Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCOI
Cogent Communications Holdings, Inc.

Communication Services
1.16K
+ 2.92%
$54.78 - $76.51 $63.6K - $88.8K
40.9K $3.1M
MGNI
Magnite, Inc.

Communication Services
61.3K
+ 243.73%
$12.37 - $15.84 $758K - $970K
86.4K $1.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
15.8K
+ 6.26%
$62.4 - $62.4 $989K - $989K
269K $16.8M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
156
+ 0.08%
$22.07 - $28.04 $3.44K - $4.37K
206K $5.56M
CTRE
Care Trust Reit, Inc.

Real Estate
15.3K
+ 22.72%
$25.14 - $31.2 $384K - $476K
82.4K $2.54M
ICFI
Icf International, Inc.

Industrials
2.6K
+ 11.13%
$129.47 - $169.48 $336K - $440K
25.9K $4.32M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
19.7K
+ 6.57%
$29.79 - $33.25 $588K - $656K
320K $10.6M
INSP
Inspire Medical Systems, Inc.

Healthcare
531
+ 5.52%
$125.79 - $216.71 $66.8K - $115K
10.1K $2.14M
MTH
Meritage Homes Corp

Consumer Cyclical
3.52K
+ 115.39%
$152.23 - $213.69 $536K - $753K
6.58K $1.35M
RE
Everest Re Group LTD

Financial Services
2.29K
+ 10.91%
N/A
23.3K $8.64M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.54K
+ 5.22%
$86.85 - $95.74 $307K - $339K
71.4K $6.84M
PBA
Pembina Pipeline Corp

Energy
13.2K
+ 18.45%
$36.86 - $41.36 $487K - $546K
84.8K $3.5M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
9.16K
+ 4.06%
$26.37 - $29.92 $241K - $274K
234K $6.82M
PCTY
Paylocity Holding Corp

Technology
2.43K
+ 18.49%
$132.0 - $165.41 $321K - $402K
15.6K $2.57M
TWST
Twist Bioscience Corp

Healthcare
21.5K
+ 61.61%
$36.72 - $58.88 $789K - $1.26M
56.3K $2.55M
AFRM
Affirm Holdings, Inc.

Technology
10.2K
+ 26.7%
$24.12 - $44.98 $247K - $461K
48.6K $1.99M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7.06K
+ 10.68%
$57.83 - $67.29 $408K - $475K
73.2K $4.87M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.75K
+ 22.07%
$41.77 - $67.84 $240K - $390K
31.8K $2.03M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
7.29K
+ 2.46%
$43.7 - $45.66 $319K - $333K
304K $13.9M
QPFF
American Centy ETF Tr Quality
20.4K
+ 76.94%
$36.06 - $38.42 $734K - $782K
46.8K $1.78M
PCVX
Vaxcyte, Inc.

Healthcare
3.95K
+ 41.47%
$70.52 - $117.12 $278K - $462K
13.5K $1.54M
IHE
Ishares Tr

ETFs
6.5K
+ 7.74%
$65.61 - $72.86 $426K - $473K
90.4K $6.38M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
14.6K
+ 16.92%
$45.31 - $51.64 $660K - $752K
101K $5.16M
TPR
Tapestry, Inc.

Consumer Cyclical
7.25K
+ 6.41%
$36.29 - $47.94 $263K - $348K
120K $5.66M
BIT
Black Rock Multi Sector Income Trust

Financial Services
35.2K
+ 7.48%
$14.44 - $15.2 $508K - $535K
505K $7.67M
JHG
Janus Henderson Group PLC

Financial Services
9.95K
+ 10.07%
$33.55 - $38.68 $334K - $385K
109K $4.14M
X
United States Steel Corp

Basic Materials
36.9K
+ 18.31%
$29.38 - $42.28 $1.08M - $1.56M
238K $8.43M
SITE
Site One Landscape Supply, Inc.

Industrials
1.56K
+ 8.0%
$115.64 - $153.52 $180K - $239K
21K $3.17M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
5.23K
+ 5.98%
$90.59 - $99.43 $473K - $520K
92.5K $8.79M
FSTR
Foster L B CO

Industrials
39.4K
New
$16.08 - $24.01 $634K - $947K
39.4K $805K
AMRC
Ameresco, Inc.

Industrials
8.76K
+ 16.96%
$25.8 - $38.78 $226K - $340K
60.4K $2.29M
BNS
Bank Of Nova Scotia

Financial Services
6.2K
+ 11.72%
$44.71 - $54.78 $277K - $339K
59.1K $3.22M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
14.8K
+ 13.84%
$25.27 - $30.5 $374K - $452K
122K $3.61M
PRM
Perimeter Solutions, Sa

Basic Materials
59.5K
New
$7.55 - $13.42 $449K - $798K
59.5K $798K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
15K
+ 39.52%
$63.28 - $81.93 $949K - $1.23M
53K $3.36M
AIT
Applied Industrial Technologies Inc

Industrials
289
+ 1.15%
$183.8 - $224.77 $53.1K - $65K
25.3K $5.66M
AIVI
Kemiao Garment Holding Group

ETFs
15.8K
+ 67.93%
$39.41 - $44.27 $622K - $698K
39K $1.71M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
10.7K
New
$64.24 - $74.15 $689K - $796K
10.7K $793K
PFIS
Peoples Financial Services Corp.

Financial Services
16.9K
New
$41.44 - $50.49 $701K - $854K
16.9K $792K
DIAL
Columbia ETF Tr I Diversified

ETFs
12.2K
+ 1.81%
$17.48 - $18.51 $213K - $226K
685K $12.7M
CVBF
Cvb Financial Corp

Financial Services
42.7K
+ 100.98%
$16.43 - $20.04 $701K - $855K
84.9K $1.51M
SOYB
Teucrium Commodity Trust

ETFs
34K
New
$21.07 - $24.3 $717K - $827K
34K $784K
EXEL
Exelixis, Inc.

Healthcare
21.7K
+ 34.42%
$21.96 - $27.6 $477K - $600K
84.8K $2.2M
TRDA
Entrada Therapeutics, Inc.

Healthcare
48.8K
New
$13.65 - $17.86 $667K - $872K
48.8K $781K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
15.7K
+ 4.54%
$27.17 - $28.74 $426K - $451K
361K $10.4M
BFZ
Blackrock California Municipal Income Trust

Financial Services
62.5K
+ 37.01%
$11.8 - $12.17 $738K - $761K
231K $2.8M
UMH
Umh Properties, Inc.

Real Estate
35.4K
+ 172.42%
$16.04 - $20.43 $569K - $724K
56K $1.1M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
9.42K
+ 6.23%
$28.41 - $32.11 $268K - $303K
161K $5.07M
INTU
Intuit Inc

Technology
11.9K
+ 6.51%
$602.97 - $670.49 $7.19M - $8M
195K $121M
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