Lpl Financial LLC Closed Holding Positions

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Synergy Pharmaceuticals Del
Q4 2018 Filed on Feb 07, 2019
24,630
N/A
Union Bankshares Corp New
Q4 2018 Filed on Feb 07, 2019
22,025
N/A
Virtusa Corp
Q4 2018 Filed on Feb 07, 2019
11,271
N/A
58 Com Inc
Q4 2018 Filed on Feb 07, 2019
3,593
N/A
Cohen & Steers Global Inc Bl
Q4 2018 Filed on Feb 07, 2019
10,611
N/A
Electro Scientific Inds
Q4 2018 Filed on Feb 07, 2019
12,835
N/A
Etfs Tr
Q4 2018 Filed on Feb 07, 2019
14,256
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
171,510
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 07, 2019
244,703
N/A
Invesco Exchng Traded Fd Tr
Q4 2018 Filed on Feb 07, 2019
57,946
N/A
HEWU
Ishares Tr Currency Hedged Msc

ETFs
Q4 2018 Filed on Feb 07, 2019
9,492
$21.25 - $24.17 $202K - $229K
Madison Strtg Sector Prem Fd
Q4 2018 Filed on Feb 07, 2019
15,385
N/A
Osi ETF Tr
Q4 2018 Filed on Feb 07, 2019
8,088
N/A
DDM
Proshares Ultra Dow30

ETFs
Q4 2018 Filed on Feb 07, 2019
4,122
N/A
Acxiom Holdings Inc
Q4 2018 Filed on Feb 07, 2019
32,688
N/A
Andeavor Logistics LP
Q4 2018 Filed on Feb 07, 2019
4,615
N/A
Franklin LTD Duration Incm T
Q4 2018 Filed on Feb 07, 2019
35,638
N/A
Gabelli Conv&Incom Secs Fd I
Q4 2018 Filed on Feb 07, 2019
10,327
N/A
GDOT
Green Dot Corp

Financial Services
Q4 2018 Filed on Feb 07, 2019
3,565
$69.92 - $92.84 $249K - $331K
Loxo Oncology Inc
Q4 2018 Filed on Feb 07, 2019
1,429
N/A
Oppenheimer ETF Tr
Q4 2018 Filed on Feb 07, 2019
6,525
N/A
Quantenna Communications Inc
Q4 2018 Filed on Feb 07, 2019
13,633
N/A
SSTI
Shotspotter, Inc

Technology
Q4 2018 Filed on Feb 07, 2019
3,572
$27.61 - $55.68 $98.6K - $199K
Social Reality Inc
Q4 2018 Filed on Feb 07, 2019
27,500
N/A
Tetraphase Pharmaceuticals I
Q4 2018 Filed on Feb 07, 2019
23,079
N/A
Xcerra Corp
Q4 2018 Filed on Feb 07, 2019
17,200
N/A
Xpresspa Group Inc
Q4 2018 Filed on Feb 07, 2019
20,300
N/A
Advent Clay Conv Sec Inc Fd
Q3 2018 Filed on Nov 14, 2018
43,779
N/A
American Rlty Cap Pptys Inc
Q3 2018 Filed on Nov 14, 2018
10,000
N/A
AC
Associated Capital Group, Inc.

Financial Services
Q3 2018 Filed on Nov 14, 2018
7,573
$35.12 - $42.34 $266K - $321K
Bank Of The Ozarks
Q3 2018 Filed on Nov 14, 2018
27,684
N/A
Beneficial Bancorp Inc
Q3 2018 Filed on Nov 14, 2018
28,139
N/A
Blackrock Mun 2020 Term Tr
Q3 2018 Filed on Nov 14, 2018
23,059
N/A
Blackrock Muniholdngs Qlty I
Q3 2018 Filed on Nov 14, 2018
16,891
N/A
Boardwalk Pipeline Partners
Q3 2018 Filed on Nov 14, 2018
17,687
N/A
Bofi Hldg Inc
Q3 2018 Filed on Nov 14, 2018
38,164
N/A
Capital Product Partners L P
Q3 2018 Filed on Nov 14, 2018
59,642
N/A
Cavium Inc
Q3 2018 Filed on Nov 14, 2018
4,301
N/A
Columbia ETF Tr Ii
Q3 2018 Filed on Nov 14, 2018
13,334
N/A
Credit Suisse Ag Nassau Brh
Q3 2018 Filed on Nov 14, 2018
42,880
N/A
Cys Invts Inc
Q3 2018 Filed on Nov 14, 2018
38,753
N/A
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 14, 2018
21,708
N/A
Deutsche Mun Income
Q3 2018 Filed on Nov 14, 2018
76,058
N/A
Deutsche Strategic Mun Incom
Q3 2018 Filed on Nov 14, 2018
11,376
N/A
Dr Pepper Snapple Group Inc
Q3 2018 Filed on Nov 14, 2018
11,176
N/A
Envision Healthcare Corp
Q3 2018 Filed on Nov 14, 2018
5,895
N/A
First Tr Exchange Traded Fd
Q3 2018 Filed on Nov 14, 2018
48,567
N/A
First Tr Exchange Traded Fd
Q3 2018 Filed on Nov 14, 2018
52,070
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q3 2018 Filed on Nov 14, 2018
15,213
$10.7 - $14.65 $163K - $223K
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