Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
8.32K
+ 4.4%
$228.86 - $255.76 $1.9M - $2.13M
197K $50.3M
SGOL
Abrdn Gold ETF Trust

ETFs
122K
+ 15.56%
$22.26 - $25.51 $2.71M - $3.11M
905K $22.7M
PDI
Pimco Dynamic Income Fund

Financial Services
81.5K
+ 3.22%
$18.7 - $20.25 $1.52M - $1.65M
2.61M $52.9M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
263K
+ 19.76%
$14.94 - $15.76 $3.93M - $4.14M
1.59M $25.1M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
236K
+ 16.57%
$18.19 - $18.81 $4.29M - $4.43M
1.66M $31.2M
CI
Cigna Corp

Healthcare
8.26K
+ 5.56%
$319.12 - $367.1 $2.64M - $3.03M
157K $54.3M
EXP
Eagle Materials Inc

Basic Materials
5.2K
+ 9.85%
$212.39 - $292.18 $1.1M - $1.52M
58K $16.7M
SMIN
Ishares Msci India Small Cap I

ETFs
45K
+ 17.4%
$79.48 - $86.97 $3.57M - $3.91M
303K $26.1M
OLED
Universal Display Corp Pa

Technology
24.7K
+ 148.52%
$157.72 - $236.42 $3.9M - $5.84M
41.3K $8.69M
TOL
Toll Brothers, Inc.

Consumer Cyclical
12.5K
+ 15.2%
$109.16 - $155.35 $1.36M - $1.94M
94.6K $14.6M
FNDX
Schwab Fundamental U S Large C

ETFs
40.4K
+ 8.55%
$65.36 - $71.76 $2.64M - $2.9M
512K $36.8M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
86.5K
+ 10.72%
$48.27 - $49.43 $4.18M - $4.28M
894K $44.2M
FDS
Factset Research Systems Inc

Financial Services
3.53K
+ 5.18%
$397.04 - $469.48 $1.4M - $1.66M
71.7K $33M
STLG
Ishares Factors Us Growth Styl

ETFs
102K
New
$47.04 - $54.35 $4.78M - $5.52M
102K $5.11M
MAS
Masco Corp

Industrials
33.4K
+ 25.07%
$64.7 - $83.94 $2.16M - $2.8M
167K $14M
EIX
Edison International

Utilities
20.2K
+ 9.27%
$71.19 - $87.72 $1.44M - $1.78M
239K $20.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
23.7K
+ 2.29%
$37.61 - $41.72 $892K - $990K
1.06M $44.2M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
40K
+ 2.67%
$31.15 - $35.67 $1.25M - $1.43M
1.54M $54.1M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
181K
+ 14.63%
$23.61 - $24.64 $4.28M - $4.47M
1.42M $34.7M
ICVT
Ishares Tr Convertible Bond Et

ETFs
29.9K
+ 5.93%
$77.24 - $83.67 $2.31M - $2.5M
533K $44.6M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
80
+ 0.01%
$102.5 - $112.27 $8.2K - $8.98K
596K $66.8M
UTG
Reaves Utility Income Fund

Financial Services
71.2K
+ 14.62%
$27.16 - $32.8 $1.93M - $2.34M
559K $18.3M
VCR
Vanguard Consumer Discretionar

ETFs
2.08K
+ 1.37%
$291.88 - $341.94 $607K - $711K
154K $52.3M
FAST
Fastenal CO

Industrials
32K
+ 10.16%
$62.09 - $71.83 $1.98M - $2.3M
347K $24.7M
VGSH
Vanguard

ETFs
53.6K
+ 3.07%
$57.74 - $59.13 $3.1M - $3.17M
1.8M $106M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
111K
+ 8.65%
$25.21 - $28.46 $2.81M - $3.17M
1.4M $39.4M
MGC
Vanguard Mega Cap ETF

ETFs
7.23K
+ 1.95%
$185.93 - $206.64 $1.34M - $1.49M
378K $78.2M
LNT
Alliant Energy Corp

Utilities
8.56K
+ 1.89%
$50.74 - $60.74 $434K - $520K
462K $28M
KR
Kroger CO

Consumer Defensive
25.7K
+ 5.44%
$50.43 - $57.3 $1.3M - $1.47M
498K $28.5M
FNDF
Schwab Fundamental Intl Large

ETFs
58.8K
+ 4.99%
$33.67 - $37.71 $1.98M - $2.22M
1.24M $46.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
50.3K
+ 3.69%
$29.23 - $33.51 $1.47M - $1.68M
1.41M $46.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
51.3K
+ 4.45%
$38.51 - $41.69 $1.97M - $2.14M
1.2M $50.1M
COF
Capital One Financial Corp

Financial Services
19.9K
+ 11.56%
$131.42 - $153.05 $2.61M - $3.05M
192K $28.7M
PRU
Prudential Financial Inc

Financial Services
25K
+ 5.14%
$105.53 - $127.32 $2.63M - $3.18M
511K $61.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
98.1K
+ 10.47%
$28.25 - $31.7 $2.77M - $3.11M
1.04M $31.9M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
96.2K
+ 71.02%
$49.88 - $50.45 $4.8M - $4.85M
232K $11.6M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
14.3K
+ 2.23%
$70.02 - $76.68 $1M - $1.1M
658K $50.4M
POWL
Powell Industries Inc

Industrials
16.7K
+ 116.24%
$130.27 - $221.99 $2.18M - $3.72M
31.2K $6.92M
DD
Du Pont De Nemours, Inc.

Basic Materials
29.5K
+ 11.5%
$77.22 - $89.49 $2.28M - $2.64M
286K $25.5M
FCAL
First Tr Iii Calif Mun High In

ETFs
87.4K
+ 13.16%
$49.34 - $50.4 $4.31M - $4.41M
752K $37.7M
LHX
L3 Harris Technologies, Inc.

Industrials
8.23K
+ 3.88%
$221.96 - $243.27 $1.83M - $2M
220K $52.5M
TDG
Trans Digm Group Inc

Industrials
1.6K
+ 9.58%
$1202.03 - $1427.41 $1.92M - $2.29M
18.3K $26.1M
PCG
Pg&E Corp

Utilities
10.9K
+ 0.55%
$17.08 - $20.6 $186K - $224K
1.99M $39.3M
ICF
Ishares Tr

ETFs
34.6K
+ 12.21%
$56.77 - $67.33 $1.96M - $2.33M
318K $21M
HYD
Vaneck High Yield Muni ETF

ETFs
73.7K
+ 13.07%
$51.46 - $53.07 $3.8M - $3.91M
638K $33.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
11.5K
+ 17.36%
$320.55 - $412.94 $3.69M - $4.75M
77.8K $30.3M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
211K
+ 495.31%
$21.51 - $22.16 $4.55M - $4.68M
254K $5.62M
NRG
Nrg Energy, Inc.

Utilities
28.8K
+ 18.45%
$68.89 - $91.22 $1.98M - $2.63M
185K $16.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.7K
+ 4.59%
$75.47 - $83.18 $1.79M - $1.97M
540K $44.8M
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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