Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVNA
Carvana Co.

Consumer Cyclical
2.01K
+ 5.33%
$122.32 - $175.15 $246K - $352K
39.7K $6.91M
ABC
Amerisourcebergen Corp

Healthcare
11.1K
+ 6.75%
N/A
175K $32.5M
SONY
Sony Group Corp

Technology
6.7K
+ 5.57%
$81.61 - $98.65 $547K - $661K
127K $12.3M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
19.7K
+ 3.96%
$17.55 - $21.54 $346K - $424K
517K $10.9M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
7.53K
+ 4.4%
$82.69 - $94.63 $623K - $713K
179K $16.6M
MPLX
Mplx LP

Energy
33.1K
+ 10.91%
$40.44 - $45.07 $1.34M - $1.49M
336K $15M
WSO
Watsco Inc

Industrials
3K
+ 15.24%
$448.73 - $519.89 $1.34M - $1.56M
22.7K $11.1M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
62.5K
+ 109.04%
$29.59 - $31.63 $1.85M - $1.98M
120K $3.79M
EWL
Ishares Inc Msci Switzerlnd

ETFs
25.4K
+ 13.98%
$48.06 - $52.85 $1.22M - $1.34M
207K $10.8M
SPVM
Invesco S&P 500 Value With Mom

ETFs
31.9K
+ 82.37%
$53.4 - $58.69 $1.7M - $1.87M
70.6K $4.12M
FNDE
Schwab Fundamental Emerging Mk

ETFs
45.7K
+ 22.57%
$28.02 - $32.68 $1.28M - $1.49M
248K $8M
ILMN
Illumina, Inc.

Healthcare
2.74K
+ 4.29%
$105.28 - $135.9 $288K - $372K
66.5K $8.68M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
25.1K
+ 21.43%
$43.9 - $52.34 $1.1M - $1.31M
142K $7.3M
TD
Toronto Dominion Bank

Financial Services
4.17K
+ 1.97%
$54.54 - $64.56 $227K - $269K
215K $13.6M
UBSI
United Bankshares Inc

Financial Services
47K
+ 81.3%
$31.56 - $39.32 $1.48M - $1.85M
105K $3.89M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8.7K
+ 5.1%
$52.04 - $64.22 $453K - $559K
180K $11M
TRFM
ETF Ser Solutions Aam Transfor
37.5K
+ 3.96%
$30.06 - $35.81 $1.13M - $1.34M
985K $34.3M
ERIE
Erie Indemnity CO

Financial Services
3.12K
+ 170.36%
$356.56 - $544.84 $1.11M - $1.7M
4.95K $2.67M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
17.8K
+ 17.9%
$70.04 - $77.47 $1.25M - $1.38M
117K $9.07M
CSGP
Costar Group, Inc.

Real Estate
24.5K
+ 21.68%
$71.59 - $79.61 $1.75M - $1.95M
138K $10.4M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
96.8K
+ 11.13%
$20.05 - $20.17 $1.94M - $1.95M
967K $19.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
19.4K
+ 3.62%
$92.56 - $99.46 $1.79M - $1.93M
555K $53.2M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
88K
+ 12.51%
$20.73 - $21.42 $1.82M - $1.88M
792K $16.8M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
6.8K
+ 5.61%
$109.24 - $121.48 $743K - $827K
128K $15.3M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
59.8K
+ 128.02%
$31.27 - $34.17 $1.87M - $2.04M
106K $3.52M
HCRB
Hartford Fds Exchange Traded T

ETFs
46.6K
+ 24.96%
$34.35 - $36.37 $1.6M - $1.7M
233K $8.41M
AVSC
American Centy ETF Tr Avantis
16.3K
+ 6.22%
$49.07 - $56.13 $801K - $916K
279K $15M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
7.58K
+ 1.02%
$11.57 - $14.32 $87.7K - $109K
748K $10.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
23.5K
+ 8.85%
$31.95 - $38.02 $749K - $892K
288K $10.8M
MMS
Maximus, Inc.

Industrials
10.8K
+ 8.52%
$84.08 - $93.17 $906K - $1M
137K $12.8M
AVAV
Aero Vironment Inc

Industrials
6.68K
+ 20.75%
$164.14 - $204.5 $1.1M - $1.37M
38.9K $7.8M
FVAL
Fidelity Covington Tr Value Fa

ETFs
26.1K
+ 22.56%
$55.27 - $60.6 $1.44M - $1.58M
142K $8.58M
URTH
Ishares Msci World ETF

ETFs
6.21K
+ 6.14%
$140.68 - $156.99 $873K - $975K
107K $16.8M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
123K
+ 6.49%
$14.16 - $14.47 $1.75M - $1.78M
2.02M $29.1M
AZPN
Aspen Technology, Inc.

Technology
3.62K
+ 13.74%
$172.9 - $239.26 $627K - $867K
30K $7.16M
IMTB
Ishares Tr

ETFs
40.2K
+ 58.91%
$42.23 - $44.8 $1.7M - $1.8M
108K $4.82M
EXPO
Exponent Inc

Industrials
7.4K
+ 14.01%
$93.45 - $115.28 $692K - $853K
60.2K $6.94M
IRT
Independence Realty Trust, Inc.

Real Estate
65.3K
+ 19.8%
$18.32 - $21.15 $1.2M - $1.38M
395K $8.1M
SCCO
Southern Copper Corp

Basic Materials
8.57K
+ 7.31%
$94.1 - $120.43 $807K - $1.03M
126K $14.6M
HEQT
Simplify Exchange Traded Fds H
52.7K
+ 16.73%
$26.73 - $28.88 $1.41M - $1.52M
368K $10.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
26.4K
+ 3.95%
$47.01 - $48.2 $1.24M - $1.27M
693K $33.4M
CE
Celanese Corp

Basic Materials
11.9K
+ 4.58%
$119.16 - $147.51 $1.42M - $1.76M
272K $37M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
77.5K
+ 35.56%
$21.7 - $22.6 $1.68M - $1.75M
296K $6.65M
DTM
Dt Midstream, Inc.

Energy
19.6K
+ 42.26%
$69.34 - $79.28 $1.36M - $1.55M
65.9K $5.18M
HTGC
Hercules Capital, Inc.

Financial Services
131K
+ 15.26%
$17.71 - $21.67 $2.31M - $2.83M
987K $19.4M
SAIA
Saia Inc

Industrials
5.58K
+ 36.85%
$367.6 - $509.42 $2.05M - $2.84M
20.7K $9.05M
VRSN
Verisign Inc

Technology
8.3K
+ 34.66%
$174.18 - $190.64 $1.44M - $1.58M
32.2K $6.12M
STZ
Constellation Brands, Inc.

Consumer Defensive
7.1K
+ 6.05%
$236.42 - $259.82 $1.68M - $1.85M
124K $32.1M
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
25.6K
+ 21.02%
$50.08 - $55.45 $1.28M - $1.42M
147K $8.05M
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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