Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
31.5K
+ 31.58%
$79.85 - $95.57 $2.52M - $3.01M
131K $12.5M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
183K
+ 29.86%
$10.8 - $16.92 $1.98M - $3.09M
795K $10.9M
XEL
Xcel Energy Inc

Utilities
109K
+ 7.1%
$65.65 - $72.39 $7.18M - $7.92M
1.65M $112M
EA
Electronic Arts Inc.

Communication Services
12.1K
+ 13.66%
$132.53 - $159.7 $1.61M - $1.94M
101K $16.1M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
17.1K
+ 2.29%
$68.45 - $79.52 $1.17M - $1.36M
765K $60.8M
INSM
Insmed Inc

Healthcare
20.2K
+ 39.44%
$64.81 - $105.9 $1.31M - $2.14M
71.4K $7.19M
EWK
Ishares Inc Msci Belgium ETF

ETFs
149K
New
$18.27 - $22.45 $2.72M - $3.34M
149K $3.28M
WST
West Pharmaceutical Services Inc

Healthcare
16.7K
+ 22.58%
$190.39 - $227.7 $3.17M - $3.79M
90.5K $19.8M
FID
First Tr Exchange Trded Fd Vi

ETFs
87.3K
+ 10.82%
$15.86 - $19.39 $1.39M - $1.69M
895K $17.2M
PRI
Primerica, Inc.

Financial Services
12.3K
+ 122.66%
$244.39 - $290.62 $3.01M - $3.58M
22.3K $6.11M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
72.5K
+ 12.64%
$48.64 - $50.07 $3.53M - $3.63M
646K $32M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
23.5K
+ 7.39%
$42.95 - $53.21 $1.01M - $1.25M
342K $18.2M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
257K
+ 79.32%
$10.49 - $12.99 $2.69M - $3.34M
581K $7.39M
ALL
Allstate Corp

Financial Services
23.5K
+ 8.98%
$180.53 - $212.64 $4.25M - $5.01M
286K $57.5M
AVSC
American Centy ETF Tr Avantis
36.6K
+ 8.67%
$42.39 - $51.76 $1.55M - $1.89M
459K $23.7M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
70.4K
+ 10.77%
$26.18 - $30.91 $1.84M - $2.18M
724K $21.8M
FGRO
Fidelity Covington Tr

ETFs
144K
+ 556.55%
N/A
170K $3.8M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
64.6K
+ 265.72%
$35.4 - $47.16 $2.29M - $3.05M
88.9K $4.19M
MET
Metlife Inc

Financial Services
38.5K
+ 5.2%
$68.42 - $82.49 $2.63M - $3.18M
779K $62.6M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
38.7K
+ 30.29%
$57.46 - $65.66 $2.22M - $2.54M
166K $10.8M
DOX
Amdocs LTD

Technology
35.3K
+ 27.26%
$80.46 - $94.08 $2.84M - $3.32M
165K $15M
BIT
Black Rock Multi Sector Income Trust

Financial Services
215K
+ 71.95%
$13.11 - $14.6 $2.82M - $3.14M
515K $7.51M
BMI
Badger Meter Inc

Technology
4.78K
+ 13.02%
$170.72 - $254.17 $816K - $1.21M
41.5K $10.2M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
105K
New
$29.02 - $30.78 $3.04M - $3.22M
105K $3.17M
VRNA
Verona Pharma PLC

Healthcare
16.8K
+ 33.23%
$53.9 - $98.68 $905K - $1.66M
67.3K $6.37M
DTM
Dt Midstream, Inc.

Energy
15.3K
+ 13.99%
$87.23 - $109.91 $1.34M - $1.68M
125K $13.7M
CRSP
Crispr Therapeutics Ag

Healthcare
9.12K
+ 4.92%
$31.27 - $48.64 $285K - $444K
195K $9.46M
FN
Fabrinet

Technology
5K
+ 28.88%
$171.03 - $298.93 $854K - $1.49M
22.3K $6.57M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
77.1K
+ 4.55%
$40.41 - $40.68 $3.11M - $3.13M
1.77M $72.1M
VDE
Vanguard Energy ETF

ETFs
81.3K
+ 13.16%
$105.87 - $130.56 $8.61M - $10.6M
699K $83.3M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
52.4K
+ 52.77%
$43.86 - $51.74 $2.3M - $2.71M
152K $7.85M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
51.9K
+ 9.61%
$26.69 - $33.44 $1.38M - $1.73M
592K $19.5M
ROBO
Robo Global Robotics And Autom

ETFs
11.8K
+ 4.09%
$43.89 - $59.78 $518K - $706K
301K $18M
LRN
Stride, Inc.

Consumer Defensive
5.92K
+ 4.96%
$124.45 - $160.72 $737K - $951K
125K $18.2M
AVB
Avalonbay Communities Inc

Real Estate
20K
+ 22.5%
$187.23 - $215.61 $3.75M - $4.32M
109K $22.2M
FYLD
Cambria Foreign Shareholder Yi

ETFs
85.5K
+ 33.67%
$23.46 - $29.42 $2.01M - $2.51M
339K $9.92M
EXEL
Exelixis, Inc.

Healthcare
39.6K
+ 21.17%
$34.13 - $46.26 $1.35M - $1.83M
227K $9.99M
WING
Wingstop Inc.

Consumer Cyclical
4.84K
+ 36.89%
$210.24 - $381.46 $1.02M - $1.84M
17.9K $6.04M
EHC
Encompass Health Corp

Healthcare
16.9K
+ 36.33%
$96.12 - $122.63 $1.62M - $2.07M
63.4K $7.78M
CPNG
Coupang, Inc.

Consumer Cyclical
73.6K
+ 69.4%
$19.76 - $30.81 $1.45M - $2.27M
180K $5.38M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
3.55K
+ 1.63%
$74.67 - $97.29 $265K - $345K
221K $21.5M
FXI
Ishares Tr

ETFs
63.9K
+ 8.46%
$29.59 - $37.41 $1.89M - $2.39M
820K $30.1M
VONE
Vanguard Russell 1000 ETF

ETFs
857
+ 0.83%
$225.48 - $280.86 $193K - $241K
105K $29.4M
CINF
Cincinnati Financial Corp

Financial Services
19.1K
+ 11.92%
$126.6 - $151.6 $2.42M - $2.9M
179K $26.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
114K
+ 107.35%
$23.19 - $25.35 $2.63M - $2.88M
219K $5.56M
MPLX
Mplx LP

Energy
71.8K
+ 21.65%
$46.68 - $53.89 $3.35M - $3.87M
404K $20.8M
JXN
Jackson Financial Inc.

Financial Services
23.5K
+ 12.64%
$70.35 - $89.5 $1.65M - $2.1M
209K $18.6M
NTRS
Northern Trust Corp

Financial Services
8.84K
+ 13.19%
$84.45 - $126.79 $747K - $1.12M
75.9K $9.62M
GAB
Gabelli Equity Trust Inc

Financial Services
330K
+ 9.5%
$4.97 - $5.87 $1.64M - $1.94M
3.8M $22.1M
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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