Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMFS
Invesco Exchange Traded Self I

ETFs
32.1K
+ 6.06%
$33.88 - $40.17 $1.09M - $1.29M
562K $22.5M
URBN
Urban Outfitters Inc

Consumer Cyclical
662
+ 0.57%
$43.24 - $75.26 $28.6K - $49.8K
116K $8.45M
BLDR
Builders First Source, Inc.

Industrials
41.6K
+ 13.84%
$105.63 - $131.12 $4.39M - $5.46M
342K $39.9M
GXG
Global X Msci Colombia

ETFs
79.5K
+ 138.46%
$24.56 - $30.01 $1.95M - $2.39M
137K $3.95M
LSAF
Two Rds Shared Tr

ETFs
1.97K
+ 0.26%
$35.13 - $42.48 $69.2K - $83.7K
768K $32.6M
CHWY
Chewy, Inc.

Consumer Cyclical
23.5K
+ 17.44%
$31.21 - $48.21 $732K - $1.13M
158K $6.73M
EQNR
Equinor Asa

Energy
96.5K
+ 187.5%
$22.04 - $28.08 $2.13M - $2.71M
148K $3.72M
EXK
Endeavour Silver Corp

Basic Materials
393K
+ 60.62%
$3.15 - $4.99 $1.24M - $1.96M
1.04M $5.13M
ERJ
Embraer S.A.

Industrials
29.9K
+ 48.88%
$40.42 - $56.91 $1.21M - $1.7M
90.9K $5.17M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
43.9K
+ 20.38%
$45.67 - $52.02 $2M - $2.28M
259K $13.5M
SJT
San Juan Basin Royalty Trust

Energy
390K
+ 3274.65%
$4.81 - $6.85 $1.87M - $2.67M
402K $2.4M
FRI
First Tr S&P Reit Index Fd

ETFs
99.7K
+ 11.73%
$24.01 - $27.75 $2.39M - $2.77M
950K $25.7M
VLO
Valero Energy Corp

Energy
8.9K
+ 1.88%
$104.69 - $141.77 $932K - $1.26M
482K $64.8M
FIVA
Fidelity Covington Tr

ETFs
62.7K
+ 36.41%
$23.66 - $29.55 $1.48M - $1.85M
235K $6.89M
DT
Dynatrace, Inc.

Technology
9.17K
+ 4.12%
$41.21 - $55.9 $378K - $513K
232K $12.8M
QS
Quantum Scape Corp

Consumer Cyclical
160K
+ 33.53%
$3.47 - $7.65 $555K - $1.22M
636K $4.28M
VRSN
Verisign Inc

Technology
1.51K
+ 2.84%
$234.49 - $288.8 $354K - $436K
54.7K $15.8M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
34.2K
New
$52.86 - $67.09 $1.81M - $2.29M
34.2K $2.29M
ERIC
Ericsson Lm Telephone CO

Technology
223K
+ 40.42%
$6.77 - $8.86 $1.51M - $1.98M
775K $6.58M
TOL
Toll Brothers, Inc.

Consumer Cyclical
14.7K
+ 20.68%
$90.5 - $114.3 $1.33M - $1.68M
85.9K $9.8M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
25.1K
+ 57.28%
$62.11 - $78.98 $1.56M - $1.98M
68.9K $5.31M
USA
Liberty All Star Equity Fund

Financial Services
168K
+ 3.84%
$5.9 - $6.81 $989K - $1.14M
4.54M $30.9M
FTA
First Tr Large Cap Value

ETFs
7.84K
+ 0.91%
$67.12 - $78.63 $526K - $616K
872K $68.6M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
18.5K
+ 4.34%
$46.54 - $55.66 $862K - $1.03M
446K $24.8M
HLI
Houlihan Lokey, Inc.

Financial Services
2.84K
+ 2.98%
$141.59 - $182.75 $402K - $518K
97.9K $17.6M
GDV
Gabelli Dividend & Income Trust

Financial Services
54.5K
+ 12.16%
$21.11 - $26.01 $1.15M - $1.42M
503K $13.1M
PJAN
Innovator U.S. Equity Power Bu

ETFs
12.7K
+ 1.93%
$38.7 - $44.05 $491K - $559K
671K $29.5M
CIEN
Ciena Corp

Technology
15.2K
+ 30.99%
$53.5 - $83.89 $811K - $1.27M
64K $5.21M
DIAL
Columbia ETF Tr I Diversified

ETFs
105K
+ 9.89%
$17.43 - $18.21 $1.82M - $1.9M
1.16M $21.2M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
24.1K
+ 6.36%
$94.78 - $95.97 $2.28M - $2.31M
403K $38.6M
IBND
Spdr Bloomberg International C

ETFs
61K
+ 73.47%
$29.46 - $32.59 $1.8M - $1.99M
144K $4.69M
SSRM
Ssr Mining Inc.

Basic Materials
151K
+ 139.71%
$9.09 - $13.07 $1.37M - $1.97M
259K $3.3M
ENSG
Ensign Group, Inc

Healthcare
8.09K
+ 20.97%
$119.93 - $156.36 $970K - $1.26M
46.7K $7.2M
GWRE
Guidewire Software, Inc.

Technology
2.17K
+ 6.18%
$172.73 - $257.37 $375K - $559K
37.3K $8.79M
MTB
M&T Bank Corp

Financial Services
1.77K
+ 1.45%
$156.58 - $193.99 $277K - $344K
124K $24M
EQX
Equinox Gold Corp.

Basic Materials
506K
+ 78.31%
$5.68 - $7.31 $2.88M - $3.7M
1.15M $6.63M
SYM
Symbotic Inc.

Financial Services
23.2K
+ 33.88%
$17.5 - $38.85 $406K - $902K
91.7K $3.56M
FLR
Fluor Corp

Industrials
10.9K
+ 10.41%
$30.86 - $51.42 $335K - $558K
115K $5.91M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
106K
+ 8.54%
$19.58 - $19.93 $2.07M - $2.1M
1.34M $26.7M
LAMR
Lamar Advertising CO

Real Estate
11.8K
+ 12.46%
$102.35 - $121.67 $1.21M - $1.44M
107K $12.9M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
47.5K
+ 51.09%
$37.32 - $42.19 $1.77M - $2M
141K $5.93M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.35K
+ 0.57%
$24.21 - $29.47 $202K - $246K
1.47M $43.4M
GSL
Global Ship Lease, Inc.

Industrials
67.1K
+ 65.25%
$18.25 - $26.77 $1.23M - $1.8M
170K $4.47M
VICI
Vici Properties Inc.

Real Estate
65.8K
+ 5.66%
$29.41 - $32.97 $1.94M - $2.17M
1.23M $40M
GVLU
Tidal ETF Tr Gotham 1000 Value
87.9K
New
$20.0 - $24.09 $1.76M - $2.12M
87.9K $2.12M
IBN
Icici Bank LTD

Financial Services
38.9K
+ 10.21%
$30.16 - $34.39 $1.17M - $1.34M
420K $14.1M
AOA
Ishares Tr Core Aggressive All

ETFs
12K
+ 7.51%
$69.46 - $83.4 $835K - $1M
172K $14.4M
OKTA
Okta, Inc.

Technology
25K
+ 33.36%
$91.24 - $127.3 $2.28M - $3.18M
100K $10M
CNQ
Canadian Natural Resources LTD

Energy
64K
+ 39.58%
$25.14 - $34.01 $1.61M - $2.18M
226K $7.08M
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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