Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RING
Ishares Inc Msci Global Gold M

ETFs
110K
+ 15.42%
$34.72 - $45.62 $3.83M - $5.04M
826K $36.2M
FEX
First Tr Large Cap Core Alphde

ETFs
12.4K
+ 1.27%
$90.17 - $109.96 $1.12M - $1.36M
986K $108M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
98K
+ 8.61%
$30.87 - $39.17 $3.03M - $3.84M
1.24M $48.5M
RPV
Invesco Exchange Traded Fd Tr

ETFs
88.1K
+ 39.52%
$81.66 - $93.76 $7.19M - $8.26M
311K $29.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
172K
+ 12.49%
$50.34 - $51.86 $8.66M - $8.92M
1.55M $79.6M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
84.9K
+ 17.84%
$50.1 - $63.16 $4.25M - $5.36M
561K $35.4M
DFIV
Dimensional ETF Tr

ETFs
50.3K
+ 2.75%
$34.67 - $43.21 $1.74M - $2.17M
1.88M $80.4M
QWLD
Spdr Index Shs Fds

ETFs
48.2K
+ 17.43%
$114.78 - $134.88 $5.53M - $6.5M
325K $43.8M
VRT
Vertiv Holdings CO

Industrials
96.8K
+ 17.1%
N/A
663K $57.4M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
383K
+ 1032.85%
$19.73 - $22.32 $7.55M - $8.54M
420K $9.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
64.6K
+ 7.47%
$83.54 - $100.04 $5.4M - $6.46M
930K $92.5M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
216K
+ 23.63%
$24.57 - $29.72 $5.32M - $6.43M
1.13M $33.4M
FOUR
Shift4 Payments, Inc.

Technology
66.6K
+ 74.15%
$72.5 - $99.11 $4.83M - $6.6M
156K $15.5M
AOR
Ishares Tr Core Growth Allocat

ETFs
107K
+ 26.8%
$53.36 - $61.57 $5.69M - $6.56M
504K $31.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
83.7K
+ 3.13%
$19.1 - $23.83 $1.6M - $1.99M
2.76M $65.7M
TDG
Trans Digm Group Inc

Industrials
3.27K
+ 14.52%
$1231.75 - $1520.64 $4.03M - $4.98M
25.8K $39.3M
NEM
Newmont Corp

Basic Materials
50.8K
+ 9.91%
$44.18 - $59.46 $2.24M - $3.02M
563K $32.8M
IESC
Ies Holdings, Inc.

Industrials
5.41K
+ 10.99%
$160.58 - $296.23 $869K - $1.6M
54.7K $16.2M
VFMV
Vanguard Wellington Fd

ETFs
62.2K
+ 186.47%
$114.53 - $128.23 $7.13M - $7.98M
95.6K $12.3M
KMI
Kinder Morgan, Inc.

Energy
156K
+ 4.04%
$25.21 - $29.4 $3.93M - $4.58M
4.02M $118M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
180K
+ 6.31%
$48.46 - $50.2 $8.7M - $9.02M
3.03M $150M
FIS
Fidelity National Information Services, Inc.

Technology
78.5K
+ 35.23%
$68.14 - $82.13 $5.35M - $6.44M
301K $24.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
48.7K
+ 24.87%
$99.48 - $124.46 $4.85M - $6.07M
245K $29.1M
CRS
Carpenter Technology Corp

Industrials
9.63K
+ 17.66%
$151.3 - $276.38 $1.46M - $2.66M
64.2K $17.7M
SOUN
Soundhound Ai, Inc.

Technology
395K
+ 29.34%
$7.18 - $11.76 $2.84M - $4.65M
1.74M $18.7M
HEI
Heico Corp

Industrials
19K
+ 79.4%
$236.44 - $328.0 $4.5M - $6.24M
43K $14.1M
EUFN
Ishares Msci Europe Financials

ETFs
201K
+ 48.31%
$24.77 - $32.27 $4.98M - $6.49M
618K $19.5M
ITW
Illinois Tool Works Inc

Industrials
32.4K
+ 6.39%
$218.41 - $252.43 $7.07M - $8.17M
539K $133M
AVSU
American Centy ETF Tr Avantis

ETFs
108K
+ 472.66%
$55.22 - $68.6 $5.98M - $7.43M
131K $9.01M
UL
Unilever PLC

Consumer Defensive
103K
+ 13.21%
$57.9 - $65.43 $5.97M - $6.74M
883K $54M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
250K
+ 129.26%
$24.63 - $29.39 $6.15M - $7.34M
443K $12.8M
TQQQ
Proshares Ultrapro Qqq

ETFs
68K
+ 92.82%
$38.9 - $83.0 $2.65M - $5.65M
141K $11.7M
IWS
Ishares Russell Midcap Value E

ETFs
2.66K
+ 0.23%
$110.58 - $132.14 $294K - $351K
1.16M $154M
JHMD
John Hancock ETF Tr Multifacto

ETFs
138K
+ 20.89%
$31.34 - $38.59 $4.31M - $5.31M
796K $30.5M
SPGI
S&P Global Inc.

Financial Services
3.41K
+ 1.16%
$438.31 - $527.29 $1.5M - $1.8M
298K $157M
CCL
Carnival Corp

Consumer Cyclical
46K
+ 6.45%
$16.43 - $28.12 $757K - $1.29M
760K $21.4M
HBAN
Huntington Bancshares Inc

Financial Services
163K
+ 6.08%
$12.49 - $16.76 $2.04M - $2.73M
2.84M $47.7M
GWW
W.W. Grainger, Inc.

Industrials
3.73K
+ 5.63%
$919.93 - $1101.66 $3.43M - $4.11M
70K $72.8M
SRE
Sempra Energy

Utilities
54.7K
+ 7.52%
$63.78 - $78.91 $3.49M - $4.31M
781K $59.2M
EWG
Ishares Msci Germany ETF

ETFs
118K
+ 27.38%
$33.22 - $42.57 $3.94M - $5.04M
551K $23.3M
CMI
Cummins Inc

Industrials
7.09K
+ 2.01%
$267.12 - $336.65 $1.89M - $2.39M
359K $118M
PEG
Public Service Enterprise Group Inc

Utilities
69.6K
+ 9.49%
$77.13 - $84.18 $5.37M - $5.86M
803K $67.6M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
94K
+ 6.61%
$65.75 - $71.57 $6.18M - $6.73M
1.52M $108M
SYY
Sysco Corp

Consumer Defensive
90.8K
+ 18.98%
$68.0 - $75.91 $6.18M - $6.9M
569K $43.1M
PINS
Pinterest, Inc.

Communication Services
126K
+ 22.72%
$24.21 - $35.95 $3.05M - $4.52M
680K $24.4M
XLP
Consumer Staples Sector Spdr

ETFs
94.3K
+ 2.3%
N/A
4.19M $318M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
52.1K
+ 3.53%
$27.26 - $34.48 $1.42M - $1.8M
1.53M $52.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.85K
+ 3.01%
$328.01 - $475.68 $607K - $880K
63.3K $29.6M
PHYS
Sprott Physical Gold Trust

Financial Services
202K
+ 13.81%
$22.82 - $26.29 $4.6M - $5.3M
1.66M $42.1M
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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