Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
21.7K
+ 1.88%
$18.12 - $20.72 $392K - $449K
1.17M $23.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
38K
+ 16.52%
$50.99 - $57.81 $1.94M - $2.2M
268K $15.3M
NUSC
Nuveen Esg Small Cap ETF

ETFs
24.3K
+ 4.13%
$38.89 - $42.97 $946K - $1.04M
612K $26.2M
THC
Tenet Healthcare Corp

Healthcare
11.4K
+ 31.32%
$129.27 - $168.03 $1.47M - $1.91M
47.7K $7.94M
USRT
Ishares Core U.S. Reit ETF

ETFs
25K
+ 12.86%
$53.07 - $62.66 $1.33M - $1.57M
219K $13.5M
MLM
Martin Marietta Materials Inc

Basic Materials
5.9K
+ 19.09%
$502.48 - $593.35 $2.97M - $3.5M
36.8K $19.8M
DFAU
Dimensional ETF Tr

ETFs
44.8K
+ 7.65%
$35.8 - $39.69 $1.6M - $1.78M
631K $25M
IWC
Russell Micro Cap ETF

ETFs
22.7K
+ 81.02%
$112.21 - $129.46 $2.55M - $2.95M
50.8K $6.27M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
114K
+ 6.98%
$211.47 - $281.27 $24M - $32M
1.74M $428M
PECO
Phillips Edison & Company, Inc.

Real Estate
42.7K
+ 14.9%
$32.1 - $38.93 $1.37M - $1.66M
329K $12.4M
RACE
Ferrari N.V.

Consumer Cyclical
1.84K
+ 5.27%
$405.92 - $496.79 $749K - $916K
36.9K $17.3M
KBE
Spdr S&P Bank ETF

ETFs
32K
+ 15.61%
$45.47 - $54.71 $1.45M - $1.75M
237K $12.5M
TRGP
Targa Resources Corp.

Energy
6.92K
+ 6.68%
$127.86 - $156.46 $885K - $1.08M
111K $16.4M
VTC
Vanguard Scottsdale Fds Total

ETFs
34.6K
+ 46.54%
$75.09 - $79.73 $2.6M - $2.76M
109K $8.63M
PWZ
Invesco California Amt Free Mu

ETFs
113K
+ 28.57%
$24.63 - $25.25 $2.79M - $2.86M
510K $12.8M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
44.9K
+ 86.91%
$57.22 - $64.18 $2.57M - $2.88M
96.6K $6.16M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
62.8K
+ 15.38%
$37.92 - $42.97 $2.38M - $2.7M
471K $19.8M
SWK
Stanley Black & Decker, Inc.

Industrials
735
+ 0.77%
$77.75 - $110.17 $57.1K - $81K
95.6K $10.5M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
20.1K
+ 62.01%
$85.44 - $110.36 $1.72M - $2.22M
52.6K $5.81M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
121K
+ 41.74%
$21.96 - $22.69 $2.66M - $2.75M
412K $9.33M
FNF
Fidelity National Financial, Inc.

Financial Services
5.06K
+ 2.47%
$48.08 - $62.04 $243K - $314K
210K $13M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
115K
+ 20.09%
$22.55 - $23.1 $2.6M - $2.67M
690K $15.9M
REZ
Ishares Tr Residential And Mul

ETFs
25K
+ 44.06%
$76.42 - $91.19 $1.91M - $2.28M
81.8K $7.27M
BRO
Brown & Brown, Inc.

Financial Services
5.87K
+ 3.64%
$89.11 - $105.82 $523K - $621K
167K $17.3M
OTIS
Otis Worldwide Corp

Industrials
15.9K
+ 10.08%
$91.43 - $104.43 $1.46M - $1.66M
174K $18.1M
BILL
Bill.Com Holdings, Inc.

Technology
54.1K
+ 441.66%
$43.97 - $56.02 $2.38M - $3.03M
66.4K $3.5M
VFMV
Vanguard Wellington Fd

ETFs
22.4K
+ 138.08%
$113.29 - $121.87 $2.54M - $2.73M
38.6K $4.7M
EVR
Evercore Inc.

Financial Services
9.72K
+ 113.97%
$211.0 - $258.67 $2.05M - $2.52M
18.3K $4.63M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
22.1K
+ 3.14%
$20.51 - $24.25 $453K - $536K
727K $17.2M
VPN
Global X Fds Data Ctr Reits &

ETFs
170K
+ 112.2%
$14.75 - $16.25 $2.51M - $2.77M
322K $5.13M
RODM
Hartford Multifactor Developed

ETFs
21.1K
+ 2.77%
$27.35 - $30.82 $577K - $650K
783K $23.9M
AEE
Ameren Corp

Utilities
12.9K
+ 12.37%
$70.45 - $87.46 $908K - $1.13M
117K $10.2M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.04K
+ 1.31%
$41.22 - $51.19 $208K - $258K
389K $19M
AIA
Ishares S&P Asia 50 ETF

ETFs
38.4K
+ 747.89%
$61.65 - $74.61 $2.37M - $2.87M
43.5K $3.15M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
67.6K
+ 6.1%
$22.51 - $23.92 $1.52M - $1.62M
1.17M $27.9M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
42.1K
+ 1.48%
$18.36 - $19.08 $772K - $803K
2.88M $54.9M
AVB
Avalonbay Communities Inc

Real Estate
6.39K
+ 8.79%
$200.95 - $234.65 $1.28M - $1.5M
79K $17.8M
MTD
Mettler Toledo International Inc

Healthcare
1.71K
+ 86.14%
$1308.0 - $1521.03 $2.24M - $2.6M
3.69K $5.54M
DFNL
Davis Fundamental ETF Tr

ETFs
52.7K
+ 24.38%
$33.22 - $36.99 $1.75M - $1.95M
269K $9.94M
AMP
Ameriprise Financial Inc

Financial Services
1.1K
+ 2.08%
$391.53 - $469.81 $430K - $516K
53.8K $25.3M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
8.63K
+ 0.84%
$30.27 - $34.42 $261K - $297K
1.04M $35.4M
APH
Amphenol Corp

Technology
60K
+ 11.44%
$58.39 - $70.41 $3.5M - $4.22M
584K $38.1M
HLI
Houlihan Lokey, Inc.

Financial Services
10.8K
+ 23.95%
$134.11 - $161.99 $1.45M - $1.75M
55.8K $8.81M
ON
On Semiconductor Corp

Technology
14.1K
+ 3.35%
$66.39 - $78.74 $938K - $1.11M
436K $31.6M
USTB
Victory Portfolios Ii Victorys

ETFs
47.3K
+ 15.02%
$49.79 - $50.91 $2.35M - $2.41M
362K $18.4M
SRLN
Ssga Active Trust

ETFs
67.5K
+ 2.64%
$40.93 - $41.85 $2.76M - $2.83M
2.63M $110M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
94K
+ 2.83%
$7.45 - $8.23 $701K - $774K
3.42M $27.5M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
52.1K
+ 34.83%
$45.75 - $50.32 $2.38M - $2.62M
202K $9.98M
CASY
Caseys General Stores Inc

Consumer Cyclical
8.17K
+ 13.5%
$354.52 - $391.16 $2.89M - $3.19M
68.6K $25.8M
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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