Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.38K
+ 0.33%
$43.34 - $55.24 $59.9K - $76.3K
422K $23.3M
NVR
Nvr Inc

Consumer Cyclical
394
+ 81.57%
$6700.0 - $7410.93 $2.64M - $2.92M
877 $6.48M
FCAL
First Tr Iii Calif Mun High In

ETFs
70.4K
+ 9.82%
$47.18 - $49.3 $3.32M - $3.47M
788K $37.8M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
40.5K
+ 7.13%
$22.28 - $27.57 $902K - $1.12M
608K $16.8M
HERO
Global X Fds Video Games & Esp

ETFs
53.5K
+ 34.52%
$23.12 - $32.73 $1.24M - $1.75M
209K $6.83M
BP
Bp PLC

Energy
245K
+ 21.57%
$26.11 - $33.81 $6.39M - $8.28M
1.38M $41.3M
SHV
Ishares Tr

ETFs
27.4K
+ 1.29%
$110.06 - $110.46 $3.02M - $3.03M
2.15M $238M
DFSD
Dimensional ETF Tr Short Durat

ETFs
58.5K
+ 22.79%
$47.09 - $48.01 $2.75M - $2.81M
315K $15.1M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
62K
+ 31.97%
$50.56 - $59.57 $3.13M - $3.69M
256K $13.3M
WTW
Willis Towers Watson PLC

Financial Services
12K
+ 50.37%
$295.96 - $337.43 $3.56M - $4.06M
35.9K $11M
HUBB
Hubbell Inc

Industrials
3.04K
+ 14.13%
$315.94 - $408.41 $960K - $1.24M
24.5K $10M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
135K
+ 28.81%
$11.9 - $15.57 $1.61M - $2.1M
604K $9.28M
IBHG
Ishares Tr Ibonds 2027 Term Hi
125K
+ 44.73%
$21.56 - $22.54 $2.71M - $2.83M
406K $9.15M
PNR
Pentair PLC

Industrials
14.7K
+ 16.18%
$76.17 - $103.58 $1.12M - $1.52M
105K $10.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
108K
+ 2.32%
$20.16 - $20.49 $2.19M - $2.22M
4.78M $98M
RLI
Rli Corp

Financial Services
48.8K
+ 60.84%
$71.27 - $80.82 $3.48M - $3.95M
129K $9.33M
ACVF
ETF Opportunities Tr American

ETFs
51.2K
+ 48.74%
$38.25 - $47.16 $1.96M - $2.42M
156K $7.37M
IAK
Ishares Tr

ETFs
25.3K
+ 15.86%
$122.44 - $138.47 $3.1M - $3.51M
185K $24.9M
VTC
Vanguard Scottsdale Fds Total

ETFs
36.4K
+ 35.12%
$74.71 - $77.33 $2.72M - $2.82M
140K $10.8M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
35.5K
+ 37.64%
$51.36 - $62.5 $1.82M - $2.22M
130K $8.11M
MNDY
Monday.Com Ltd.

Technology
6.17K
+ 47.89%
$217.77 - $314.48 $1.34M - $1.94M
19K $5.99M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
36.2K
+ 7.63%
$42.54 - $50.99 $1.54M - $1.85M
511K $26M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
74.6K
+ 6.0%
$43.63 - $45.4 $3.26M - $3.39M
1.32M $58.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
46K
+ 25.38%
$30.96 - $40.6 $1.42M - $1.87M
227K $9.18M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
11.7K
+ 1.79%
$107.61 - $119.09 $1.26M - $1.39M
663K $78.6M
CMBS
Ishares Cmbs ETF

ETFs
54.9K
+ 26.83%
$47.54 - $48.72 $2.61M - $2.67M
259K $12.6M
MAIN
Main Street Capital Corp

Financial Services
34.4K
+ 11.2%
$49.15 - $59.32 $1.69M - $2.04M
342K $20.2M
APLD
Applied Blockchain, Inc.

Financial Services
147K
+ 48.91%
$3.53 - $13.86 $518K - $2.03M
446K $4.5M
UTG
Reaves Utility Income Fund

Financial Services
17.4K
+ 2.9%
$29.08 - $36.18 $506K - $630K
617K $22.3M
JPUS
Jpmorgan Diversified Return Us

ETFs
22.9K
+ 66.17%
$102.8 - $118.19 $2.35M - $2.7M
57.4K $6.78M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
20.8K
+ 4.05%
$46.99 - $54.77 $975K - $1.14M
534K $29.2M
CHTR
Charter Communications, Inc.

Communication Services
5.28K
+ 33.1%
$321.68 - $427.25 $1.7M - $2.26M
21.2K $8.68M
ALK
Alaska Air Group, Inc.

Industrials
56.2K
+ 75.44%
$41.01 - $54.88 $2.31M - $3.08M
131K $6.47M
FSTA
Fidelity Covington Tr Msci Con

ETFs
54.6K
+ 16.43%
$47.94 - $52.5 $2.62M - $2.87M
387K $19.8M
WTFC
Wintrust Financial Corp

Financial Services
18.9K
+ 46.87%
$95.17 - $124.21 $1.79M - $2.34M
59.1K $7.32M
PLMR
Palomar Holdings, Inc.

Financial Services
17.6K
+ 379.57%
$129.99 - $175.67 $2.29M - $3.09M
22.3K $3.43M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
249K
+ 22.37%
$6.66 - $8.12 $1.66M - $2.02M
1.36M $11.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
122K
+ 11.2%
$22.81 - $22.97 $2.77M - $2.79M
1.21M $27.7M
INMU
Blackrock ETF Tr Ii Intermedia
120K
+ 57.82%
$22.95 - $23.7 $2.75M - $2.84M
327K $7.66M
BIIB
Biogen Inc.

Healthcare
25.9K
+ 58.38%
$113.38 - $135.49 $2.93M - $3.51M
70.2K $8.82M
GPC
Genuine Parts CO

Consumer Cyclical
19K
+ 9.33%
$105.54 - $129.09 $2M - $2.45M
222K $27M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
26.1K
+ 3.82%
$72.71 - $82.56 $1.9M - $2.16M
710K $57.9M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
186K
+ 8.35%
$22.18 - $23.36 $4.13M - $4.35M
2.42M $54.1M
CALM
Cal Maine Foods Inc

Consumer Defensive
25.1K
+ 101.05%
$90.17 - $103.07 $2.26M - $2.58M
49.8K $4.97M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
54.1K
+ 11.49%
$20.94 - $26.47 $1.13M - $1.43M
525K $13.9M
ACHR
Archer Aviation Inc.

Industrials
125K
+ 34.61%
$6.2 - $13.3 $775K - $1.66M
486K $5.27M
KD
Kyndryl Holdings, Inc.

Technology
32.2K
+ 25.12%
$27.77 - $41.96 $893K - $1.35M
160K $6.72M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
49.2K
+ 15.36%
$48.48 - $50.99 $2.38M - $2.51M
369K $18.8M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
245K
+ 22.4%
$7.42 - $8.86 $1.82M - $2.17M
1.34M $11.9M
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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