Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAT
Ishares Tr

ETFs
6.37K
+ 3.39%
$40.8 - $48.93 $260K - $311K
194K $9.22M
IGR
Cbre Global Real Estate Income Fund

Financial Services
32.7K
+ 4.08%
$5.02 - $6.62 $164K - $216K
833K $5.47M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.16K
+ 1.0%
$39.43 - $44.82 $164K - $186K
420K $18.8M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.49K
+ 4.38%
$186.75 - $211.16 $465K - $526K
59.5K $12.3M
CSWI
Csw Industrials, Inc.

Industrials
766
+ 6.72%
$263.55 - $370.84 $202K - $284K
12.2K $4.46M
AAON
Aaon, Inc.

Industrials
7.58K
+ 25.1%
$83.58 - $107.82 $634K - $818K
37.8K $4.07M
FSTA
Fidelity Covington Tr Msci Con

ETFs
11.1K
+ 4.66%
$47.12 - $51.72 $524K - $575K
249K $12.7M
FCOM
Fidelity Covington Tr Msci Com

ETFs
21.9K
+ 26.9%
$49.09 - $55.08 $1.07M - $1.2M
103K $5.68M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
56.3K
+ 22.97%
$20.55 - $21.68 $1.16M - $1.22M
301K $6.5M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
28.5K
+ 12.49%
$31.54 - $34.82 $898K - $991K
256K $8.74M
ORI
Old Republic International Corp

Financial Services
7.89K
+ 3.11%
$29.89 - $35.9 $236K - $283K
261K $9.25M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
47.6K
+ 38.18%
$27.88 - $28.71 $1.33M - $1.37M
172K $4.95M
WAT
Waters Corp

Healthcare
1.22K
+ 8.7%
$282.7 - $359.89 $346K - $441K
15.3K $5.5M
GEO
Geo Group Inc

Real Estate
120K
+ 138.92%
$12.12 - $17.96 $1.46M - $2.16M
207K $2.66M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
48.9K
+ 15.83%
$21.45 - $23.13 $1.05M - $1.13M
358K $8.25M
LKQ
Lkq Corp

Consumer Cyclical
38.3K
+ 50.16%
$38.47 - $46.03 $1.47M - $1.76M
115K $4.58M
IBDV
Ishares Tr

Technology
54.6K
+ 26.31%
$21.11 - $22.24 $1.15M - $1.21M
262K $5.81M
FITE
Spdr S&P Kensho Future Securit

ETFs
15.3K
+ 17.5%
$54.95 - $61.77 $841K - $945K
103K $6.35M
TECK
Teck Resources LTD

Basic Materials
16K
+ 12.45%
$43.48 - $53.4 $697K - $857K
145K $7.57M
L
Loews Corp

Financial Services
16.3K
+ 66.05%
$73.76 - $81.96 $1.2M - $1.33M
40.9K $3.23M
CPRT
Copart Inc

Consumer Cyclical
42.3K
+ 8.98%
$49.19 - $55.54 $2.08M - $2.35M
513K $26.9M
CHH
Choice Hotels International Inc

Consumer Cyclical
9.21K
+ 58.08%
$117.06 - $133.72 $1.08M - $1.23M
25.1K $3.27M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
21.4K
+ 29.8%
$76.83 - $91.38 $1.64M - $1.95M
93.1K $7.68M
CVLT
Commvault Systems Inc

Technology
6.57K
+ 58.45%
$119.99 - $155.51 $788K - $1.02M
17.8K $2.74M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.5K
+ 13.54%
$198.8 - $270.35 $498K - $677K
21K $5.17M
QABA
First Trust Nasdaq Aba Communi

ETFs
17K
+ 25.29%
$44.7 - $55.98 $761K - $953K
84.3K $4.46M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
46.1K
+ 6.33%
$11.73 - $13.0 $541K - $599K
774K $10.1M
DWLD
Davis Fundamental ETF Tr

ETFs
22.5K
+ 20.08%
$31.58 - $38.08 $710K - $856K
134K $5.09M
RVT
Royce Value Trust, Inc.

Financial Services
15.4K
+ 1.71%
$14.28 - $16.01 $220K - $247K
917K $14.4M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
41.5K
+ 16.47%
$24.34 - $25.83 $1.01M - $1.07M
294K $7.55M
FFIV
F5, Inc.

Technology
2.52K
+ 15.09%
$170.44 - $223.6 $429K - $563K
19.2K $4.23M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
14K
+ 7.72%
$64.43 - $67.09 $902K - $939K
195K $13M
TFX
Teleflex Inc

Healthcare
1.91K
+ 8.04%
$211.25 - $247.28 $403K - $471K
25.6K $6.33M
AOA
Ishares Tr Core Aggressive All

ETFs
9.7K
+ 6.94%
$72.11 - $79.05 $699K - $766K
149K $11.8M
ROAM
Hartford Multifactor Emerging

ETFs
42.5K
+ 22.74%
$22.74 - $25.87 $965K - $1.1M
229K $5.85M
BWX
Spdr Bloomberg International T

ETFs
14.5K
+ 2.79%
$21.34 - $23.47 $309K - $340K
534K $12.5M
CNC
Centene Corp

Healthcare
4.37K
+ 3.89%
$64.89 - $80.23 $284K - $351K
117K $8.8M
NUDM
Nuveen Esg International Devel

ETFs
31.8K
+ 29.77%
$30.15 - $34.01 $959K - $1.08M
139K $4.66M
CPNG
Coupang, Inc.

Consumer Cyclical
43.8K
+ 60.47%
$19.79 - $24.92 $867K - $1.09M
116K $2.85M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
48.4K
+ 15.94%
$20.94 - $22.17 $1.01M - $1.07M
352K $7.74M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 0.81%
$82.04 - $89.49 $142K - $155K
215K $19.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.7K
+ 9.49%
$30.74 - $34.07 $728K - $807K
273K $9.32M
PHG
Koninklijke Philips Nv

Healthcare
26.1K
+ 41.37%
$25.08 - $32.73 $654K - $854K
89.1K $2.92M
IBHG
Ishares Tr Ibonds 2027 Term Hi
52.1K
+ 20.09%
$21.89 - $22.6 $1.14M - $1.18M
312K $7.04M
ENPH
Enphase Energy, Inc.

Technology
1.39K
+ 1.58%
$95.77 - $123.65 $133K - $171K
88.8K $10M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
51.4K
+ 16.34%
$24.29 - $24.63 $1.25M - $1.27M
366K $8.96M
SBAC
Sba Communications Corp

Real Estate
2.74K
+ 18.46%
$189.0 - $245.01 $518K - $671K
17.6K $4.23M
DOX
Amdocs LTD

Technology
6.05K
+ 6.58%
$78.13 - $87.85 $473K - $532K
98.1K $8.58M
GNTX
Gentex Corp

Consumer Cyclical
56.2K
+ 64.1%
$28.39 - $35.19 $1.59M - $1.98M
144K $4.27M
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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