Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NDAQ
Nasdaq, Inc.

Financial Services
48.2K
+ 10.34%
$66.4 - $89.42 $3.2M - $4.31M
514K $45.9M
FSIG
First Tr ETF Iv LTD Duration I
492K
+ 7.52%
$18.77 - $19.14 $9.23M - $9.41M
7.03M $134M
SO
Southern CO

Utilities
118K
+ 5.02%
$84.91 - $92.56 $10M - $10.9M
2.47M $227M
CW
Curtiss Wright Corp

Industrials
9.56K
+ 27.87%
$283.18 - $488.55 $2.71M - $4.67M
43.9K $21.4M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
327K
+ 1109.57%
$26.97 - $32.13 $8.81M - $10.5M
356K $11.4M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
149K
+ 11.51%
$43.78 - $51.5 $6.53M - $7.68M
1.45M $74.4M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
219K
+ 25.7%
$32.61 - $38.62 $7.16M - $8.47M
1.07M $40.9M
DDOG
Datadog, Inc.

Technology
34.5K
+ 21.23%
$87.0 - $134.33 $3M - $4.64M
197K $26.5M
EMGF
Ishares Msci Emerging Markets

ETFs
175K
+ 78.5%
$41.37 - $52.07 $7.24M - $9.12M
398K $20.7M
VAW
Vanguard Materials ETF

ETFs
47.4K
+ 26.96%
$163.82 - $196.64 $7.76M - $9.32M
223K $43.5M
ACWI
Ishares Msci Acwi ETF

ETFs
55.8K
+ 22.19%
$103.59 - $128.6 $5.78M - $7.18M
307K $39.5M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
286K
+ 114.49%
$28.17 - $33.34 $8.07M - $9.55M
537K $17.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
37.3K
+ 3.64%
$141.87 - $164.49 $5.3M - $6.14M
1.06M $175M
FTQI
First Trust ETF Vi First Trust

ETFs
438K
+ 19.58%
$16.83 - $19.58 $7.37M - $8.58M
2.68M $52.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
520K
+ 307.04%
$50.53 - $212.53 $26.3M - $111M
690K $38.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
46.4K
+ 15.46%
$105.69 - $140.64 $4.9M - $6.53M
347K $45.9M
RAAX
Vaneck ETF Trust Inflation All

ETFs
312K
+ 67.35%
$27.19 - $31.82 $8.5M - $9.94M
776K $24.1M
LEU
Centrus Energy Corp

Energy
31.9K
+ 93.62%
$54.43 - $208.81 $1.74M - $6.67M
66K $12.1M
PDI
Pimco Dynamic Income Fund

Financial Services
676K
+ 19.31%
$17.02 - $19.87 $11.5M - $13.4M
4.18M $79.3M
RSG
Republic Services, Inc.

Industrials
31.6K
+ 6.93%
$227.2 - $258.07 $7.17M - $8.15M
487K $120M
MLN
Vaneck Long Muni ETF

ETFs
587K
+ 225.42%
$16.49 - $17.52 $9.67M - $10.3M
847K $14.3M
JPSE
J P Morgan Diversified Return

ETFs
186K
+ 28.86%
$38.2 - $45.49 $7.12M - $8.48M
832K $37.9M
IYY
Ishares Tr

ETFs
35.6K
+ 12.18%
$120.9 - $150.87 $4.3M - $5.37M
328K $49.5M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
428K
+ 55.61%
$22.3 - $22.57 $9.54M - $9.65M
1.2M $26.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
273K
+ 6.94%
$37.08 - $42.26 $10.1M - $11.6M
4.22M $175M
EXC
Exelon Corp

Utilities
241K
+ 64.85%
$42.2 - $47.37 $10.2M - $11.4M
612K $26.6M
IWN
Ishares Russell2000 Val ETF

ETFs
17.5K
+ 1.77%
$131.84 - $157.76 $2.3M - $2.76M
1M $158M
NEAR
Blackrock Short Maturity Bond

ETFs
170K
+ 7.12%
$50.41 - $51.17 $8.59M - $8.72M
2.56M $131M
FTNT
Fortinet, Inc.

Technology
53.5K
+ 14.07%
$84.71 - $108.69 $4.53M - $5.81M
434K $45.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.2K
+ 0.53%
$57.41 - $74.81 $298K - $389K
980K $72.9M
DFAE
Dimensional ETF Tr

ETFs
231K
+ 28.2%
$22.87 - $28.95 $5.29M - $6.69M
1.05M $30.4M
IR
Ingersoll Rand Inc.

Industrials
81.5K
+ 10.66%
$66.75 - $84.94 $5.44M - $6.92M
846K $70.4M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
439K
+ 90.99%
$20.21 - $20.59 $8.87M - $9.04M
921K $18.9M
FIW
First Trust Water ETF

ETFs
27.8K
+ 3.29%
$90.26 - $108.05 $2.51M - $3M
873K $94.2M
CB
Chubb LTD

Financial Services
49.8K
+ 11.46%
$274.32 - $302.46 $13.7M - $15.1M
484K $140M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
142K
+ 144.14%
$25.35 - $64.65 $3.61M - $9.2M
241K $12M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
389K
+ 1192.98%
$21.77 - $24.89 $8.47M - $9.68M
422K $9.83M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
118K
+ 34.09%
$49.48 - $61.22 $5.83M - $7.21M
463K $28.2M
AZO
Autozone Inc

Consumer Cyclical
2.72K
+ 24.14%
$3478.38 - $3880.15 $9.46M - $10.6M
14K $51.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
189K
+ 3.19%
$45.2 - $46.6 $8.54M - $8.81M
6.1M $283M
BMO
Bank Of Montreal

Financial Services
32.2K
+ 9.13%
$87.54 - $110.63 $2.82M - $3.56M
385K $42.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
356K
+ 9.41%
$24.96 - $25.5 $8.88M - $9.07M
4.14M $105M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
185K
+ 11.06%
$46.41 - $47.7 $8.57M - $8.81M
1.85M $88.1M
DVY
Ishares Tr

ETFs
84.6K
+ 5.24%
$118.37 - $134.86 $10M - $11.4M
1.7M $225M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
152K
+ 7.62%
$51.68 - $52.76 $7.87M - $8.03M
2.15M $113M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
145K
+ 11.0%
$26.38 - $32.66 $3.83M - $4.74M
1.47M $47.8M
XYL
Xylem Inc.

Industrials
40.3K
+ 11.13%
$102.86 - $129.5 $4.15M - $5.22M
402K $52M
LPLA
Lpl Financial Holdings Inc.

Financial Services
8.21K
+ 6.94%
$283.31 - $388.96 $2.32M - $3.19M
126K $47.4M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
250K
+ 5.09%
$24.61 - $25.89 $6.14M - $6.46M
5.16M $133M
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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