Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPST
Upstart Holdings, Inc.

Financial Services
23.3K
+ 38.62%
$37.78 - $84.46 $881K - $1.97M
83.7K $5.15M
UTHR
United Therapeutics Corp

Healthcare
7.85K
+ 122.76%
$348.66 - $410.0 $2.74M - $3.22M
14.2K $5.02M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
275K
+ 86.66%
$9.32 - $10.4 $2.56M - $2.86M
593K $5.78M
BSCU
Invesco Exc Self Ind Tr

ETFs
234K
+ 12.25%
$16.32 - $16.99 $3.81M - $3.97M
2.14M $35M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
28.1K
+ 31.36%
$89.88 - $101.38 $2.53M - $2.85M
118K $11M
COP
Conocophillips

Energy
90.1K
+ 8.82%
$95.12 - $114.72 $8.57M - $10.3M
1.11M $110M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
115K
+ 12.9%
$22.04 - $23.08 $2.52M - $2.64M
1M $22.5M
CTAS
Cintas Corp

Industrials
48.9K
+ 18.09%
$182.7 - $226.47 $8.94M - $11.1M
319K $58.3M
CNHI
Cnh Industrial N.V.

Industrials
257K
+ 191.34%
N/A
391K $4.07M
PRN
Invesco Dwa Industrials Moment

ETFs
17K
+ 20.49%
$151.92 - $177.75 $2.58M - $3.02M
99.8K $15.3M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
36.4K
+ 241.66%
$74.93 - $97.17 $2.73M - $3.53M
51.4K $3.9M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
25.5K
+ 8.28%
$104.52 - $115.08 $2.67M - $2.94M
334K $35.3M
IBN
Icici Bank LTD

Financial Services
88.1K
+ 36.08%
$28.69 - $31.9 $2.53M - $2.81M
332K $9.92M
PHK
Pimco High Income Fund

Financial Services
571K
+ 54.26%
$4.85 - $5.16 $2.77M - $2.95M
1.62M $7.9M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
333K
+ 39.69%
$9.77 - $10.51 $3.25M - $3.5M
1.17M $11.4M
AME
Ametek Inc

Industrials
9.47K
+ 8.86%
$165.89 - $197.38 $1.57M - $1.87M
116K $21M
TRP
Tc Energy Corp

Energy
74.4K
+ 8.89%
$44.03 - $50.23 $3.28M - $3.74M
911K $42.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.39M
+ 217.35%
$25.79 - $80.4 $61.7M - $192M
3.5M $91.1M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
34.8K
+ 26.2%
$62.09 - $82.32 $2.16M - $2.87M
168K $11.2M
NPCT
Nuveen Core Plus Impact Fund
253K
+ 581.71%
$10.48 - $11.85 $2.65M - $3M
297K $3.11M
OLN
Olin Corp

Basic Materials
95.1K
+ 218.9%
$33.13 - $47.98 $3.15M - $4.56M
138K $4.68M
CCJ
Cameco Corp

Energy
35.2K
+ 16.71%
$48.64 - $61.14 $1.71M - $2.15M
246K $12.6M
BWXT
Bwx Technologies, Inc.

Industrials
22.3K
+ 69.35%
$111.39 - $133.28 $2.49M - $2.98M
54.6K $6.08M
ESI
Element Solutions Inc

Basic Materials
102K
+ 597.21%
$24.64 - $29.33 $2.51M - $2.99M
119K $3.03M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
139K
+ 11.77%
$19.8 - $20.06 $2.75M - $2.79M
1.32M $26.2M
PFGC
Performance Food Group CO

Consumer Defensive
25.2K
+ 37.05%
$78.03 - $90.57 $1.97M - $2.28M
93.2K $7.88M
PCG
Pg&E Corp

Utilities
85.1K
+ 4.28%
$19.2 - $21.63 $1.63M - $1.84M
2.07M $41.8M
PAYC
Paycom Software, Inc.

Technology
2.95K
+ 5.89%
$159.94 - $240.25 $472K - $709K
53.1K $10.9M
STRL
Sterling Construction CO Inc

Industrials
6.9K
+ 11.91%
$142.94 - $199.03 $987K - $1.37M
64.9K $10.9M
SAIA
Saia Inc

Industrials
4.68K
+ 22.6%
$411.44 - $569.08 $1.93M - $2.66M
25.4K $11.6M
UNFI
United Natural Foods Inc

Consumer Defensive
20.7K
+ 11.23%
$19.1 - $29.62 $394K - $612K
204K $5.58M
SYF
Synchrony Financial

Financial Services
12.9K
+ 11.8%
$49.01 - $68.55 $632K - $884K
122K $7.94M
ABC
Amerisourcebergen Corp

Healthcare
13.4K
+ 7.65%
N/A
189K $35M
PSN
Parsons Corp

Industrials
33.3K
+ 64.46%
$92.25 - $113.31 $3.07M - $3.77M
85K $7.84M
AGX
Argan Inc

Industrials
15.2K
+ 138.2%
$100.91 - $160.81 $1.53M - $2.44M
26.1K $3.58M
BALT
Innovator Etfs Tr
77.3K
+ 288.98%
$30.76 - $31.55 $2.38M - $2.44M
104K $3.27M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
104K
+ 40.91%
$22.06 - $22.58 $2.29M - $2.35M
358K $8.05M
CATH
Global X Fds Global X S&P 500

ETFs
32.2K
+ 31.86%
$68.5 - $73.81 $2.21M - $2.38M
133K $9.44M
NTRS
Northern Trust Corp

Financial Services
20.6K
+ 83.53%
$88.4 - $111.16 $1.82M - $2.29M
45.2K $4.63M
PKB
Invesco Exchange Traded Fd Tr

ETFs
41.8K
+ 21.43%
$75.72 - $88.37 $3.16M - $3.69M
237K $17.9M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
84.5K
+ 65.25%
$33.67 - $37.35 $2.85M - $3.16M
214K $7.26M
KR
Kroger CO

Consumer Defensive
7.94K
+ 1.59%
$55.21 - $63.3 $438K - $502K
506K $30.9M
ILMN
Illumina, Inc.

Healthcare
16.3K
+ 24.56%
$128.99 - $155.15 $2.11M - $2.53M
82.9K $11.1M
AFRM
Affirm Holdings, Inc.

Technology
23.3K
+ 47.82%
$38.48 - $72.86 $895K - $1.69M
71.9K $4.38M
PPL
Ppl Corp

Utilities
96.7K
+ 8.0%
$31.47 - $35.0 $3.04M - $3.38M
1.31M $42.4M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.34K
+ 0.49%
$38.88 - $44.07 $207K - $235K
1.09M $45.2M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
123K
+ 38.41%
$21.66 - $22.69 $2.67M - $2.79M
444K $9.66M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
41.2K
+ 258.36%
$59.24 - $74.8 $2.44M - $3.08M
57.2K $3.5M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
260K
+ 189.42%
$9.25 - $10.62 $2.41M - $2.77M
398K $3.87M
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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