Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CNC
Centene Corp

Healthcare
4.37K
+ 3.89%
$64.89 - $80.23 $284K - $351K
117K $8.8M
NUDM
Nuveen Esg International Devel

ETFs
31.8K
+ 29.77%
$30.15 - $34.01 $959K - $1.08M
139K $4.66M
CPNG
Coupang, Inc.

Consumer Cyclical
43.8K
+ 60.47%
$19.79 - $24.92 $867K - $1.09M
116K $2.85M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
48.4K
+ 15.94%
$20.94 - $22.17 $1.01M - $1.07M
352K $7.74M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 0.81%
$82.04 - $89.49 $142K - $155K
215K $19.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.7K
+ 9.49%
$30.74 - $34.07 $728K - $807K
273K $9.32M
PHG
Koninklijke Philips Nv

Healthcare
26.1K
+ 41.37%
$25.08 - $32.73 $654K - $854K
89.1K $2.92M
IBHG
Ishares Tr Ibonds 2027 Term Hi
52.1K
+ 20.09%
$21.89 - $22.6 $1.14M - $1.18M
312K $7.04M
ENPH
Enphase Energy, Inc.

Technology
1.39K
+ 1.58%
$95.77 - $123.65 $133K - $171K
88.8K $10M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
51.4K
+ 16.34%
$24.29 - $24.63 $1.25M - $1.27M
366K $8.96M
DOX
Amdocs LTD

Technology
6.05K
+ 6.58%
$78.13 - $87.85 $473K - $532K
98.1K $8.58M
GNTX
Gentex Corp

Consumer Cyclical
56.2K
+ 64.1%
$28.39 - $35.19 $1.59M - $1.98M
144K $4.27M
MMSI
Merit Medical Systems Inc

Healthcare
8.72K
+ 24.67%
$84.12 - $100.23 $734K - $874K
44.1K $4.35M
HESM
Hess Midstream LP

Energy
42K
+ 29.24%
$34.91 - $38.61 $1.47M - $1.62M
186K $6.55M
MAA
Mid America Apartment Communities Inc.

Real Estate
3.71K
+ 8.41%
$138.8 - $166.65 $516K - $619K
47.9K $7.61M
FDG
American Centy ETF Tr Focused

ETFs
14K
+ 587.98%
$80.48 - $93.32 $1.13M - $1.31M
16.4K $1.52M
BE
Bloom Energy Corp

Industrials
137K
+ 166.12%
$9.75 - $15.28 $1.33M - $2.09M
219K $2.31M
ADSK
Autodesk, Inc.

Technology
6.38K
+ 3.87%
$245.83 - $245.83 $1.57M - $1.57M
171K $42.1M
ISMD
Northern Lts Fd Tr Iv

ETFs
22.6K
+ 16.64%
$34.03 - $38.37 $769K - $867K
158K $6M
SLVP
Ishares Msci Global Silver And

ETFs
90.6K
+ 168.36%
$11.23 - $14.2 $1.02M - $1.29M
144K $1.92M
FDRR
Fidelity Covington Tr Divid Et

ETFs
15.5K
+ 10.28%
$46.51 - $51.5 $723K - $801K
167K $8.59M
JLL
Jones Lang Lasalle Inc

Real Estate
3.78K
+ 91.48%
$198.7 - $272.0 $751K - $1.03M
7.91K $2.14M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.99K
+ 7.15%
$82.38 - $93.84 $493K - $562K
89.7K $8.29M
BWXT
Bwx Technologies, Inc.

Industrials
8.92K
+ 38.27%
$92.38 - $108.7 $824K - $969K
32.2K $3.5M
DFAE
Dimensional ETF Tr

ETFs
31.1K
+ 11.13%
$24.46 - $27.82 $760K - $865K
310K $8.51M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.71K
+ 29.03%
$233.02 - $278.99 $865K - $1.04M
16.5K $4.35M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
14.2K
+ 15.06%
$55.06 - $62.25 $780K - $882K
108K $6.66M
FMF
First Trust Managed Futures St

ETFs
33.3K
+ 12.08%
$47.09 - $49.74 $1.57M - $1.66M
309K $14.7M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
50K
+ 16.53%
$23.47 - $23.74 $1.17M - $1.19M
353K $8.37M
REVG
Rev Group, Inc.

Industrials
44.8K
New
$23.9 - $31.84 $1.07M - $1.43M
44.8K $1.26M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
34.3K
+ 10.57%
$31.25 - $35.38 $1.07M - $1.21M
359K $12.4M
FXD
First Tr Exchange Traded Fd

ETFs
4.64K
+ 1.64%
$56.55 - $63.72 $262K - $296K
288K $18.2M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11.2K
+ 12.67%
$69.77 - $85.51 $780K - $956K
99.4K $8.31M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
7.94K
+ 11.66%
$62.78 - $76.71 $498K - $609K
76K $5.78M
ZETA
Zeta Global Holdings Corp.

Technology
18.6K
+ 33.73%
$16.61 - $30.24 $309K - $562K
73.7K $2.2M
STWD
Starwood Property Trust, Inc.

Real Estate
30K
+ 7.18%
$18.75 - $21.11 $563K - $633K
448K $9.13M
EPR
Epr Properties

Real Estate
17.1K
+ 32.56%
$41.26 - $49.58 $707K - $850K
69.8K $3.42M
PSN
Parsons Corp

Industrials
1.02K
+ 2.01%
$76.52 - $103.68 $77.8K - $105K
51.7K $5.36M
EUFN
Ishares Msci Europe Financials

ETFs
31.7K
+ 17.81%
$21.54 - $25.01 $684K - $794K
210K $5.19M
PARA
Paramount Global

Communication Services
66.6K
+ 3.08%
$9.98 - $11.95 $664K - $796K
2.23M $23.7M
BTO
John Hancock Financial Opportunities Fund

Financial Services
22.5K
+ 25.3%
$27.89 - $33.45 $627K - $752K
111K $3.69M
EPP
Ishares Inc

ETFs
12.5K
+ 12.25%
$41.3 - $48.84 $515K - $609K
114K $5.58M
JSML
Janus Detroit Str Tr Henderson

ETFs
8.15K
+ 7.74%
$58.37 - $65.4 $476K - $533K
113K $7.42M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
29.5K
+ 18.28%
$24.51 - $27.14 $723K - $800K
191K $5.13M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
22.8K
+ 90.66%
$45.52 - $52.02 $1.04M - $1.19M
48K $2.44M
ACVF
ETF Opportunities Tr American

ETFs
23.9K
+ 38.32%
$39.3 - $43.65 $939K - $1.04M
86.2K $3.76M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.2K
+ 3.88%
$21.91 - $26.03 $223K - $265K
273K $6.99M
FCNCA
First Citizens Bancshares Inc

Financial Services
487
+ 25.79%
$1685.92 - $2128.51 $821K - $1.04M
2.38K $4.37M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.53K
+ 3.01%
$58.35 - $66.29 $206K - $234K
121K $8.01M
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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