Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TEF
Telefonica S A

Communication Services
2.97K
+ 1.12%
$4.37 - $5.39 $13K - $16K
267K $1.4M
GSM
Ferroglobe PLC

Basic Materials
45.2K
New
$3.07 - $4.18 $139K - $189K
45.2K $165K
PFN
Pimco Income Strategy Fund Ii

Financial Services
45.4K
+ 3.98%
$6.87 - $7.56 $312K - $343K
1.18M $8.75M
WHD
Cactus, Inc.

Energy
4.42K
+ 32.29%
$35.05 - $47.38 $155K - $209K
18.1K $790K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
3.68K
+ 10.67%
$28.35 - $31.3 $104K - $115K
38.2K $1.19M
NOG
Northern Oil & Gas, Inc.

Energy
11K
+ 14.05%
$20.6 - $32.16 $226K - $353K
89.1K $2.53M
POWI
Power Integrations Inc

Technology
844
+ 3.9%
$42.13 - $59.01 $35.6K - $49.8K
22.5K $1.26M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
1.71K
+ 5.12%
$26.33 - $33.39 $44.9K - $57K
35K $1.16M
BMAY
Innovator U.S. Equity Buffer E

ETFs
2.72K
+ 14.52%
$36.09 - $42.2 $98.1K - $115K
21.4K $904K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
841
+ 2.09%
$15.0 - $20.49 $12.6K - $17.2K
41.1K $838K
APD
Air Products & Chemicals, Inc.

Basic Materials
17.7K
+ 4.71%
$248.61 - $294.96 $4.4M - $5.23M
394K $111M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
3.9K
+ 3.06%
$18.53 - $20.98 $72.2K - $81.8K
131K $2.76M
SBND
Columbia ETF Tr I Short Durati

ETFs
8.1K
+ 22.14%
$18.3 - $18.83 $148K - $153K
44.7K $841K
UBSI
United Bankshares Inc

Financial Services
1.1K
+ 1.61%
$31.5 - $37.32 $34.7K - $41.1K
69.5K $2.53M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
9.52K
+ 20.7%
$17.18 - $18.29 $163K - $174K
55.5K $993K
FUL
Fuller H B CO

Basic Materials
478
+ 1.47%
$48.43 - $61.99 $23.1K - $29.6K
33K $1.99M
RGNX
Regenxbio Inc.

Healthcare
16.5K
+ 76.69%
$5.31 - $10.4 $87.7K - $172K
38K $312K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
9.73K
+ 28.4%
$18.94 - $22.97 $184K - $223K
44K $939K
EVO
Evotec Se

Healthcare
37.8K
New
$2.97 - $4.73 $112K - $179K
37.8K $158K
HE
Hawaiian Electric Industries Inc

Utilities
16.3K
+ 34.51%
$9.36 - $10.96 $152K - $178K
63.3K $673K
HIW
Highwoods Properties, Inc.

Real Estate
3.18K
+ 7.72%
$25.31 - $31.85 $80.4K - $101K
44.3K $1.38M
FLV
American Centy ETF Tr Focused

ETFs
2.26K
+ 35.16%
$62.33 - $69.79 $141K - $158K
8.68K $605K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
16.3K
+ 36.49%
$7.2 - $8.64 $117K - $141K
61K $516K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
12.1K
+ 46.06%
$2.85 - $6.24 $34.4K - $75.3K
38.2K $238K
PAWZ
Proshares Tr Pet Care ETF

ETFs
422
+ 1.8%
$47.81 - $59.81 $20.2K - $25.2K
23.8K $1.38M
ASTE
Astec Industries Inc

Industrials
2.51K
+ 35.18%
$30.65 - $42.44 $76.9K - $106K
9.64K $401K
LCNB
Lcnb Corp

Financial Services
11K
+ 81.08%
$13.64 - $15.65 $150K - $172K
24.6K $356K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2.85K
+ 22.03%
$99.46 - $129.39 $283K - $368K
15.8K $1.77M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
10K
+ 14.42%
$13.7 - $14.3 $137K - $143K
79.6K $1.14M
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.32K
+ 16.72%
$45.18 - $46.32 $150K - $154K
23.2K $1.07M
VWID
Etfis Ser Tr I Virtus Wmc Inte

Technology
3.51K
+ 19.55%
$26.5 - $32.28 $93K - $113K
21.5K $683K
MSBI
Midland States Bancorp, Inc.

Financial Services
7.56K
+ 6.43%
$15.14 - $18.77 $114K - $142K
125K $2.17M
FUND
Sprott Focus Trust Inc.

Financial Services
16.7K
+ 3.85%
$6.41 - $7.56 $107K - $126K
450K $3.37M
CBSH
Commerce Bancshares Inc

Financial Services
2.57K
+ 2.37%
$55.42 - $65.63 $142K - $169K
111K $6.91M
MITK
Mitek Systems Inc

Technology
10.6K
+ 35.25%
$7.11 - $10.34 $75.1K - $109K
40.5K $401K
PPTA
Perpetua Resources Corp.

Basic Materials
12.7K
New
$8.98 - $17.13 $114K - $218K
12.7K $154K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
5.1K
+ 6.02%
$9.1 - $11.73 $46.4K - $59.8K
89.7K $1.05M
ARRY
Array Technologies, Inc.

Technology
8.91K
+ 9.14%
$3.98 - $8.44 $35.5K - $75.2K
106K $627K
CYH
Community Health Systems Inc

Healthcare
375
+ 0.17%
$2.39 - $4.35 $896 - $1.63K
216K $733K
GPOR
Gulfport Energy Corp

Energy
488
+ 15.58%
$158.62 - $206.57 $77.4K - $101K
3.62K $728K
HPP
Hudson Pacific Properties, Inc.

Real Estate
55.5K
New
$1.86 - $3.08 $103K - $171K
55.5K $152K
SAR
Saratoga Investment Corp.

Financial Services
8.02K
+ 9.04%
$21.46 - $25.35 $172K - $203K
96.7K $2.4M
VC
Visteon Corp

Consumer Cyclical
419
+ 5.83%
$67.04 - $94.19 $28.1K - $39.5K
7.6K $709K
REPL
Replimune Group, Inc.

Healthcare
16.3K
New
$6.92 - $10.38 $113K - $170K
16.3K $151K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
1.73K
+ 1.68%
$45.58 - $48.28 $78.7K - $83.3K
104K $5.04M
LMAT
Lemaitre Vascular Inc

Healthcare
1.91K
+ 20.8%
$77.89 - $92.6 $148K - $176K
11.1K $918K
IPGP
Ipg Photonics Corp

Technology
1.66K
+ 26.71%
$49.68 - $69.26 $82.4K - $115K
7.87K $540K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
19.1K
+ 149.79%
$6.87 - $8.24 $131K - $157K
31.8K $250K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
2.81K
+ 15.69%
$45.19 - $47.28 $127K - $133K
20.7K $978K
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