Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSC
Principal ETF U.S. Small Cap M

ETFs
12.3K
+ 11.89%
$47.43 - $52.33 $583K - $643K
116K $6.01M
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.5K
+ 9.25%
$47.0 - $47.84 $870K - $885K
218K $10.4M
JPRE
J P Morgan Exchange Traded Fd

ETFs
8.46K
+ 9.65%
$43.9 - $51.94 $372K - $440K
96.2K $4.9M
CACI
Caci International Inc

Technology
2.45K
+ 34.18%
$427.76 - $427.76 $1.05M - $1.05M
9.61K $4.11M
NFRA
Flexshares Stoxx Global Broad

ETFs
13.6K
+ 37.74%
$53.04 - $59.95 $720K - $814K
49.5K $2.94M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
15.2K
+ 11.93%
$34.95 - $39.2 $530K - $594K
142K $5.53M
VSMV
Victoryshares Us Multifactor M

ETFs
16.1K
+ 21.93%
$45.22 - $48.58 $730K - $784K
89.7K $4.36M
TECH
Bio Techne Corp

Healthcare
5.54K
+ 8.1%
$70.96 - $82.35 $393K - $457K
74K $5.92M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
24.7K
+ 8.66%
$22.96 - $24.67 $567K - $610K
310K $7.65M
GDDY
Go Daddy Inc.

Technology
589
+ 1.11%
$141.41 - $167.41 $83.3K - $98.6K
53.8K $8.43M
AME
Ametek Inc

Industrials
2.79K
+ 2.68%
$152.74 - $176.01 $426K - $491K
107K $18.3M
THO
Thor Industries Inc

Consumer Cyclical
4.03K
+ 11.99%
$91.4 - $109.97 $369K - $444K
37.7K $4.14M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3.99K
+ 1.66%
$39.98 - $43.99 $159K - $175K
244K $10.8M
HELE
Helen Of Troy LTD

Consumer Defensive
26.7K
+ 125.96%
$48.49 - $91.62 $1.29M - $2.44M
47.8K $2.96M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
44.2K
+ 30.32%
$20.92 - $21.41 $925K - $946K
190K $4.05M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
19K
+ 27.07%
$38.71 - $42.43 $734K - $805K
89K $3.77M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6.18K
+ 7.22%
$72.22 - $81.88 $447K - $506K
91.9K $7.23M
HOOD
Robinhood Markets, Inc.

Technology
39K
+ 35.51%
$16.42 - $24.63 $640K - $960K
149K $3.48M
PFN
Pimco Income Strategy Fund Ii

Financial Services
67.3K
+ 6.35%
$7.02 - $7.62 $473K - $513K
1.13M $8.59M
ZWS
Zurn Water Solutions Corp

Industrials
13.7K
+ 18.06%
$28.61 - $35.94 $392K - $493K
89.6K $3.22M
CSA
Victory Portfolios Ii Shs Us S

ETFs
11.2K
+ 41.11%
$66.4 - $74.15 $742K - $828K
38.4K $2.82M
GMED
Globus Medical Inc

Healthcare
9.16K
+ 8.45%
$67.08 - $73.92 $614K - $677K
118K $8.41M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.17K
+ 0.92%
$47.18 - $48.74 $244K - $252K
566K $27.5M
FEP
First Trust Europe Alphadex Fu

ETFs
11.5K
+ 4.65%
$35.46 - $39.44 $409K - $455K
260K $10.1M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.13K
+ 0.55%
$43.25 - $48.57 $48.7K - $54.7K
207K $9.97M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
2.84K
+ 6.54%
$108.3 - $128.14 $308K - $364K
46.3K $5.75M
TMDX
Trans Medics Group, Inc.

Healthcare
5.55K
+ 35.52%
$135.68 - $176.11 $753K - $977K
21.2K $3.32M
WES
Western Midstream Partners, LP

Energy
31.5K
+ 19.33%
$36.59 - $42.74 $1.15M - $1.35M
194K $7.44M
CPT
Camden Property Trust

Real Estate
5.03K
+ 21.34%
$107.5 - $126.88 $541K - $638K
28.6K $3.53M
RGA
Reinsurance Group Of America Inc

Financial Services
2.69K
+ 9.08%
$192.62 - $225.79 $519K - $608K
32.3K $7.05M
PFG
Principal Financial Group Inc

Financial Services
2.49K
+ 2.5%
$72.94 - $87.46 $182K - $218K
102K $8.79M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
36.8K
+ 13.51%
$9.76 - $11.79 $360K - $434K
310K $3.63M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
6.96K
+ 21.29%
$98.24 - $109.56 $684K - $763K
39.7K $4.35M
DBAW
Xtrackers Msci All World Ex Us

ETFs
14.3K
+ 4.82%
$31.36 - $35.15 $448K - $502K
311K $10.8M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.47K
+ 5.4%
$56.83 - $62.44 $368K - $404K
126K $7.88M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
15.3K
+ 16.99%
$45.82 - $48.72 $702K - $746K
105K $5.1M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
30.5K
+ 42.74%
$19.62 - $23.55 $599K - $719K
102K $2.37M
QS
Quantum Scape Corp

Consumer Cyclical
80.4K
+ 13.8%
$4.83 - $9.14 $388K - $735K
663K $3.81M
BKR
Baker Hughes CO

Energy
21.8K
+ 13.45%
$32.92 - $38.72 $716K - $843K
184K $6.63M
PII
Polaris Inc.

Consumer Cyclical
7.51K
+ 11.61%
$72.9 - $86.86 $548K - $653K
72.2K $6.01M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.26K
+ 1.61%
$97.66 - $119.74 $123K - $151K
79.7K $8.91M
GMAB
Genmab A/S

Healthcare
43.1K
+ 29.53%
$23.84 - $28.48 $1.03M - $1.23M
189K $4.61M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
31.2K
+ 2.24%
$8.04 - $8.65 $251K - $270K
1.43M $12.3M
FCPI
Fidelity Covington Tr Stocks F

ETFs
18.5K
+ 34.76%
$39.21 - $43.31 $726K - $802K
71.8K $3.11M
IYM
Ishares Tr

ETFs
1.89K
+ 2.96%
$136.13 - $151.64 $257K - $286K
65.7K $9.87M
DAX
Global X Fds Dax Germany ETF

ETFs
21.8K
+ 44.09%
$30.82 - $35.12 $672K - $766K
71.2K $2.5M
FHB
First Hawaiian, Inc.

Financial Services
28.8K
+ 25.93%
$20.52 - $26.1 $591K - $751K
140K $3.23M
UGI
Ugi Corp

Utilities
12.1K
+ 4.04%
$22.23 - $25.05 $268K - $302K
311K $7.78M
RKLB
Rocket Lab Usa, Inc.

Industrials
58.5K
+ 79.79%
$4.54 - $9.78 $265K - $572K
132K $1.28M
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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