Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
85.8K
+ 8.32%
$42.59 - $60.56 $3.65M - $5.2M
1.12M $56.4M
WING
Wingstop Inc.

Consumer Cyclical
3.75K
+ 45.17%
$352.46 - $427.92 $1.32M - $1.6M
12K $5.01M
DOCS
Doximity, Inc.

Healthcare
13.4K
+ 22.98%
$25.5 - $43.57 $342K - $584K
71.8K $3.13M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
12.9K
+ 2.4%
$48.09 - $50.25 $619K - $647K
549K $27.5M
IDXX
Idexx Laboratories Inc

Healthcare
1.44K
+ 3.46%
$455.08 - $517.19 $656K - $746K
43.1K $21.8M
JPUS
Jpmorgan Diversified Return Us

ETFs
10.6K
+ 55.54%
$108.5 - $119.68 $1.15M - $1.27M
29.7K $3.56M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
462
+ 12.53%
$1066.32 - $1355.99 $493K - $626K
4.15K $5.46M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.78K
+ 1.76%
$91.37 - $101.65 $345K - $384K
218K $22.2M
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
33.5K
+ 53.81%
$36.21 - $39.42 $1.21M - $1.32M
95.7K $3.74M
BRKR
Bruker Corp

Healthcare
3.71K
+ 1.62%
$60.3 - $70.67 $223K - $262K
233K $16.1M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
39.7K
+ 7.54%
$23.49 - $24.57 $933K - $976K
567K $13.9M
BSY
Bentley Systems Inc

Technology
20K
+ 6.74%
$44.79 - $51.95 $894K - $1.04M
316K $16.1M
IAT
Ishares Tr

ETFs
6.37K
+ 3.39%
$40.8 - $48.93 $260K - $311K
194K $9.22M
IGR
Cbre Global Real Estate Income Fund

Financial Services
32.7K
+ 4.08%
$5.02 - $6.62 $164K - $216K
833K $5.47M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.16K
+ 1.0%
$39.43 - $44.82 $164K - $186K
420K $18.8M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.49K
+ 4.38%
$186.75 - $211.16 $465K - $526K
59.5K $12.3M
CSWI
Csw Industrials, Inc.

Industrials
766
+ 6.72%
$263.55 - $370.84 $202K - $284K
12.2K $4.46M
AAON
Aaon, Inc.

Industrials
7.58K
+ 25.1%
$83.58 - $107.82 $634K - $818K
37.8K $4.07M
FSTA
Fidelity Covington Tr Msci Con

ETFs
11.1K
+ 4.66%
$47.12 - $51.72 $524K - $575K
249K $12.7M
FCOM
Fidelity Covington Tr Msci Com

ETFs
21.9K
+ 26.9%
$49.09 - $55.08 $1.07M - $1.2M
103K $5.68M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
56.3K
+ 22.97%
$20.55 - $21.68 $1.16M - $1.22M
301K $6.5M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
28.5K
+ 12.49%
$31.54 - $34.82 $898K - $991K
256K $8.74M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
14.6K
+ 7.65%
$28.7 - $35.25 $420K - $515K
206K $7.09M
ORI
Old Republic International Corp

Financial Services
7.89K
+ 3.11%
$29.89 - $35.9 $236K - $283K
261K $9.25M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
47.6K
+ 38.18%
$27.88 - $28.71 $1.33M - $1.37M
172K $4.95M
WAT
Waters Corp

Healthcare
1.22K
+ 8.7%
$282.7 - $359.89 $346K - $441K
15.3K $5.5M
GEO
Geo Group Inc

Real Estate
120K
+ 138.92%
$12.12 - $17.96 $1.46M - $2.16M
207K $2.66M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
48.9K
+ 15.83%
$21.45 - $23.13 $1.05M - $1.13M
358K $8.25M
LKQ
Lkq Corp

Consumer Cyclical
38.3K
+ 50.16%
$38.47 - $46.03 $1.47M - $1.76M
115K $4.58M
IBDV
Ishares Tr

Technology
54.6K
+ 26.31%
$21.11 - $22.24 $1.15M - $1.21M
262K $5.81M
FITE
Spdr S&P Kensho Future Securit

ETFs
15.3K
+ 17.5%
$54.95 - $61.77 $841K - $945K
103K $6.35M
TECK
Teck Resources LTD

Basic Materials
16K
+ 12.45%
$43.48 - $53.4 $697K - $857K
145K $7.57M
L
Loews Corp

Financial Services
16.3K
+ 66.05%
$73.76 - $81.96 $1.2M - $1.33M
40.9K $3.23M
CPRT
Copart Inc

Consumer Cyclical
42.3K
+ 8.98%
$49.19 - $55.54 $2.08M - $2.35M
513K $26.9M
CHH
Choice Hotels International Inc

Consumer Cyclical
9.21K
+ 58.08%
$117.06 - $133.72 $1.08M - $1.23M
25.1K $3.27M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
21.4K
+ 29.8%
$76.83 - $91.38 $1.64M - $1.95M
93.1K $7.68M
CVLT
Commvault Systems Inc

Technology
6.57K
+ 58.45%
$119.99 - $155.51 $788K - $1.02M
17.8K $2.74M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.5K
+ 13.54%
$198.8 - $270.35 $498K - $677K
21K $5.17M
QABA
First Trust Nasdaq Aba Communi

ETFs
17K
+ 25.29%
$44.7 - $55.98 $761K - $953K
84.3K $4.46M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
46.1K
+ 6.33%
$11.73 - $13.0 $541K - $599K
774K $10.1M
DWLD
Davis Fundamental ETF Tr

ETFs
22.5K
+ 20.08%
$31.58 - $38.08 $710K - $856K
134K $5.09M
RVT
Royce Value Trust, Inc.

Financial Services
15.4K
+ 1.71%
$14.28 - $16.01 $220K - $247K
917K $14.4M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
41.5K
+ 16.47%
$24.34 - $25.83 $1.01M - $1.07M
294K $7.55M
FFIV
F5, Inc.

Technology
2.52K
+ 15.09%
$170.44 - $223.6 $429K - $563K
19.2K $4.23M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
14K
+ 7.72%
$64.43 - $67.09 $902K - $939K
195K $13M
TFX
Teleflex Inc

Healthcare
1.91K
+ 8.04%
$211.25 - $247.28 $403K - $471K
25.6K $6.33M
AOA
Ishares Tr Core Aggressive All

ETFs
9.7K
+ 6.94%
$72.11 - $79.05 $699K - $766K
149K $11.8M
ROAM
Hartford Multifactor Emerging

ETFs
42.5K
+ 22.74%
$22.74 - $25.87 $965K - $1.1M
229K $5.85M
BWX
Spdr Bloomberg International T

ETFs
14.5K
+ 2.79%
$21.34 - $23.47 $309K - $340K
534K $12.5M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email