Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
15.2K
+ 8.22%
$49.55 - $60.46 $752K - $918K
200K $11.9M
OPCH
Option Care Health, Inc.

Healthcare
54.4K
+ 415.86%
$30.69 - $34.95 $1.67M - $1.9M
67.5K $2.19M
VRSK
Verisk Analytics, Inc.

Industrials
394
+ 0.34%
$277.03 - $321.33 $109K - $127K
116K $36.3M
ADMA
Adma Biologics, Inc.

Healthcare
105K
+ 95.17%
$17.6 - $24.51 $1.85M - $2.57M
215K $3.92M
PTC
Ptc Inc.

Technology
8.31K
+ 48.45%
$136.74 - $173.24 $1.14M - $1.44M
25.5K $4.39M
POCT
Innovator U.S. Equity Power Bu

ETFs
23.9K
+ 7.89%
$36.35 - $41.3 $867K - $985K
326K $13.5M
CSWI
Csw Industrials, Inc.

Industrials
6.25K
+ 43.7%
$254.34 - $336.43 $1.59M - $2.1M
20.5K $5.89M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.48K
+ 0.72%
$93.75 - $114.45 $139K - $170K
207K $23.7M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
46.9K
+ 43.51%
$23.95 - $29.34 $1.12M - $1.38M
155K $4.54M
CLOI
Vaneck ETF Tr

ETFs
29.8K
+ 2.32%
$51.16 - $53.02 $1.53M - $1.58M
1.31M $69.5M
BST
Black Rock Science & Technology Trust

Financial Services
10.6K
+ 4.24%
$29.62 - $38.3 $314K - $406K
260K $9.94M
PZZA
Papa Johns International Inc

Consumer Cyclical
23.7K
+ 34.61%
$30.45 - $51.79 $722K - $1.23M
92.2K $4.51M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
65.7K
+ 43.91%
$16.45 - $20.92 $1.08M - $1.37M
215K $4.5M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
49.5K
+ 2.31%
$7.81 - $9.04 $386K - $447K
2.19M $19.8M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
14K
+ 126.6%
$100.45 - $111.8 $1.41M - $1.56M
25.1K $2.8M
TMDX
Trans Medics Group, Inc.

Healthcare
2.81K
+ 14.38%
$67.67 - $143.04 $190K - $402K
22.4K $3M
DAKT
Daktronics Inc

Technology
35.4K
+ 9.1%
$11.31 - $16.03 $400K - $568K
424K $6.42M
ITT
Itt Inc.

Industrials
2.73K
+ 6.04%
$112.67 - $157.95 $307K - $431K
47.9K $7.51M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
16.9K
+ 103.22%
$98.34 - $98.77 $1.67M - $1.67M
33.4K $3.3M
HNDL
Strategy Shs

ETFs
57.5K
+ 8.01%
$19.2 - $21.66 $1.1M - $1.24M
775K $16.8M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
32.8K
+ 60.99%
$52.84 - $72.9 $1.73M - $2.39M
86.5K $5.49M
NTNX
Nutanix, Inc.

Technology
12.9K
+ 12.97%
$58.17 - $83.07 $752K - $1.07M
113K $8.61M
ALLE
Allegion PLC

Industrials
3.95K
+ 5.0%
$118.52 - $145.64 $468K - $575K
82.8K $11.9M
SEIC
Sei Investments CO

Financial Services
5.6K
+ 5.99%
$66.45 - $89.86 $372K - $503K
99.1K $8.9M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
21.1K
+ 11.91%
$16.01 - $24.16 $337K - $509K
198K $4.78M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
31.5K
+ 7.56%
$49.18 - $50.17 $1.55M - $1.58M
448K $22.5M
FCPI
Fidelity Covington Tr Stocks F

ETFs
27.6K
+ 26.17%
$38.29 - $46.65 $1.06M - $1.29M
133K $6.2M
NVTS
Navitas Semiconductor Corp

Technology
104K
+ 48.79%
$1.61 - $8.09 $167K - $841K
317K $2.08M
BATT
Amplify Lithium & Battery Tech

ETFs
157K
+ 95.63%
$6.89 - $9.36 $1.08M - $1.47M
321K $3M
ZTR
Virtus Total Return Fund Inc.

Financial
217K
+ 21.16%
$5.33 - $6.23 $1.16M - $1.35M
1.24M $7.75M
BE
Bloom Energy Corp

Industrials
46K
+ 37.88%
$16.32 - $23.92 $750K - $1.1M
167K $4M
SHAK
Shake Shack Inc.

Consumer Cyclical
4K
+ 20.11%
$75.85 - $140.6 $303K - $562K
23.9K $3.36M
CSGP
Costar Group, Inc.

Real Estate
13.4K
+ 3.0%
$72.62 - $83.22 $974K - $1.12M
460K $37M
EAT
Brinker International, Inc

Consumer Cyclical
6.55K
+ 49.24%
$128.68 - $181.78 $843K - $1.19M
19.9K $3.58M
BR
Broadridge Financial Solutions, Inc.

Technology
5.86K
+ 1.93%
$217.22 - $246.25 $1.27M - $1.44M
309K $75.1M
QDEF
Flexshares Quality Div Defensi

ETFs
13.1K
+ 8.63%
$62.5 - $74.05 $816K - $967K
165K $12.2M
IVZ
Invesco Ltd.

Financial Services
93.7K
+ 48.1%
$12.14 - $15.77 $1.14M - $1.48M
289K $4.55M
AEIS
Advanced Energy Industries Inc

Industrials
3.4K
+ 11.04%
$79.03 - $133.84 $268K - $454K
34.1K $4.52M
EWBC
East West Bancorp Inc

Financial Services
11.3K
+ 28.33%
$71.03 - $101.75 $805K - $1.15M
51.3K $5.18M
HLN
Haleon PLC

Healthcare
143K
+ 11.38%
$9.27 - $11.41 $1.33M - $1.63M
1.4M $14.5M
IEUS
Ishares Msci Europe Small Cap

ETFs
22.5K
+ 323.76%
$51.62 - $67.33 $1.16M - $1.51M
29.4K $1.97M
VTWV
Vanguard Russell 2000 Value Et

ETFs
6.42K
+ 5.75%
$116.09 - $139.09 $745K - $893K
118K $16.4M
VOD
Vodafone Group Public LTD CO

Communication Services
74.6K
+ 12.66%
$8.19 - $10.66 $611K - $795K
664K $7.07M
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
53.3K
+ 22.88%
$16.83 - $20.38 $898K - $1.09M
286K $5.84M
GTLB
Gitlab Inc.

Technology
39.5K
+ 32.2%
$40.52 - $53.43 $1.6M - $2.11M
162K $7.32M
EFX
Equifax Inc

Industrials
1.49K
+ 2.04%
$205.5 - $280.54 $306K - $417K
74.5K $19.3M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
30.5K
+ 46.25%
$38.96 - $44.84 $1.19M - $1.37M
96.3K $4.32M
GEL
Genesis Energy LP

Energy
87.9K
+ 567.76%
$12.5 - $17.36 $1.1M - $1.53M
103K $1.78M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
15.6K
+ 2.93%
$30.28 - $36.05 $472K - $562K
547K $19.7M
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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