Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HGLB
Highland Global Allocation Fund

N/A
14.5K
+ 1.99%
$7.03 - $9.05 $102K - $131K
743K $6.47M
XRX
Xerox Holdings Corp

Technology
65.5K
+ 60.8%
$3.64 - $5.95 $238K - $390K
173K $912K
HQH
Tekla Healthcare Investors

Financial Services
42.1K
+ 12.0%
$14.14 - $16.32 $595K - $687K
393K $6.09M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
3.18K
+ 9.97%
$45.13 - $56.88 $144K - $181K
35.1K $2M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
7.21K
+ 28.92%
$36.71 - $42.81 $265K - $309K
32.1K $1.38M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
13.2K
+ 129.84%
$23.73 - $27.68 $313K - $365K
23.3K $645K
IAPR
Innovator Etfs Tr Internationa

ETFs
10.6K
+ 22.67%
$25.9 - $29.24 $273K - $309K
57.1K $1.67M
MASI
Masimo Corp

Healthcare
2.25K
+ 44.46%
$144.4 - $171.97 $325K - $387K
7.3K $1.23M
YPF
Ypf Sociedad Anonima

Energy
19.8K
+ 29.85%
$27.16 - $36.96 $539K - $733K
86.3K $2.71M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
22.4K
+ 43.43%
$47.34 - $67.22 $1.06M - $1.51M
74K $3.81M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
13.9K
+ 117.68%
$18.34 - $25.13 $254K - $348K
25.6K $607K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
31.5K
+ 2.29%
$25.57 - $26.34 $805K - $829K
1.4M $36.6M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.6K
+ 15.75%
$35.8 - $41.07 $236K - $271K
48.5K $1.99M
KJUL
Innovator U.S. Small Cap Power

Technology
11.7K
+ 38.54%
$25.96 - $29.2 $303K - $340K
41.9K $1.22M
PBP
Invesco Exchange Traded Fd Tr

ETFs
18.8K
+ 17.23%
$20.08 - $22.36 $377K - $420K
128K $2.79M
PHR
Phreesia, Inc.

Healthcare
12.4K
+ 148.79%
$23.25 - $28.49 $288K - $353K
20.7K $589K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
5.97K
+ 11.26%
$60.03 - $72.0 $358K - $430K
59K $3.91M
TROX
Tronox Holdings PLC

Basic Materials
88.5K
+ 243.66%
$4.51 - $6.87 $399K - $608K
125K $632K
BBD
Bank Bradesco

Financial Services
6.73K
+ 1.63%
$2.02 - $3.09 $13.6K - $20.8K
419K $1.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.69K
+ 0.34%
$41.1 - $42.37 $151K - $156K
1.09M $46.2M
FLRG
Fidelity Covington Tr U S Mult

ETFs
9.43K
+ 86.73%
$29.74 - $35.95 $281K - $339K
20.3K $730K
RYI
Ryerson Holding Corp

Industrials
17.2K
New
$19.19 - $23.45 $330K - $403K
17.2K $370K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
3.76K
+ 2.15%
$16.64 - $19.62 $62.6K - $73.8K
179K $3.51M
IVR
Invesco Mortgage Capital Inc.

Real Estate
46.9K
+ 268.89%
$6.33 - $8.04 $297K - $377K
64.4K $504K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
57.3K
+ 23.76%
$7.06 - $8.1 $404K - $464K
298K $2.31M
MCB
Metropolitan Bank Holding Corp.

Financial Services
1.84K
+ 10.95%
$48.93 - $70.14 $89.9K - $129K
18.6K $1.3M
YMAR
First Tr Ex Tr Viii Cboe Vest
12.2K
+ 38.72%
$22.43 - $25.58 $274K - $313K
43.8K $1.12M
OII
Oceaneering International Inc

Energy
20.1K
+ 40.35%
$15.95 - $22.55 $320K - $452K
69.8K $1.45M
HOMB
Home Bancshares Inc

Financial Services
11.3K
+ 5.77%
$25.05 - $29.62 $284K - $336K
208K $5.91M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
30.5K
+ 8.11%
$7.0 - $8.06 $214K - $246K
407K $3.28M
FIDI
Fidelity Covington Tr

ETFs
12.3K
+ 31.46%
$19.44 - $23.7 $238K - $291K
51.2K $1.19M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
10.6K
+ 7.95%
$32.53 - $36.4 $343K - $384K
143K $5.14M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
11.3K
+ 0.47%
$25.04 - $25.18 $283K - $285K
2.42M $60.9M
SIMO
Silicon Motion Technology Corp

Technology
1.81K
+ 20.25%
$38.95 - $75.77 $70.7K - $137K
10.8K $809K
USPH
U S Physical Therapy Inc

Healthcare
3.93K
+ 45.5%
$65.08 - $79.84 $256K - $314K
12.6K $982K
OPRX
Optimize Rx Corp

Healthcare
26.4K
New
$7.44 - $15.44 $196K - $407K
26.4K $356K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
7.38K
+ 26.45%
$32.66 - $37.42 $241K - $276K
35.3K $1.32M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
17.5K
+ 1.73%
N/A
1.03M $20.8M
CVY
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 20.73%
$22.24 - $25.88 $285K - $332K
74.6K $1.92M
BCV
Bancroft Fund LTD

Financial Services
14.5K
+ 27.29%
$15.82 - $18.9 $229K - $274K
67.6K $1.28M
GREK
Global X Msci Greece ETF

ETFs
6.07K
New
$40.77 - $59.31 $248K - $360K
6.07K $352K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
7.46K
+ 28.68%
$19.88 - $27.17 $148K - $203K
33.5K $909K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
31.1K
New
$10.82 - $11.98 $337K - $373K
31.1K $350K
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.11K
+ 1.57%
$32.99 - $38.01 $235K - $270K
459K $17.4M
DX
Dynex Capital Inc

Real Estate
34.5K
+ 38.18%
$11.13 - $12.99 $384K - $448K
125K $1.53M
FDIG
Fidelity Covington Tr Crypto I

ETFs
9.79K
New
$21.38 - $35.6 $209K - $349K
9.79K $348K
BNOV
Innovator U.S. Equity Buffer E

ETFs
3.63K
+ 5.59%
$34.94 - $41.25 $127K - $150K
68.6K $2.83M
LBRDK
Liberty Broadband Corp

Communication Services
1K
+ 5.35%
$73.65 - $101.29 $73.7K - $101K
19.7K $1.94M
RUM
Rumble Inc.

Technology
8.78K
+ 6.26%
$6.94 - $10.56 $60.9K - $92.7K
149K $1.34M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email