Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BXP
Boston Properties Inc

Real Estate
5.83K
+ 18.21%
$60.3 - $82.49 $351K - $481K
37.8K $3.04M
BBSC
Jp Morgan Exc Trd Tr Betabuild
12.7K
+ 37.75%
$60.57 - $68.02 $768K - $863K
46.3K $3.12M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
17.5K
+ 55.8%
$49.82 - $55.29 $873K - $969K
48.9K $2.71M
CWS
Advisorshares Tr Advisorshares

ETFs
4.53K
+ 3.96%
$61.66 - $68.72 $279K - $311K
119K $8.17M
UWMC
Uwm Holdings Corp

Financial Services
104K
+ 94.79%
$6.62 - $9.52 $687K - $987K
213K $1.82M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
87.9K
+ 58.91%
$10.71 - $11.36 $941K - $998K
237K $2.67M
SGH
Smart Global Holdings, Inc.

Technology
66.2K
+ 38.14%
$17.79 - $29.35 $1.18M - $1.94M
240K $5.02M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
15.2K
+ 6.35%
$43.21 - $49.0 $658K - $746K
255K $12.3M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
8.81K
+ 67.02%
$100.57 - $116.37 $886K - $1.03M
22K $2.45M
ZM
Zoom Video Communications, Inc.

Technology
2.93K
+ 3.69%
$55.32 - $71.9 $162K - $210K
82.2K $5.73M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
17.6K
+ 14.37%
$39.71 - $44.22 $698K - $777K
140K $6.19M
HYMU
Blackrock ETF Tr Ii High Yield
43.7K
+ 92.86%
$22.51 - $23.25 $983K - $1.02M
90.7K $2.1M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
40.8K
+ 19.27%
$23.15 - $23.58 $946K - $963K
253K $5.96M
LPX
Louisiana Pacific Corp

Industrials
4.82K
+ 23.35%
$80.06 - $107.45 $386K - $518K
25.5K $2.74M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
11.8K
+ 10.3%
$48.89 - $54.14 $577K - $638K
126K $6.73M
PSC
Principal ETF U.S. Small Cap M

ETFs
12.3K
+ 11.89%
$47.43 - $52.33 $583K - $643K
116K $6.01M
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.5K
+ 9.25%
$47.0 - $47.84 $870K - $885K
218K $10.4M
JPRE
J P Morgan Exchange Traded Fd

ETFs
8.46K
+ 9.65%
$43.9 - $51.94 $372K - $440K
96.2K $4.9M
CACI
Caci International Inc

Technology
2.45K
+ 34.18%
$427.76 - $427.76 $1.05M - $1.05M
9.61K $4.11M
NFRA
Flexshares Stoxx Global Broad

ETFs
13.6K
+ 37.74%
$53.04 - $59.95 $720K - $814K
49.5K $2.94M
MD
Mednax, Inc.

Healthcare
88.5K
New
$6.77 - $11.6 $599K - $1.03M
88.5K $1.03M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
15.2K
+ 11.93%
$34.95 - $39.2 $530K - $594K
142K $5.53M
SVOL
Simplify ETF Simplify Volatili

ETFs
46.3K
New
$20.05 - $22.81 $929K - $1.06M
46.3K $1.02M
VSMV
Victoryshares Us Multifactor M

ETFs
16.1K
+ 21.93%
$45.22 - $48.58 $730K - $784K
89.7K $4.36M
CNOB
Connect One Bancorp, Inc.

Financial Services
40.5K
New
$18.2 - $26.25 $736K - $1.06M
40.5K $1.01M
TECH
Bio Techne Corp

Healthcare
5.54K
+ 8.1%
$70.96 - $82.35 $393K - $457K
74K $5.92M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
24.7K
+ 8.66%
$22.96 - $24.67 $567K - $610K
310K $7.65M
GDDY
Go Daddy Inc.

Technology
589
+ 1.11%
$141.41 - $167.41 $83.3K - $98.6K
53.8K $8.43M
RNR
Renaissancere Holdings LTD

Financial Services
2.94K
+ 71.73%
$211.47 - $272.21 $621K - $799K
7.03K $1.91M
AME
Ametek Inc

Industrials
2.79K
+ 2.68%
$152.74 - $176.01 $426K - $491K
107K $18.3M
THO
Thor Industries Inc

Consumer Cyclical
4.03K
+ 11.99%
$91.4 - $109.97 $369K - $444K
37.7K $4.14M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3.99K
+ 1.66%
$39.98 - $43.99 $159K - $175K
244K $10.8M
HELE
Helen Of Troy LTD

Consumer Defensive
26.7K
+ 125.96%
$48.49 - $91.62 $1.29M - $2.44M
47.8K $2.96M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
44.2K
+ 30.32%
$20.92 - $21.41 $925K - $946K
190K $4.05M
BMRC
Bank Of Marin Bancorp

Financial Services
49.4K
New
$16.0 - $22.35 $791K - $1.1M
49.4K $993K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
19K
+ 27.07%
$38.71 - $42.43 $734K - $805K
89K $3.77M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6.18K
+ 7.22%
$72.22 - $81.88 $447K - $506K
91.9K $7.23M
RSSS
Research Solutions, Inc.

Technology
363K
New
$2.41 - $2.89 $876K - $1.05M
363K $991K
HOOD
Robinhood Markets, Inc.

Technology
39K
+ 35.51%
$16.42 - $24.63 $640K - $960K
149K $3.48M
PFN
Pimco Income Strategy Fund Ii

Financial Services
67.3K
+ 6.35%
$7.02 - $7.62 $473K - $513K
1.13M $8.59M
ZWS
Zurn Water Solutions Corp

Industrials
13.7K
+ 18.06%
$28.61 - $35.94 $392K - $493K
89.6K $3.22M
CSA
Victory Portfolios Ii Shs Us S

ETFs
11.2K
+ 41.11%
$66.4 - $74.15 $742K - $828K
38.4K $2.82M
GMED
Globus Medical Inc

Healthcare
9.16K
+ 8.45%
$67.08 - $73.92 $614K - $677K
118K $8.41M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.17K
+ 0.92%
$47.18 - $48.74 $244K - $252K
566K $27.5M
FEP
First Trust Europe Alphadex Fu

ETFs
11.5K
+ 4.65%
$35.46 - $39.44 $409K - $455K
260K $10.1M
GPRE
Green Plains Inc.

Basic Materials
72.3K
New
$11.94 - $17.9 $863K - $1.29M
72.3K $978K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.13K
+ 0.55%
$43.25 - $48.57 $48.7K - $54.7K
207K $9.97M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
2.84K
+ 6.54%
$108.3 - $128.14 $308K - $364K
46.3K $5.75M
TMDX
Trans Medics Group, Inc.

Healthcare
5.55K
+ 35.52%
$135.68 - $176.11 $753K - $977K
21.2K $3.32M
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