Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRP
Brp Group, Inc.

Financial Services
5.28K
+ 7.17%
N/A
78.9K $3.16M
WFRD
Weatherford International PLC

Energy
5.26K
+ 31.58%
$39.17 - $54.26 $206K - $286K
21.9K $1.1M
SMTC
Semtech Corp

Technology
665
+ 3.97%
$24.34 - $45.62 $16.2K - $30.3K
17.4K $785K
ASA
Asa Gold & Precious Metals LTD

Financial Services
5.87K
+ 35.19%
$24.28 - $34.46 $142K - $202K
22.5K $711K
COHU
Cohu Inc

Technology
4.36K
+ 16.02%
$13.33 - $19.7 $58.2K - $86K
31.6K $608K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
153
+ 0.58%
$79.01 - $97.45 $12.1K - $14.9K
26.4K $2.57M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
6.55K
New
$24.74 - $31.63 $162K - $207K
6.55K $207K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
6.85K
New
$25.77 - $30.14 $176K - $206K
6.85K $206K
CACC
Credit Acceptance Corp

Financial Services
438
+ 16.99%
$443.32 - $529.8 $194K - $232K
3.02K $1.54M
IFN
India Fund Inc

Financial Services
5.89K
+ 4.15%
$13.8 - $16.82 $81.3K - $99K
148K $2.44M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21.2K
+ 0.77%
$5.09 - $5.8 $108K - $123K
2.78M $16.1M
BRT
Brt Apartments Corp.

Real Estate
13.1K
New
$14.95 - $16.6 $195K - $217K
13.1K $204K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
7.32K
New
$22.92 - $28.04 $168K - $205K
7.32K $204K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
7.75K
+ 18.12%
$22.15 - $23.69 $172K - $184K
50.6K $1.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.37K
+ 3.29%
$71.96 - $83.42 $242K - $281K
106K $8.74M
AREN
Arena Group Holdings, Inc.

Communication Services
33K
New
$1.79 - $9.76 $59.1K - $322K
33K $204K
AORT
Artivion, Inc.

Healthcare
2.42K
+ 12.3%
$22.19 - $31.19 $53.7K - $75.4K
22.1K $686K
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.41K
+ 3.46%
$38.32 - $45.16 $54.2K - $63.9K
42.3K $1.91M
OTEX
Open Text Corp

Technology
4.8K
+ 30.64%
$23.04 - $29.2 $111K - $140K
20.5K $597K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.31K
+ 1.2%
$95.52 - $109.98 $698K - $804K
616K $66.7M
FSEC
Fidel Merrimack Str Tr

ETFs
4.6K
+ 67.48%
$42.41 - $44.36 $195K - $204K
11.4K $497K
AMPX
Amprius Technologies, Inc.

Industrials
2.85K
+ 2.32%
$2.07 - $4.27 $5.89K - $12.2K
126K $529K
CHCO
City Holding CO

Financial Services
1.63K
New
$108.93 - $123.42 $178K - $202K
1.63K $200K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.24K
+ 3.03%
$37.28 - $45.23 $83.6K - $101K
76.3K $3.36M
BEP
Brookfield Renewable Partners L.P.

Utilities
773
+ 1.45%
$20.16 - $26.41 $15.6K - $20.4K
54.2K $1.38M
DGII
Digi International Inc

Technology
660
+ 2.67%
$23.13 - $34.92 $15.3K - $23K
25.4K $886K
MMS
Maximus, Inc.

Industrials
2.72K
+ 79.36%
$65.54 - $76.8 $178K - $209K
6.15K $431K
ATKR
Atkore Inc.

Industrials
1.93K
+ 33.95%
$52.02 - $71.15 $101K - $138K
7.63K $538K
FLJH
Franklin Templeton ETF Tr

ETFs
1.77K
+ 1.84%
$27.03 - $32.5 $47.8K - $57.5K
98K $3.16M
VRNS
Varonis Systems Inc

Technology
463
+ 2.74%
$37.96 - $50.93 $17.6K - $23.6K
17.3K $879K
EPSN
Epsilon Energy Ltd.

Energy
18.6K
+ 10.24%
$6.12 - $8.39 $114K - $156K
200K $1.48M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
3.8K
+ 83.25%
$38.32 - $47.45 $146K - $180K
8.36K $396K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2.14K
+ 45.06%
$85.94 - $88.63 $184K - $189K
6.88K $609K
ALVO
Alvotech

Healthcare
21.2K
New
$7.84 - $11.45 $166K - $243K
21.2K $193K
CPHC
Canterbury Park Holding Corp

Consumer Cyclical
10.3K
New
$16.9 - $19.62 $174K - $202K
10.3K $193K
ACA
Arcosa, Inc.

Industrials
1.22K
+ 13.55%
$70.66 - $90.53 $86.3K - $111K
10.2K $887K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.54K
+ 0.82%
$11.77 - $15.26 $18.1K - $23.5K
188K $2.69M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
2.49K
+ 5.53%
$32.79 - $36.78 $81.6K - $91.5K
47.5K $1.75M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
21.3K
+ 22.75%
$7.75 - $9.2 $165K - $196K
115K $1.04M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.31K
+ 2.44%
$24.88 - $25.41 $157K - $160K
265K $6.74M
LBRT
Liberty Energy Inc.

Energy
35.1K
+ 72.0%
$10.0 - $16.08 $351K - $564K
83.7K $961K
RNG
Ring Central, Inc.

Technology
740
+ 1.56%
$21.51 - $28.36 $15.9K - $21K
48.1K $1.36M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.52K
+ 10.12%
$53.93 - $61.5 $136K - $155K
27.5K $1.69M
VUSE
ETF Ser Solutions

ETFs
2.27K
+ 31.92%
$50.72 - $62.99 $115K - $143K
9.39K $591K
STXS
Stereotaxis, Inc.

Healthcare
86.8K
+ 714.3%
$1.6 - $2.37 $139K - $206K
98.9K $209K
IMOS
Chipmos Technologies Inc

Technology
10.4K
New
$13.71 - $20.05 $142K - $208K
10.4K $187K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
2.01K
+ 27.57%
$71.89 - $88.34 $144K - $177K
9.28K $812K
CDAY
Ceridian Hcm Holding Inc.

Technology
2.87K
+ 4.72%
N/A
63.6K $4.1M
EVER
Ever Quote, Inc.

Communication Services
8.4K
+ 96.89%
$20.21 - $26.71 $170K - $224K
17.1K $412K
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