Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSEP
Innovator U.S. Equity Buffer E

ETFs
2.6K
+ 7.25%
$39.49 - $42.12 $102K - $109K
38.4K $1.62M
UTL
Unitil Corp

Utilities
1.83K
+ 32.13%
$51.06 - $62.47 $93.6K - $115K
7.54K $456K
BFK
Blackrock Municipal Income Trust

Financial Services
12.8K
+ 17.99%
$10.04 - $10.7 $128K - $137K
83.8K $885K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
14.4K
+ 9.8%
$9.51 - $9.77 $137K - $140K
161K $1.55M
WTM
White Mountains Insurance Group LTD

Financial Services
172
+ 15.78%
$1671.79 - $1844.24 $288K - $317K
1.26K $2.14M
APPF
Appfolio Inc

Technology
944
+ 13.95%
$204.33 - $270.02 $193K - $255K
7.71K $1.81M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
4.66K
+ 3.76%
$11.13 - $12.0 $51.9K - $55.9K
129K $1.54M
CAE
Cae Inc

Industrials
8.17K
+ 31.4%
$16.29 - $19.28 $133K - $157K
34.2K $641K
BAP
Credicorp LTD

Financial Services
601
+ 24.43%
$158.09 - $185.0 $95K - $111K
3.06K $554K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
3.33K
+ 20.04%
$37.43 - $39.97 $124K - $133K
19.9K $796K
ALGT
Allegiant Travel CO

Industrials
2.14K
+ 26.33%
$36.36 - $56.07 $77.8K - $120K
10.3K $565K
ADUS
Addus Home Care Corp

Healthcare
696
+ 18.34%
$116.16 - $133.58 $80.8K - $93K
4.49K $596K
NN
Nextnav Inc.

Communication Services
28.9K
+ 29.65%
$6.54 - $9.34 $189K - $270K
127K $947K
HYHG
Proshares High Yield Interest

ETFs
1.46K
+ 1.6%
$62.35 - $64.81 $91K - $94.6K
92.8K $6.01M
BDC
Belden Inc.

Technology
710
+ 23.17%
$89.54 - $117.13 $63.6K - $83.2K
3.77K $442K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
6.88K
+ 6.5%
$15.15 - $15.95 $104K - $110K
113K $1.77M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
3.22K
+ 17.51%
$34.24 - $41.13 $110K - $132K
21.6K $875K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
2.81K
+ 9.42%
$46.68 - $50.38 $131K - $142K
32.6K $1.63M
EBLU
Ecofin Global Water Esg Fund

ETFs
1.2K
+ 6.26%
$44.95 - $50.31 $53.8K - $60.2K
20.3K $1.02M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
326
+ 0.61%
$22.14 - $24.83 $7.22K - $8.09K
54.2K $1.35M
DLY
Double Line Yield Opportunities Fund

N/A
6.2K
+ 10.09%
$15.67 - $16.79 $97.2K - $104K
67.7K $1.12M
CCOR
Listed Fds Tr Core Alternative

ETFs
4.28K
+ 29.79%
$24.72 - $27.8 $106K - $119K
18.7K $510K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
5.96K
+ 5.16%
$15.36 - $16.78 $91.5K - $100K
121K $2.04M
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
14.5K
+ 53.81%
$9.09 - $9.67 $132K - $140K
41.5K $398K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
32.5K
+ 14.21%
$2.42 - $2.69 $78.6K - $87.4K
261K $702K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.25K
+ 5.04%
$24.44 - $30.62 $30.6K - $38.3K
26.1K $763K
IFN
India Fund Inc

Financial Services
750
+ 0.64%
$17.61 - $19.23 $13.2K - $14.4K
119K $2.26M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
3.99K
+ 23.97%
$33.55 - $35.03 $134K - $140K
20.6K $721K
CNHI
Cnh Industrial N.V.

Industrials
11K
+ 8.95%
$9.47 - $10.66 $104K - $118K
134K $1.4M
CRTO
Criteo S.A.

Communication Services
2.87K
+ 20.71%
$37.88 - $49.66 $109K - $142K
16.7K $672K
SKX
Skechers Usa Inc

Consumer Cyclical
4.07K
+ 7.25%
$59.45 - $70.15 $242K - $285K
60.2K $4.03M
UNCY
Unicycive Therapeutics, Inc.

Healthcare
381K
+ 448.24%
$0.24 - $0.54 $91.4K - $206K
466K $191K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
24.8K
+ 3.99%
$9.47 - $14.79 $235K - $367K
647K $7.61M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
1.9K
+ 4.42%
$18.88 - $22.7 $35.9K - $43.2K
44.9K $1.01M
BCO
Brinks CO

Industrials
595
+ 9.98%
$93.97 - $115.64 $55.9K - $68.8K
6.56K $758K
DORM
Dorman Products, Inc.

Consumer Cyclical
146
+ 2.4%
$87.27 - $117.5 $12.7K - $17.2K
6.23K $704K
ALEX
Alexander & Baldwin, Inc.

Real Estate
3.84K
+ 11.57%
$16.77 - $19.85 $64.3K - $76.1K
37K $709K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
1.04K
+ 2.57%
$42.55 - $46.2 $44.1K - $47.9K
41.3K $1.91M
PR
Permian Resources Corporation

Energy
36.9K
+ 26.41%
$12.9 - $16.79 $476K - $620K
177K $2.4M
PKI
Perkinelmer Inc

Healthcare
1.22K
+ 4.44%
N/A
28.6K $3.46M
AVES
American Centy ETF Tr Avantis

ETFs
709
+ 2.21%
$46.0 - $52.55 $32.6K - $37.3K
32.8K $1.71M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1.08K
+ 0.66%
$14.2 - $15.12 $15.4K - $16.3K
164K $2.48M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
3.47K
+ 49.27%
$31.02 - $36.12 $108K - $125K
10.5K $379K
ALTG
Alta Equipment Group Inc.

Industrials
37.1K
+ 46.25%
$5.59 - $11.07 $207K - $410K
117K $789K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
12.8K
+ 21.17%
$12.23 - $12.66 $157K - $162K
73.3K $916K
NGD
New Gold Inc.

Basic Materials
11.2K
+ 9.34%
$1.95 - $3.19 $21.9K - $35.9K
132K $379K
OCCI
Ofs Credit Company, Inc.

Financial Services
17.3K
+ 19.73%
$7.04 - $7.78 $122K - $135K
105K $777K
RNGR
Ranger Energy Services, Inc.

Energy
1.5K
+ 1.63%
$9.97 - $12.97 $15K - $19.5K
93.3K $1.11M
RDFN
Redfin Corp

Real Estate
1.08K
+ 5.35%
$5.64 - $14.45 $6.08K - $15.6K
21.2K $266K
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