Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
110K
+ 14.74%
$26.61 - $29.9 $2.92M - $3.28M
854K $22.8M
VKTX
Viking Therapeutics, Inc.

Healthcare
19.8K
+ 16.66%
$19.98 - $29.49 $395K - $583K
138K $3.67M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
12.3K
+ 26.91%
$61.25 - $63.4 $753K - $779K
58K $3.67M
EQH
Equitable Holdings, Inc.

Financial Services
9.12K
+ 12.77%
$43.98 - $56.1 $401K - $512K
80.5K $4.52M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.86K
+ 0.35%
$46.39 - $47.84 $272K - $280K
1.68M $80.2M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
18.6K
+ 23.04%
$24.21 - $29.58 $450K - $550K
99.2K $2.94M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
25.6K
+ 25.14%
$30.64 - $32.21 $785K - $825K
128K $4.07M
PK
Park Hotels & Resorts Inc.

Real Estate
100K
+ 19.72%
$8.85 - $11.18 $886K - $1.12M
608K $6.22M
CARS
Cars.Com Inc.

Consumer Cyclical
47K
+ 11.39%
$10.05 - $12.1 $472K - $568K
459K $5.44M
NRP
Natural Resource Partners LP

Energy
10.2K
+ 47.82%
$89.14 - $105.48 $908K - $1.07M
31.5K $3.01M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
56.8K
+ 40.71%
$12.76 - $14.51 $725K - $824K
196K $2.82M
ZETA
Zeta Global Holdings Corp.

Technology
30K
+ 17.66%
$11.02 - $16.81 $330K - $504K
200K $3.09M
SII
Sprott Inc.

Financial Services
319
+ 1.01%
$39.51 - $69.09 $12.6K - $22K
32K $2.21M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
95.5K
+ 25.47%
$9.75 - $10.96 $931K - $1.05M
471K $4.88M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
33.1K
+ 5.93%
$26.4 - $29.61 $875K - $981K
592K $17.2M
FTDS
First Trust Dividend Strength

ETFs
11K
+ 6.92%
$44.74 - $52.4 $492K - $576K
170K $8.87M
LEGR
First Tr ETF Indxx Innovation

ETFs
4.63K
+ 4.42%
$42.95 - $53.81 $199K - $249K
110K $5.9M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
71.6K
+ 19.76%
$10.51 - $11.34 $753K - $812K
434K $4.85M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
46.5K
+ 2.01%
$18.83 - $19.22 $876K - $894K
2.36M $45.1M
FKU
First Trust United Kingdom Alp

ETFs
16.4K
New
$35.99 - $46.89 $592K - $771K
16.4K $770K
ADPT
Adaptive Biotechnologies Corp

Healthcare
27K
+ 25.1%
$6.83 - $12.16 $184K - $328K
134K $1.57M
GGAL
Grupo Financiero Galicia Sa

Financial Services
15.8K
+ 200.91%
$45.31 - $64.39 $718K - $1.02M
23.7K $1.2M
LVHD
Franklin U.S. Low Volatility H

ETFs
40.2K
+ 5.34%
$37.37 - $40.85 $1.5M - $1.64M
793K $31.6M
DBA
Invesco Db Agriculture Fund

ETFs
30.8K
+ 14.1%
$25.27 - $27.68 $778K - $853K
249K $6.52M
HRI
Herc Holdings Inc

Industrials
5.87K
+ 155.09%
$102.34 - $142.19 $600K - $834K
9.65K $1.27M
OCIO
ETF Ser Solutions Clearshares

ETFs
20.9K
+ 170.5%
$30.61 - $35.23 $640K - $737K
33.2K $1.17M
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
20.3K
+ 90.58%
$26.26 - $33.0 $534K - $671K
42.8K $1.41M
STN
Stantec Inc

Industrials
5.78K
+ 113.24%
$78.92 - $109.58 $456K - $633K
10.9K $1.18M
SQ
Block, Inc.

Technology
13.2K
+ 2.44%
N/A
555K $31.7M
NPO
Enpro Industries, Inc

Industrials
558
+ 2.56%
$137.27 - $193.1 $76.6K - $108K
22.3K $4.28M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
41.7K
+ 36.65%
$14.62 - $16.23 $609K - $677K
155K $2.52M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
22.9K
+ 3.07%
$16.43 - $18.82 $377K - $432K
770K $14.5M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
7.14K
+ 62.94%
$89.4 - $99.04 $638K - $707K
18.5K $1.79M
QLV
Flexshares Us Quality Low Vola

ETFs
6.36K
+ 4.37%
$59.53 - $68.1 $379K - $433K
152K $10.3M
STVN
Stevanato Group S.P.A.

Healthcare
11.6K
+ 10.02%
$18.57 - $25.25 $216K - $294K
128K $3.12M
MPV
Barings Participation Investors

Financial Services
19K
+ 12.84%
$15.85 - $20.11 $301K - $382K
167K $3.36M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
39.2K
+ 49.87%
$11.71 - $19.37 $459K - $760K
118K $1.9M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
150K
+ 6.13%
$12.71 - $14.52 $1.91M - $2.18M
2.6M $36.2M
SPSC
Sps Commerce Inc

Technology
4.22K
+ 8.43%
$121.61 - $152.67 $513K - $644K
54.2K $7.38M
BXC
Blue Linx Holdings Inc.

Industrials
9.97K
+ 370.63%
$63.76 - $78.03 $636K - $778K
12.7K $941K
AMZA
Etfis Ser Tr I

ETFs
25.3K
+ 29.22%
$39.22 - $47.77 $993K - $1.21M
112K $4.85M
HWKN
Hawkins Inc

Basic Materials
4.37K
+ 135.16%
$103.32 - $143.95 $451K - $629K
7.6K $1.08M
APAM
Artisan Partners Asset Management Inc.

Financial Services
11.7K
+ 28.22%
$33.85 - $44.55 $395K - $520K
53K $2.35M
DEO
Diageo PLC

Consumer Defensive
24.3K
+ 5.58%
$99.86 - $115.75 $2.42M - $2.81M
459K $46.3M
STE
Steris PLC

Healthcare
859
+ 2.24%
$208.55 - $252.55 $179K - $217K
39.3K $9.43M
AAL
American Airlines Group Inc.

Industrials
65.8K
+ 17.73%
N/A
437K $4.82M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
9.62K
+ 178.26%
$54.99 - $70.85 $529K - $682K
15K $1.05M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
15.7K
New
$37.38 - $47.11 $586K - $739K
15.7K $723K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
14.6K
+ 24.92%
$36.63 - $39.88 $534K - $581K
73K $2.91M
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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