Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECH
Ishares Inc Mcsi Chile ETF

ETFs
13.2K
+ 115.97%
$26.5 - $33.24 $351K - $440K
24.7K $775K
NHI
National Health Investors Inc

Real Estate
7.49K
+ 30.89%
$68.74 - $76.77 $515K - $575K
31.7K $2.23M
GAM
General American Investors CO Inc

Financial Services
6.36K
+ 47.42%
$45.31 - $56.04 $288K - $356K
19.8K $1.11M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
7.01K
New
$38.28 - $61.65 $268K - $432K
7.01K $432K
KAPR
Innovator U.S. Small Cap Power

ETFs
11.5K
+ 28.91%
$28.5 - $32.39 $327K - $371K
51.1K $1.66M
SITM
Sitime Corp

Technology
889
+ 22.08%
$116.79 - $241.6 $104K - $215K
4.92K $1.05M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
7.6K
+ 99.62%
$44.56 - $53.45 $338K - $406K
15.2K $813K
HUMA
Humacyte, Inc.

Healthcare
90.8K
+ 14.33%
$1.15 - $2.77 $104K - $252K
725K $1.51M
CTMX
Cytom X Therapeutics, Inc.

Healthcare
159K
+ 375.54%
$0.43 - $2.99 $68.3K - $475K
201K $456K
FMX
Mexican Economic Development Inc

Consumer Defensive
3.24K
+ 18.43%
$92.5 - $107.84 $300K - $350K
20.8K $2.15M
CWST
Casella Waste Systems Inc

Industrials
2.75K
+ 9.53%
$103.78 - $120.37 $285K - $331K
31.6K $3.64M
PVAL
Putnam ETF Tr Putnam Focused L
3.53K
+ 2.66%
$33.6 - $40.23 $119K - $142K
137K $5.49M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
108K
+ 78.49%
$3.55 - $4.0 $382K - $430K
245K $973K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
40.7K
+ 5.62%
$10.82 - $12.71 $440K - $517K
764K $9.51M
SNN
Smith & Nephew PLC

Healthcare
9.63K
+ 16.66%
$24.97 - $30.63 $241K - $295K
67.5K $2.07M
MTN
Vail Resorts Inc

Consumer Cyclical
3.09K
+ 15.01%
$131.42 - $164.64 $406K - $508K
23.6K $3.72M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
13.2K
+ 46.75%
$14.1 - $22.95 $186K - $303K
41.5K $894K
APPF
Appfolio Inc

Technology
1.38K
+ 13.45%
$192.02 - $234.65 $266K - $325K
11.7K $2.69M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
37.7K
+ 66.66%
$20.6 - $29.93 $776K - $1.13M
94.2K $2.14M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
20.1K
+ 4.35%
$18.92 - $19.87 $381K - $400K
482K $9.58M
PLXS
Plexus Corp

Technology
2.89K
+ 67.26%
$110.95 - $136.15 $321K - $394K
7.19K $973K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
19.3K
+ 8.2%
$18.65 - $19.82 $359K - $382K
254K $5.04M
IRTC
I Rhythm Technologies, Inc.

Healthcare
1.92K
+ 75.19%
$96.84 - $154.71 $185K - $296K
4.46K $686K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
4
+ 0.01%
$10.8 - $19.72 $43.2 - $78.9
55.1K $1.09M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
512
+ 3.42%
$170.2 - $211.82 $87.1K - $108K
15.5K $3.28M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
9.13K
+ 49.97%
$43.06 - $44.41 $393K - $405K
27.4K $1.22M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.32K
+ 3.89%
$37.68 - $50.22 $87.6K - $117K
62K $3.05M
PCOR
Procore Technologies, Inc.

Technology
5.07K
+ 18.69%
$56.26 - $72.4 $285K - $367K
32.2K $2.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
16.5K
+ 1.23%
$22.98 - $23.27 $379K - $384K
1.36M $31.6M
SM
Sm Energy CO

Energy
26K
+ 58.59%
$20.39 - $30.52 $530K - $794K
70.4K $1.74M
FEIM
Frequency Electronics Inc

Technology
18K
New
$15.06 - $23.24 $271K - $418K
18K $408K
RAVI
Flexshares Tr Ready Access Var

ETFs
5.49K
+ 4.87%
$75.04 - $75.51 $412K - $415K
118K $8.93M
JXI
Ishares Tr Global Utils ETF

ETFs
3.1K
+ 8.08%
$64.56 - $74.02 $200K - $229K
41.4K $3.06M
ABEV
Ambev S.A.

Consumer Defensive
139K
+ 15.86%
$2.15 - $2.55 $298K - $354K
1.01M $2.44M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.18K
+ 5.38%
$86.12 - $108.35 $102K - $128K
23.2K $2.51M
ACMR
Acm Research, Inc.

Technology
2.37K
+ 1.77%
$18.33 - $26.51 $43.4K - $62.8K
136K $3.52M
AVSF
American Centy ETF Tr Avantis

ETFs
7.7K
+ 5.61%
$46.28 - $47.03 $356K - $362K
145K $6.82M
FORM
Formfactor Inc

Technology
11.7K
New
$23.18 - $35.26 $271K - $412K
11.7K $402K
TAGG
T Rowe Price Exchange Traded F

ETFs
9.42K
New
$41.84 - $43.57 $394K - $410K
9.42K $402K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
27.2K
+ 36.67%
$21.4 - $26.31 $583K - $716K
101K $2.2M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
3.3K
+ 2.79%
$21.28 - $27.19 $70.3K - $89.8K
122K $3.31M
FMF
First Trust Managed Futures St

ETFs
15.5K
+ 4.71%
$44.79 - $46.43 $693K - $718K
344K $15.5M
QAI
Iq Hedge Multi Strategy Compos

ETFs
10.3K
+ 15.18%
$29.76 - $32.32 $307K - $333K
78.2K $2.53M
BNO
United States Brent Oil Fund, LP

ETFs
13.7K
New
$25.49 - $33.12 $350K - $455K
13.7K $401K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
18.9K
+ 10.66%
$8.74 - $11.04 $165K - $209K
196K $2.17M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15K
+ 6.97%
$8.48 - $11.94 $127K - $179K
230K $2.39M
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
6.94K
+ 140.26%
$46.6 - $54.76 $324K - $380K
11.9K $651K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
9.42K
+ 5.43%
$13.46 - $16.8 $127K - $158K
183K $3.07M
GEF
Greif, Inc

Consumer Cyclical
4.49K
+ 42.23%
$49.01 - $66.46 $220K - $298K
15.1K $982K
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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