Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
8.73K
+ 31.01%
$19.47 - $21.03 $170K - $184K
36.9K $775K
PMX
Pimco Municipal Income Fund Iii

Financial Services
23K
+ 31.04%
$7.63 - $8.33 $175K - $191K
97K $800K
RNST
Renasant Corp

Financial Services
2.57K
+ 3.8%
$29.78 - $37.09 $76.5K - $95.3K
70.1K $2.28M
VMI
Valmont Industries Inc

Industrials
631
+ 27.8%
$260.22 - $302.59 $164K - $191K
2.9K $840K
IBMP
Ishares Tr Ibonds December 202

ETFs
4.83K
+ 2.29%
$24.92 - $25.47 $120K - $123K
216K $5.49M
WFG
West Fraser Timber Co., LTD

Basic Materials
1.6K
+ 54.69%
$74.68 - $97.37 $120K - $156K
4.53K $441K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
2.3K
+ 37.87%
$40.21 - $59.36 $92.4K - $136K
8.37K $464K
BGS
B&G Foods, Inc.

Consumer Defensive
16K
+ 17.71%
$7.68 - $9.34 $123K - $149K
106K $943K
MAIN
Main Street Capital Corp

Financial Services
6.32K
+ 2.19%
$47.05 - $52.25 $297K - $330K
294K $14.8M
MCS
Marcus Corp

Communication Services
7.94K
+ 31.79%
$10.55 - $15.28 $83.8K - $121K
32.9K $496K
RCI
Rogers Communications Inc

Communication Services
4.37K
+ 39.1%
$36.2 - $41.17 $158K - $180K
15.5K $624K
MBIN
Merchants Bancorp

Financial Services
9
+ 0.02%
$39.38 - $52.59 $354 - $473
47.4K $2.13M
NMIH
Nmi Holdings, Inc.

Financial Services
2.61K
+ 18.39%
$33.86 - $41.73 $88.3K - $109K
16.8K $691K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.91K
+ 2.12%
$57.96 - $65.72 $458K - $520K
381K $22.8M
HMY
Harmony Gold Mining CO LTD

Basic Materials
17.4K
+ 58.08%
$8.48 - $11.22 $147K - $195K
47.3K $481K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
250
+ 0.44%
$21.65 - $25.28 $5.41K - $6.32K
56.9K $1.44M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1.01K
+ 5.79%
$85.51 - $94.69 $86.3K - $95.5K
18.4K $1.74M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
1.73K
+ 4.5%
$55.69 - $61.93 $96.4K - $107K
40.2K $2.49M
SVAL
Ishares Tr Us Small Cap Value

ETFs
3.59K
+ 12.02%
$28.64 - $33.7 $103K - $121K
33.5K $1.08M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
10.7K
+ 7.32%
$10.52 - $11.24 $112K - $120K
156K $1.75M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
10.6K
+ 10.56%
$11.34 - $12.17 $120K - $129K
111K $1.35M
THY
Toews Agility Shares Dynamic T

Technology
7.66K
+ 24.18%
$22.18 - $23.08 $170K - $177K
39.3K $906K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
10.4K
+ 13.78%
$14.34 - $15.17 $149K - $157K
85.6K $1.29M
CMRE
Costamare Inc.

Industrials
13.5K
+ 89.12%
$12.85 - $16.97 $174K - $229K
28.7K $451K
CEIX
Consol Energy Inc.

Energy
1.66K
+ 17.3%
$88.45 - $107.31 $147K - $178K
11.3K $1.18M
RVNU
Xtrackers Municipal Infrastruc

ETFs
6.88K
+ 20.76%
$25.36 - $26.16 $174K - $180K
40K $1.05M
MCY
Mercury General Corp

Financial Services
1.5K
+ 13.94%
$52.25 - $66.23 $78.4K - $99.4K
12.3K $772K
AZEK
Azek CO Inc.

Industrials
1.23K
+ 4.04%
$36.81 - $46.9 $45.2K - $57.6K
31.7K $1.48M
CALX
Calix, Inc

Technology
4.05K
+ 33.18%
$33.63 - $41.13 $136K - $167K
16.3K $631K
H
Hyatt Hotels Corp

Consumer Cyclical
1.3K
+ 15.94%
$130.36 - $162.22 $169K - $210K
9.43K $1.44M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.48K
+ 17.59%
$19.84 - $22.08 $168K - $187K
56.7K $1.24M
BGNE
Bei Gene, Ltd.

Healthcare
287
+ 17.8%
$143.93 - $224.51 $41.3K - $64.4K
1.9K $426K
QARP
Xtrackers Russell 1000 Us Qual

ETFs
2.8K
+ 16.59%
$47.76 - $52.28 $134K - $146K
19.7K $1.03M
STC
Stewart Information Services Corp

Financial Services
1.18K
+ 13.65%
$61.23 - $76.01 $72K - $89.4K
9.79K $731K
FLNC
Fluence Energy, Inc.

Utilities
64
+ 0.18%
$13.84 - $22.92 $886 - $1.47K
36.2K $821K
LXP
Lxp Industrial Trust

Real Estate
12.9K
+ 18.31%
$9.14 - $10.46 $118K - $135K
83.3K $837K
VCTR
Victory Capital Holdings, Inc.

Financial Services
1.03K
+ 5.67%
$45.29 - $55.5 $46.6K - $57.1K
19.2K $1.06M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
753
+ 0.53%
$45.17 - $48.75 $34K - $36.7K
144K $7M
BLFS
Biolife Solutions Inc

Healthcare
2.3K
+ 6.07%
$19.19 - $26.52 $44.1K - $60.9K
40.2K $1.01M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.64K
+ 7.65%
$27.45 - $34.49 $45.1K - $56.7K
23.1K $789K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
17.3K
+ 11.72%
$6.24 - $6.87 $108K - $119K
165K $1.13M
DUOL
Duolingo, Inc.

Technology
72
+ 3.06%
$158.85 - $287.54 $11.4K - $20.7K
2.42K $683K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
21.1K
+ 24.42%
$5.05 - $7.79 $106K - $164K
107K $836K
BEPC
Brookfield Renewable Corp

Utilities
1.88K
+ 6.14%
$26.92 - $32.89 $50.6K - $61.9K
32.5K $1.06M
CCJ
Cameco Corp

Energy
10.1K
+ 5.02%
$36.9 - $53.72 $372K - $541K
211K $10.1M
DK
Delek Us Holdings, Inc.

Energy
17.5K
+ 77.21%
$18.74 - $24.97 $328K - $437K
40.1K $752K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
429
+ 0.06%
$14.71 - $16.26 $6.31K - $6.98K
770K $11.8M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.38K
+ 1.35%
$22.61 - $22.79 $189K - $191K
631K $14.3M
PBP
Invesco Exchange Traded Fd Tr

ETFs
5.86K
+ 6.96%
$21.12 - $22.94 $124K - $134K
90K $2.06M
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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