Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNL
Davis Fundamental ETF Tr

ETFs
8K
+ 2.45%
$34.38 - $42.94 $275K - $343K
334K $14.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
25.9K
+ 13.71%
$34.28 - $41.6 $888K - $1.08M
215K $8.91M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
138K
+ 25.04%
$9.13 - $10.58 $1.26M - $1.46M
691K $7.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
141K
+ 4.69%
$13.37 - $15.25 $1.88M - $2.14M
3.14M $46.8M
SRAD
Sportradar Group Ag

Technology
43.3K
+ 92.1%
$20.32 - $28.08 $879K - $1.21M
90.2K $2.53M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
156K
+ 63.77%
$9.83 - $10.92 $1.53M - $1.7M
400K $4.16M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
16K
+ 5.85%
$88.49 - $92.4 $1.41M - $1.47M
289K $26.7M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
6.69K
+ 7.31%
$62.35 - $83.2 $417K - $556K
98.2K $8.17M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
7.78K
+ 3.5%
$89.28 - $103.8 $695K - $808K
230K $23.9M
NFG
National Fuel Gas CO

Energy
12K
+ 13.77%
$73.0 - $86.01 $877K - $1.03M
99.2K $8.41M
LMB
Limbach Holdings, Inc.

Industrials
4.07K
+ 29.11%
$69.3 - $142.14 $282K - $579K
18.1K $2.53M
IMO
Imperial Oil LTD

Energy
11.5K
+ 14.42%
$60.22 - $81.91 $692K - $941K
91.2K $7.25M
DINO
Hf Sinclair Corp

Energy
12.5K
+ 10.58%
$25.91 - $41.85 $324K - $523K
131K $5.36M
STRA
Strategic Education, Inc.

Consumer Defensive
17.3K
+ 240.32%
$77.09 - $92.26 $1.33M - $1.6M
24.5K $2.09M
CL
Colgate Palmolive CO

Consumer Defensive
40.5K
+ 5.15%
$87.57 - $96.0 $3.55M - $3.89M
827K $75.1M
UEC
Uranium Energy Corp

Energy
172K
+ 113.13%
$4.0 - $7.05 $689K - $1.21M
324K $2.21M
SSO
Proshares Ultra S&P 500

ETFs
13.1K
+ 101.8%
$64.8 - $97.72 $850K - $1.28M
26K $2.54M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
16.1K
+ 18.86%
$84.41 - $106.28 $1.36M - $1.71M
101K $9.64M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
59K
New
$14.29 - $26.02 $843K - $1.54M
59K $1.47M
CWS
Advisorshares Tr Advisorshares

ETFs
15.3K
+ 17.26%
$59.37 - $70.0 $907K - $1.07M
104K $7.26M
KORP
American Centy ETF Tr Diversif

ETFs
27.9K
+ 6.21%
$45.37 - $47.07 $1.27M - $1.31M
478K $22.5M
DJD
Invesco Exchange Traded Fd Tr

ETFs
23.5K
+ 4.2%
$47.46 - $53.19 $1.11M - $1.25M
582K $30.9M
FOXA
Fox Corp

Communication Services
26.7K
+ 28.87%
$47.21 - $57.04 $1.26M - $1.53M
119K $6.69M
RMBS
Rambus Inc

Technology
7.17K
+ 8.96%
$42.9 - $64.02 $307K - $459K
87.2K $5.58M
CHY
Calamos Convertible & High Income Fund

Financial Services
29K
+ 2.31%
$9.18 - $10.99 $266K - $318K
1.28M $14.1M
EXR
Extra Space Storage Inc.

Real Estate
10.5K
+ 9.22%
$126.61 - $152.99 $1.33M - $1.61M
125K $18.4M
EQIX
Equinix Inc

Real Estate
2.68K
+ 7.5%
$740.07 - $914.43 $1.99M - $2.45M
38.5K $30.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
45.8K
+ 21.47%
$91.57 - $110.76 $4.2M - $5.08M
259K $24.9M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.7K
+ 0.85%
$11.71 - $13.88 $160K - $190K
1.63M $22.6M
FDM
First Trust Dow Jones Select M

ETFs
1.2K
+ 0.85%
$55.48 - $71.63 $66.5K - $85.8K
142K $10.2M
WAT
Waters Corp

Healthcare
5.43K
+ 21.6%
$307.71 - $366.67 $1.67M - $1.99M
30.6K $10.7M
EPP
Ishares Inc

ETFs
20.7K
+ 29.26%
$38.85 - $49.83 $803K - $1.03M
91.3K $4.51M
AVRE
American Centy ETF Tr Avantis
27.6K
+ 18.08%
$38.75 - $44.92 $1.07M - $1.24M
180K $7.95M
DRIV
Global X Fds Global X Autonomo

ETFs
33.6K
+ 11.92%
$17.75 - $23.51 $596K - $790K
315K $7.35M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
10.3K
+ 5.32%
$30.25 - $38.85 $313K - $402K
205K $7.94M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
51.6K
+ 14.39%
$26.41 - $26.76 $1.36M - $1.38M
410K $11M
BURL
Burlington Stores, Inc.

Consumer Cyclical
6.46K
+ 30.06%
$215.78 - $270.12 $1.39M - $1.74M
27.9K $6.5M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
26.8K
+ 28.82%
$49.54 - $50.53 $1.33M - $1.35M
120K $6.04M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
28.6K
+ 99.44%
$39.23 - $45.02 $1.12M - $1.29M
57.4K $2.59M
WHR
Whirlpool Corp

Consumer Cyclical
645
+ 0.56%
$75.71 - $101.42 $48.8K - $65.4K
117K $11.8M
FLQS
Franklin Templeton ETF Tr Libe

ETFs
22.2K
+ 8.3%
$35.07 - $41.28 $779K - $917K
290K $11.9M
EXPD
Expeditors International Of Washington Inc

Industrials
19.4K
+ 13.84%
$102.84 - $122.24 $1.99M - $2.37M
159K $18.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
10.9K
+ 4.46%
$37.66 - $43.85 $411K - $479K
255K $11.2M
PAAS
Pan American Silver Corp

Basic Materials
29.5K
+ 14.19%
$21.49 - $29.35 $633K - $865K
237K $6.74M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
41.1K
+ 14.84%
$2.39 - $6.79 $98.3K - $279K
318K $2.16M
HISF
First Tr Exc Traded Fd Iv High

ETFs
29.3K
+ 26.54%
$43.4 - $44.71 $1.27M - $1.31M
140K $6.25M
CACI
Caci International Inc

Technology
3.16K
+ 18.94%
N/A
19.8K $8.47M
KBE
Spdr S&P Bank ETF

ETFs
3.39K
+ 0.82%
$45.85 - $55.78 $155K - $189K
417K $23.2M
TYL
Tyler Technologies Inc

Technology
1.95K
+ 11.6%
$521.68 - $592.84 $1.02M - $1.15M
18.7K $11.1M
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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