Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
99.7K
+ 34.62%
$88.71 - $114.86 $8.84M - $11.4M
388K $35.8M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
72.6K
+ 222.46%
$49.63 - $50.41 $3.6M - $3.66M
105K $5.22M
LUV
Southwest Airlines CO

Industrials
15.7K
+ 2.09%
$28.99 - $34.84 $456K - $548K
769K $25.9M
HAL
Halliburton CO

Energy
162K
+ 33.94%
$25.77 - $31.99 $4.19M - $5.2M
641K $17.4M
FDS
Factset Research Systems Inc

Financial Services
4.28K
+ 5.97%
$449.69 - $495.72 $1.93M - $2.12M
76K $36.5M
GLW
Corning Inc

Technology
19.8K
+ 1.82%
$44.11 - $49.76 $872K - $984K
1.11M $52.6M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
71.7K
+ 30.93%
$49.93 - $50.24 $3.58M - $3.6M
303K $15.1M
SONY
Sony Group Corp

Technology
618K
+ 487.03%
$17.53 - $96.8 $10.8M - $59.9M
745K $15.8M
EW
Edwards Lifesciences Corp

Healthcare
21.2K
+ 8.82%
$64.54 - $75.92 $1.37M - $1.61M
262K $19.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
177K
+ 12.26%
$24.82 - $25.48 $4.4M - $4.51M
1.62M $40.4M
FDM
First Trust Dow Jones Select M

ETFs
43.7K
+ 35.41%
$62.59 - $73.1 $2.74M - $3.19M
167K $11.4M
EQIX
Equinix Inc

Real Estate
1.82K
+ 5.75%
$865.69 - $985.0 $1.58M - $1.8M
33.6K $31.6M
OGN
Organon & Co.

Healthcare
282K
+ 160.74%
$14.44 - $18.83 $4.07M - $5.31M
458K $6.83M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
164K
+ 39.73%
$22.1 - $22.59 $3.62M - $3.7M
576K $12.8M
MLPA
Global X Mlp ETF

ETFs
49K
+ 6.86%
$47.44 - $52.61 $2.32M - $2.58M
764K $37.7M
CAH
Cardinal Health Inc

Healthcare
14.6K
+ 6.75%
$107.89 - $125.33 $1.58M - $1.83M
231K $27.4M
CARS
Cars.Com Inc.

Consumer Cyclical
197K
New
$15.18 - $20.1 $2.98M - $3.95M
197K $3.41M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
90.5K
+ 10.13%
$47.98 - $49.47 $4.34M - $4.48M
984K $47.5M
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.05K
+ 1.59%
$60.57 - $82.2 $185K - $251K
195K $15M
DIAL
Columbia ETF Tr I Diversified

ETFs
229K
+ 33.42%
$17.52 - $18.45 $4.01M - $4.22M
914K $16M
VEEV
Veeva Systems Inc

Healthcare
15.7K
+ 13.6%
$201.81 - $250.45 $3.17M - $3.94M
131K $27.6M
FOUR
Shift4 Payments, Inc.

Technology
20.5K
+ 25.34%
$88.26 - $114.95 $1.81M - $2.35M
101K $10.5M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
98.2K
+ 20.84%
$40.59 - $43.47 $3.98M - $4.27M
569K $23.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.26K
+ 52.97%
$1818.92 - $2353.08 $2.29M - $2.96M
3.63K $7.68M
HSY
Hershey CO

Consumer Defensive
63.9K
+ 19.0%
$168.67 - $193.65 $10.8M - $12.4M
400K $67.8M
STT
State Street Corp

Financial Services
24.6K
+ 26.97%
$85.96 - $100.78 $2.11M - $2.48M
116K $11.4M
FIX
Comfort Systems Usa Inc

Industrials
6.44K
+ 39.84%
$370.68 - $504.12 $2.39M - $3.25M
22.6K $9.58M
TM
Toyota Motor Corp

Consumer Cyclical
11.4K
+ 17.51%
$169.2 - $199.52 $1.93M - $2.27M
76.4K $14.9M
AVDE
American Centy ETF Tr Avantis

ETFs
178K
+ 13.13%
$60.9 - $66.69 $10.9M - $11.9M
1.54M $94.2M
CTA
Simplify Exch Traded Fds Simpl

ETFs
94K
+ 28.79%
$25.8 - $28.97 $2.42M - $2.72M
420K $11.7M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
27.5K
+ 5.78%
$71.55 - $82.8 $1.97M - $2.28M
503K $37.7M
KEY
Keycorp

Financial Services
171K
+ 22.44%
$16.21 - $19.97 $2.77M - $3.41M
932K $16M
RE
Everest Re Group LTD

Financial Services
8.68K
+ 37.21%
N/A
32K $11.9M
IQI
Invesco Quality Municipal Income Trust

Financial Services
336K
+ 198.71%
$9.59 - $10.5 $3.22M - $3.53M
505K $4.98M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
392K
+ 739.86%
$8.21 - $8.88 $3.22M - $3.48M
445K $3.68M
ENFR
Alerian Energy Infrastructure

ETFs
90.6K
+ 67.85%
$28.52 - $33.11 $2.58M - $3M
224K $6.98M
HMOP
Hartford Fds Exchange Traded T

ETFs
86.3K
+ 41.36%
$38.56 - $39.45 $3.33M - $3.4M
295K $11.4M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
140K
+ 23.59%
$22.04 - $22.59 $3.09M - $3.16M
733K $16.3M
VKQ
Invesco Municipal Trust

Financial Services
328K
+ 296.05%
$9.54 - $10.29 $3.13M - $3.38M
439K $4.31M
IWR
Ishares Russell Mid Cap ETF

ETFs
28.1K
+ 1.07%
$87.25 - $95.52 $2.45M - $2.68M
2.64M $234M
CYRX
Cryoport, Inc.

Industrials
407K
+ 1366.15%
$6.52 - $8.42 $2.65M - $3.43M
437K $3.4M
WTW
Willis Towers Watson PLC

Financial Services
9.15K
+ 54.46%
$287.99 - $332.53 $2.64M - $3.04M
26K $8.09M
CB
Chubb LTD

Financial Services
26.4K
+ 7.58%
$271.57 - $301.89 $7.18M - $7.98M
375K $104M
MMM
3 M CO

Industrials
67.4K
+ 9.14%
$124.74 - $137.12 $8.41M - $9.24M
805K $104M
CG
Carlyle Group Inc.

Financial Services
43.9K
+ 36.15%
$43.2 - $54.81 $1.89M - $2.4M
165K $8.34M
STOT
Spdr Doubleline Short Duration

ETFs
71.4K
+ 18.75%
$46.75 - $47.33 $3.34M - $3.38M
452K $21.2M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
38K
+ 8.83%
$105.45 - $117.99 $4.01M - $4.49M
469K $49.7M
NRG
Nrg Energy, Inc.

Utilities
36.2K
+ 19.57%
$85.3 - $101.61 $3.09M - $3.68M
221K $19.9M
SLF
Sun Life Financial Inc

Financial Services
51.4K
+ 120.81%
$55.43 - $62.69 $2.85M - $3.22M
93.9K $5.57M
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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