Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
67.5K
+ 2.64%
$40.93 - $41.85 $2.76M - $2.83M
2.63M $110M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
94K
+ 2.83%
$7.45 - $8.23 $701K - $774K
3.42M $27.5M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
52.1K
+ 34.83%
$45.75 - $50.32 $2.38M - $2.62M
202K $9.98M
CASY
Caseys General Stores Inc

Consumer Cyclical
8.17K
+ 13.5%
$354.52 - $391.16 $2.89M - $3.19M
68.6K $25.8M
FID
First Tr Exchange Trded Fd Vi

ETFs
87.4K
+ 13.93%
$15.76 - $17.74 $1.38M - $1.55M
715K $12.6M
ARGX
Argenx Se

Healthcare
4.25K
+ 124.82%
$434.22 - $551.9 $1.84M - $2.34M
7.65K $4.15M
BIBL
Northern Lts Fd Tr Iv

ETFs
43.5K
+ 12.85%
$36.61 - $40.67 $1.59M - $1.77M
382K $15.5M
AUSF
Global X Fds Adaptive U S Fact

ETFs
51.8K
+ 33.63%
$39.51 - $42.7 $2.05M - $2.21M
206K $8.79M
ARCC
Ares Capital Corp

Financial Services
111K
+ 3.17%
$19.8 - $21.28 $2.19M - $2.35M
3.6M $75.4M
UNM
Unum Group

Financial Services
6.1K
+ 2.21%
$49.81 - $59.44 $304K - $362K
282K $16.8M
C
Citigroup Inc

Financial Services
61.1K
+ 4.5%
$56.11 - $67.61 $3.43M - $4.13M
1.42M $88.8M
ISCG
Ishares Morningstar Small Cap

ETFs
31K
+ 9.58%
$44.24 - $49.07 $1.37M - $1.52M
355K $17.4M
DFS
Discover Financial Services

Financial Services
10.4K
+ 8.4%
$123.41 - $144.72 $1.29M - $1.51M
135K $18.9M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
32K
+ 2.63%
$29.28 - $32.18 $936K - $1.03M
1.25M $39.6M
CPRI
Capri Holdings LTD

Consumer Cyclical
57.2K
+ 252.95%
$29.61 - $42.44 $1.69M - $2.43M
79.8K $3.39M
STX
Seagate Technology Holdings PLC

Technology
15.9K
+ 11.11%
$92.1 - $110.76 $1.46M - $1.76M
159K $17.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6.99K
+ 8.58%
$201.82 - $234.36 $1.41M - $1.64M
88.4K $20.4M
DT
Dynatrace, Inc.

Technology
26.2K
+ 18.99%
$40.49 - $53.47 $1.06M - $1.4M
164K $8.77M
STE
Steris PLC

Healthcare
750
+ 0.71%
$213.51 - $247.14 $160K - $185K
106K $25.6M
GWRE
Guidewire Software, Inc.

Technology
6.51K
+ 20.95%
$137.04 - $182.94 $892K - $1.19M
37.6K $6.88M
BIDU
Baidu, Inc.

Communication Services
12.7K
+ 19.25%
$81.0 - $105.29 $1.03M - $1.34M
78.9K $8.31M
SOFI
So Fi Technologies, Inc.

Financial Services
83.4K
+ 5.41%
$6.32 - $8.19 $527K - $683K
1.63M $12.8M
ENZL
Ishares Tr Msci New Zealand Et

ETFs
52.2K
New
$44.95 - $50.32 $2.35M - $2.63M
52.2K $2.58M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
13.6K
+ 5.94%
$61.04 - $71.27 $829K - $968K
242K $16.8M
KHC
Kraft Heinz CO

Consumer Defensive
25.3K
+ 4.36%
$31.86 - $36.13 $807K - $915K
606K $21.3M
MRSK
Toews Agility Shares Managed R

Technology
54.8K
+ 5.14%
$30.46 - $32.96 $1.67M - $1.81M
1.12M $36.4M
KMX
Carmax Inc

Consumer Cyclical
25K
+ 16.5%
$71.21 - $85.78 $1.78M - $2.15M
177K $13.7M
STRL
Sterling Construction CO Inc

Industrials
8.54K
+ 17.29%
$102.56 - $148.9 $876K - $1.27M
57.9K $8.4M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
117K
+ 118.37%
$18.31 - $20.21 $2.14M - $2.36M
215K $4.35M
GVA
Granite Construction Inc

Industrials
26.3K
+ 99.93%
$58.93 - $80.33 $1.55M - $2.12M
52.7K $4.18M
USXF
Ishares Esg Advanced Msci Usa

Technology
23K
+ 4.09%
$43.59 - $49.35 $1M - $1.14M
586K $28.8M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
10.1K
+ 2.84%
$46.45 - $53.68 $469K - $542K
365K $19.3M
VTWV
Vanguard Russell 2000 Value Et

ETFs
9.48K
+ 10.95%
$132.06 - $150.96 $1.25M - $1.43M
96K $14.1M
ROL
Rollins Inc

Consumer Cyclical
41.7K
+ 18.19%
$45.93 - $51.4 $1.92M - $2.14M
271K $13.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.38K
+ 5.03%
$1024.09 - $1201.76 $2.43M - $2.86M
49.6K $52.2M
IDX
Vaneck ETF Tr Indonesia Index

ETFs
136K
New
$15.87 - $19.06 $2.17M - $2.6M
136K $2.47M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
69.5K
+ 1.36%
$20.47 - $20.71 $1.42M - $1.44M
5.2M $107M
AXS
Axis Capital Holdings LTD

Financial Services
26.9K
+ 76.33%
$69.04 - $79.88 $1.85M - $2.15M
62K $4.94M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4.55K
+ 6.72%
$150.01 - $182.29 $683K - $830K
72.3K $13.1M
HLN
Haleon PLC

Healthcare
25.3K
+ 2.72%
$8.32 - $10.7 $210K - $270K
955K $10.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
68.1K
+ 13.73%
$4.69 - $10.17 $319K - $692K
564K $5.36M
RIO
Rio Tinto PLC

Basic Materials
7.43K
+ 2.06%
$59.71 - $71.21 $444K - $529K
368K $26.2M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
20.4K
+ 3.92%
$49.94 - $56.3 $1.02M - $1.15M
542K $30.5M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
23.3K
+ 750.35%
$77.77 - $100.63 $1.81M - $2.34M
26.4K $2.65M
HOMB
Home Bancshares Inc

Financial Services
75.2K
+ 63.05%
$23.43 - $28.83 $1.76M - $2.17M
194K $5.27M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
3.05K
+ 1.44%
$94.32 - $105.04 $288K - $321K
215K $22.6M
LAMR
Lamar Advertising CO

Real Estate
10.1K
+ 13.59%
$110.9 - $135.58 $1.12M - $1.37M
84.6K $11.3M
EXLS
Exl Service Holdings, Inc.

Technology
41.5K
+ 34.62%
$31.2 - $38.15 $1.29M - $1.58M
161K $6.15M
ALLE
Allegion PLC

Industrials
4.22K
+ 6.61%
$114.67 - $145.7 $484K - $615K
68K $9.91M
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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