Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
122K
+ 31.73%
$49.74 - $50.27 $6.08M - $6.15M
508K $25.5M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
45.2K
+ 9.97%
$65.41 - $79.66 $2.96M - $3.6M
499K $39.7M
AIG
American International Group, Inc.

Financial Services
79.3K
+ 15.81%
$77.56 - $87.72 $6.15M - $6.95M
581K $49.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
74.4K
+ 6.87%
$33.13 - $40.67 $2.47M - $3.03M
1.16M $47.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
106K
+ 3.37%
$90.85 - $102.31 $9.67M - $10.9M
3.26M $329M
AMP
Ameriprise Financial Inc

Financial Services
4.75K
+ 6.72%
$422.19 - $533.73 $2M - $2.53M
75.4K $40.2M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
257K
+ 154.22%
$17.11 - $21.71 $4.4M - $5.58M
424K $9.2M
ROL
Rollins Inc

Consumer Cyclical
93.1K
+ 29.45%
$50.65 - $58.58 $4.72M - $5.45M
409K $23.1M
CBOE
Cboe Global Markets, Inc.

Financial Services
21.9K
+ 17.74%
$205.81 - $234.23 $4.51M - $5.14M
146K $33.9M
IYJ
Ishares Tr

ETFs
16.5K
+ 5.57%
$115.07 - $142.31 $1.9M - $2.35M
313K $44.6M
PPL
Ppl Corp

Utilities
268K
+ 18.87%
$33.45 - $36.5 $8.96M - $9.78M
1.69M $57.2M
NSC
Norfolk Southern Corp

Industrials
2.63K
+ 0.96%
$206.34 - $257.46 $543K - $677K
277K $70.8M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
244K
+ 21.46%
$20.93 - $22.05 $5.11M - $5.39M
1.38M $30.5M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
10.6K
+ 2.31%
$48.48 - $67.3 $512K - $711K
468K $31.5M
SIVR
Abrdn Silver ETF Trust

ETFs
123K
+ 14.43%
$28.36 - $35.37 $3.48M - $4.34M
973K $33.5M
TROW
Price T Rowe Group Inc

Financial Services
36.7K
+ 7.41%
$80.27 - $98.06 $2.94M - $3.59M
531K $51.3M
INTF
Ishares Tr

ETFs
161K
+ 179.48%
$27.6 - $34.51 $4.44M - $5.55M
251K $8.58M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
21.7K
+ 12.3%
$144.63 - $179.53 $3.14M - $3.9M
198K $32.7M
ALB
Albemarle Corp

Basic Materials
178K
+ 30.51%
$50.76 - $72.25 $9.02M - $12.8M
760K $47.6M
NTAP
Net App, Inc.

Technology
41.3K
+ 61.89%
$76.1 - $106.55 $3.14M - $4.4M
108K $11.5M
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.33K
+ 0.26%
$94.92 - $114.85 $221K - $267K
914K $105M
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.4K
+ 1.91%
$20.42 - $25.3 $928K - $1.15M
2.43M $61.4M
GNMA
Ishares Gnma Bond ETF

ETFs
127K
+ 392.69%
$42.91 - $44.21 $5.44M - $5.61M
159K $7M
DFAT
Dimensional ETF Tr U S Target

ETFs
51.2K
+ 4.51%
$44.8 - $53.97 $2.29M - $2.76M
1.19M $63.9M
EWA
Ishares Msci Australia ETF

ETFs
193K
+ 115.8%
$20.82 - $26.71 $4.02M - $5.16M
360K $9.47M
F
Ford Motor CO

Consumer Cyclical
218K
+ 5.68%
$8.69 - $10.85 $1.9M - $2.37M
4.06M $44.1M
VNQI
Vanguard Global Ex U.S. Real

ETFs
101K
+ 66.91%
$37.77 - $46.15 $3.81M - $4.66M
252K $11.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
267K
+ 4.38%
$20.66 - $20.74 $5.51M - $5.53M
6.36M $131M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
97.5K
+ 55.36%
$36.01 - $45.69 $3.51M - $4.46M
274K $12.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
23.9K
+ 52.86%
$153.22 - $199.8 $3.67M - $4.78M
69.2K $13M
ROST
Ross Stores, Inc.

Consumer Cyclical
42.7K
+ 21.68%
$126.62 - $154.26 $5.41M - $6.59M
240K $30.6M
FCOM
Fidelity Covington Tr Msci Com

ETFs
59.2K
+ 32.54%
$50.44 - $64.81 $2.99M - $3.84M
241K $15.6M
TAXF
American Centy ETF Tr Diversif

ETFs
116K
+ 21.09%
$47.8 - $49.79 $5.56M - $5.79M
667K $32.6M
ROKU
Roku, Inc

Communication Services
35.2K
+ 27.03%
$55.1 - $87.89 $1.94M - $3.09M
165K $14.5M
ITM
Vaneck Intermediate Muni ETF

ETFs
119K
+ 6.53%
$44.27 - $45.82 $5.25M - $5.44M
1.94M $88.1M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
31K
+ 5.03%
$55.86 - $68.61 $1.73M - $2.12M
647K $44.4M
USTB
Victory Portfolios Ii Victorys

ETFs
101K
+ 10.55%
$50.21 - $50.82 $5.07M - $5.14M
1.06M $53.8M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
26.3K
+ 6.84%
$53.5 - $71.62 $1.41M - $1.89M
411K $29.4M
CI
Cigna Corp

Healthcare
15K
+ 7.24%
$301.89 - $340.04 $4.52M - $5.09M
222K $73.4M
FDD
First Trust Stoxx European Sel

ETFs
278K
+ 58.93%
$12.08 - $15.54 $3.36M - $4.32M
750K $11.7M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
125K
New
$40.66 - $41.98 $5.08M - $5.25M
125K $5.23M
EWY
Ishares Inc Msci South Korea E

ETFs
61.6K
+ 138.55%
$48.92 - $72.65 $3.01M - $4.47M
106K $7.61M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
51.3K
+ 21.18%
$89.58 - $95.01 $4.6M - $4.88M
294K $27.9M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
71.5K
+ 63.95%
$27.82 - $46.45 $1.99M - $3.32M
183K $8.51M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
24.7K
+ 7.3%
$62.75 - $79.31 $1.55M - $1.96M
364K $28.9M
HYMU
Blackrock ETF Tr Ii High Yield
225K
+ 44.05%
N/A
736K $16.9M
ARCC
Ares Capital Corp

Financial Services
267K
+ 7.48%
$18.91 - $22.43 $5.05M - $5.98M
3.83M $84.2M
POST
Post Holdings, Inc.

Consumer Defensive
50.5K
+ 101.02%
$107.47 - $118.46 $5.43M - $5.98M
101K $11M
DOV
Dover Corp

Industrials
19.7K
+ 9.9%
$151.14 - $186.7 $2.98M - $3.69M
219K $40.2M
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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