Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUM
Summit Materials, Inc.

Basic Materials
7.31K
+ 9.88%
$35.61 - $41.78 $260K - $306K
81.3K $3.17M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2.39K
+ 1.89%
$38.55 - $43.04 $92.2K - $103K
129K $5.52M
PFS
Provident Financial Services Inc

Financial Services
24.8K
New
$14.22 - $19.44 $353K - $482K
24.8K $460K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
33.5K
+ 19.1%
$11.01 - $11.6 $369K - $389K
209K $2.41M
QAI
Iq Hedge Multi Strategy Compos

ETFs
12.8K
+ 28.96%
$30.5 - $32.13 $392K - $412K
57.2K $1.83M
LZ
Legalzoom.Com, Inc.

Industrials
82.8K
+ 247.47%
$5.57 - $8.26 $461K - $684K
116K $737K
TOLZ
Dj Brookfield Global

ETFs
6.63K
+ 31.56%
$44.92 - $51.35 $298K - $341K
27.7K $1.4M
ROAD
Construction Partners, Inc.

Industrials
964
+ 3.65%
$53.22 - $76.29 $51.3K - $73.5K
27.4K $1.91M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
12.3K
+ 1.34%
$9.59 - $10.12 $118K - $124K
925K $9.29M
SHV
Ishares Tr

ETFs
1.98K
+ 0.11%
$110.05 - $110.63 $218K - $219K
1.79M $198M
SMAR
Smartsheet Inc

Technology
1.95K
+ 6.44%
$42.95 - $55.46 $83.9K - $108K
32.3K $1.79M
IETC
Ishares U S ETF Tr

ETFs
5.18K
+ 39.04%
$68.54 - $78.83 $355K - $408K
18.5K $1.45M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.11K
+ 1.64%
$26.09 - $33.19 $28.8K - $36.7K
68.6K $2.28M
EGBN
Eagle Bancorp Inc

Financial Services
19.8K
New
$17.97 - $23.75 $355K - $470K
19.8K $446K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
41.5K
+ 8.4%
$19.97 - $21.86 $829K - $907K
536K $11M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.15K
+ 2.06%
$47.7 - $48.54 $246K - $250K
255K $12.4M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.14K
+ 9.58%
$28.91 - $32.54 $206K - $232K
81.6K $2.64M
SGRY
Surgery Partners, Inc.

Healthcare
13.7K
New
$23.08 - $33.69 $316K - $461K
13.7K $441K
IBN
Icici Bank LTD

Financial Services
6.44K
+ 2.71%
$27.58 - $31.38 $177K - $202K
244K $7.29M
KT
Kt Corp

Communication Services
26K
+ 107.25%
$13.14 - $15.8 $341K - $410K
50.2K $771K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.02K
+ 2.68%
$32.43 - $41.89 $65.5K - $84.6K
77.4K $2.92M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.34K
+ 1.35%
$11.72 - $12.38 $86K - $90.8K
551K $6.83M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.42K
+ 0.83%
$46.67 - $50.52 $66.4K - $71.9K
174K $8.77M
EWM
Ishs Msci Malaysia ETF

ETFs
16.2K
New
$22.51 - $27.44 $364K - $444K
16.2K $437K
ROIV
Roivant Sciences Ltd.

Healthcare
35.4K
+ 116.08%
$10.17 - $12.5 $360K - $442K
65.9K $759K
MFA
Mfa Financial, Inc.

Real Estate
2.21K
+ 1.12%
$10.45 - $13.17 $23.1K - $29.2K
199K $2.53M
HAIN
Hain Celestial Group Inc

Consumer Defensive
42.6K
+ 109.09%
$6.14 - $8.63 $262K - $368K
81.7K $704K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
12.5K
+ 10.02%
$15.33 - $17.47 $192K - $218K
137K $2.37M
IEZ
Ishares Tr

ETFs
27.8K
+ 48.11%
$19.08 - $23.8 $531K - $663K
85.7K $1.72M
KNTK
Kinetik Holdings Inc.

Energy
9.6K
New
$38.59 - $47.43 $371K - $455K
9.6K $434K
GTY
Getty Realty Corp

Real Estate
5.26K
+ 10.31%
$26.57 - $32.57 $140K - $171K
56.3K $1.79M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
21.6K
+ 25.13%
$17.85 - $19.36 $386K - $419K
108K $2.06M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.04K
+ 13.57%
$39.06 - $45.01 $236K - $272K
50.6K $2.28M
TEI
Templeton Emerging Markets Income Fund

Financial Services
42K
+ 11.51%
$5.32 - $5.92 $223K - $248K
407K $2.37M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
23.5K
+ 49.56%
$16.35 - $18.0 $384K - $422K
70.8K $1.26M
PRCT
Procept Bio Robotics Corp

Healthcare
5.28K
New
$56.31 - $84.99 $298K - $449K
5.28K $423K
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
10.6K
+ 237.11%
$40.63 - $49.13 $430K - $520K
15.1K $638K
CFFN
Capitol Federal Financial, Inc.

Financial Services
72.3K
New
$5.34 - $6.75 $386K - $488K
72.3K $422K
SG
Sweetgreen, Inc.

Consumer Cyclical
11.9K
New
$23.87 - $37.65 $284K - $449K
11.9K $422K
FUL
Fuller H B CO

Basic Materials
4.45K
+ 16.01%
$75.6 - $86.2 $336K - $383K
32.2K $2.56M
RVMD
Revolution Medicines, Inc.

Healthcare
8.42K
+ 137.73%
$36.92 - $47.94 $311K - $404K
14.5K $658K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
29.5K
+ 13.16%
$12.34 - $13.15 $363K - $387K
253K $3.29M
AUR
Aurora Innovation, Inc.

Technology
51.2K
+ 138.51%
$2.81 - $6.4 $144K - $328K
88.1K $521K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
5.01K
+ 42.41%
$58.66 - $67.52 $294K - $338K
16.8K $1.14M
PCQ
Pimco California Municipal Income Fund

Financial Services
38.9K
+ 66.99%
$9.32 - $9.96 $362K - $387K
96.9K $964K
IBTX
Independent Bank Group, Inc.

Financial Services
4.22K
+ 29.93%
$44.7 - $61.0 $189K - $257K
18.3K $1.06M
INFA
Informatica Inc.

Technology
29.2K
+ 50.49%
$23.11 - $31.2 $675K - $911K
87K $2.2M
LSTR
Landstar System Inc

Industrials
1.84K
+ 12.13%
$173.24 - $193.87 $318K - $356K
17K $3.21M
LECO
Lincoln Electric Holdings Inc

Industrials
1.66K
+ 5.87%
$173.3 - $211.48 $288K - $351K
30K $5.76M
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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