Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TBUX
T Rowe Price Exchange Traded F

ETFs
23.9K
New
$49.46 - $49.99 $1.18M - $1.19M
23.9K $1.19M
MEAR
Blackrock Short Maturity Munic

ETFs
22.5K
+ 7.5%
$49.99 - $50.34 $1.13M - $1.13M
323K $16.2M
PBI
Pitney Bowes Inc

Industrials
152K
+ 326.55%
$5.65 - $7.49 $860K - $1.14M
199K $1.42M
PDD
Pinduoduo Inc.

Consumer Cyclical
8.48K
+ 42.05%
$89.17 - $151.11 $756K - $1.28M
28.7K $3.86M
PAHC
Phibro Animal Health Corp

Healthcare
52.4K
New
$16.39 - $22.5 $859K - $1.18M
52.4K $1.18M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
22.3K
+ 3.5%
$17.34 - $19.53 $387K - $435K
660K $12.9M
VIACA
Paramount Global

Communication Services
42.6K
+ 318.71%
N/A
56K $1.54M
ERJ
Embraer S.A.

Industrials
19.4K
+ 38.3%
$25.9 - $36.95 $501K - $715K
69.9K $2.47M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
22.5K
+ 35.46%
$43.73 - $46.29 $983K - $1.04M
85.9K $3.96M
HPQ
Hp Inc

Technology
23.7K
+ 6.46%
$32.02 - $38.11 $759K - $903K
391K $14M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
6.39K
+ 1.32%
$27.67 - $31.22 $177K - $200K
489K $15.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.09K
+ 1.8%
$51.58 - $53.79 $417K - $435K
458K $24.6M
GM
General Motors CO

Consumer Cyclical
45.6K
+ 8.36%
$39.95 - $49.9 $1.82M - $2.27M
590K $26.5M
STVN
Stevanato Group S.P.A.

Healthcare
57.1K
+ 486.88%
$17.98 - $22.02 $1.03M - $1.26M
68.8K $1.38M
EOG
Eog Resources Inc

Energy
18.9K
+ 4.78%
$117.9 - $132.65 $2.22M - $2.5M
413K $50.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.47K
+ 6.24%
$61.42 - $76.46 $275K - $342K
76.1K $5.65M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
99K
+ 38.11%
$10.49 - $11.94 $1.04M - $1.18M
359K $4.15M
HAS
Hasbro, Inc.

Consumer Cyclical
4.39K
+ 7.28%
$56.54 - $72.32 $248K - $317K
64.6K $4.67M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.15K
+ 0.79%
$27.14 - $35.2 $31.2K - $40.5K
147K $5.14M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
39.3K
+ 13.98%
$21.61 - $22.87 $850K - $899K
321K $7.28M
ATR
Aptargroup, Inc.

Healthcare
3.15K
+ 9.57%
$138.54 - $160.11 $436K - $504K
36K $5.77M
BMA
Macro Bank Inc.

Financial Services
16.6K
+ 125.63%
$46.54 - $74.83 $775K - $1.25M
29.9K $1.9M
OSCV
Opus Small Cap Value ETF

ETFs
22.1K
+ 21.17%
$33.99 - $37.93 $750K - $837K
126K $4.73M
QINT
American Centy ETF Tr Quality

ETFs
6.62K
+ 2.67%
$46.45 - $52.02 $307K - $344K
255K $13.2M
VNO
Vornado Realty Trust

Real Estate
7.81K
+ 12.46%
$25.5 - $39.4 $199K - $308K
70.5K $2.78M
RGEN
Repligen Corp

Healthcare
5.01K
+ 29.8%
$119.79 - $167.35 $601K - $839K
21.8K $3.25M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
22.4K
+ 42.44%
$44.87 - $46.67 $1M - $1.05M
75.2K $3.51M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
28.1K
+ 9.42%
$20.25 - $22.07 $569K - $620K
326K $7.2M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
21.9K
+ 77.19%
$30.55 - $41.25 $669K - $903K
50.3K $2.07M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
30K
+ 6.39%
$20.56 - $22.25 $616K - $667K
499K $11.1M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
16.1K
+ 16.88%
$44.69 - $48.87 $721K - $788K
112K $5.46M
RFEM
First Trust Iii Riverfront Dyn

ETFs
15.7K
+ 90.17%
$60.61 - $70.03 $949K - $1.1M
33K $2.25M
RRX
Regal Rexnord Corp

Industrials
1.91K
+ 7.3%
$132.18 - $174.25 $252K - $332K
28K $4.65M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
46.3K
+ 54.64%
$22.87 - $23.34 $1.06M - $1.08M
131K $3.05M
DIV
Global X Superdividend Us ETF

ETFs
67.1K
+ 9.05%
$17.18 - $17.18 $1.15M - $1.15M
809K $13.9M
MLPA
Global X Mlp ETF

ETFs
30.3K
+ 4.43%
$45.78 - $49.84 $1.39M - $1.51M
715K $34.3M
RBLX
Roblox Corp

Communication Services
3.32K
+ 2.46%
$36.18 - $47.64 $120K - $158K
138K $6.12M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
27.5K
+ 20.33%
$21.98 - $25.4 $604K - $698K
163K $4.13M
SKOR
Flexshares Tr Credit Scored Us

ETFs
20.8K
+ 46.25%
$47.19 - $49.21 $983K - $1.03M
65.9K $3.24M
AMH
American Homes 4 Rent

Real Estate
26.2K
+ 36.33%
$34.87 - $41.14 $913K - $1.08M
98.2K $3.77M
VALE
Vale S.A.

Basic Materials
66.3K
+ 10.97%
$9.9 - $11.8 $657K - $783K
671K $7.84M
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.69K
+ 0.64%
$53.62 - $65.67 $198K - $243K
577K $36.6M
NFG
National Fuel Gas CO

Energy
11K
+ 16.93%
$54.14 - $61.22 $597K - $675K
76.1K $4.61M
ERIC
Ericsson Lm Telephone CO

Technology
112K
+ 66.7%
$6.19 - $7.77 $693K - $870K
280K $2.12M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
10.1K
+ 210.28%
$86.85 - $102.45 $878K - $1.04M
14.9K $1.5M
CNI
Canadian National Railway CO

Industrials
10.1K
+ 9.54%
$110.1 - $123.65 $1.11M - $1.25M
116K $13.6M
WEX
Wex Inc.

Technology
1.3K
+ 5.26%
$168.01 - $209.77 $218K - $272K
26K $5.45M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
39.4K
+ 7.99%
$20.0 - $20.91 $788K - $824K
533K $11M
AVTR
Avantor, Inc.

Basic Materials
26.3K
+ 31.19%
$20.58 - $27.7 $542K - $729K
111K $2.86M
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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