Lpl Financial LLC Closed Holding Positions

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Pimco Income Opportunity Fd
Q4 2021 Filed on Feb 14, 2022
25,490
N/A
Retail Pptys Amer Inc
Q4 2021 Filed on Feb 14, 2022
103,697
N/A
Stamps Com Inc
Q4 2021 Filed on Feb 14, 2022
1,430
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
7,126
$34.62 - $41.17 $247K - $293K
Trinseo S A
Q4 2021 Filed on Feb 14, 2022
62,085
N/A
WB
Weibo Corp

Communication Services
Q4 2021 Filed on Feb 14, 2022
7,184
$28.52 - $50.88 $205K - $366K
WBK
Westpac Banking Corporation

Financial Services
Q4 2021 Filed on Feb 14, 2022
29,842
N/A
AVID
Avid Technology, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
17,264
$27.25 - $35.36 $470K - $610K
Janus Detroit Str Tr
Q4 2021 Filed on Feb 14, 2022
40,826
N/A
Tristate Cap Hldgs Inc
Q4 2021 Filed on Feb 14, 2022
23,197
N/A
Bancorpsouth Bk Tupelo Miss
Q4 2021 Filed on Feb 14, 2022
36,043
N/A
Invesco Dynamic Cr Opportuni
Q4 2021 Filed on Feb 14, 2022
40,809
N/A
Nuveen Select Tax Free Incom
Q4 2021 Filed on Feb 14, 2022
21,247
N/A
Nuveen Tx Adv Total Ret Strg
Q4 2021 Filed on Feb 14, 2022
45,663
N/A
PMD
Psychemedics Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
11,275
$6.86 - $8.79 $77.3K - $99.1K
ATNX
Athenex, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
24,093
$1.36 - $2.94 $32.8K - $70.8K
CN
Xtrackers Msci All China Eqty
Q4 2021 Filed on Feb 14, 2022
6,357
N/A
Innovator Etfs Tr Ii
Q4 2021 Filed on Feb 14, 2022
9,511
N/A
Innovator Etfs Tr Ii
Q4 2021 Filed on Feb 14, 2022
355,572
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
827,845
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
311,873
N/A
Nuveen Corporate Incm Noveme
Q4 2021 Filed on Feb 14, 2022
91,330
N/A
SHIIY
Sinopec Shanghai Ads (1 Oo Clh)
Q4 2021 Filed on Feb 14, 2022
8,278
N/A
Bank Comm Hldgs
Q4 2021 Filed on Feb 14, 2022
32,438
N/A
Cloudera Inc
Q4 2021 Filed on Feb 14, 2022
11,824
N/A
NGVT
Ingevity Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
3,224
$69.65 - $83.18 $225K - $268K
OUT
Outfront Media Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
8,231
$23.67 - $28.4 $195K - $234K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
12,510
$5.05 - $8.07 $63.2K - $101K
UPLD
Upland Software, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
40,244
$17.94 - $34.13 $722K - $1.37M
AGFS
Agro Fresh Solutions, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
15,000
$1.69 - $2.26 $25.4K - $33.9K
IRMD
Iradimed Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
6,050
$32.35 - $48.27 $196K - $292K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Feb 14, 2022
4,642
$47.6 - $65.0 $221K - $302K
Landmark Infrastrctur Partr
Q4 2021 Filed on Feb 14, 2022
25,124
N/A
AERI
Aerie Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
26,634
$7.02 - $13.33 $187K - $355K
Trillium Therapeutics Inc
Q4 2021 Filed on Feb 14, 2022
191,328
N/A
Acceleron Pharma Inc
Q4 2021 Filed on Feb 14, 2022
6,412
N/A
USAS
Americas Gold & Silver Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
20,000
$0.69 - $1.1 $13.8K - $22K
RCEL
Avita Medical, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
10,533
$11.72 - $19.66 $123K - $207K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 14, 2022
20,562
N/A
KURE
Kraneshares Tr Msci All China

ETFs
Q4 2021 Filed on Feb 14, 2022
9,660
$27.83 - $37.08 $269K - $358K
SRLP
Sprague Resources LP

Energy
Q4 2021 Filed on Feb 14, 2022
12,744
$12.79 - $21.95 $163K - $280K
Zix Corp
Q4 2021 Filed on Feb 14, 2022
12,853
N/A
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
Q4 2021 Filed on Feb 14, 2022
14,486
$24.86 - $25.55 $360K - $370K
Blackrock 2022 Gbl Incm Opp
Q4 2021 Filed on Feb 14, 2022
77,351
N/A
Century Bancorporation Inc
Q4 2021 Filed on Feb 14, 2022
3,000
N/A
Enable Midstream Partners LP
Q4 2021 Filed on Feb 14, 2022
35,920
N/A
IBIO
I Bio, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
13,010
$0.55 - $1.04 $7.16K - $13.5K
Inovalon Hldgs Inc
Q4 2021 Filed on Feb 14, 2022
32,514
N/A
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
43,270
N/A
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