Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RWAY
Runway Growth Finance Corp.

Financial Services
43.2K
+ 137.65%
$8.64 - $10.73 $373K - $463K
74.6K $800K
SG
Sweetgreen, Inc.

Consumer Cyclical
62.3K
+ 139.83%
$12.23 - $25.56 $762K - $1.59M
107K $1.59M
DLX
Deluxe Corp

Communication Services
29.7K
+ 186.36%
$13.64 - $16.25 $405K - $482K
45.6K $725K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
69.8K
+ 8.16%
$12.37 - $14.5 $864K - $1.01M
926K $12.8M
PMF
Pimco Municipal Income Fund

Financial Services
64.7K
+ 123.42%
$7.76 - $8.98 $502K - $581K
117K $935K
IBMP
Ishares Tr Ibonds December 202

ETFs
17.4K
+ 4.28%
$24.98 - $25.35 $436K - $442K
425K $10.8M
NYF
Ishares New York Muni Bond ETF

ETFs
10.2K
+ 8.57%
$51.29 - $53.06 $523K - $541K
129K $6.73M
INTA
Intapp, Inc.

Technology
11.7K
+ 56.9%
$48.49 - $59.55 $570K - $699K
32.4K $1.67M
SAIC
Science Applications International Corp

Technology
4.13K
+ 49.14%
$100.22 - $123.41 $413K - $509K
12.5K $1.41M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
25K
+ 10.45%
$13.21 - $14.85 $330K - $371K
264K $3.92M
INSW
International Seaways, Inc.

Energy
8.6K
+ 18.75%
$28.76 - $40.96 $247K - $352K
54.5K $1.99M
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
3.51K
New
$122.45 - $132.19 $430K - $464K
3.51K $464K
FLAX
Franklin Templeton ETF Tr Fran

ETFs
16.5K
+ 121.56%
$20.6 - $26.1 $339K - $430K
30K $780K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
54K
+ 16.96%
$11.12 - $12.78 $600K - $690K
372K $4.51M
TRMK
Trustmark Corp

Financial Services
9.14K
+ 14.1%
$30.79 - $36.78 $281K - $336K
73.9K $2.7M
GBCI
Glacier Bancorp, Inc.

Financial Services
13.1K
+ 14.1%
$37.85 - $44.51 $497K - $584K
106K $4.57M
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
7.37K
+ 37.63%
$48.45 - $58.65 $357K - $432K
27K $1.56M
AVXL
Anavex Life Sciences Corp.

Healthcare
11.7K
+ 2.14%
$7.37 - $9.63 $86.3K - $113K
558K $5.15M
PL
Planet Labs Pbc

Industrials
70.3K
+ 658.83%
$2.96 - $6.1 $208K - $429K
80.9K $493K
VAL
Valaris LTD

Energy
8.31K
+ 22.07%
$28.94 - $46.88 $240K - $389K
45.9K $1.93M
CBZ
Cbiz, Inc.

Industrials
8.56K
+ 22.42%
$66.19 - $79.64 $567K - $682K
46.7K $3.35M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
46.1K
+ 27.23%
$9.85 - $11.67 $454K - $538K
216K $2.42M
SSTK
Shutterstock, Inc.

Communication Services
23.6K
+ 154.52%
$14.55 - $19.81 $344K - $468K
38.9K $737K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
14.2K
+ 67.07%
$28.96 - $32.46 $411K - $460K
35.3K $1.13M
OWL
Blue Owl Capital Inc.

Financial Services
28.3K
+ 25.11%
$15.9 - $21.16 $451K - $600K
141K $2.71M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
20.4K
+ 4.79%
$10.42 - $12.26 $213K - $251K
447K $5.48M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
18.1K
+ 141.8%
$16.82 - $21.97 $304K - $397K
30.8K $676K
REXR
Rexford Industrial Realty, Inc.

Real Estate
24.5K
+ 20.74%
$31.57 - $39.41 $775K - $967K
143K $5.08M
CVGW
Calavo Growers Inc

Consumer Defensive
16.8K
New
$22.74 - $28.18 $382K - $474K
16.8K $446K
DAR
Darling Ingredients Inc.

Consumer Defensive
4.9K
+ 12.62%
$27.63 - $38.64 $135K - $189K
43.7K $1.66M
JFR
Nuveen Floating Rate Income Fund

Financial Services
52.7K
+ 1.92%
$7.51 - $8.49 $395K - $447K
2.79M $23.7M
FDS
Factset Research Systems Inc

Financial Services
2.37K
+ 2.84%
$398.85 - $473.32 $945K - $1.12M
85.9K $38.4M
JBT
John Bean Technologies Corp

Industrials
3.54K
+ 9.74%
N/A
39.9K $5.02M
TEI
Templeton Emerging Markets Income Fund

Financial Services
24.2K
+ 5.05%
$4.91 - $6.0 $119K - $145K
503K $3.02M
TIGO
Millicom International Cellular Sa

Communication Services
11.8K
New
$26.95 - $38.28 $317K - $450K
11.8K $440K
QFIN
360 Digi Tech, Inc.

Financial Services
11.3K
+ 34.74%
$35.33 - $46.05 $399K - $520K
43.8K $1.9M
RCII
Rent A Center Inc De

Industrials
16.5K
+ 62.81%
N/A
42.8K $1.14M
SKOR
Flexshares Tr Credit Scored Us

ETFs
8.27K
+ 10.18%
$47.3 - $48.78 $391K - $403K
89.5K $4.37M
HST
Host Hotels & Resorts, Inc.

Real Estate
18K
+ 12.82%
$12.7 - $16.07 $229K - $290K
159K $2.44M
PIPR
Piper Sandler Companies

Financial Services
807
+ 11.39%
$210.78 - $281.82 $170K - $227K
7.9K $2.19M
TNL
Travel & Leisure Co.

Consumer Cyclical
3.01K
+ 5.68%
$38.78 - $51.89 $117K - $156K
56K $2.89M
CGO
Calamos Global Total Return Fund

Financial Services
10.1K
+ 4.34%
$8.91 - $11.71 $89.7K - $118K
242K $2.83M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.5K
+ 15.38%
$38.3 - $44.42 $249K - $289K
48.7K $2.16M
GFS
Globalfoundries Inc.

Technology
10.7K
+ 49.61%
$30.37 - $40.03 $325K - $428K
32.3K $1.23M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
52.7K
+ 45.92%
$5.0 - $7.65 $263K - $403K
167K $1.16M
CET
Central Securities Corp

Financial Services
8.42K
+ 73.03%
$40.74 - $47.86 $343K - $403K
20K $954K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
8.01K
+ 7.9%
$35.42 - $43.89 $284K - $351K
109K $4.8M
HCC
Warrior Met Coal, Inc.

Basic Materials
10.1K
+ 75.76%
$40.66 - $50.18 $410K - $505K
23.4K $1.07M
GURU
Global X Guru Index ETF

ETFs
7.71K
+ 166.54%
$42.75 - $53.62 $330K - $414K
12.3K $661K
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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