Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UEVM
Usaa ETF Tr Msci Emerging Mkts

ETFs
36.7K
New
$41.63 - $52.42 $1.53M - $1.92M
36.7K $1.92M
ING
Ing Groep Nv

Financial Services
43.6K
+ 10.28%
$16.62 - $21.98 $725K - $959K
468K $10.2M
VSAT
Viasat Inc

Technology
128K
+ 1014.85%
$7.7 - $14.6 $983K - $1.86M
140K $2.05M
LVS
Las Vegas Sands Corp

Consumer Cyclical
20.9K
+ 10.21%
$30.7 - $44.12 $643K - $924K
226K $9.83M
TER
Teradyne, Inc

Technology
11.2K
+ 9.15%
$67.96 - $91.05 $761K - $1.02M
134K $12M
ORI
Old Republic International Corp

Financial Services
55.4K
+ 19.01%
$35.25 - $39.79 $1.95M - $2.2M
347K $13.3M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
55.3K
+ 259.66%
$31.42 - $34.6 $1.74M - $1.91M
76.6K $2.63M
MFC
Manulife Financial Corp

Financial Services
44.8K
+ 7.81%
$26.93 - $32.44 $1.21M - $1.45M
618K $19.8M
CRK
Comstock Resources Inc

Energy
22.7K
+ 13.16%
$17.12 - $30.74 $389K - $698K
195K $5.4M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
24.4K
+ 115.76%
$39.47 - $62.61 $964K - $1.53M
45.5K $2.85M
IXC
Ishares Tr Global Energy ETF

ETFs
71.2K
+ 21.62%
$34.69 - $42.32 $2.47M - $3.01M
400K $15.7M
PODD
Insulet Corp

Healthcare
1.86K
+ 7.43%
$238.57 - $327.47 $445K - $610K
26.9K $8.47M
SPVM
Invesco S&P 500 Value With Mom

ETFs
28.1K
+ 34.5%
$50.71 - $59.78 $1.43M - $1.68M
110K $6.56M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
27.8K
+ 4.89%
$37.73 - $43.54 $1.05M - $1.21M
596K $25.8M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.37K
+ 1.89%
$60.99 - $77.53 $205K - $261K
182K $14.1M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
138K
+ 143.82%
$12.19 - $13.37 $1.68M - $1.84M
234K $3.13M
GNL
Global Net Lease, Inc.

Real Estate
265K
+ 96.87%
$6.82 - $8.08 $1.81M - $2.14M
538K $4.06M
MKL
Markel Corp

Financial Services
503
+ 7.56%
$1678.5 - $1997.36 $844K - $1M
7.16K $14.3M
ALGN
Align Technology Inc

Healthcare
4.76K
+ 15.25%
$144.32 - $190.42 $687K - $907K
36K $6.81M
BIO
Bio Rad Laboratories, Inc.

Healthcare
7.72K
+ 143.6%
$216.56 - $256.68 $1.67M - $1.98M
13.1K $3.16M
REET
Ishares Global Reit ETF

ETFs
46.8K
+ 2.98%
$21.59 - $25.16 $1.01M - $1.18M
1.62M $40M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
52.5K
+ 3.12%
$11.53 - $13.87 $606K - $728K
1.74M $24.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
18.5K
+ 1.03%
$58.63 - $59.9 $1.08M - $1.11M
1.81M $108M
IXP
Ishares Global Comm Services E

ETFs
8.53K
+ 14.81%
$88.17 - $112.32 $752K - $958K
66.1K $7.43M
DRSK
ETF Ser Solutions Aptus Define

ETFs
45.1K
+ 12.3%
$26.75 - $28.79 $1.21M - $1.3M
412K $11.8M
KGC
Kinross Gold Corp

Basic Materials
70.1K
+ 28.57%
$11.79 - $15.85 $826K - $1.11M
315K $4.93M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
38.7K
+ 6.56%
$40.64 - $47.27 $1.57M - $1.83M
629K $29.3M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
12.5K
+ 0.62%
$43.28 - $50.37 $542K - $631K
2.02M $101M
VIV
Telefonica Brasil S.A.

Communication Services
138K
+ 148.83%
$8.28 - $11.4 $1.15M - $1.58M
232K $2.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.49K
+ 0.71%
$36.25 - $42.28 $344K - $401K
1.34M $56.7M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
22.4K
+ 6.05%
$25.48 - $31.98 $572K - $717K
393K $12.6M
AES
Aes Corp

Utilities
287K
+ 45.28%
$9.63 - $12.55 $2.77M - $3.61M
922K $9.7M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
78K
+ 18.43%
$23.2 - $23.63 $1.81M - $1.84M
501K $11.8M
AIT
Applied Industrial Technologies Inc

Industrials
5.72K
+ 8.37%
$206.03 - $243.28 $1.18M - $1.39M
74K $17.2M
EMHC
Spdr Bloomberg Emerging Market
53.1K
+ 4.75%
$23.06 - $24.61 $1.23M - $1.31M
1.17M $28.8M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
79.6K
+ 9.42%
$17.5 - $18.46 $1.39M - $1.47M
925K $17.1M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
29.8K
+ 23.53%
$39.93 - $46.67 $1.19M - $1.39M
157K $7.31M
QJUN
First Tr ETF
36.1K
+ 15.65%
$24.35 - $29.57 $878K - $1.07M
266K $7.88M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
92.7K
+ 58.75%
$14.86 - $17.74 $1.38M - $1.65M
251K $4.45M
FLS
Flowserve Corp

Industrials
29.1K
+ 41.59%
$39.49 - $53.64 $1.15M - $1.56M
99.2K $5.19M
PR
Permian Resources Corporation

Energy
136K
+ 33.97%
$10.36 - $14.93 $1.41M - $2.03M
536K $7.3M
TRP
Tc Energy Corp

Energy
9.88K
+ 1.23%
$44.48 - $51.4 $440K - $508K
816K $39.8M
LPG
Dorian Lpg Ltd.

Energy
65.1K
+ 78.87%
$17.34 - $25.75 $1.13M - $1.68M
148K $3.6M
CTSH
Cognizant Technology Solutions Corp

Technology
17.2K
+ 6.59%
$66.47 - $81.81 $1.15M - $1.41M
279K $21.7M
FAAR
First Trust Vii Alternative Ab

ETFs
72.6K
+ 31.51%
$25.68 - $29.03 $1.86M - $2.11M
303K $8.41M
IYT
Ishares Tr U.S. Transportation

ETFs
13.5K
+ 7.42%
$55.22 - $68.54 $745K - $925K
195K $13.4M
VVR
Invesco Senior Income Trust

Financial Services
433K
+ 21.58%
$3.31 - $3.8 $1.43M - $1.64M
2.44M $9.26M
AMCR
Amcor PLC

Consumer Cyclical
301K
+ 14.98%
$8.57 - $9.81 $2.58M - $2.95M
2.31M $21.2M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
52.7K
+ 6.89%
$19.41 - $22.77 $1.02M - $1.2M
818K $18.6M
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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