - $129K
11.1K $102K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-2.44K
- 6.37%
$41.8 - $43.67 $102K - $107K
35.9K $1.54M
JWN
Nordstrom Inc

Consumer Cyclical
-6.77K
- 12.64%
$21.42 - $24.9 $145K - $169K
46.8K $1.13M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-39.5K
- 1.42%
$8.74 - $9.22 $345K - $364K
2.74M $24.4M
APPN
Appian Corp

Technology
-1.9K
- 19.28%
$30.53 - $41.56 $57.9K - $78.8K
7.94K $261K
BYND
Beyond Meat, Inc.

Consumer Defensive
-1.98K
- 8.98%
$3.41 - $6.71 $6.75K - $13.3K
20.1K $75K
FWRD
Forward Air Corp

Industrials
-1.42K
- 15.52%
$28.4 - $40.17 $40.2K - $56.9K
7.71K $248K
HUBG
Hub Group, Inc.

Industrials
-1.52K
- 24.47%
$42.15 - $53.2 $64K - $80.8K
4.69K $208K
PFC
Premier Financial Corp

Financial Services
-5.79K
- 16.04%
$22.57 - $28.85 $131K - $167K
30.3K $774K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-860
- 14.96%
$89.73 - $95.76 $77.2K - $82.4K
4.89K $447K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-2.43K
- 1.41%
$9.13 - $9.72 $22.2K - $23.6K
170K $1.57M
AADR
Advisorshares Dorsey Wright Ad

ETFs
-1.64K
- 21.96%
$63.29 - $71.88 $104K - $118K
5.84K $403K
LEGR
First Tr ETF Indxx Innovation

ETFs
-106
- 0.1%
$45.88 - $48.22 $4.86K - $5.11K
104K $4.81M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-1.9K
- 5.68%
$22.51 - $23.61 $42.8K - $44.9K
31.6K $713K
IVZ
Invesco Ltd.

Financial Services
-3.22K
- 1.65%
$16.78 - $18.63 $53.9K - $59.9K
192K $3.35M
PNNT
Pennantpark Investment Corp

Financial Services
-10.5K
- 36.63%
$6.64 - $7.08 $69.9K - $74.6K
18.2K $128K
WLY
John Wiley & Sons, Inc.

Communication Services
-235
- 1.66%
$43.58 - $53.13 $10.2K - $12.5K
13.9K $610K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
-1K
- 3.71%
$22.48 - $24.96 $22.5K - $25K
26K $592K
MTTR
Matterport, Inc.

Technology
-20.9K
- 18.05%
$4.46 - $4.96 $93.3K - $104K
95K $450K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-10K
- 6.58%
N/A
142K $1.01M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-2.16K
- 2.83%
$9.99 - $10.92 $21.6K - $23.6K
74.2K $757K
HWC
Hancock Whitney Corp

Financial Services
-2.52K
- 13.2%
$49.12 - $61.04 $124K - $154K
16.6K $908K
DRD
Drdgold LTD

Basic Materials
-5K
- 20.46%
$8.58 - $12.45 $42.9K - $62.3K
19.5K $167K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-1.22K
- 16.12%
N/A
6.34K $353K
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