Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BGT
Blackrock Floating Rate Income Trust

Financial Services
46.4K
+ 7.49%
$10.95 - $12.62 $508K - $586K
666K $8.33M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
6.3K
+ 6.71%
$41.76 - $49.03 $263K - $309K
100K $4.92M
BJUL
Innovator U.S. Equity Buffer E

ETFs
11.3K
+ 39.61%
$39.61 - $47.13 $446K - $530K
39.7K $1.87M
SKYW
Skywest Inc

Industrials
154
+ 0.38%
$79.41 - $103.84 $12.2K - $16K
40.3K $4.15M
AXS
Axis Capital Holdings LTD

Financial Services
4.02K
+ 6.4%
$87.23 - $106.93 $350K - $429K
66.8K $6.93M
BOH
Bank Of Hawaii Corp

Financial Services
9.84K
+ 58.12%
$60.02 - $70.83 $591K - $697K
26.8K $1.81M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.4K
+ 4.81%
$430.72 - $497.52 $1.03M - $1.19M
52.3K $23.6M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
15.9K
+ 27.07%
$17.61 - $24.82 $280K - $394K
74.6K $1.85M
ATR
Aptargroup, Inc.

Healthcare
1.65K
+ 3.5%
$133.66 - $158.53 $221K - $262K
48.9K $7.65M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
18.8K
+ 6.07%
N/A
328K $11.2M
DIOD
Diodes Inc

Technology
3.16K
+ 6.62%
$34.26 - $52.89 $108K - $167K
50.9K $2.69M
PSET
Principal Exchange Traded Fund

ETFs
2.25K
+ 3.65%
$58.64 - $73.6 $132K - $165K
63.8K $4.7M
SPXC
Spx Corp

Industrials
654
+ 4.89%
$120.66 - $167.68 $78.9K - $110K
14K $2.35M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
14.3K
+ 92.98%
$36.35 - $41.07 $520K - $587K
29.7K $1.22M
PSX
Phillips 66

Energy
35.5K
+ 4.12%
$92.87 - $125.73 $3.29M - $4.46M
897K $107M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.15K
+ 19.8%
$69.8 - $94.88 $220K - $299K
19.1K $1.81M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
5.18K
+ 10.32%
$51.96 - $64.33 $269K - $333K
55.4K $3.54M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
65.8K
+ 32.93%
$9.43 - $10.29 $620K - $677K
265K $2.67M
GRPN
Groupon, Inc.

Communication Services
18.7K
New
$16.78 - $38.84 $313K - $725K
18.7K $624K
NOCT
Innovator Growth 100 Power Buf

ETFs
6.82K
+ 13.01%
$46.13 - $54.5 $315K - $372K
59.3K $3.23M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
7.72K
+ 3.6%
$63.02 - $65.94 $486K - $509K
222K $14.7M
UI
Ubiquiti Inc.

Technology
311
+ 6.38%
$273.45 - $456.69 $85K - $142K
5.18K $2.13M
KEX
Kirby Corp

Industrials
4.64K
+ 61.64%
$87.32 - $114.99 $405K - $534K
12.2K $1.38M
TW
Tradeweb Markets Inc.

Financial Services
4.78K
+ 12.13%
$125.37 - $149.02 $600K - $713K
44.2K $6.47M
BIDU
Baidu, Inc.

Communication Services
14.6K
+ 14.48%
$76.86 - $92.5 $1.12M - $1.35M
115K $9.87M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
12.4K
+ 16.3%
$42.73 - $45.32 $530K - $562K
88.6K $4.01M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
5.22K
+ 3.1%
$16.12 - $20.75 $84.2K - $108K
174K $3.61M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
2.21K
+ 0.78%
$26.82 - $30.48 $59.3K - $67.4K
286K $8.73M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
12.7K
+ 7.14%
$19.51 - $23.9 $247K - $303K
190K $4.54M
TECL
Direxion Daily Technology Bull

ETFs
4.27K
+ 69.97%
$37.33 - $93.58 $159K - $399K
10.4K $970K
IGR
Cbre Global Real Estate Income Fund

Financial Services
94.7K
+ 11.16%
$4.33 - $5.29 $410K - $501K
944K $4.99M
PUK
Prudential PLC

Financial Services
13.7K
+ 17.89%
$18.03 - $25.49 $247K - $349K
90.2K $2.26M
AVSE
American Centy ETF Tr Avantis

ETFs
10.4K
New
$45.56 - $58.63 $475K - $611K
10.4K $610K
SNEX
Stone X Group Inc.

Financial Services
573
+ 1.52%
$69.59 - $94.15 $39.9K - $53.9K
38.4K $3.5M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
7.86K
+ 17.95%
$61.48 - $65.6 $483K - $515K
51.6K $3.3M
FAS
Direxion Daily Financial Bull

ETFs
725
+ 1.56%
$105.31 - $168.6 $76.3K - $122K
47.2K $7.96M
OSIS
Osi Systems Inc

Technology
605
+ 3.91%
$174.22 - $239.05 $105K - $145K
16.1K $3.62M
PHK
Pimco High Income Fund

Financial Services
157K
+ 9.66%
$4.43 - $4.88 $693K - $764K
1.78M $8.53M
BRY
Berry Corp (Bry)

Energy
218K
New
$2.17 - $3.3 $474K - $720K
218K $604K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
244
+ 1.92%
$89.13 - $167.48 $21.7K - $40.9K
12.9K $1.97M
KFY
Korn Ferry

Industrials
5.89K
+ 18.96%
$59.48 - $74.54 $351K - $439K
37K $2.71M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
27.8K
+ 35.9%
$28.81 - $34.65 $800K - $962K
105K $3.22M
CHK
Chesapeake Energy Corp

Energy
6.99K
+ 14.35%
N/A
55.7K $4.78M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
45.1K
+ 131.57%
$11.91 - $13.4 $537K - $605K
79.4K $1.04M
VITL
Vital Farms, Inc.

Consumer Defensive
11.5K
+ 60.07%
$30.52 - $38.52 $351K - $443K
30.7K $1.18M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
91.3K
+ 711.24%
$6.07 - $8.61 $554K - $786K
104K $708K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4.19K
+ 13.65%
$87.19 - $111.51 $365K - $467K
34.9K $3.85M
KEN
Kenon Holdings Ltd.

Utilities
6.84K
+ 21.01%
$27.64 - $41.55 $189K - $284K
39.4K $1.64M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
11.3K
+ 4.29%
$58.95 - $66.19 $665K - $747K
275K $17.9M
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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