Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLB
Dolby Laboratories, Inc.

Industrials
2.86K
+ 21.3%
$69.36 - $81.21 $199K - $232K
16.3K $1.21M
WETF
Wisdom Tree Investments, Inc.

Financial Services
23.9K
+ 46.82%
N/A
75K $409K
CSIQ
Canadian Solar Inc.

Technology
11.8K
New
$6.76 - $11.37 $79.8K - $134K
11.8K $130K
WDI
Western Asset Diversified Income Fund

ETFs
4.85K
+ 3.27%
$12.85 - $14.92 $62.3K - $72.3K
153K $2.27M
AAOI
Applied Optoelectronics, Inc.

Technology
597
+ 5.46%
$10.05 - $27.77 $6K - $16.6K
11.5K $296K
BAND
Bandwidth Inc.

Technology
239
+ 0.53%
$11.45 - $15.9 $2.74K - $3.8K
45.1K $717K
TMP
Tompkins Financial Corp

Financial Services
2.21K
+ 6.22%
$55.65 - $65.06 $123K - $144K
37.7K $2.37M
LEG
Leggett & Platt Inc

Consumer Cyclical
5.31K
+ 6.66%
$6.56 - $9.72 $34.8K - $51.6K
85K $758K
LX
Lexin Fintech Holdings Ltd.

Financial Services
17.6K
New
$6.57 - $10.4 $116K - $184K
17.6K $127K
MHK
Mohawk Industries Inc

Consumer Cyclical
1.77K
+ 28.59%
$97.99 - $117.15 $173K - $207K
7.95K $833K
AVPT
Ave Point, Inc.

Technology
3.31K
+ 25.99%
$13.33 - $19.99 $44.1K - $66.2K
16.1K $309K
BGNE
Bei Gene, Ltd.

Healthcare
551
+ 23.65%
N/A
2.88K $653K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
109
+ 0.33%
$34.29 - $43.33 $3.74K - $4.72K
33.2K $1.41M
WES
Western Midstream Partners, LP

Energy
18.3K
+ 7.08%
$34.99 - $41.61 $641K - $762K
277K $10.7M
BFK
Blackrock Municipal Income Trust

Financial Services
16.8K
+ 13.01%
$9.2 - $9.99 $155K - $168K
146K $1.4M
CSWC
Capital Southwest Corp

Financial Services
7.96K
+ 4.03%
$17.99 - $22.44 $143K - $179K
206K $4.53M
HELX
Franklin Templeton ETF Tr Geno

ETFs
3.83K
+ 21.46%
N/A
21.7K $682K
EFC
Ellington Financial Inc.

Real Estate
10.1K
+ 22.86%
$11.53 - $13.28 $117K - $134K
54.4K $706K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
12.7K
+ 9.85%
$4.36 - $5.27 $55.4K - $66.9K
142K $725K
IMAX
Imax Corp

Communication Services
3.19K
+ 18.2%
$21.44 - $29.24 $68.5K - $93.4K
20.7K $580K
MTW
Manitowoc CO Inc

Industrials
6.24K
+ 49.59%
$7.24 - $12.25 $45.2K - $76.4K
18.8K $226K
MQ
Marqeta, Inc.

Technology
14.3K
+ 69.52%
$3.71 - $5.88 $53K - $83.9K
34.8K $202K
PHT
Pioneer High Income Fund, Inc.

Financial Services
8.01K
+ 5.28%
$7.06 - $8.09 $56.5K - $64.8K
160K $1.29M
PRVA
Privia Health Group, Inc.

Healthcare
4.62K
+ 21.75%
$21.48 - $25.07 $99.3K - $116K
25.9K $594K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
700
+ 4.87%
$32.02 - $42.16 $22.4K - $29.5K
15.1K $636K
GATX
Gatx Corp

Industrials
918
+ 6.57%
$141.27 - $159.24 $130K - $146K
14.9K $2.29M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
719
+ 8.83%
$50.86 - $73.83 $36.6K - $53.1K
8.86K $640K
EWN
Ishares Msci Netherlnds ETF

ETFs
818
+ 9.03%
$41.88 - $54.73 $34.3K - $44.8K
9.87K $538K
RGT
Royce Global Value Trust, Inc.

Financial Services
5.34K
+ 16.0%
$9.34 - $12.03 $49.8K - $64.2K
38.7K $465K
HROW
Harrow Health, Inc.

Healthcare
860
+ 3.86%
$22.2 - $31.61 $19.1K - $27.2K
23.1K $706K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.33K
+ 3.15%
$68.11 - $69.33 $90.5K - $92.1K
43.5K $3.02M
BDC
Belden Inc.

Technology
585
+ 19.95%
$87.1 - $116.54 $51K - $68.2K
3.52K $407K
BIGZ
Black Rock Innovation & Growth Trust
17.1K
+ 28.93%
N/A
76K $502K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2K
+ 23.75%
N/A
10.4K $581K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
14.4K
+ 9.22%
$10.68 - $11.35 $154K - $163K
170K $1.87M
MDU
Mdu Resources Group Inc

Industrials
8.81K
+ 5.8%
$15.6 - $17.76 $137K - $156K
161K $2.68M
SU
Suncor Energy Inc

Energy
9.75K
+ 4.86%
$31.54 - $41.04 $307K - $400K
210K $7.87M
GPRK
Geo Park LTD

Energy
20.4K
+ 132.25%
$5.84 - $8.07 $119K - $165K
35.8K $233K
ASEA
Global X Funds Global X Ftse S

ETFs
6.13K
+ 42.63%
$13.78 - $16.93 $84.5K - $104K
20.5K $334K
VERX
Vertex, Inc.

Technology
2.77K
+ 8.21%
$33.45 - $41.87 $92.5K - $116K
36.5K $1.29M
WIX
Wix.Com Ltd.

Technology
952
+ 11.17%
$146.5 - $189.61 $139K - $181K
9.48K $1.5M
VICR
Vicor Corp

Technology
2.81K
+ 20.23%
$39.41 - $51.91 $111K - $146K
16.7K $757K
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
18K
New
$4.46 - $5.94 $80.3K - $107K
18K $107K
CARE
Carter Bankshares, Inc.

Financial Services
5.1K
+ 31.37%
$13.86 - $17.55 $70.7K - $89.5K
21.4K $370K
FCN
Fti Consulting, Inc

Industrials
718
+ 20.75%
$152.87 - $168.51 $110K - $121K
4.18K $674K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
43.3K
+ 9.4%
$11.76 - $13.64 $509K - $590K
503K $6.39M
PX
P10, Inc.

Financial Services
10.4K
New
$8.91 - $12.2 $92.4K - $127K
10.4K $106K
VCIF
Vertical Capital Income Fund

Financial Services
12.9K
New
N/A
12.9K $105K
BUR
Burford Capital LTD

Financial Services
1.91K
+ 2.61%
$10.91 - $14.43 $20.9K - $27.6K
75.3K $1.07M
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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