Lpl Financial LLC Purchases in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ASTS
Ast Space Mobile, Inc.

Communication Services
341K
+ 519.68%
$10.72 - $38.6 $3.65M - $13.2M
407K $10.6M
TRV
Travelers Companies, Inc.

Financial Services
18.8K
+ 10.6%
$201.87 - $242.35 $3.8M - $4.56M
196K $46M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
69.6K
+ 7.59%
$65.15 - $72.97 $4.54M - $5.08M
987K $72M
DSTL
ETF Ser Solution Distillate Us

ETFs
86.7K
+ 9.42%
$50.87 - $56.8 $4.41M - $4.92M
1.01M $57.1M
IBHE
Ishares Ibonds 2025 Term High

ETFs
421K
+ 109.75%
$23.03 - $23.3 $9.69M - $9.8M
804K $18.7M
ALL
Allstate Corp

Financial Services
20K
+ 9.97%
$158.43 - $192.86 $3.17M - $3.86M
221K $41.9M
GIS
General Mills Inc

Consumer Defensive
23.1K
+ 3.02%
$62.5 - $75.15 $1.45M - $1.74M
788K $58.2M
IYH
Ishares Tr

ETFs
61.1K
+ 3.96%
$60.29 - $66.38 $3.68M - $4.05M
1.6M $104M
MCO
Moodys Corp

Financial Services
9.2K
+ 9.24%
$421.49 - $494.67 $3.88M - $4.55M
109K $51.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
54.4K
+ 4.67%
$66.31 - $74.08 $3.61M - $4.03M
1.22M $89.4M
HWM
Howmet Aerospace Inc.

Industrials
75.7K
+ 82.54%
$77.3 - $100.22 $5.85M - $7.59M
167K $16.8M
SYK
Stryker Corp

Healthcare
11.9K
+ 4.83%
$315.94 - $371.96 $3.77M - $4.44M
259K $93.7M
CLX
Clorox CO

Consumer Defensive
8.03K
+ 2.62%
$131.73 - $166.97 $1.06M - $1.34M
315K $51.3M
BTI
British American Tobacco P.L.C.

Consumer Defensive
98.6K
+ 9.63%
$31.07 - $39.36 $3.06M - $3.88M
1.12M $41.1M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
342K
+ 123.28%
$24.77 - $26.7 $8.47M - $9.13M
619K $16.5M
PSA
Public Storage

Real Estate
12K
+ 19.63%
$283.13 - $365.01 $3.39M - $4.38M
73.1K $26.6M
MSCI
Msci Inc.

Financial Services
10.2K
+ 34.27%
$479.31 - $584.91 $4.9M - $5.98M
40.1K $23.4M
DTH
Wisdomtree Tr

ETFs
187K
+ 46.97%
$37.62 - $41.83 $7.04M - $7.82M
585K $24.3M
HTRB
Hartford Fds Total Return Bd E

ETFs
221K
+ 26.91%
$33.29 - $35.33 $7.37M - $7.82M
1.04M $36.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
168K
+ 9.55%
$50.61 - $50.96 $8.5M - $8.55M
1.93M $98.1M
AMGN
Amgen Inc

Healthcare
5K
+ 0.67%
$309.38 - $337.38 $1.55M - $1.69M
752K $242M
GWW
W.W. Grainger, Inc.

Industrials
1.04K
+ 1.81%
$896.19 - $1044.18 $928K - $1.08M
58.2K $60.5M
FSIG
First Tr ETF Iv LTD Duration I
306K
+ 4.69%
$18.72 - $19.32 $5.72M - $5.91M
6.83M $131M
TROW
Price T Rowe Group Inc

Financial Services
97.3K
+ 35.93%
$101.71 - $120.75 $9.89M - $11.7M
368K $40.1M
GBIL
Goldman Sachs Access Treasury

ETFs
86.2K
+ 8.42%
$99.7 - $100.3 $8.6M - $8.65M
1.11M $111M
FYC
First Trust Small Cap Growth A

ETFs
65.4K
+ 13.89%
$65.44 - $74.98 $4.28M - $4.9M
536K $39.9M
PFFA
Etfis Ser Tr I

ETFs
271K
+ 18.31%
$20.94 - $22.98 $5.67M - $6.23M
1.75M $40M
VOOV
Vanguard S&P 500 Value ETF

ETFs
6.5K
+ 1.29%
$175.0 - $190.72 $1.14M - $1.24M
508K $97M
TGT
Target Corp

Consumer Defensive
21.2K
+ 3.11%
$133.47 - $159.25 $2.84M - $3.38M
704K $110M
PWR
Quanta Services, Inc.

Industrials
6.21K
+ 4.03%
$239.58 - $298.23 $1.49M - $1.85M
160K $47.8M
RWR
Spdr Dow Jones Reit ETF

ETFs
58.8K
+ 34.37%
$92.36 - $108.47 $5.43M - $6.37M
230K $24.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
83.6K
+ 3.7%
$100.09 - $100.69 $8.37M - $8.42M
2.34M $236M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
17.8K
+ 1.8%
$80.13 - $88.89 $1.43M - $1.58M
1.01M $88.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
48.6K
+ 2.0%
$37.33 - $40.63 $1.81M - $1.97M
2.47M $101M
ILCB
Ishares Morningstar U.S. Equit

ETFs
96.8K
+ 53.26%
$71.38 - $79.23 $6.91M - $7.67M
279K $22.1M
PPL
Ppl Corp

Utilities
63.1K
+ 5.51%
$27.36 - $33.08 $1.73M - $2.09M
1.21M $40M
VAW
Vanguard Materials ETF

ETFs
29.8K
+ 28.26%
$189.89 - $213.71 $5.66M - $6.37M
135K $28.6M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
60.2K
+ 12.11%
$71.31 - $80.0 $4.29M - $4.81M
557K $44.5M
TRP
Tc Energy Corp

Energy
5.69K
+ 0.68%
$37.48 - $47.9 $213K - $273K
837K $39.8M
RSG
Republic Services, Inc.

Industrials
32K
+ 11.19%
$189.34 - $208.21 $6.05M - $6.66M
318K $63.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
154K
+ 11.9%
$41.95 - $43.42 $6.46M - $6.69M
1.45M $62.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
96.7K
+ 12.57%
$51.0 - $57.07 $4.93M - $5.52M
866K $48.2M
NEAR
Blackrock Short Maturity Bond

ETFs
127K
+ 6.61%
$50.09 - $51.31 $6.36M - $6.52M
2.05M $105M
SPOT
Spotify Technology S.A.

Communication Services
15.3K
+ 32.25%
$290.16 - $384.01 $4.45M - $5.89M
62.9K $23.2M
VST
Vistra Corp.

Utilities
20.3K
+ 11.36%
$69.0 - $119.06 $1.4M - $2.42M
199K $23.6M
JCI
Johnson Controls International PLC

Industrials
46.5K
+ 11.21%
$65.52 - $77.61 $3.05M - $3.61M
461K $35.8M
NEM
Newmont Corp

Basic Materials
35.4K
+ 6.53%
$41.65 - $55.85 $1.47M - $1.98M
577K $30.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.6K
+ 1.53%
$73.43 - $80.37 $1.22M - $1.34M
1.1M $88.5M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
338K
+ 26.12%
$22.94 - $23.16 $7.75M - $7.82M
1.63M $37.7M
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