Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FFIV
F5, Inc.

Technology
9.99K
+ 34.06%
$239.25 - $295.9 $2.39M - $2.96M
39.3K $11.6M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
163K
+ 13.83%
$23.36 - $24.11 $3.82M - $3.94M
1.35M $32.1M
PSA
Public Storage

Real Estate
14.6K
+ 15.7%
$266.31 - $309.77 $3.9M - $4.54M
108K $31.7M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
123K
+ 140.35%
$24.1 - $28.87 $2.96M - $3.55M
210K $6.07M
ES
Eversource Energy

Utilities
50.2K
+ 13.67%
$54.25 - $65.89 $2.72M - $3.31M
417K $26.5M
EBAY
Ebay Inc

Consumer Cyclical
17.5K
+ 4.9%
$59.52 - $79.36 $1.04M - $1.39M
375K $27.9M
IGOV
Ishares 1 3 International Trea

ETFs
77K
+ 72.04%
$39.53 - $43.1 $3.04M - $3.32M
184K $7.92M
LEAD
Siren Divcon Leaders Dividend

ETFs
45.5K
+ 72.94%
$58.37 - $71.85 $2.66M - $3.27M
108K $7.75M
VGSH
Vanguard

ETFs
59.4K
+ 2.62%
$58.32 - $58.95 $3.46M - $3.5M
2.33M $137M
FANG
Diamondback Energy, Inc.

Energy
55.3K
+ 31.65%
$119.25 - $161.49 $6.59M - $8.93M
230K $31.6M
SJNK
Spdr Bloomberg Short Term High

ETFs
85.8K
+ 1.86%
$24.12 - $25.48 $2.07M - $2.19M
4.7M $120M
SPG
Simon Property Group Inc

Real Estate
34.3K
+ 9.83%
$140.37 - $171.44 $4.82M - $5.88M
383K $61.6M
OSCR
Oscar Health, Inc.

Healthcare
164K
+ 1098.36%
$11.6 - $21.44 $1.9M - $3.51M
179K $3.83M
TOST
Toast, Inc.

Technology
48.2K
+ 35.69%
$30.03 - $45.23 $1.45M - $2.18M
183K $8.12M
VMC
Vulcan Materials CO

Basic Materials
4.42K
+ 4.91%
$226.49 - $276.01 $1M - $1.22M
94.6K $24.7M
TBUX
T Rowe Price Exchange Traded F

ETFs
73K
New
$49.52 - $49.9 $3.61M - $3.64M
73K $3.63M
SAN
Banco Santander, S.A.

Financial Services
323K
+ 54.76%
$5.72 - $8.32 $1.85M - $2.68M
912K $7.57M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.79K
+ 3.33%
$86.93 - $109.64 $677K - $854K
242K $26.5M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
5.06K
+ 1.43%
$42.19 - $56.47 $213K - $286K
358K $20.2M
ET
Energy Transfer LP

Energy
348K
+ 5.85%
$15.65 - $18.93 $5.45M - $6.6M
6.31M $114M
DNL
Wiswisdomtree Tr

ETFs
17K
+ 2.71%
$32.16 - $40.27 $547K - $685K
645K $26M
AEP
American Electric Power CO Inc

Utilities
96.1K
+ 8.26%
$98.59 - $109.11 $9.47M - $10.5M
1.26M $131M
ROP
Roper Technologies Inc

Industrials
9.1K
+ 12.96%
$519.19 - $590.78 $4.72M - $5.37M
79.3K $45M
ODFL
Old Dominion Freight Line, Inc.

Industrials
24.2K
+ 20.49%
$146.74 - $176.07 $3.55M - $4.26M
142K $23.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
151K
+ 28.41%
$22.68 - $23.28 $3.43M - $3.52M
683K $15.9M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
69.4K
+ 9.89%
$29.44 - $33.91 $2.04M - $2.35M
771K $25.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
72.3K
+ 18.33%
$29.36 - $35.56 $2.12M - $2.57M
467K $16.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
12.2K
+ 6.16%
$70.56 - $92.75 $860K - $1.13M
210K $18.9M
WMS
Advanced Drainage Systems, Inc.

Industrials
29.3K
+ 157.98%
$96.79 - $123.55 $2.84M - $3.63M
47.9K $5.5M
STNE
Stone Co Ltd.

Technology
194K
+ 288.56%
$10.43 - $16.04 $2.02M - $3.11M
261K $4.19M
UNM
Unum Group

Financial Services
45.7K
+ 15.16%
$70.48 - $82.91 $3.22M - $3.79M
347K $28.1M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
89.8K
+ 26.7%
$24.53 - $29.78 $2.2M - $2.67M
426K $12.7M
FDRR
Fidelity Covington Tr Divid Et

ETFs
49.4K
+ 26.92%
$43.98 - $54.23 $2.17M - $2.68M
233K $12.6M
RVT
Royce Value Trust, Inc.

Financial Services
126K
+ 6.56%
$12.5 - $15.21 $1.57M - $1.92M
2.05M $30.8M
PCEF
Invesco Cef Income Composite E

ETFs
143K
+ 14.88%
$16.85 - $19.54 $2.4M - $2.79M
1.1M $21.5M
SBUX
Starbucks Corp

Consumer Cyclical
196K
+ 8.72%
$79.69 - $99.41 $15.6M - $19.5M
2.44M $224M
EWZS
Ishares Msci Brazil Small Cap

ETFs
259K
New
$9.92 - $13.26 $2.57M - $3.44M
259K $3.44M
LAD
Lithia Motors Inc

Consumer Cyclical
9.13K
+ 115.62%
$271.94 - $339.35 $2.48M - $3.1M
17K $5.75M
FVD
First Tr Value Line Divid Inde

ETFs
33.1K
+ 0.19%
$40.62 - $45.12 $1.34M - $1.49M
17.7M $791M
CNP
Centerpoint Energy Inc

Utilities
89.3K
+ 36.15%
$35.5 - $39.05 $3.17M - $3.49M
336K $12.4M
IYK
Ishares U.S. Consumer Staples

ETFs
61.6K
+ 7.17%
$67.29 - $72.42 $4.14M - $4.46M
920K $64.8M
GNRC
Generac Holdings Inc.

Industrials
13.1K
+ 14.23%
$101.92 - $143.21 $1.34M - $1.88M
105K $15.1M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
25.3K
+ 5.64%
$40.73 - $50.06 $1.03M - $1.26M
474K $23.7M
LNT
Alliant Energy Corp

Utilities
97.2K
+ 15.18%
$58.79 - $64.85 $5.71M - $6.3M
737K $44.6M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
13.9K
+ 1.42%
$36.14 - $44.23 $503K - $616K
994K $44M
DXCM
Dexcom Inc

Healthcare
6.34K
+ 4.28%
$59.83 - $87.57 $379K - $555K
154K $13.5M
ABC
Amerisourcebergen Corp

Healthcare
18.1K
+ 7.85%
N/A
249K $46.1M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
143K
+ 41.16%
$22.03 - $22.83 $3.15M - $3.26M
490K $11.2M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
101K
+ 128.45%
$25.96 - $30.99 $2.63M - $3.14M
180K $5.59M
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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