Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
45.6K
+ 8.45%
$76.67 - $87.62 $3.49M - $3.99M
585K $45.6M
ES
Eversource Energy

Utilities
13.8K
+ 6.14%
$56.52 - $68.38 $783K - $947K
239K $16.3M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
124K
+ 22.86%
$24.38 - $25.2 $3.03M - $3.13M
668K $16.8M
LII
Lennox International Inc

Industrials
3.12K
+ 13.5%
$523.72 - $620.83 $1.64M - $1.94M
26.3K $15.9M
CSX
Csx Corp

Industrials
53.5K
+ 3.48%
$32.48 - $35.45 $1.74M - $1.9M
1.59M $54.8M
AON
Aon PLC

Financial Services
656
+ 1.06%
$293.16 - $351.06 $192K - $230K
62.8K $21.7M
POOL
Pool Corp

Industrials
2.6K
+ 7.24%
$296.17 - $376.8 $771K - $981K
38.6K $14.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
52.4K
+ 5.55%
$45.6 - $46.83 $2.39M - $2.45M
996K $46.7M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
93.6K
+ 10.0%
$25.13 - $27.92 $2.35M - $2.61M
1.03M $28.5M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
49.2K
+ 5.33%
$21.72 - $25.05 $1.07M - $1.23M
972K $23.8M
XYLG
Global X Fds S&P 500 Covered C

ETFs
102K
+ 81.87%
$29.18 - $32.09 $2.99M - $3.28M
227K $7.3M
STOT
Spdr Doubleline Short Duration

ETFs
68.2K
+ 21.84%
$46.63 - $47.52 $3.18M - $3.24M
381K $18.1M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
121K
+ 21.96%
$22.43 - $24.11 $2.72M - $2.93M
675K $16.3M
BAR
Granite Shares Gold Trust

ETFs
64.3K
+ 11.03%
$23.01 - $26.37 $1.48M - $1.7M
647K $16.8M
ROP
Roper Technologies Inc

Industrials
6.85K
+ 12.93%
$515.25 - $576.55 $3.53M - $3.95M
59.8K $33.3M
AINV
Apollo Investment Corp

Financial Services
306K
+ 225.27%
N/A
442K $4.92M
SCHO
Schwab Short Term Us Treasury

ETFs
40.4K
+ 2.41%
$47.93 - $49.06 $1.93M - $1.98M
1.72M $84.2M
IYY
Ishares Tr

ETFs
7.25K
+ 2.21%
$125.77 - $139.59 $912K - $1.01M
336K $46.9M
IWL
Ishares Tr Russell 200 ETF

ETFs
10.6K
+ 3.6%
$126.32 - $140.44 $1.34M - $1.49M
305K $42.8M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
26.7K
+ 3.28%
$73.86 - $84.2 $1.97M - $2.25M
839K $69.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
111K
+ 12.04%
$22.51 - $23.57 $2.51M - $2.62M
1.04M $24.4M
JXI
Ishares Tr Global Utils ETF

ETFs
42.5K
+ 120.03%
$59.7 - $70.74 $2.54M - $3.01M
78K $5.52M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
289K
+ 36.74%
$6.26 - $7.76 $1.81M - $2.24M
1.07M $8.26M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
274K
+ 12.89%
$15.5 - $16.99 $4.24M - $4.65M
2.4M $39.7M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3.48K
+ 2.11%
$151.63 - $169.74 $528K - $591K
169K $28.5M
TTE
Total Energies Se

Energy
20.7K
+ 2.09%
$68.61 - $68.61 $1.42M - $1.42M
1.01M $69.5M
ALGN
Align Technology Inc

Healthcare
11.8K
+ 48.25%
$204.03 - $257.2 $2.41M - $3.04M
36.3K $9.25M
IGHG
Proshares Investment Grade Int

ETFs
42.2K
+ 36.4%
$74.38 - $77.39 $3.14M - $3.27M
158K $12.2M
EBND
Spdr Bloomberg Emerging Market

ETFs
85.2K
+ 7.77%
$19.74 - $21.39 $1.68M - $1.82M
1.18M $25.1M
ITM
Vaneck Intermediate Muni ETF

ETFs
34.2K
+ 2.21%
$45.67 - $47.0 $1.56M - $1.61M
1.58M $74.2M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.99K
+ 0.54%
$66.68 - $72.81 $266K - $291K
744K $53.9M
PULS
Pgim ETF Tr

ETFs
56.8K
+ 0.93%
$49.47 - $49.8 $2.81M - $2.83M
6.16M $306M
EDOW
First Tr Exchange Traded Fd

ETFs
27.7K
+ 3.01%
$32.74 - $36.1 $908K - $1M
950K $34.2M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
73.1K
+ 18.85%
$28.08 - $32.61 $2.05M - $2.39M
461K $14.6M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
66.8K
+ 311.05%
$46.88 - $48.92 $3.13M - $3.27M
88.2K $4.31M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
124K
+ 12.33%
$23.08 - $23.52 $2.86M - $2.91M
1.13M $26.4M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
33.6K
+ 18.21%
$64.83 - $72.82 $2.18M - $2.45M
218K $15.7M
ELV
Elevance Health, Inc.

Healthcare
13.6K
+ 7.81%
$500.12 - $562.29 $6.81M - $7.66M
188K $97.8M
EME
Emcor Group, Inc.

Industrials
3.25K
+ 11.4%
$340.22 - $435.6 $1.1M - $1.41M
31.7K $13.7M
GAB
Gabelli Equity Trust Inc

Financial Services
471K
+ 20.73%
$5.15 - $5.6 $2.43M - $2.64M
2.74M $15.1M
LSAF
Two Rds Shared Tr

ETFs
11.2K
+ 1.45%
$36.68 - $41.38 $411K - $464K
783K $32.4M
EPAM
Epam Systems, Inc.

Technology
17.5K
+ 255.78%
$185.58 - $185.58 $3.25M - $3.25M
24.4K $4.53M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
4.93K
+ 1.05%
$65.4 - $72.79 $322K - $359K
475K $34.5M
YUM
Yum Brands Inc

Consumer Cyclical
12.4K
+ 6.13%
$125.95 - $139.96 $1.56M - $1.74M
214K $30M
AOR
Ishares Tr Core Growth Allocat

ETFs
38.5K
+ 12.45%
$55.15 - $59.31 $2.13M - $2.29M
348K $20.6M
AZO
Autozone Inc

Consumer Cyclical
448
+ 4.7%
$2815.0 - $3212.87 $1.26M - $1.44M
9.98K $31.4M
EWA
Ishares Msci Australia ETF

ETFs
111K
+ 179.26%
$23.21 - $27.11 $2.58M - $3.01M
173K $4.69M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
109K
+ 267.24%
$25.83 - $28.48 $2.81M - $3.09M
149K $4.21M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
58K
+ 12.55%
$22.3 - $26.02 $1.29M - $1.51M
520K $13.5M
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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