Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIII
G Iii Apparel Group LTD

Consumer Cyclical
10.4K
+ 24.59%
$24.05 - $32.18 $250K - $335K
52.8K $1.61M
SUM
Summit Materials, Inc.

Basic Materials
7.31K
+ 9.88%
$35.61 - $41.78 $260K - $306K
81.3K $3.17M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2.39K
+ 1.89%
$38.55 - $43.04 $92.2K - $103K
129K $5.52M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
33.5K
+ 19.1%
$11.01 - $11.6 $369K - $389K
209K $2.41M
QAI
Iq Hedge Multi Strategy Compos

ETFs
12.8K
+ 28.96%
$30.5 - $32.13 $392K - $412K
57.2K $1.83M
LZ
Legalzoom.Com, Inc.

Industrials
82.8K
+ 247.47%
$5.57 - $8.26 $461K - $684K
116K $737K
TOLZ
Dj Brookfield Global

ETFs
6.63K
+ 31.56%
$44.92 - $51.35 $298K - $341K
27.7K $1.4M
ROAD
Construction Partners, Inc.

Industrials
964
+ 3.65%
$53.22 - $76.29 $51.3K - $73.5K
27.4K $1.91M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
12.3K
+ 1.34%
$9.59 - $10.12 $118K - $124K
925K $9.29M
SHV
Ishares Tr

ETFs
1.98K
+ 0.11%
$110.05 - $110.63 $218K - $219K
1.79M $198M
SMAR
Smartsheet Inc

Technology
1.95K
+ 6.44%
$42.95 - $55.46 $83.9K - $108K
32.3K $1.79M
IETC
Ishares U S ETF Tr

ETFs
5.18K
+ 39.04%
$68.54 - $78.83 $355K - $408K
18.5K $1.45M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.11K
+ 1.64%
$26.09 - $33.19 $28.8K - $36.7K
68.6K $2.28M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
41.5K
+ 8.4%
$19.97 - $21.86 $829K - $907K
536K $11M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.15K
+ 2.06%
$47.7 - $48.54 $246K - $250K
255K $12.4M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.14K
+ 9.58%
$28.91 - $32.54 $206K - $232K
81.6K $2.64M
IBN
Icici Bank LTD

Financial Services
6.44K
+ 2.71%
$27.58 - $31.38 $177K - $202K
244K $7.29M
KT
Kt Corp

Communication Services
26K
+ 107.25%
$13.14 - $15.8 $341K - $410K
50.2K $771K
AUB
Atlantic Union Bankshares Corp

Financial Services
2.02K
+ 2.68%
$32.43 - $41.89 $65.5K - $84.6K
77.4K $2.92M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.34K
+ 1.35%
$11.72 - $12.38 $86K - $90.8K
551K $6.83M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.42K
+ 0.83%
$46.67 - $50.52 $66.4K - $71.9K
174K $8.77M
ROIV
Roivant Sciences Ltd.

Healthcare
35.4K
+ 116.08%
$10.17 - $12.5 $360K - $442K
65.9K $759K
MFA
Mfa Financial, Inc.

Real Estate
2.21K
+ 1.12%
$10.45 - $13.17 $23.1K - $29.2K
199K $2.53M
HAIN
Hain Celestial Group Inc

Consumer Defensive
42.6K
+ 109.09%
$6.14 - $8.63 $262K - $368K
81.7K $704K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
12.5K
+ 10.02%
$15.33 - $17.47 $192K - $218K
137K $2.37M
IEZ
Ishares Tr

ETFs
27.8K
+ 48.11%
$19.08 - $23.8 $531K - $663K
85.7K $1.72M
GTY
Getty Realty Corp

Real Estate
5.26K
+ 10.31%
$26.57 - $32.57 $140K - $171K
56.3K $1.79M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
21.6K
+ 25.13%
$17.85 - $19.36 $386K - $419K
108K $2.06M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
6.04K
+ 13.57%
$39.06 - $45.01 $236K - $272K
50.6K $2.28M
TEI
Templeton Emerging Markets Income Fund

Financial Services
42K
+ 11.51%
$5.32 - $5.92 $223K - $248K
407K $2.37M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
23.5K
+ 49.56%
$16.35 - $18.0 $384K - $422K
70.8K $1.26M
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
10.6K
+ 237.11%
$40.63 - $49.13 $430K - $520K
15.1K $638K
FUL
Fuller H B CO

Basic Materials
4.45K
+ 16.01%
$75.6 - $86.2 $336K - $383K
32.2K $2.56M
RVMD
Revolution Medicines, Inc.

Healthcare
8.42K
+ 137.73%
$36.92 - $47.94 $311K - $404K
14.5K $658K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
29.5K
+ 13.16%
$12.34 - $13.15 $363K - $387K
253K $3.29M
AUR
Aurora Innovation, Inc.

Technology
51.2K
+ 138.51%
$2.81 - $6.4 $144K - $328K
88.1K $521K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
5.01K
+ 42.41%
$58.66 - $67.52 $294K - $338K
16.8K $1.14M
PCQ
Pimco California Municipal Income Fund

Financial Services
38.9K
+ 66.99%
$9.32 - $9.96 $362K - $387K
96.9K $964K
IBTX
Independent Bank Group, Inc.

Financial Services
4.22K
+ 29.93%
$44.7 - $61.0 $189K - $257K
18.3K $1.06M
INFA
Informatica Inc.

Technology
29.2K
+ 50.49%
$23.11 - $31.2 $675K - $911K
87K $2.2M
LSTR
Landstar System Inc

Industrials
1.84K
+ 12.13%
$173.24 - $193.87 $318K - $356K
17K $3.21M
LECO
Lincoln Electric Holdings Inc

Industrials
1.66K
+ 5.87%
$173.3 - $211.48 $288K - $351K
30K $5.76M
WU
Western Union CO

Financial Services
36K
+ 72.81%
$11.35 - $12.97 $408K - $467K
85.4K $1.02M
OXLC
Oxford Lane Capital Corp.

Financial Services
98.1K
+ 18.48%
$5.15 - $5.67 $505K - $556K
629K $3.29M
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.49K
+ 3.65%
$35.57 - $37.86 $195K - $208K
156K $5.89M
ACMR
Acm Research, Inc.

Technology
43.3K
+ 25.44%
$15.01 - $25.52 $649K - $1.1M
213K $4.33M
HBNC
Horizon Bancorp Inc

Financial Services
19.9K
+ 64.25%
$11.89 - $16.57 $237K - $330K
50.9K $791K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
15.3K
+ 11.26%
$19.08 - $19.89 $293K - $305K
152K $3.02M
STAG
Stag Industrial, Inc.

Real Estate
902
+ 0.74%
$35.42 - $40.98 $31.9K - $37K
124K $4.83M
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