Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USA
Liberty All Star Equity Fund

Financial Services
166K
+ 4.91%
$6.43 - $7.14 $1.06M - $1.18M
3.54M $25.3M
MANH
Manhattan Associates Inc

Technology
4.84K
+ 17.57%
$218.59 - $286.0 $1.06M - $1.38M
32.4K $9.12M
PGF
Invesco Exchange Traded Fd Tr

ETFs
78.4K
+ 6.68%
$14.7 - $15.89 $1.15M - $1.25M
1.25M $19.6M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
41.9K
+ 12.83%
$49.69 - $50.5 $2.08M - $2.11M
368K $18.6M
AVIG
American Centy ETF Tr Avantis

ETFs
41.2K
+ 13.26%
$40.41 - $42.73 $1.66M - $1.76M
352K $14.9M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
12.7K
+ 7.88%
$105.49 - $116.32 $1.33M - $1.47M
173K $19.9M
EQT
Eqt Corp

Energy
63.3K
+ 38.85%
$30.21 - $37.21 $1.91M - $2.36M
226K $8.29M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
5.46K
+ 1.09%
$46.25 - $50.82 $252K - $277K
504K $25.6M
GFL
Gfl Environmental Inc.

Industrials
55.7K
+ 115.11%
$37.64 - $43.49 $2.1M - $2.42M
104K $4.15M
IAI
Ishares Tr Us Broker Dealers &

ETFs
5.33K
+ 3.93%
$115.73 - $128.74 $617K - $686K
141K $18.1M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
16.9K
+ 0.78%
$40.48 - $45.39 $685K - $768K
2.17M $95.7M
CYBR
Cyber Ark Software Ltd.

Technology
4.11K
+ 7.1%
$241.52 - $291.61 $993K - $1.2M
62.1K $18.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
78.7K
+ 128.82%
$24.06 - $26.97 $1.89M - $2.12M
140K $3.75M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
14.5K
+ 36.31%
$116.03 - $127.58 $1.69M - $1.85M
54.5K $6.96M
AOK
Ishares Tr Core Conservative A

ETFs
39.1K
+ 9.29%
$36.8 - $38.71 $1.44M - $1.51M
460K $17.8M
FSK
Fs Kkr Capital Corp

Financial Services
112K
+ 3.33%
$18.74 - $20.43 $2.09M - $2.28M
3.46M $68.4M
AVRE
American Centy ETF Tr Avantis
38.9K
+ 57.0%
$40.95 - $48.28 $1.59M - $1.88M
107K $5.05M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.5K
+ 18.79%
$370.41 - $491.09 $924K - $1.23M
15.8K $7.34M
FIS
Fidelity National Information Services, Inc.

Technology
5.4K
+ 2.57%
$72.8 - $85.04 $393K - $459K
216K $18.1M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
25K
+ 50.17%
$71.1 - $80.12 $1.78M - $2M
74.8K $5.92M
CHY
Calamos Convertible & High Income Fund

Financial Services
117K
+ 11.07%
$11.13 - $12.01 $1.3M - $1.41M
1.18M $14M
BMI
Badger Meter Inc

Technology
1.93K
+ 3.46%
$184.77 - $219.63 $357K - $424K
57.8K $12.6M
MINO
Pimco ETF Tr Municipal Income

ETFs
44.1K
+ 18.34%
$45.07 - $46.16 $1.99M - $2.04M
285K $13.1M
PSLV
Sprott Physical Silver Trust

Financial Services
138K
+ 9.35%
$9.17 - $10.84 $1.27M - $1.5M
1.61M $16.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
4.37K
+ 7.49%
$241.93 - $282.86 $1.06M - $1.24M
62.7K $16.6M
TDY
Teledyne Technologies Inc

Technology
2.32K
+ 9.72%
$381.47 - $437.71 $883K - $1.01M
26.1K $11.4M
OSTK
Overstock.Com, Inc

Consumer Cyclical
85.8K
+ 100.93%
N/A
171K $4.37M
CHE
Chemed Corp

Healthcare
2.89K
+ 37.21%
$527.82 - $600.97 $1.53M - $1.74M
10.7K $6.41M
ATO
Atmos Energy Corp

Utilities
4.64K
+ 6.67%
$114.08 - $138.75 $530K - $644K
74.3K $10.3M
HRL
Hormel Foods Corp

Consumer Defensive
60.6K
+ 27.86%
$30.04 - $33.14 $1.82M - $2.01M
278K $8.82M
PI
Impinj Inc

Technology
7.35K
+ 75.52%
$137.66 - $217.83 $1.01M - $1.6M
17.1K $3.7M
HUBB
Hubbell Inc

Industrials
2.08K
+ 10.2%
$355.55 - $428.48 $738K - $889K
22.4K $9.6M
BDX
Becton Dickinson & CO

Healthcare
538
+ 0.2%
$221.47 - $242.41 $119K - $130K
276K $66.5M
EVRI
Everi Holdings Inc.

Consumer Cyclical
121K
+ 99.77%
$8.13 - $13.19 $982K - $1.59M
242K $3.18M
RMD
Resmed Inc

Healthcare
2.14K
+ 6.88%
$186.94 - $252.92 $399K - $540K
33.2K $8.11M
LITE
Lumentum Holdings Inc.

Technology
30K
+ 150.16%
$40.28 - $64.74 $1.21M - $1.94M
50K $3.17M
BAH
Booz Allen Hamilton Holding Corp

Industrials
8.68K
+ 10.43%
$138.82 - $162.76 $1.21M - $1.41M
91.9K $15M
EXAS
Exact Sciences Corp

Healthcare
1.51K
+ 1.9%
$42.43 - $70.83 $63.9K - $107K
80.7K $5.49M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
44.6K
+ 14.11%
$32.35 - $35.57 $1.44M - $1.59M
360K $12.6M
VKTX
Viking Therapeutics, Inc.

Healthcare
24.3K
+ 42.3%
$49.84 - $70.47 $1.21M - $1.71M
81.8K $5.18M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
27K
+ 31.88%
$56.15 - $62.12 $1.51M - $1.67M
112K $6.93M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
11.8K
+ 3.05%
$50.67 - $56.52 $598K - $667K
399K $22.1M
HERO
Global X Fds Video Games & Esp

ETFs
78.2K
+ 106.36%
$20.55 - $24.34 $1.61M - $1.9M
152K $3.69M
FIX
Comfort Systems Usa Inc

Industrials
2.31K
+ 16.65%
$292.14 - $396.82 $674K - $915K
16.2K $6.31M
CRS
Carpenter Technology Corp

Industrials
3.78K
+ 12.75%
$104.79 - $161.78 $396K - $612K
33.5K $5.34M
RPM
Rpm International Inc

Basic Materials
8.45K
+ 10.6%
$103.91 - $125.03 $878K - $1.06M
88.1K $10.7M
ORCC
Owl Rock Capital Corp

Financial Services
155K
+ 8.78%
N/A
1.92M $25.8M
FLIN
Franklin Templeton ETF Tr

ETFs
41.1K
+ 24.73%
$39.24 - $42.42 $1.61M - $1.75M
208K $8.69M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
16.1K
+ 7.35%
$53.15 - $59.61 $855K - $959K
235K $13.8M
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
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