Lpl Financial LLC Incresed Positions in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
89.1K
+ 17.77%
$89.69 - $119.32 $7.99M - $10.6M
591K $70.2M
IWS
Ishares Russell Midcap Value E

ETFs
110K
+ 12.57%
$119.52 - $132.25 $13.2M - $14.6M
988K $131M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
550K
+ 33.42%
$30.61 - $34.92 $16.8M - $19.2M
2.2M $75.7M
GS
Goldman Sachs Group Inc

Financial Services
24.6K
+ 8.66%
$459.02 - $510.25 $11.3M - $12.6M
309K $153M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
140K
+ 3.75%
$74.26 - $78.84 $10.4M - $11M
3.87M $303M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
13.8K
+ 0.35%
$33.89 - $41.64 $466K - $573K
3.98M $158M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
163K
+ 6.89%
$69.16 - $76.64 $11.3M - $12.5M
2.53M $191M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
787K
+ 32.58%
$25.19 - $26.77 $19.8M - $21.1M
3.2M $85.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
305K
+ 6.8%
$37.98 - $41.19 $11.6M - $12.6M
4.79M $197M
LGOV
First Tr ETF Iv Long Duration

ETFs
935K
+ 49.02%
$20.77 - $22.83 $19.4M - $21.3M
2.84M $63.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
31.3K
+ 5.24%
$156.14 - $187.2 $4.89M - $5.86M
629K $116M
IEF
Ishares Barclays

ETFs
79K
+ 2.29%
$92.67 - $99.14 $7.33M - $7.84M
3.53M $347M
VNQ
Vanguard Specialized Funds Van

ETFs
24.2K
+ 1.61%
$82.97 - $98.97 $2.01M - $2.4M
1.53M $149M
EDV
Vanguard Extended Duration Tre

ETFs
261K
+ 77.64%
$70.73 - $83.52 $18.5M - $21.8M
597K $47.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
152K
+ 24.42%
$95.81 - $109.03 $14.5M - $16.5M
772K $83.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
202K
+ 15.99%
$98.99 - $101.51 $20M - $20.5M
1.46M $148M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
104K
+ 6.05%
$100.75 - $111.62 $10.5M - $11.6M
1.82M $199M
GILD
Gilead Sciences, Inc.

Healthcare
78.8K
+ 7.45%
$66.59 - $83.99 $5.25M - $6.62M
1.14M $95.3M
FRI
First Tr S&P Reit Index Fd

ETFs
672K
+ 96.15%
$25.47 - $29.98 $17.1M - $20.2M
1.37M $40.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
66.6K
+ 1.86%
$39.95 - $45.86 $2.66M - $3.05M
3.65M $167M
FTHI
First Trust Exchange Traded Fd

ETFs
881K
+ 22.75%
$21.47 - $23.16 $18.9M - $20.4M
4.75M $109M
VGIT
Vanguard Intermediate Term Tre

ETFs
321K
+ 23.43%
$57.8 - $60.8 $18.5M - $19.5M
1.69M $102M
IYW
Ishares Dj Us Tech ETF

ETFs
117K
+ 2.9%
$133.16 - $158.73 $15.5M - $18.5M
4.13M $627M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
394K
+ 18.66%
$50.15 - $51.27 $19.8M - $20.2M
2.51M $129M
GLDM
World Gold Trust

ETFs
239K
+ 15.54%
$46.2 - $53.01 $11M - $12.7M
1.77M $92.5M
ENB
Enbridge Inc

Energy
193K
+ 7.03%
$35.27 - $41.18 $6.82M - $7.96M
2.94M $119M
AVDE
American Centy ETF Tr Avantis

ETFs
240K
+ 21.54%
$60.09 - $67.67 $14.4M - $16.3M
1.36M $91M
EFA
Ishares Tr Msci Eafe ETF

ETFs
22.9K
+ 0.62%
$75.32 - $84.37 $1.72M - $1.93M
3.7M $309M
EPI
Wisdomtree Tr India Earnings F

ETFs
357K
+ 23.02%
$47.41 - $50.82 $16.9M - $18.1M
1.91M $96.2M
IGRO
Ishares Tr International Divid

ETFs
245K
+ 57.97%
$66.7 - $75.25 $16.3M - $18.4M
667K $49.8M
TDIV
First Trust Nasdaq Technology

ETFs
142K
+ 6.69%
$70.51 - $81.07 $10M - $11.5M
2.26M $182M
CRM
Salesforce, Inc.

Technology
22.3K
+ 2.46%
$238.42 - $276.53 $5.33M - $6.18M
932K $255M
SLV
I Shares Silver Trust

ETFs
402K
+ 7.7%
$24.33 - $29.38 $9.79M - $11.8M
5.63M $160M
BNDX
Vanguard Total International B

ETFs
180K
+ 2.45%
$48.42 - $50.35 $8.71M - $9.06M
7.54M $379M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
46.9K
+ 2.06%
$85.03 - $94.56 $3.99M - $4.44M
2.32M $216M
MO
Altria Group, Inc.

Consumer Defensive
120K
+ 4.48%
$45.95 - $54.71 $5.51M - $6.57M
2.8M $143M
MSTR
Microstrategy Inc

Technology
479K
+ 965.66%
$114.3 - $1800.09 $54.7M - $861M
528K $89M
SHW
Sherwin Williams CO

Basic Materials
14.5K
+ 7.93%
$294.65 - $384.0 $4.26M - $5.56M
197K $75.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
427K
+ 13.22%
$36.06 - $37.66 $15.4M - $16.1M
3.65M $138M
JMEE
J P Morgan Exchange Traded Fd

ETFs
277K
+ 33.61%
$55.81 - $61.01 $15.5M - $16.9M
1.1M $67.1M
ABT
Abbott Laboratories

Healthcare
55.2K
+ 3.96%
$100.07 - $118.13 $5.52M - $6.52M
1.45M $165M
VPU
Vanguard Utilities ETF

ETFs
28.3K
+ 4.83%
$146.64 - $174.54 $4.15M - $4.94M
615K $107M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
30.5K
+ 1.1%
$101.72 - $112.94 $3.1M - $3.45M
2.82M $318M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
82.3K
+ 10.53%
$127.29 - $141.5 $10.5M - $11.6M
864K $120M
IFRA
Ishares Tr

ETFs
228K
+ 11.76%
$41.55 - $46.97 $9.47M - $10.7M
2.17M $102M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
91.2K
+ 3.24%
$39.15 - $46.02 $3.57M - $4.2M
2.91M $133M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
699K
+ 18.47%
$23.04 - $24.06 $16.1M - $16.8M
4.48M $108M
CMI
Cummins Inc

Industrials
18.3K
+ 6.12%
$266.63 - $326.4 $4.88M - $5.97M
317K $103M
VOE
Vanguard Mid Cap Value Index F

ETFs
22.6K
+ 2.46%
$149.02 - $167.67 $3.37M - $3.79M
942K $158M
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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