Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
20.4K
+ 10.0%
$23.14 - $27.82 $473K - $568K
225K $6.14M
EPR
Epr Properties

Real Estate
9.04K
+ 11.81%
$43.53 - $59.11 $393K - $534K
85.6K $4.99M
GVA
Granite Construction Inc

Industrials
1.53K
+ 3.4%
$71.89 - $93.51 $110K - $143K
46.5K $4.34M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
11.8K
+ 3.47%
$22.08 - $24.18 $261K - $285K
353K $8.52M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
29.8K
+ 11.27%
$15.5 - $20.28 $461K - $604K
294K $5.96M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
81K
+ 8.49%
$8.45 - $9.78 $684K - $792K
1.04M $10.1M
STEW
Boulder Growth & Income Fund

Financial Services
49.2K
+ 26.31%
$15.52 - $17.85 $764K - $879K
236K $4.18M
PY
Principal Exchange Traded Fund

ETFs
18.7K
+ 60.37%
$42.74 - $49.55 $801K - $929K
49.8K $2.47M
STWD
Starwood Property Trust, Inc.

Real Estate
39.6K
+ 7.97%
$17.28 - $20.41 $684K - $807K
536K $10.8M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
166K
+ 176.63%
$4.43 - $5.39 $734K - $893K
259K $1.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
39.1K
+ 7.74%
$22.09 - $22.44 $864K - $878K
544K $12.2M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
95.2K
+ 16.03%
$14.41 - $16.7 $1.37M - $1.59M
689K $10.8M
FHI
Federated Hermes, Inc.

Financial Services
13.6K
+ 14.83%
$35.85 - $44.32 $486K - $601K
105K $4.66M
TU
Telus Corp

Communication Services
25.3K
+ 8.39%
$13.82 - $16.49 $349K - $416K
326K $5.24M
PFGC
Performance Food Group CO

Consumer Defensive
622
+ 0.63%
$71.62 - $89.56 $44.5K - $55.7K
98.7K $8.63M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
55.6K
+ 12.57%
$19.78 - $21.29 $1.1M - $1.18M
498K $10.3M
SUI
Sun Communities Inc

Real Estate
7.65K
+ 33.84%
$114.62 - $132.25 $877K - $1.01M
30.3K $3.83M
HYGV
Flexshares Tr High Yield Value

ETFs
20.4K
+ 15.95%
$38.45 - $41.03 $783K - $835K
148K $6.07M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.03K
+ 8.95%
$419.99 - $501.97 $852K - $1.02M
24.7K $11.9M
GXO
Gxo Logistics, Inc.

Industrials
4.53K
+ 6.27%
$31.53 - $49.1 $143K - $223K
76.8K $3.74M
HL
Hecla Mining CO

Basic Materials
139K
+ 71.01%
$4.54 - $6.45 $631K - $896K
334K $2M
VOTE
Engine No 1 ETF Tr

ETFs
11.9K
+ 162.08%
$58.2 - $72.74 $690K - $862K
19.2K $1.39M
USLM
United States Lime & Minerals Inc

Basic Materials
9.18K
New
$85.25 - $107.02 $782K - $982K
9.18K $915K
DISV
Dimensional ETF Tr Dimensional

ETFs
19.8K
+ 28.72%
$25.93 - $32.91 $514K - $653K
88.9K $2.93M
FHN
First Horizon Corp

Financial Services
27.7K
+ 15.16%
$16.21 - $21.2 $449K - $588K
211K $4.46M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
23.6K
+ 92.75%
$32.77 - $36.44 $772K - $858K
48.9K $1.78M
IHY
Vaneck ETF Tr International Hi

ETFs
40.6K
+ 258.4%
$20.23 - $22.1 $820K - $896K
56.2K $1.24M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
39.5K
+ 13.27%
$21.57 - $21.99 $853K - $869K
337K $7.39M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.84K
+ 3.45%
$32.41 - $42.59 $124K - $164K
115K $4.91M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
44.6K
+ 48.44%
$14.36 - $19.16 $640K - $854K
137K $2.41M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
2.27K
+ 0.85%
$114.16 - $129.6 $259K - $294K
269K $34.7M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
10.5K
+ 29.5%
$43.2 - $57.36 $455K - $605K
46.3K $2.65M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
77.6K
+ 9.35%
$4.41 - $5.47 $342K - $424K
907K $4.96M
WAFD
Washington Federal Inc

Financial Services
30K
+ 83.68%
$24.48 - $30.05 $734K - $901K
65.8K $1.93M
IQV
Iqvia Holdings Inc.

Healthcare
17.8K
+ 17.47%
$137.0 - $174.37 $2.44M - $3.11M
120K $18.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
38.5K
+ 2.39%
$28.02 - $32.37 $1.08M - $1.25M
1.65M $52.5M
PCM
Pcm Fund, Inc.

Financial Services
142K
+ 625.45%
$5.93 - $6.49 $845K - $924K
165K $1.05M
GOEX
Global X Gold Explorers ETF

ETFs
12K
+ 25.76%
$33.88 - $48.42 $406K - $580K
58.5K $2.66M
CHW
Calamos Global Dynamic Income Fund

Financial Services
26.2K
+ 2.74%
$5.59 - $7.13 $147K - $187K
985K $7.02M
PII
Polaris Inc.

Consumer Cyclical
22.3K
+ 43.48%
$31.97 - $42.61 $714K - $952K
73.7K $3M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
17.6K
+ 11.99%
$24.54 - $30.41 $432K - $535K
164K $5M
UMBF
Umb Financial Corp

Financial Services
7.51K
+ 29.9%
$86.4 - $107.99 $648K - $810K
32.6K $3.43M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
34.9K
+ 5.09%
$18.96 - $20.43 $661K - $712K
719K $14.7M
CNO
Cno Financial Group, Inc.

Financial Services
24.7K
+ 115.59%
$36.12 - $42.37 $894K - $1.05M
46.1K $1.78M
MILN
Global X Funds Global X Millen

ETFs
7.42K
+ 8.07%
$38.03 - $48.8 $282K - $362K
99.4K $4.85M
PFIX
Simplify ETF Simplify Int Rate

ETFs
16.8K
New
$45.32 - $62.42 $760K - $1.05M
16.8K $885K
ALLY
Ally Financial Inc.

Financial Services
13.7K
+ 9.81%
$30.09 - $38.95 $413K - $535K
154K $5.99M
COOP
Mr. Cooper Group Inc.

Financial Services
2.12K
+ 11.17%
$107.26 - $155.96 $228K - $331K
21.1K $3.15M
NUDM
Nuveen Esg International Devel

ETFs
9.72K
+ 6.64%
$28.66 - $35.49 $279K - $345K
156K $5.54M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email