Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
36.4K
+ 6.03%
$225.92 - $271.17 $8.22M - $9.86M
639K $173M
BX
Blackstone Inc.

Financial Services
47.6K
+ 5.27%
$120.77 - $159.66 $5.75M - $7.6M
951K $146M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.22M
+ 28.27%
$23.78 - $25.04 $29M - $30.5M
5.53M $138M
GTO
Invesco Actively Managed ETF T

ETFs
593K
+ 25.85%
$46.22 - $48.77 $27.4M - $28.9M
2.89M $139M
PEP
Pepsico Inc

Consumer Defensive
142K
+ 8.35%
$161.9 - $179.3 $23M - $25.5M
1.84M $314M
IWP
Ishares Russell Mid Cap Growth

ETFs
182K
+ 11.12%
$103.87 - $117.59 $18.9M - $21.3M
1.81M $213M
PFF
Ishares Trust Ishares Pfd And

ETFs
652K
+ 9.99%
$31.18 - $33.5 $20.3M - $21.8M
7.17M $238M
UNP
Union Pacific Corp

Industrials
47.6K
+ 4.65%
$221.78 - $256.09 $10.5M - $12.2M
1.07M $264M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
601K
+ 27.52%
$44.65 - $47.21 $26.8M - $28.4M
2.78M $130M
IWX
Ishares Tr Russell 200 Value E

ETFs
389K
+ 743.93%
$74.49 - $81.27 $29M - $31.6M
442K $35.9M
GE
General Electric CO

Industrials
42.5K
+ 5.31%
$156.66 - $189.66 $6.66M - $8.06M
842K $159M
HYLS
First Tr Tactical High Yield L

ETFs
668K
+ 26.58%
$40.54 - $42.23 $27.1M - $28.2M
3.18M $133M
PFE
Pfizer Inc

Healthcare
777K
+ 8.43%
$27.7 - $31.39 $21.5M - $24.4M
10M $289M
BLK
Black Rock Inc.

Financial Services
7.99K
+ 5.53%
$782.27 - $949.51 $6.25M - $7.58M
152K $145M
ISRG
Intuitive Surgical Inc

Healthcare
35K
+ 11.86%
$416.14 - $494.01 $14.5M - $17.3M
330K $162M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
546K
+ 41.92%
$51.02 - $52.74 $27.9M - $28.8M
1.85M $97.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
173K
+ 17.71%
$147.95 - $191.05 $25.6M - $33M
1.15M $200M
CSCO
Cisco Systems, Inc.

Technology
99.3K
+ 2.35%
$44.74 - $53.22 $4.44M - $5.28M
4.33M $230M
PANW
Palo Alto Networks Inc

Technology
81.3K
+ 14.15%
$294.18 - $368.01 $23.9M - $29.9M
656K $224M
IXUS
Ishares Tr

ETFs
277K
+ 15.32%
$64.9 - $73.35 $18M - $20.4M
2.09M $152M
PLD
Prologis, Inc.

Real Estate
158K
+ 24.09%
$111.95 - $132.43 $17.7M - $21M
815K $103M
JEPI
J P Morgan Exchange Traded Fd

ETFs
416K
+ 28.03%
$54.98 - $59.51 $22.9M - $24.8M
1.9M $113M
PAYX
Paychex Inc

Industrials
146K
+ 25.12%
$116.17 - $135.19 $17M - $19.8M
729K $97.9M
XLY
Select Sector Spdr Consumer Di

ETFs
37.7K
+ 3.19%
$170.05 - $200.86 $6.41M - $7.57M
1.22M $244M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
283K
+ 14.43%
$98.97 - $99.59 $28.1M - $28.2M
2.25M $224M
TAP
Molson Coors Beverage CO

Consumer Defensive
486K
+ 484.01%
$49.94 - $57.52 $24.3M - $28M
586K $33.7M
DVY
Ishares Tr

ETFs
64.6K
+ 4.61%
$119.99 - $135.74 $7.75M - $8.77M
1.47M $198M
DEO
Diageo PLC

Consumer Defensive
178K
+ 74.3%
$120.02 - $140.77 $21.4M - $25.1M
418K $58.7M
SPGI
S&P Global Inc.

Financial Services
22.2K
+ 9.59%
$446.32 - $527.38 $9.89M - $11.7M
253K $131M
XLP
Consumer Staples Sector Spdr

ETFs
381K
+ 12.74%
$76.04 - $76.04 $28.9M - $28.9M
3.37M $256M
VGT
Vanguard Information Technolog

ETFs
26.8K
+ 2.31%
$514.43 - $606.85 $13.8M - $16.3M
1.19M $697M
AFL
Aflac Inc

Financial Services
60.8K
+ 6.73%
$88.52 - $111.8 $5.38M - $6.79M
963K $108M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
152K
+ 2.25%
$42.22 - $48.62 $6.41M - $7.39M
6.91M $322M
VONV
Vanguard Russell 1000 Value Et

ETFs
226K
+ 18.74%
$76.07 - $83.33 $17.2M - $18.9M
1.43M $119M
WEC
Wec Energy Group, Inc.

Utilities
193K
+ 41.82%
$77.68 - $96.19 $15M - $18.6M
656K $63.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
434K
+ 9.52%
$49.93 - $51.15 $21.7M - $22.2M
4.99M $255M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.04M
+ 9.55%
$17.35 - $18.22 $18M - $18.9M
11.9M $215M
URI
United Rentals, Inc.

Industrials
9.68K
+ 8.4%
$627.41 - $814.1 $6.08M - $7.88M
125K $101M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
951K
+ 15.36%
$19.48 - $20.97 $18.5M - $19.9M
7.14M $148M
NOC
Northrop Grumman Corp

Industrials
9.35K
+ 4.0%
$423.73 - $533.14 $3.96M - $4.99M
243K $128M
MMM
3 M CO

Industrials
9.16K
+ 1.26%
$99.69 - $139.42 $913K - $1.28M
738K $101M
ITA
Ishares Tr

ETFs
69.1K
+ 7.64%
$131.58 - $149.64 $9.09M - $10.3M
974K $146M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19.1K
+ 8.76%
$531.86 - $624.21 $10.1M - $11.9M
237K $146M
NKE
Nike, Inc.

Consumer Cyclical
166K
+ 19.27%
$71.09 - $89.44 $11.8M - $14.9M
1.03M $90.8M
ADP
Automatic Data Processing Inc

Industrials
17K
+ 3.06%
$233.44 - $279.45 $3.97M - $4.75M
572K $158M
KKR
Kkr & Co. Inc.

Financial Services
119K
+ 30.11%
$104.51 - $133.23 $12.5M - $15.9M
515K $67.2M
O
Realty Income Corp

Real Estate
75K
+ 3.84%
$52.36 - $63.42 $3.93M - $4.76M
2.03M $129M
CGGO
Capital Group Global Growth Eq

ETFs
732K
+ 15.24%
$27.25 - $30.52 $19.9M - $22.3M
5.54M $167M
IGLB
Ishares 10+ Year Investment Gr

ETFs
443K
+ 102.06%
$49.38 - $54.19 $21.9M - $24M
877K $47M
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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