Lpl Financial LLC Purchases in Q4 2024

Lpl Financial LLC

  • $238 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WTFC
Wintrust Financial Corp

Financial Services
3.62K
+ 29.31%
$104.15 - $138.5 $377K - $502K
16K $1.99M
THG
Hanover Insurance Group, Inc.

Financial Services
3.85K
+ 47.68%
$144.81 - $165.01 $557K - $635K
11.9K $1.84M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
32.6K
New
$16.15 - $20.36 $526K - $663K
32.6K $647K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
51.7K
+ 31.52%
$14.43 - $15.02 $746K - $776K
216K $3.12M
OBT
Orange County Bancorp, Inc.

Financial Services
11.6K
New
$52.9 - $63.8 $614K - $740K
11.6K $644K
AXS
Axis Capital Holdings LTD

Financial Services
916
+ 1.48%
$78.26 - $94.05 $71.7K - $86.1K
63K $5.58M
TRMK
Trustmark Corp

Financial Services
12.9K
+ 25.03%
$30.94 - $39.97 $399K - $515K
64.4K $2.28M
KRG
Kite Realty Group Trust

Real Estate
30.7K
+ 29.53%
$24.49 - $27.85 $752K - $855K
135K $3.4M
GXO
Gxo Logistics, Inc.

Industrials
21.8K
+ 59.58%
$41.93 - $63.02 $915K - $1.38M
58.5K $2.54M
NWS
News Corp New Cl B Com Stk (De

Communication Services
18.3K
+ 56.83%
$27.03 - $32.79 $493K - $599K
50.4K $1.53M
NX
Quanex Building Products Corp

Industrials
26.1K
New
$23.13 - $31.51 $603K - $821K
26.1K $631K
UI
Ubiquiti Inc.

Technology
210
+ 4.13%
$223.6 - $362.72 $47K - $76.2K
5.3K $1.76M
BOH
Bank Of Hawaii Corp

Financial Services
7.55K
+ 74.26%
$61.29 - $80.51 $463K - $608K
17.7K $1.26M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
26K
+ 52.33%
$29.53 - $32.06 $767K - $833K
75.7K $2.23M
ESLT
Elbit Systems LTD

Industrials
1.42K
+ 32.93%
$201.1 - $263.5 $286K - $374K
5.73K $1.48M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
110K
+ 10.88%
$33.39 - $37.66 $3.66M - $4.13M
1.12M $37.3M
AVXL
Anavex Life Sciences Corp.

Healthcare
25K
+ 36.38%
$5.11 - $12.56 $128K - $315K
93.9K $1.01M
OMI
Owens & Minor Inc

Healthcare
47.2K
New
$11.8 - $14.78 $557K - $698K
47.2K $616K
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.34K
+ 174.55%
$409.8 - $533.17 $551K - $717K
2.11K $943K
KIM
Kimco Realty Corp

Real Estate
25.3K
+ 23.61%
$22.75 - $25.78 $575K - $651K
132K $3.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
32.3K
+ 10.24%
$27.43 - $28.44 $886K - $918K
348K $9.54M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
113K
+ 315.95%
$1.38 - $4.81 $156K - $545K
149K $663K
CMBS
Ishares Cmbs ETF

ETFs
15.1K
+ 25.72%
$47.09 - $48.64 $710K - $733K
73.7K $3.48M
SKM
Sk Telecom CO LTD

Communication Services
34.4K
+ 83.36%
$21.04 - $24.27 $723K - $834K
75.6K $1.59M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
23.7K
+ 3.97%
$108.28 - $117.54 $2.56M - $2.78M
619K $67.4M
BARK
Bark, Inc.

Consumer Cyclical
330K
New
$1.32 - $2.4 $435K - $791K
330K $606K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
480
+ 10.13%
$202.45 - $354.85 $97.2K - $170K
5.22K $1.61M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
10.4K
+ 21.7%
$49.97 - $54.88 $521K - $572K
58.4K $3.04M
CNP
Centerpoint Energy Inc

Utilities
8.13K
+ 5.46%
$28.58 - $32.66 $232K - $266K
157K $4.98M
OSCV
Opus Small Cap Value ETF

ETFs
17.7K
+ 14.05%
$36.89 - $40.88 $654K - $725K
144K $5.33M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
19.5K
+ 30.72%
$17.5 - $22.47 $341K - $437K
82.8K $1.73M
FNDC
Schwab Fundamental Intl Small

ETFs
22.8K
+ 50.97%
$33.92 - $38.03 $773K - $866K
67.5K $2.3M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
12.2K
+ 7.79%
$70.12 - $75.48 $858K - $924K
169K $11.9M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
48.9K
+ 19.32%
$12.66 - $13.39 $619K - $655K
302K $3.88M
ASAN
Asana, Inc.

Technology
19.3K
+ 81.95%
$11.17 - $27.52 $215K - $530K
42.8K $866K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22.8K
+ 6.96%
$26.55 - $26.67 $605K - $608K
350K $9.33M
LC
Lending Club Corp

Financial Services
36.7K
New
$11.15 - $17.91 $409K - $657K
36.7K $594K
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 2.47%
$664750.0 - $724132.5 $1.33M - $1.45M
83 $56.5M
RNG
Ring Central, Inc.

Technology
11.3K
+ 19.72%
$29.83 - $41.82 $336K - $471K
68.4K $2.4M
INFA
Informatica Inc.

Technology
20.4K
+ 23.45%
$23.96 - $27.39 $489K - $559K
107K $2.79M
UEC
Uranium Energy Corp

Energy
80.1K
+ 78.28%
$6.55 - $8.6 $524K - $689K
182K $1.22M
WIX
Wix.Com Ltd.

Technology
1.43K
+ 24.44%
$156.75 - $229.35 $224K - $328K
7.28K $1.56M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
980
+ 1.01%
$17.13 - $34.23 $16.8K - $33.5K
98K $2.37M
WCC
Wesco International Inc

Industrials
2.3K
+ 17.84%
$164.11 - $213.19 $377K - $489K
15.2K $2.74M
ADC
Agree Realty Corp

Real Estate
10.3K
+ 35.24%
$69.44 - $77.65 $712K - $796K
39.3K $2.77M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.3K
+ 11.62%
$47.71 - $49.76 $492K - $513K
99K $4.85M
HYHG
Proshares High Yield Interest

ETFs
7.84K
+ 8.45%
$64.27 - $65.97 $504K - $517K
101K $6.6M
LNT
Alliant Energy Corp

Utilities
21.9K
+ 4.74%
$56.24 - $63.63 $1.23M - $1.39M
484K $28.6M
TPC
Tutor Perini Corp

Industrials
26.2K
+ 139.3%
$23.8 - $33.24 $623K - $870K
45K $1.09M
Activity Summary
Buys All Purchases 3627 New Holdings 326 Increased Positions 3301 Sells All Sells 1454 Reductions 1454 Sold out 0 Options Calls 55 Puts 65
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