Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
359
+ 0.86%
$27.5 - $30.91 $9.87K - $11.1K
42K $1.3M
IFGL
Ishares International Develope

ETFs
376
+ 0.96%
$19.81 - $23.14 $7.45K - $8.7K
39.7K $905K
SRCE
1 St Source Corp

Financial Services
1.22K
+ 14.49%
$52.28 - $65.47 $63.8K - $79.9K
9.65K $577K
ESEA
Euroseas Ltd.

Industrials
68
+ 0.78%
$35.83 - $49.44 $2.44K - $3.36K
8.83K $431K
CVY
Invesco Exchange Traded Fd Tr

ETFs
2.66K
+ 4.91%
$24.57 - $26.46 $65.2K - $70.3K
56.8K $1.48M
BFST
Business First Bancshares, Inc.

Financial Services
96
+ 0.31%
$20.55 - $26.63 $1.97K - $2.56K
31.5K $809K
DBL
Double Line Opportunistic Credit Fund

Financial Services
4.1K
+ 3.18%
$15.32 - $16.13 $62.8K - $66.2K
133K $2.11M
FINV
Fin Volution Group

Financial Services
13.5K
+ 46.41%
$4.79 - $6.18 $64.7K - $83.5K
42.6K $263K
BMAY
Innovator U.S. Equity Buffer E

ETFs
2.6K
+ 16.7%
$36.7 - $39.46 $95.4K - $103K
18.2K $716K
EBTC
Enterprise Bancorp Inc

Financial Services
284
+ 1.75%
$23.05 - $32.67 $6.55K - $9.28K
16.6K $528K
PBRA
Petroleo Bras Ads (Ea Reptg 2
9.47K
+ 31.64%
N/A
39.4K $517K
COLD
Americold Realty Trust

Real Estate
328
+ 0.79%
$25.65 - $30.24 $8.41K - $9.92K
42K $1.19M
TRMK
Trustmark Corp

Financial Services
1.04K
+ 2.06%
$29.23 - $35.42 $30.3K - $36.8K
51.5K $1.64M
AIN
Albany International Corp

Consumer Cyclical
977
+ 12.34%
$81.29 - $94.16 $79.4K - $92K
8.9K $790K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
493
+ 0.47%
$23.75 - $26.54 $11.7K - $13.1K
106K $2.8M
GMRE
Global Medical Reit Inc.

Real Estate
6.24K
+ 8.63%
$8.89 - $10.16 $55.4K - $63.3K
78.5K $778K
AMAX
Starboard Invt Tr Rh Hedged Mu
9.26K
+ 4.55%
$7.58 - $8.16 $70.2K - $75.5K
213K $1.72M
OPK
Opko Health, Inc.

Healthcare
76.3K
+ 273.58%
$1.21 - $1.68 $92.3K - $128K
104K $155K
SR
Spire Inc

Utilities
362
+ 2.45%
$59.15 - $67.77 $21.4K - $24.5K
15.1K $1.02M
SXI
Standex International Corp

Industrials
226
+ 6.06%
$155.0 - $188.75 $35K - $42.7K
3.95K $721K
BGB
Blackstone Strategic Credit Fund

Financial Services
3.03K
+ 1.58%
$11.61 - $12.42 $35.2K - $37.6K
195K $2.4M
BOX
Box Inc

Technology
96
+ 0.52%
$24.92 - $33.45 $2.39K - $3.21K
18.7K $611K
FMX
Mexican Economic Development Inc

Consumer Defensive
1.73K
+ 30.32%
$98.71 - $118.83 $171K - $205K
7.43K $733K
HST
Host Hotels & Resorts, Inc.

Real Estate
8.28K
+ 11.97%
$15.92 - $18.86 $132K - $156K
77.5K $1.36M
KJUL
Innovator U.S. Small Cap Power

Technology
2.59K
+ 8.65%
$27.38 - $29.23 $71K - $75.8K
32.6K $949K
QVMS
Invesco ETF Tr Ii S&P Smallcap
2.17K
+ 8.86%
$24.57 - $27.68 $53.2K - $60K
26.6K $728K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
23.8K
+ 12.27%
$9.27 - $11.62 $221K - $277K
218K $2.22M
EGY
Vaalco Energy Inc

Energy
29.6K
+ 31.38%
$5.37 - $7.28 $159K - $216K
124K $712K
PMF
Pimco Municipal Income Fund

Financial Services
5.25K
+ 9.25%
$9.07 - $10.32 $47.6K - $54.1K
62K $639K
PY
Principal Exchange Traded Fund

ETFs
863
+ 4.7%
$45.3 - $50.09 $39.1K - $43.2K
19.2K $963K
IMKTA
Ingles Markets Inc

Consumer Defensive
1.17K
+ 22.47%
$67.82 - $81.05 $79.6K - $95.1K
6.39K $476K
FIZZ
National Beverage Corp

Consumer Defensive
2.95K
+ 58.99%
$44.32 - $52.84 $131K - $156K
7.94K $372K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
1K
+ 0.77%
$7.42 - $8.39 $7.42K - $8.39K
130K $1.09M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
2.31K
+ 3.05%
$26.36 - $28.69 $60.9K - $66.2K
78K $2.23M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
1.21K
+ 36.16%
$85.43 - $88.78 $103K - $107K
4.56K $403K
ACA
Arcosa, Inc.

Industrials
330
+ 4.45%
$76.27 - $95.27 $25.2K - $31.4K
7.74K $733K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
9.19K
+ 17.23%
$16.12 - $18.36 $148K - $169K
62.5K $1.06M
FOR
Forestar Group Inc.

Real Estate
2.15K
+ 1.82%
$28.23 - $36.91 $60.6K - $79.3K
120K $3.89M
TQQQ
Proshares Ultrapro Qqq

ETFs
2.68K
+ 4.5%
$53.19 - $84.93 $143K - $228K
62.3K $4.52M
IQDF
Flexshares International Quali

ETFs
954
+ 1.52%
$23.76 - $26.57 $22.7K - $25.3K
63.8K $1.68M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
3.53K
+ 11.76%
$22.3 - $23.68 $78.6K - $83.5K
33.5K $786K
JOBY
Joby Aviation, Inc.

Industrials
23.9K
+ 25.14%
$4.77 - $7.46 $114K - $178K
119K $598K
WSBC
Wesbanco Inc

Financial Services
2.33K
+ 9.72%
$27.11 - $34.28 $63.1K - $79.8K
26.3K $782K
SANM
Sanmina Corp

Technology
1.23K
+ 9.27%
$62.98 - $75.33 $77.7K - $93K
14.6K $995K
VOYA
Voya Financial, Inc.

Financial Services
434
+ 4.45%
$64.58 - $79.22 $28K - $34.4K
10.2K $806K
DC
Dakota Gold Corp.

Basic Materials
52.1K
+ 91.41%
$1.87 - $2.61 $97.5K - $136K
109K $257K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.11K
+ 12.76%
$68.16 - $75.87 $75.7K - $84.3K
9.82K $724K
BLKB
Blackbaud Inc

Technology
227
+ 2.11%
$74.5 - $85.69 $16.9K - $19.5K
11K $928K
PUK
Prudential PLC

Financial Services
5.53K
+ 13.65%
$16.07 - $19.33 $88.8K - $107K
46K $852K
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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