Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
38.5K
+ 32.49%
$8.6 - $9.49 $331K - $366K
157K $1.4M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
74.2K
+ 5.39%
$2.62 - $2.96 $194K - $220K
1.45M $4.3M
CCB
Coastal Financial Corp

Financial Services
3.11K
New
$79.01 - $99.95 $246K - $311K
3.11K $301K
MMYT
Make My Trip LTD

Consumer Cyclical
3.49K
+ 38.74%
N/A
12.5K $1.08M
SON
Sonoco Products CO

Consumer Cyclical
12.5K
+ 18.69%
$40.6 - $47.93 $509K - $601K
79.6K $3.47M
STAG
Stag Industrial, Inc.

Real Estate
7.56K
+ 5.17%
$30.08 - $37.02 $227K - $280K
154K $5.58M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
10.2K
+ 7.3%
$20.31 - $21.71 $208K - $222K
151K $3.27M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
51
+ 0.49%
$140.37 - $177.56 $7.16K - $9.06K
10.4K $1.79M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.76K
+ 36.43%
$23.66 - $29.99 $184K - $233K
29.1K $872K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
11K
+ 1.85%
$10.6 - $12.44 $116K - $137K
605K $7.51M
PECO
Phillips Edison & Company, Inc.

Real Estate
24.6K
+ 6.34%
$33.53 - $37.33 $825K - $918K
413K $14.5M
HURN
Huron Consulting Group Inc.

Industrials
2.33K
+ 52.36%
$132.14 - $153.61 $308K - $358K
6.78K $932K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
3.58K
+ 11.32%
$52.22 - $73.66 $187K - $263K
35.2K $2.32M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
16.4K
+ 148.3%
$14.99 - $18.47 $246K - $303K
27.5K $482K
HMST
Home Street, Inc.

Financial Services
22.5K
New
$10.56 - $13.07 $237K - $294K
22.5K $293K
CUK
Carnival PLC

Consumer Cyclical
1.56K
+ 4.91%
$14.76 - $25.51 $23K - $39.7K
33.2K $847K
INGR
Ingredion Inc

Consumer Defensive
2.05K
+ 5.99%
$123.22 - $140.95 $252K - $288K
36.2K $4.91M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
3.94K
+ 19.53%
$29.7 - $38.02 $117K - $150K
24.1K $916K
ARVN
Arvinas, Inc.

Healthcare
37K
+ 66.28%
$6.07 - $9.62 $225K - $356K
92.9K $683K
ECC
Eagle Point Credit CO Inc.

Financial Services
45.1K
+ 35.69%
$6.94 - $8.31 $313K - $375K
172K $1.31M
NJR
New Jersey Resources Corp

Utilities
13.3K
+ 18.4%
$44.23 - $49.97 $588K - $664K
85.5K $3.83M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
18.7K
+ 5.96%
$10.73 - $12.54 $201K - $235K
333K $4.13M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
108K
+ 5.57%
$13.74 - $15.66 $1.49M - $1.69M
2.05M $30.5M
TCOM
Trip.Com Group LTD

Consumer Cyclical
8.7K
+ 19.47%
$52.21 - $67.1 $454K - $584K
53.4K $3.13M
WSBC
Wesbanco Inc

Financial Services
7.78K
+ 12.16%
$26.79 - $32.33 $208K - $252K
71.8K $2.27M
TDOC
Teladoc Health, Inc.

Healthcare
18.6K
+ 11.05%
$6.51 - $8.71 $121K - $162K
187K $1.63M
BB
Blackberry LTD

Technology
34.8K
+ 22.05%
$2.87 - $4.87 $99.8K - $169K
193K $881K
IQDF
Flexshares International Quali

ETFs
2.16K
+ 2.05%
$22.1 - $27.31 $47.7K - $59K
107K $2.91M
ARCB
Arcbest Corp

Industrials
3.45K
+ 110.23%
$56.73 - $77.01 $196K - $265K
6.57K $506K
APLE
Apple Hospitality Reit, Inc.

Real Estate
37.9K
+ 29.82%
$10.66 - $12.92 $404K - $489K
165K $1.92M
HEWJ
Ishares Currency Hedged Msci J

ETFs
3.59K
+ 8.28%
$36.78 - $45.25 $132K - $162K
46.9K $2.1M
MUR
Murphy Oil Corp

Energy
32.1K
+ 43.03%
$19.62 - $29.21 $629K - $937K
107K $2.4M
CMA
Comerica Inc

Financial Services
4.18K
+ 8.42%
$50.42 - $59.65 $211K - $249K
53.8K $3.21M
RDY
Dr Reddys Laboratories LTD

Healthcare
1.31K
+ 0.93%
$12.36 - $16.17 $16.2K - $21.2K
142K $2.14M
IGBH
Ishares Interest Rate Hedged L

ETFs
11K
+ 9.05%
$22.75 - $24.11 $251K - $266K
133K $3.21M
NEXT
Next Decade Corp.

Energy
19.6K
+ 21.23%
$5.68 - $9.2 $112K - $181K
112K $998K
CADE
Cadence Bank

Financial Services
1.07K
+ 0.71%
$26.42 - $32.41 $28.3K - $34.7K
151K $4.84M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
3.78K
+ 7.49%
$27.1 - $33.57 $102K - $127K
54.2K $1.8M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.44K
+ 32.05%
$28.9 - $40.98 $128K - $182K
18.3K $731K
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
5.54K
+ 67.16%
$49.62 - $49.88 $275K - $276K
13.8K $687K
VTR
Ventas, Inc.

Real Estate
21.6K
+ 11.15%
$62.45 - $70.08 $1.35M - $1.51M
215K $13.6M
PPBI
Pacific Premier Bancorp Inc

Financial Services
13.4K
+ 56.61%
$18.35 - $22.87 $245K - $306K
37K $779K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.92K
+ 22.27%
$67.02 - $83.8 $330K - $413K
27K $2.05M
FULT
Fulton Financial Corp

Financial Services
15.3K
+ 96.63%
$15.13 - $18.4 $231K - $281K
31.1K $560K
ADUS
Addus Home Care Corp

Healthcare
894
+ 8.48%
$96.32 - $118.0 $86.1K - $105K
11.4K $1.32M
FNGS
Bank Of Montreal

ETFs
4.21K
New
$44.91 - $65.15 $189K - $274K
4.21K $274K
CERT
Certara, Inc.

Healthcare
5.28K
+ 4.48%
$9.05 - $14.47 $47.8K - $76.5K
123K $1.44M
RFDI
First Trust ETF Iii Riverfront

ETFs
2.3K
+ 13.99%
$58.95 - $73.36 $135K - $169K
18.7K $1.37M
GLNG
Golar Lng LTD

Energy
1.55K
+ 2.36%
$30.7 - $42.63 $47.5K - $65.9K
67.2K $2.77M
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