Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WES
Western Midstream Partners, LP

Energy
31.5K
+ 19.33%
$36.59 - $42.74 $1.15M - $1.35M
194K $7.44M
CPT
Camden Property Trust

Real Estate
5.03K
+ 21.34%
$107.5 - $126.88 $541K - $638K
28.6K $3.53M
RGA
Reinsurance Group Of America Inc

Financial Services
2.69K
+ 9.08%
$192.62 - $225.79 $519K - $608K
32.3K $7.05M
PFG
Principal Financial Group Inc

Financial Services
2.49K
+ 2.5%
$72.94 - $87.46 $182K - $218K
102K $8.79M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
36.8K
+ 13.51%
$9.76 - $11.79 $360K - $434K
310K $3.63M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
6.96K
+ 21.29%
$98.24 - $109.56 $684K - $763K
39.7K $4.35M
DBAW
Xtrackers Msci All World Ex Us

ETFs
14.3K
+ 4.82%
$31.36 - $35.15 $448K - $502K
311K $10.8M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.47K
+ 5.4%
$56.83 - $62.44 $368K - $404K
126K $7.88M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
15.3K
+ 16.99%
$45.82 - $48.72 $702K - $746K
105K $5.1M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
30.5K
+ 42.74%
$19.62 - $23.55 $599K - $719K
102K $2.37M
BKR
Baker Hughes CO

Energy
21.8K
+ 13.45%
$32.92 - $38.72 $716K - $843K
184K $6.63M
PII
Polaris Inc.

Consumer Cyclical
7.51K
+ 11.61%
$72.9 - $86.86 $548K - $653K
72.2K $6.01M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.26K
+ 1.61%
$97.66 - $119.74 $123K - $151K
79.7K $8.91M
GMAB
Genmab A/S

Healthcare
43.1K
+ 29.53%
$23.84 - $28.48 $1.03M - $1.23M
189K $4.61M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
31.2K
+ 2.24%
$8.04 - $8.65 $251K - $270K
1.43M $12.3M
FCPI
Fidelity Covington Tr Stocks F

ETFs
18.5K
+ 34.76%
$39.21 - $43.31 $726K - $802K
71.8K $3.11M
IYM
Ishares Tr

ETFs
1.89K
+ 2.96%
$136.13 - $151.64 $257K - $286K
65.7K $9.87M
DAX
Global X Fds Dax Germany ETF

ETFs
21.8K
+ 44.09%
$30.82 - $35.12 $672K - $766K
71.2K $2.5M
FHB
First Hawaiian, Inc.

Financial Services
28.8K
+ 25.93%
$20.52 - $26.1 $591K - $751K
140K $3.23M
UGI
Ugi Corp

Utilities
12.1K
+ 4.04%
$22.23 - $25.05 $268K - $302K
311K $7.78M
RKLB
Rocket Lab Usa, Inc.

Industrials
58.5K
+ 79.79%
$4.54 - $9.78 $265K - $572K
132K $1.28M
WTW
Willis Towers Watson PLC

Financial Services
1.45K
+ 9.45%
$257.34 - $294.53 $373K - $427K
16.8K $4.95M
AB
Alliancebernstein Holding L.P.

Financial Services
15.3K
+ 4.52%
$31.87 - $35.39 $488K - $542K
354K $12.4M
AVO
Mission Produce, Inc.

Consumer Defensive
71.8K
New
$9.57 - $13.52 $687K - $971K
71.8K $920K
OZK
Bank Ozk

Financial Services
5.72K
+ 1.68%
$39.66 - $47.08 $227K - $269K
345K $14.8M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
12.5K
+ 8.86%
$32.65 - $37.02 $408K - $462K
153K $5.64M
FAD
First Tr Multi Cap Growth Alph

ETFs
365
+ 0.44%
$118.04 - $133.6 $43.1K - $48.8K
82.9K $11.1M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.15K
+ 4.6%
$64.53 - $72.17 $268K - $299K
94.4K $6.81M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.83K
+ 2.9%
$38.03 - $42.06 $222K - $245K
207K $8.66M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
8.98K
+ 3.39%
$33.08 - $36.65 $297K - $329K
274K $10M
ENSG
Ensign Group, Inc

Healthcare
4.19K
+ 27.86%
$124.14 - $153.65 $520K - $644K
19.2K $2.77M
FDD
First Trust Stoxx European Sel

ETFs
57.5K
+ 22.92%
$11.46 - $12.62 $659K - $726K
308K $3.84M
NWBI
Northwest Bancshares, Inc.

Financial Services
40.5K
+ 20.38%
$11.24 - $14.26 $455K - $577K
239K $3.2M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
9.73K
+ 7.84%
$40.93 - $46.6 $398K - $453K
134K $6.17M
ZTR
Virtus Total Return Fund Inc.

Financial
42.5K
+ 4.91%
$5.38 - $6.2 $228K - $263K
907K $5.62M
CUBE
Cube Smart

Real Estate
2.47K
+ 2.79%
$43.74 - $54.55 $108K - $135K
91.1K $4.9M
DYLD
Two Rds Shared Tr Leadershares

ETFs
19.3K
+ 2.07%
$22.42 - $23.04 $432K - $444K
948K $21.7M
TNET
Trinet Group, Inc.

Industrials
9.19K
New
$92.56 - $110.99 $851K - $1.02M
9.19K $890K
RJF
Raymond James Financial Inc

Financial Services
7.99K
+ 10.15%
$106.39 - $125.13 $850K - $1M
86.8K $10.6M
STEW
Boulder Growth & Income Fund

Financial Services
45.1K
+ 32.19%
$14.33 - $15.97 $646K - $720K
185K $2.93M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
41.9K
+ 14.13%
$19.65 - $22.6 $824K - $947K
339K $7.34M
UIS
Unisys Corp

Technology
155K
New
$3.5 - $5.81 $544K - $903K
155K $882K
AGX
Argan Inc

Industrials
7.78K
+ 243.08%
$69.3 - $101.43 $539K - $789K
11K $1.11M
DVA
Davita Inc.

Healthcare
2.93K
+ 18.73%
$133.98 - $165.19 $392K - $484K
18.6K $3.04M
TEF
Telefonica S A

Communication Services
175K
+ 512.35%
$4.18 - $4.9 $733K - $860K
210K $1.02M
FAF
First American Financial Corp

Financial Services
9.42K
+ 45.71%
$52.48 - $67.02 $495K - $632K
30K $1.98M
GOGL
Golden Ocean Group LTD

Industrials
66.5K
+ 124.11%
$11.06 - $14.12 $736K - $940K
120K $1.61M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
11.5K
+ 10.13%
$44.82 - $48.36 $515K - $556K
125K $6.04M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
34.1K
+ 22.76%
$20.12 - $21.28 $686K - $725K
184K $3.9M
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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