Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYZ
Ishares Tr Us Telecommunicatio

ETFs
250
+ 0.44%
$21.65 - $25.28 $5.41K - $6.32K
56.9K $1.44M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1.01K
+ 5.79%
$85.51 - $94.69 $86.3K - $95.5K
18.4K $1.74M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
1.73K
+ 4.5%
$55.69 - $61.93 $96.4K - $107K
40.2K $2.49M
IX
Orix Corp

Financial Services
1.78K
New
$102.71 - $125.1 $183K - $223K
1.78K $206K
RNA
Avidity Biosciences, Inc.

Healthcare
4.47K
New
$37.21 - $48.14 $166K - $215K
4.47K $205K
DCOM
Dime Community Bancshares, Inc.

Financial Services
7.13K
New
$19.61 - $29.94 $140K - $214K
7.13K $205K
GIC
Global Industrial CO

Industrials
6.06K
New
$30.23 - $35.87 $183K - $217K
6.06K $205K
SVAL
Ishares Tr Us Small Cap Value

ETFs
3.59K
+ 12.02%
$28.64 - $33.7 $103K - $121K
33.5K $1.08M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
10.7K
+ 7.32%
$10.52 - $11.24 $112K - $120K
156K $1.75M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
5.24K
New
$34.57 - $39.14 $181K - $205K
5.24K $204K
THY
Toews Agility Shares Dynamic T

Technology
7.66K
+ 24.18%
$22.18 - $23.08 $170K - $177K
39.3K $906K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
10.4K
+ 13.78%
$14.34 - $15.17 $149K - $157K
85.6K $1.29M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
6.87K
New
$27.51 - $29.65 $189K - $204K
6.87K $203K
CMRE
Costamare Inc.

Industrials
13.5K
+ 89.12%
$12.85 - $16.97 $174K - $229K
28.7K $451K
HOMZ
ETF Ser Solutions Hoya Cap Hsg

ETFs
3.97K
New
$42.08 - $51.4 $167K - $204K
3.97K $202K
CEIX
Consol Energy Inc.

Energy
1.66K
+ 17.3%
$88.45 - $107.31 $147K - $178K
11.3K $1.18M
RVNU
Xtrackers Municipal Infrastruc

ETFs
6.88K
+ 20.76%
$25.36 - $26.16 $174K - $180K
40K $1.05M
MCY
Mercury General Corp

Financial Services
1.5K
+ 13.94%
$52.25 - $66.23 $78.4K - $99.4K
12.3K $772K
AZEK
Azek CO Inc.

Industrials
1.23K
+ 4.04%
$36.81 - $46.9 $45.2K - $57.6K
31.7K $1.48M
CALX
Calix, Inc

Technology
4.05K
+ 33.18%
$33.63 - $41.13 $136K - $167K
16.3K $631K
H
Hyatt Hotels Corp

Consumer Cyclical
1.3K
+ 15.94%
$130.36 - $162.22 $169K - $210K
9.43K $1.44M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.48K
+ 17.59%
$19.84 - $22.08 $168K - $187K
56.7K $1.24M
WRE
Washington Real Estate Investment Trust
11.2K
New
N/A
11.2K $198K
BGNE
Bei Gene, Ltd.

Healthcare
287
+ 17.8%
$143.93 - $224.51 $41.3K - $64.4K
1.9K $426K
QARP
Xtrackers Russell 1000 Us Qual

ETFs
2.8K
+ 16.59%
$47.76 - $52.28 $134K - $146K
19.7K $1.03M
STC
Stewart Information Services Corp

Financial Services
1.18K
+ 13.65%
$61.23 - $76.01 $72K - $89.4K
9.79K $731K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
10.7K
New
$17.71 - $18.5 $190K - $198K
10.7K $197K
PVBC
Provident Bancorp, Inc.

Financial Services
18.2K
New
$9.75 - $12.1 $177K - $220K
18.2K $196K
EGO
Eldorado Gold Corp

Basic Materials
11.2K
New
$14.68 - $18.48 $165K - $207K
11.2K $195K
FLNC
Fluence Energy, Inc.

Utilities
64
+ 0.18%
$13.84 - $22.92 $886 - $1.47K
36.2K $821K
LXP
Lxp Industrial Trust

Real Estate
12.9K
+ 18.31%
$9.14 - $10.46 $118K - $135K
83.3K $837K
VCTR
Victory Capital Holdings, Inc.

Financial Services
1.03K
+ 5.67%
$45.29 - $55.5 $46.6K - $57.1K
19.2K $1.06M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
753
+ 0.53%
$45.17 - $48.75 $34K - $36.7K
144K $7M
BLFS
Biolife Solutions Inc

Healthcare
2.3K
+ 6.07%
$19.19 - $26.52 $44.1K - $60.9K
40.2K $1.01M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.64K
+ 7.65%
$27.45 - $34.49 $45.1K - $56.7K
23.1K $789K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
17.3K
+ 11.72%
$6.24 - $6.87 $108K - $119K
165K $1.13M
DUOL
Duolingo, Inc.

Technology
72
+ 3.06%
$158.85 - $287.54 $11.4K - $20.7K
2.42K $683K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
21.1K
+ 24.42%
$5.05 - $7.79 $106K - $164K
107K $836K
EUM
Proshares Short Msci Emerging

ETFs
15.5K
New
$12.25 - $14.22 $190K - $221K
15.5K $193K
BEPC
Brookfield Renewable Corp

Utilities
1.88K
+ 6.14%
$26.92 - $32.89 $50.6K - $61.9K
32.5K $1.06M
CCJ
Cameco Corp

Energy
10.1K
+ 5.02%
$36.9 - $53.72 $372K - $541K
211K $10.1M
DK
Delek Us Holdings, Inc.

Energy
17.5K
+ 77.21%
$18.74 - $24.97 $328K - $437K
40.1K $752K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
429
+ 0.06%
$14.71 - $16.26 $6.31K - $6.98K
770K $11.8M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.38K
+ 1.35%
$22.61 - $22.79 $189K - $191K
631K $14.3M
PBP
Invesco Exchange Traded Fd Tr

ETFs
5.86K
+ 6.96%
$21.12 - $22.94 $124K - $134K
90K $2.06M
RWT
Redwood Trust Inc

Real Estate
4.46K
+ 3.55%
$6.37 - $8.08 $28.4K - $36K
130K $1.01M
TY
Tri Continental Corp

Financial Services
3.36K
+ 8.12%
$29.86 - $32.92 $100K - $111K
44.7K $1.47M
FMNB
Farmers National Banc Corp

Financial Services
9.64K
+ 57.31%
$12.04 - $16.09 $116K - $155K
26.5K $400K
GAIN
Gladstone Investment Corporation\De

Financial Services
8.14K
+ 5.31%
$12.51 - $14.45 $102K - $118K
161K $2.33M
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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