Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GXO
Gxo Logistics, Inc.

Industrials
2.62K
+ 7.7%
$46.45 - $55.98 $122K - $147K
36.6K $1.91M
VIV
Telefonica Brasil S.A.

Communication Services
10.5K
+ 26.96%
$8.08 - $10.27 $85.1K - $108K
49.6K $509K
FMY
First Trust Mortgage Income Fund

Financial Services
15K
New
$11.81 - $12.63 $177K - $189K
15K $187K
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.79K
+ 2.54%
$43.63 - $46.56 $78.2K - $83.4K
72.4K $3.37M
FNB
Fnb Corp

Financial Services
11.3K
+ 17.66%
$13.41 - $15.55 $152K - $176K
75.6K $1.07M
HUN
Huntsman Corp

Basic Materials
6.04K
+ 21.01%
$20.02 - $24.78 $121K - $150K
34.8K $840K
PCH
Potlatchdeltic Corp

Real Estate
1.92K
+ 10.83%
$37.5 - $46.09 $71.9K - $88.3K
19.6K $883K
VLY
Valley National Bancorp

Financial Services
5.34K
+ 8.1%
$6.58 - $9.34 $35.2K - $49.9K
71.3K $646K
IIM
Invesco Value Municipal Income Trust

Financial Services
8.85K
+ 6.76%
$12.19 - $12.99 $108K - $115K
140K $1.8M
UNB
Union Bankshares Inc

Financial Services
1.38K
+ 4.1%
$21.05 - $27.7 $29K - $38.2K
35K $907K
ARLP
Alliance Resource Partners LP

Energy
5.72K
+ 8.23%
$22.57 - $25.89 $129K - $148K
75.3K $1.88M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
3.04K
+ 16.96%
$44.93 - $47.34 $137K - $144K
21K $992K
NKSH
National Bankshares Inc

Financial Services
4.47K
+ 14.89%
$26.71 - $32.2 $119K - $144K
34.5K $1.03M
PHYL
Pgim ETF Tr

ETFs
3.07K
+ 5.65%
$34.24 - $35.8 $105K - $110K
57.3K $2.05M
RWX
Spdr Dow Jones International R

ETFs
1.56K
+ 4.04%
$23.88 - $28.19 $37.2K - $43.9K
40.1K $1.11M
VCEL
Vericel Corp

Healthcare
7.45K
+ 20.17%
$42.25 - $53.56 $315K - $399K
44.4K $1.88M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
9.13K
+ 8.67%
$11.89 - $12.87 $109K - $117K
114K $1.45M
GIB
Cgi Inc

Technology
157
+ 1.48%
$99.02 - $116.4 $15.5K - $18.3K
10.8K $1.24M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
7.39K
+ 10.25%
$9.4 - $11.18 $69.4K - $82.6K
79.4K $869K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
3.03K
+ 0.82%
$7.74 - $8.68 $23.5K - $26.3K
375K $3.25M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
1.61K
+ 0.98%
$11.92 - $13.07 $19.1K - $21K
165K $2.13M
CAPL
Cross America Partners LP

Energy
4.42K
+ 4.57%
$18.82 - $21.27 $83.2K - $94K
101K $2.09M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
6.39K
+ 23.0%
$22.97 - $23.99 $147K - $153K
34.2K $817K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
3.16K
+ 9.38%
$37.32 - $42.18 $118K - $133K
36.8K $1.54M
RDY
Dr Reddys Laboratories LTD

Healthcare
1.21K
+ 5.16%
$75.41 - $84.21 $91.5K - $102K
24.7K $1.96M
HQL
Tekla Life Sciences Investors

Financial Services
2.02K
+ 1.29%
$14.26 - $15.78 $28.7K - $31.8K
158K $2.38M
LOB
Live Oak Bancshares, Inc.

Financial Services
1.53K
+ 18.99%
$33.45 - $49.72 $51.1K - $75.9K
9.57K $453K
CWT
California Water Service Group

Utilities
1.23K
+ 6.77%
$47.83 - $55.5 $58.9K - $68.3K
19.4K $1.05M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.73K
+ 67.55%
$25.73 - $28.81 $147K - $165K
14.2K $404K
GH
Guardant Health, Inc.

Healthcare
11.7K
+ 72.01%
$22.3 - $36.29 $260K - $423K
27.9K $638K
NVGS
Navigator Holdings Ltd.

Energy
10.7K
New
$15.05 - $18.04 $160K - $192K
10.7K $171K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
15.7K
+ 36.28%
$10.78 - $11.22 $169K - $176K
59K $641K
VMD
Viemed Healthcare, Inc.

Healthcare
3K
+ 1.59%
$6.3 - $7.6 $18.9K - $22.8K
192K $1.41M
FNV
Franco Nevada Corp

Basic Materials
21
+ 0.07%
$116.95 - $131.12 $2.46K - $2.75K
29K $3.61M
TBK
Triumph Bancorp, Inc.

Financial Services
2.64K
New
N/A
2.64K $169K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
3.09K
+ 19.41%
$22.46 - $28.59 $69.4K - $88.4K
19K $543K
WCN
Waste Connections, Inc.

Industrials
293
+ 0.86%
$173.92 - $186.5 $51K - $54.6K
34.3K $6.14M
AVXL
Anavex Life Sciences Corp.

Healthcare
15.6K
+ 29.17%
$4.11 - $7.04 $63.9K - $109K
68.9K $391K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
1.86K
+ 45.21%
$48.52 - $64.71 $90.4K - $121K
5.99K $371K
AFG
American Financial Group Inc

Financial Services
746
+ 13.4%
$119.65 - $137.03 $89.3K - $102K
6.31K $849K
GRC
Gorman Rupp CO

Industrials
3.5K
+ 26.99%
$35.47 - $41.31 $124K - $145K
16.5K $640K
FILL
Ishares Inc Msci Global Energy

ETFs
20.1K
+ 7.06%
$23.76 - $26.34 $478K - $530K
305K $7.57M
MAT
Mattel Inc

Consumer Cyclical
6.07K
+ 33.76%
$16.02 - $19.6 $97.2K - $119K
24.1K $457K
CRDO
Credo Technology Group Holding LTD

Technology
6.39K
+ 21.87%
$24.26 - $36.45 $155K - $233K
35.6K $1.1M
BOCT
Innovator U.S. Equity Buffer E

ETFs
2.57K
+ 4.07%
$40.71 - $42.45 $105K - $109K
65.8K $2.79M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
520
+ 14.42%
$212.93 - $269.22 $111K - $140K
4.13K $984K
MTLS
Materialise Nv

Technology
29.6K
New
$4.72 - $6.5 $140K - $193K
29.6K $163K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
1.62K
+ 23.55%
$40.81 - $55.0 $66.1K - $89.1K
8.5K $445K
CET
Central Securities Corp

Financial Services
3.29K
+ 58.02%
$41.96 - $45.9 $138K - $151K
8.96K $410K
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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