Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QRVO
Qorvo, Inc.

Technology
7.38K
+ 36.87%
$50.81 - $84.91 $375K - $627K
27.4K $2.33M
FSS
Federal Signal Corp

Industrials
1.93K
+ 9.46%
$69.23 - $106.42 $134K - $206K
22.4K $2.38M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
21.5K
+ 8.28%
N/A
281K $11.4M
SF
Stifel Financial Corp

Financial Services
2.66K
+ 4.24%
$76.49 - $103.78 $203K - $276K
65.3K $6.78M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
7.01K
+ 5.17%
$32.81 - $40.9 $230K - $287K
142K $5.83M
BJAN
Innovator U.S. Equity Buffer E

ETFs
11K
+ 12.51%
$42.58 - $50.22 $470K - $555K
99.4K $4.99M
OMC
Omnicom Group Inc.

Communication Services
45.9K
+ 20.71%
$69.22 - $79.77 $3.17M - $3.66M
267K $19.2M
FICO
Fair Isaac Corp

Technology
597
+ 4.35%
$1503.62 - $2206.01 $898K - $1.32M
14.3K $26.2M
LMND
Lemonade, Inc.

Financial Services
9.04K
+ 23.68%
$25.12 - $45.79 $227K - $414K
47.2K $2.07M
IQDY
Flexshares International Quali

ETFs
14.1K
+ 11.33%
$25.6 - $32.45 $362K - $459K
139K $4.49M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.54K
+ 1.32%
$52.84 - $65.52 $81.6K - $101K
118K $7.75M
EVRG
Evergy, Inc.

Utilities
12.5K
+ 7.32%
$64.06 - $69.64 $801K - $871K
183K $12.6M
CLOU
Global X Fds Cloud Computing E

ETFs
16.6K
+ 8.28%
$18.31 - $23.55 $305K - $392K
218K $5.08M
BXP
Boston Properties Inc

Real Estate
12.3K
+ 14.96%
$56.86 - $74.12 $702K - $915K
94.8K $6.4M
PMAR
Innovator U.S. Equity Power Bu

ETFs
11.5K
+ 7.2%
$37.18 - $42.23 $428K - $486K
171K $7.24M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
35.4K
+ 312.47%
$23.58 - $24.2 $836K - $858K
46.8K $1.13M
WTS
Watts Water Technologies Inc

Industrials
2.2K
+ 30.1%
$180.4 - $247.22 $397K - $544K
9.51K $2.34M
PAGP
Plains Gp Holdings LP

Energy
122K
+ 15.49%
$17.24 - $21.61 $2.1M - $2.63M
906K $17.6M
NEU
Newmarket Corp

Basic Materials
517
+ 13.16%
$519.95 - $690.86 $269K - $357K
4.45K $3.07M
YLD
Principal Exchange Traded Fds

ETFs
20.5K
+ 1.48%
$18.16 - $19.37 $373K - $398K
1.41M $27.4M
GPI
Group 1 Automotive Inc

Consumer Cyclical
180
+ 1.29%
$372.3 - $448.86 $67K - $80.8K
14.1K $6.16M
PRGS
Progress Software Corp

Technology
3.9K
+ 8.11%
$54.68 - $64.66 $213K - $252K
52K $3.32M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
81.7K
+ 14.52%
$8.0 - $9.55 $653K - $780K
644K $6.09M
PATH
Ui Path, Inc.

Technology
25.3K
+ 12.35%
$9.79 - $13.31 $248K - $337K
230K $2.95M
ALKT
Alkami Technology, Inc.

Technology
21.8K
+ 47.2%
$22.54 - $31.19 $491K - $680K
68K $2.05M
MUSI
American Centy ETF Tr Multisec

ETFs
18.1K
+ 16.04%
$42.31 - $44.09 $764K - $797K
131K $5.76M
NXE
Nex Gen Energy Ltd.

Energy
88.5K
+ 98.07%
$4.06 - $6.99 $359K - $619K
179K $1.24M
HAE
Haemonetics Corp

Healthcare
4.51K
+ 9.99%
$56.04 - $74.77 $253K - $337K
49.6K $3.7M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
35.2K
+ 10.28%
$22.66 - $23.35 $797K - $822K
377K $8.77M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16K
+ 33.1%
$39.94 - $44.64 $638K - $713K
64.2K $2.87M
INOD
Innodata Inc

Technology
1.3K
+ 2.59%
$29.68 - $51.96 $38.4K - $67.3K
51.3K $2.63M
VCEL
Vericel Corp

Healthcare
23K
+ 32.45%
$37.92 - $45.7 $872K - $1.05M
93.8K $3.99M
ARGT
Global X Msci Argentina ETF

ETFs
1.88K
+ 1.11%
$70.3 - $94.5 $132K - $178K
172K $14.5M
AADR
Advisorshares Dorsey Wright Ad

ETFs
10K
+ 120.15%
$62.48 - $80.28 $626K - $804K
18.4K $1.45M
PFL
Pimco Income Strategy Fund

Financial Services
107K
+ 43.26%
$7.76 - $8.58 $830K - $918K
354K $2.96M
AM
Antero Midstream Corp

Energy
25.8K
+ 7.26%
$15.88 - $18.99 $409K - $490K
381K $7.22M
ALTY
Global X Funds Global X Altern

ETFs
72.3K
+ 17.91%
$10.7 - $11.77 $773K - $851K
476K $5.55M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
104K
+ 39.84%
$8.91 - $10.66 $925K - $1.11M
364K $3.5M
SXT
Sensient Technologies Corp

Basic Materials
6.8K
+ 107.7%
$68.75 - $98.6 $467K - $670K
13.1K $1.29M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.58K
+ 2.78%
$32.51 - $38.81 $149K - $178K
169K $6.57M
MVST
Microvast Holdings, Inc.

Industrials
40.6K
+ 14.9%
$1.55 - $4.63 $63K - $188K
313K $1.14M
METV
Listed Fds Tr Roundhill Ball M

ETFs
10.7K
+ 5.95%
$11.59 - $17.03 $124K - $182K
190K $3.24M
TPG
Tpg Inc.

Financial Services
8.44K
+ 11.29%
$39.68 - $53.09 $335K - $448K
83.2K $4.36M
KIM
Kimco Realty Corp

Real Estate
40.4K
+ 22.93%
$18.7 - $21.69 $756K - $876K
217K $4.55M
SLF
Sun Life Financial Inc

Financial Services
5.38K
+ 10.91%
$53.39 - $66.45 $287K - $357K
54.6K $3.63M
PFEB
Innovator U.S. Equity Power Bu

ETFs
9.01K
+ 4.23%
$33.46 - $38.01 $301K - $342K
222K $8.44M
ISMD
Northern Lts Fd Tr Iv

ETFs
15.9K
+ 9.09%
$29.72 - $35.6 $471K - $565K
190K $6.77M
CPER
United States Copper Index Fun

ETFs
25.4K
+ 19.14%
$25.72 - $31.7 $654K - $805K
158K $5M
TRIN
Trinity Capital Inc.

Financial Services
86.3K
+ 23.15%
$13.53 - $15.52 $1.17M - $1.34M
459K $6.46M
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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