Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GTES
Gates Industrial Corp PLC

Industrials
7.43K
+ 5.71%
$15.22 - $18.59 $113K - $138K
137K $2.41M
EDOC
Global X Fds Telemedicine & Di

ETFs
31.6K
+ 96.89%
$8.54 - $10.02 $270K - $316K
64.2K $642K
LMAT
Lemaitre Vascular Inc

Healthcare
2.87K
+ 33.73%
$80.3 - $92.89 $230K - $266K
11.4K $1.06M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.84K
+ 2.12%
$69.59 - $79.2 $128K - $146K
88.7K $6.84M
HSIC
Henry Schein Inc

Healthcare
1.41K
+ 4.92%
$63.92 - $73.22 $90K - $103K
30K $2.19M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
8.29K
+ 18.06%
$28.42 - $31.76 $236K - $263K
54.2K $1.7M
ELAN
Elanco Animal Health Inc

Healthcare
22.2K
+ 18.96%
$11.85 - $15.47 $263K - $343K
139K $2.04M
SPXC
Spx Corp

Industrials
1.22K
+ 13.24%
$139.19 - $164.35 $169K - $200K
10.4K $1.66M
DALI
First Tr ETF Vi Dorseywright D

ETFs
10.8K
+ 14.57%
$22.22 - $25.36 $239K - $273K
84.7K $2.14M
KMT
Kennametal Inc

Industrials
13.6K
New
$22.54 - $26.4 $306K - $359K
13.6K $352K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.49K
New
$188.28 - $328.47 $280K - $488K
1.49K $351K
AMED
Amedisys Inc

Healthcare
2.16K
+ 7.1%
$96.5 - $98.45 $208K - $212K
32.5K $3.14M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
11.4K
+ 17.25%
$19.97 - $21.77 $229K - $249K
77.8K $1.68M
HOG
Harley Davidson, Inc.

Consumer Cyclical
3.04K
+ 6.51%
$31.83 - $39.53 $96.7K - $120K
49.7K $1.92M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
16.4K
+ 1.92%
$20.27 - $20.27 $332K - $332K
870K $17.6M
PATK
Patrick Industries Inc

Consumer Cyclical
697
+ 9.37%
$105.01 - $146.96 $73.2K - $102K
8.14K $1.16M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.45K
+ 13.13%
$98.23 - $98.97 $339K - $342K
29.8K $2.95M
TPHE
Timothy Plan High Divid Stk En

ETFs
6.01K
+ 5.59%
$23.59 - $25.68 $142K - $154K
113K $2.91M
FTS
Fortis Inc.

Utilities
589
+ 1.21%
$38.61 - $45.65 $22.7K - $26.9K
49.4K $2.24M
OVLY
Oak Valley Bancorp

Financial Services
13.2K
New
$23.47 - $28.47 $309K - $375K
13.2K $349K
INOD
Innodata Inc

Technology
20.8K
New
$13.74 - $21.34 $285K - $443K
20.8K $348K
PB
Prosperity Bancshares Inc

Financial Services
809
+ 3.05%
$59.22 - $74.29 $47.9K - $60.1K
27.3K $1.97M
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
1.18K
+ 4.87%
$107.65 - $118.88 $127K - $140K
25.4K $3.02M
WAFD
Washington Federal Inc

Financial Services
3.23K
+ 8.66%
$27.9 - $36.89 $90.1K - $119K
40.5K $1.41M
BERY
Berry Global Group, Inc.

Consumer Cyclical
2.1K
+ 9.43%
$58.01 - $69.08 $122K - $145K
24.3K $1.65M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
20.7K
+ 23.7%
$12.23 - $13.11 $254K - $272K
108K $1.42M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
11.8K
+ 8.81%
$23.43 - $24.12 $276K - $284K
145K $3.5M
PTLO
Portillo'S Inc.

Consumer Cyclical
9.51K
+ 16.58%
$8.88 - $13.54 $84.5K - $129K
66.9K $902K
ICUI
Icu Medical Inc

Healthcare
371
+ 8.52%
$114.88 - $182.17 $42.6K - $67.6K
4.72K $860K
PIPR
Piper Sandler Companies

Financial Services
697
+ 25.26%
$230.9 - $287.51 $161K - $200K
3.46K $979K
FAS
Direxion Daily Financial Bull

ETFs
1.51K
+ 29.65%
$97.35 - $134.06 $147K - $202K
6.59K $854K
IREN
Iris Energy LTD

Financial Services
45K
+ 321.44%
$6.44 - $15.03 $290K - $677K
59K $498K
OGS
One Gas, Inc.

Utilities
589
+ 2.1%
$62.22 - $74.44 $36.6K - $43.8K
28.6K $2.13M
PAA
Plains All American Pipeline LP

Energy
31.6K
+ 7.42%
$17.0 - $19.03 $537K - $601K
457K $7.95M
QLC
Flexshares Tr Us Quality Large

ETFs
2.64K
+ 5.58%
$58.69 - $65.04 $155K - $172K
50.1K $3.26M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
348
+ 2.91%
$89.87 - $124.16 $31.3K - $43.2K
12.3K $1.53M
PEGA
Pegasystems Inc

Technology
4.65K
New
$57.07 - $73.36 $265K - $341K
4.65K $339K
LKFN
Lakeland Financial Corp

Financial Services
1.9K
+ 3.17%
$57.94 - $71.18 $110K - $135K
61.8K $4.02M
PGC
Peapack Gladstone Financial Corp

Financial Services
12.3K
New
$21.38 - $29.2 $264K - $361K
12.3K $338K
PSET
Principal Exchange Traded Fund

ETFs
2.66K
+ 5.21%
$63.61 - $71.5 $169K - $190K
53.7K $3.82M
WLK
Westlake Corp

Basic Materials
1.36K
+ 5.62%
$133.5 - $150.97 $182K - $206K
25.6K $3.85M
GME
Game Stop Corp.

Consumer Cyclical
19.2K
+ 32.38%
$19.5 - $28.54 $375K - $549K
78.7K $1.8M
ULVM
Usaa ETF Tr Msci Usa Value Mom

ETFs
4.17K
New
$73.24 - $80.84 $306K - $337K
4.17K $337K
BBSA
J P Morgan ETF Tr Etabuilders

Industrials
6.26K
+ 24.19%
$47.25 - $48.83 $296K - $306K
32.2K $1.57M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
14.9K
+ 8.14%
$12.0 - $13.08 $179K - $195K
198K $2.58M
SNV
Synovus Financial Corp

Financial Services
4.64K
+ 15.84%
$39.32 - $47.62 $182K - $221K
33.9K $1.51M
TRNO
Terreno Realty Corp

Real Estate
3.36K
+ 23.97%
$59.43 - $71.02 $200K - $239K
17.4K $1.16M
INTA
Intapp, Inc.

Technology
3.6K
+ 25.4%
$31.5 - $51.19 $113K - $184K
17.8K $850K
INVH
Invitation Homes Inc.

Real Estate
10.2K
+ 21.57%
$33.2 - $37.28 $339K - $380K
57.5K $2.03M
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