Lpl Financial LLC Reduced Holdings in Q3 2024

Lpl Financial LLC

  • $218 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-14.1K
- 1.1%
$68.53 - $74.13 $964K - $1.04M
1.26M $92.4M
CCK
Crown Holdings Inc

Consumer Cyclical
-474
- 1.66%
$71.52 - $95.86 $33.9K - $45.4K
28.1K $2.7M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-13.5K
- 4.26%
$54.3 - $62.38 $733K - $842K
303K $18.9M
AGI
Alamos Gold Inc

Basic Materials
-8.18K
- 4.74%
$15.54 - $21.04 $127K - $172K
165K $3.28M
RWO
Spdr Dow Jones Global Real Est

ETFs
-17.4K
- 7.43%
$41.23 - $48.48 $718K - $844K
217K $10.3M
PSNL
Personalis, Inc.

Healthcare
-40.5K
- 21.2%
$1.19 - $6.34 $48.2K - $257K
151K $810K
MDB
Mongo Db, Inc.

Technology
-748
- 1.86%
$221.5 - $296.69 $166K - $222K
39.4K $10.7M
TGLS
Tecnoglass Inc.

Basic Materials
-10K
- 14.24%
$47.6 - $68.94 $476K - $690K
60.3K $4.14M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-18.7K
- 1.94%
$10.38 - $11.34 $194K - $212K
942K $10.7M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-5.61K
- 2.25%
$20.08 - $23.22 $113K - $130K
243K $5.65M
FNK
First Trust Mid Cap Value Alph

ETFs
-5.56K
- 2.07%
$50.08 - $55.68 $278K - $309K
263K $14.3M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-7.35K
- 1.63%
$37.39 - $41.59 $275K - $306K
444K $18.5M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-14.7K
- 2.87%
$34.06 - $37.17 $502K - $548K
500K $18.5M
NTRA
Natera, Inc.

Healthcare
-4.25K
- 6.61%
$97.75 - $129.67 $416K - $552K
60.1K $7.64M
PLUS
Eplus Inc

Technology
-53
- 0.19%
$71.76 - $101.07 $3.8K - $5.36K
27.2K $2.68M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-197
- 2.23%
$280.92 - $391.73 $55.3K - $77.2K
8.65K $3.32M
IHF
Ishares Tr

ETFs
-12.5K
- 4.2%
$51.37 - $58.67 $644K - $735K
286K $16.3M
PNW
Pinnacle West Capital Corp

Utilities
-1.11K
- 1.67%
$75.52 - $91.31 $83.8K - $101K
65.2K $5.78M
EEMA
Ishares Msci Emerging Markets

ETFs
-2.71K
- 1.72%
$68.31 - $80.1 $185K - $217K
155K $12.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-3.76K
- 2.65%
$40.45 - $47.24 $152K - $178K
138K $6.49M
FDT
First Trust Developed Markets

ETFs
-7.19K
- 1.64%
$51.36 - $58.76 $369K - $422K
430K $24.8M
SQ
Block, Inc.

Technology
-9.61K
- 1.83%
$57.21 - $72.07 $550K - $693K
517K $34.7M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3.52K
- 0.45%
$49.07 - $50.44 $173K - $177K
778K $39.2M
RZV
Invesco Fd Tr

ETFs
-3.51K
- 3.12%
$96.8 - $112.42 $340K - $395K
109K $11.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-25.6K
- 4.84%
$74.85 - $82.2 $1.92M - $2.11M
504K $41M
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.12K
- 1.14%
$50.06 - $62.82 $56K - $70.2K
96.9K $5.96M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-7.36K
- 1.42%
$48.46 - $54.37 $357K - $400K
510K $27.4M
NIO
Nio Inc.

Consumer Cyclical
-215
- 0.07%
$3.67 - $6.68 $789 - $1.44K
317K $2.12M
QDEF
Flexshares Quality Div Defensi

ETFs
-1.31K
- 0.86%
$65.13 - $71.51 $85.3K - $93.6K
151K $10.8M
CAH
Cardinal Health Inc

Healthcare
-18.3K
- 7.78%
$93.74 - $114.66 $1.71M - $2.1M
217K $23.9M
K
Kellogg CO

Consumer Defensive
-27.6K
- 20.71%
$56.19 - $80.81 $1.55M - $2.23M
105K $8.51M
ITT
Itt Inc.

Industrials
-76
- 0.18%
$125.05 - $150.55 $9.5K - $11.4K
41.9K $6.26M
HBI
Hanesbrands Inc.

Consumer Cyclical
-24.4K
- 5.69%
$4.66 - $7.36 $114K - $179K
404K $2.98M
DRI
Darden Restaurants Inc

Consumer Cyclical
-148
- 0.21%
$138.06 - $172.74 $20.4K - $25.6K
70.3K $11.5M
UPST
Upstart Holdings, Inc.

Financial Services
-4.16K
- 6.44%
$22.9 - $44.11 $95.2K - $183K
60.4K $2.42M
FRT
Federal Realty Investment Trust

Real Estate
-616
- 0.86%
$100.42 - $117.38 $61.9K - $72.3K
70.9K $8.15M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-7.85K
- 1.6%
$42.38 - $47.25 $333K - $371K
483K $22.8M
EFG
Msci Eafe Growth ETF

ETFs
-319K
- 4.83%
$96.84 - $108.77 $30.9M - $34.7M
6.28M $676M
AMCR
Amcor PLC

Consumer Cyclical
-194K
- 9.36%
$9.5 - $11.44 $1.84M - $2.22M
1.88M $21.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-11K
- 3.39%
$25.07 - $29.94 $275K - $328K
313K $9.23M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-728
- 1.39%
$112.12 - $149.09 $81.6K - $109K
51.7K $7.65M
EWC
Ishares Msci Canada ETF

ETFs
-19.7K
- 4.56%
$36.52 - $41.67 $718K - $819K
412K $17.1M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-30.5K
- 2.83%
$9.86 - $12.2 $301K - $372K
1.05M $12.2M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-15.3K
- 0.51%
$38.33 - $42.48 $586K - $649K
3M $126M
STT
State Street Corp

Financial Services
-2.81K
- 2.99%
$73.37 - $89.31 $206K - $251K
91.2K $8.07M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-20.9K
- 2.0%
$32.7 - $36.14 $683K - $755K
1.02M $36.6M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-41.3K
- 3.69%
$27.15 - $30.78 $1.12M - $1.27M
1.08M $32.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.74K
- 0.57%
$69.61 - $79.56 $121K - $138K
301K $23.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-48K
- 4.51%
$71.19 - $76.59 $3.41M - $3.67M
1.02M $77.8M
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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