Lpl Financial LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Lpl Financial LLC holds 1,366,939 shares of MORT stock, worth $14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,366,939
Previous 898,469 52.14%
Holding current value
$14 Million
Previous $9.54 Million 60.03%
% of portfolio
0.01%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$10.35 - $11.79 $4.85 Million - $5.52 Million
468,470 Added 52.14%
1,366,939 $15.3 Million
Q4 2024

Feb 11, 2025
BUY
$10.44 - $11.67 $1.17 Million - $1.31 Million
112,053 Added 14.25%
898,469 $9.54 Million
Q3 2024

Nov 08, 2024
BUY
$10.79 - $12.29 $928,263 - $1.06 Million
86,030 Added 12.28%
786,416 $9.49 Million
Q2 2024

Aug 07, 2024
BUY
$10.38 - $11.53 $777,918 - $864,104
74,944 Added 11.98%
700,386 $7.84 Million
Q1 2024

May 10, 2024
BUY
$10.64 - $11.87 $1.19 Million - $1.33 Million
112,002 Added 21.81%
625,442 $7.31 Million
Q4 2023

Feb 14, 2024
BUY
$9.43 - $12.52 $845,427 - $1.12 Million
89,653 Added 21.16%
513,440 $6.07 Million
Q3 2023

Nov 13, 2023
BUY
$11.19 - $12.46 $101,929 - $113,498
9,109 Added 2.2%
423,787 $4.82 Million
Q2 2023

Jul 31, 2023
BUY
$10.18 - $12.01 $1.87 Million - $2.2 Million
183,280 Added 79.21%
414,678 $4.98 Million
Q1 2023

May 10, 2023
BUY
$10.33 - $13.95 $463,197 - $625,518
44,840 Added 24.04%
231,398 $2.61 Million
Q4 2022

Feb 07, 2023
SELL
$10.18 - $13.09 $383,938 - $493,689
-37,715 Reduced 16.82%
186,558 $2.18 Million
Q3 2022

Nov 14, 2022
BUY
$11.05 - $15.7 $22,895 - $32,530
2,072 Added 0.93%
224,273 $2.48 Million
Q2 2022

Aug 12, 2022
SELL
$12.46 - $16.83 $95,867 - $129,490
-7,694 Reduced 3.35%
222,201 $3.11 Million
Q1 2022

May 16, 2022
SELL
$16.04 - $18.42 $796,787 - $915,013
-49,675 Reduced 17.77%
229,895 $3.93 Million
Q4 2021

Feb 14, 2022
BUY
$17.39 - $19.73 $354,651 - $402,373
20,394 Added 7.87%
279,570 $5.02 Million
Q3 2021

Nov 15, 2021
SELL
$18.33 - $19.67 $670,456 - $719,469
-36,577 Reduced 12.37%
259,176 $4.93 Million
Q2 2021

Aug 13, 2021
BUY
$18.22 - $20.56 $1.52 Million - $1.71 Million
83,162 Added 39.12%
295,753 $5.87 Million
Q1 2021

May 14, 2021
BUY
$16.18 - $19.26 $141,219 - $168,101
8,728 Added 4.28%
212,591 $4.03 Million
Q4 2020

Feb 12, 2021
BUY
$13.41 - $17.13 $435,999 - $556,947
32,513 Added 18.97%
203,863 $3.42 Million
Q3 2020

Nov 09, 2020
SELL
$12.27 - $14.48 $26,331 - $31,074
-2,146 Reduced 1.24%
171,350 $2.39 Million
Q2 2020

Aug 13, 2020
SELL
$7.46 - $15.4 $1,007 - $2,079
-135 Reduced 0.08%
173,496 $2.34 Million
Q1 2020

May 14, 2020
SELL
$8.12 - $25.93 $65,601 - $209,488
-8,079 Reduced 4.45%
173,631 $1.74 Million
Q4 2019

Feb 14, 2020
BUY
$22.54 - $24.86 $52,473 - $57,874
2,328 Added 1.3%
181,710 $4.36 Million
Q3 2019

Nov 13, 2019
BUY
$22.43 - $23.38 $465,871 - $485,602
20,770 Added 13.09%
179,382 $4.18 Million
Q2 2019

Aug 09, 2019
BUY
N/A
15,677 Added 10.97%
158,612 $3.68 Million
Q1 2019

May 08, 2019
BUY
N/A
21,820 Added 18.02%
142,935 $3.37 Million
Q4 2018

Feb 07, 2019
BUY
N/A
16,707 Added 16.0%
121,115 $2.58 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-1,125 Reduced 1.07%
104,408 $2.51 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-335 Reduced 0.32%
105,533 $2.52 Million
Q1 2018

May 15, 2018
BUY
N/A
920 Added 0.88%
105,868 $2.44 Million
Q4 2017

Feb 14, 2018
BUY
N/A
18,535 Added 21.45%
104,948 $2.53 Million
Q3 2017

Nov 14, 2017
BUY
N/A
10,304 Added 13.54%
86,413 $2.18 Million
Q2 2017

Aug 14, 2017
BUY
N/A
76,109
76,109 $1.88 Million

Others Institutions Holding MORT

# of Institutions
93
Shares Held
6.68M
Call Options Held
17.4K
Put Options Held
17.4K
View Full List

About VANECK ETF TR MTG REIT INCOME

MORT Quotes by TradingView
  • Ticker MORT
  • Sector ETFs
  • Industry ETFs
More about MORT
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