Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTH
Invesco Exchange Traded Fd Tr

ETFs
3.92K
+ 4.77%
$34.88 - $40.29 $137K - $158K
86K $3.34M
LWLG
Lightwave Logic, Inc.

Basic Materials
6.8K
+ 1.58%
$0.83 - $1.37 $5.64K - $9.32K
438K $543K
ZVIA
Zevia Pbc

Consumer Defensive
32.5K
New
$2.02 - $3.64 $65.7K - $118K
32.5K $104K
JPRE
J P Morgan Exchange Traded Fd

ETFs
3.55K
+ 3.01%
$42.75 - $48.79 $152K - $173K
121K $5.79M
SEDG
Solaredge Technologies, Inc.

Technology
2.48K
+ 20.11%
$11.58 - $23.98 $28.7K - $59.5K
14.8K $302K
TRTY
Cambria ETF Tr Cambria Trinity

ETFs
2.7K
+ 6.49%
$23.75 - $26.29 $64.1K - $71K
44.3K $1.16M
EVGO
E Vgo Inc.

Consumer Cyclical
16.8K
+ 41.3%
$2.41 - $4.61 $40.6K - $77.7K
57.6K $210K
GENI
Genius Sports LTD

Communication Services
5.19K
+ 4.3%
$8.67 - $11.05 $45K - $57.3K
126K $1.31M
GROY
Gold Royalty Corp.

Basic Materials
7K
+ 6.31%
$1.29 - $2.36 $9.03K - $16.5K
118K $260K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23.1K
+ 19.81%
$5.62 - $6.14 $130K - $142K
140K $803K
ZECP
Zacks Tr Earnings Constant Por

ETFs
2.36K
+ 16.14%
$27.11 - $31.91 $63.9K - $75.2K
17K $540K
CBU
Community Bank System, Inc.

Financial Services
1.76K
+ 6.31%
$50.88 - $58.16 $89.5K - $102K
29.7K $1.69M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
10.7K
+ 29.88%
$8.41 - $9.25 $90.1K - $99.1K
46.6K $430K
IMMR
Immersion Corp

Technology
12.2K
+ 99.69%
$6.63 - $7.98 $80.8K - $97.2K
24.4K $192K
LXU
Lsb Industries, Inc.

Basic Materials
2.35K
+ 3.49%
$4.98 - $8.66 $11.7K - $20.4K
69.8K $544K
OMCL
Omnicell, Inc

Healthcare
5.31K
+ 53.11%
$24.63 - $35.46 $131K - $188K
15.3K $449K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
7.49K
New
N/A
7.49K $100K
ECPG
Encore Capital Group Inc

Financial Services
1.14K
+ 9.19%
$27.13 - $40.91 $30.9K - $46.6K
13.5K $523K
INMB
Inmune Bio, Inc.

Healthcare
43.2K
New
$2.31 - $8.26 $99.7K - $357K
43.2K $99K
FILL
Ishares Inc Msci Global Energy

ETFs
20.1K
+ 6.12%
$20.55 - $24.96 $414K - $503K
349K $8.28M
LNW
Light & Wonder, Inc.

Consumer Cyclical
635
+ 16.3%
$77.8 - $96.26 $49.4K - $61.1K
4.53K $436K
SCM
Stellus Capital Investment Corp

Financial Services
7.27K
+ 17.8%
$11.69 - $14.03 $85K - $102K
48.1K $670K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.6K
+ 23.22%
$9.36 - $10.03 $118K - $126K
66.7K $635K
IDNA
Ishares Tr Genomics Immunology

ETFs
4.74K
+ 11.34%
$17.92 - $21.5 $85K - $102K
46.5K $954K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
5.03K
+ 32.87%
N/A
20.3K $396K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
8.24K
+ 5.16%
$6.81 - $8.29 $56.1K - $68.3K
168K $1.39M
RRBI
Red River Bancshares Inc

Financial Services
1.01K
+ 18.01%
$48.24 - $58.94 $48.5K - $59.2K
6.59K $386K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2.1K
+ 4.06%
$1.55 - $3.97 $3.26K - $8.34K
53.9K $196K
AVA
Avista Corp

Utilities
7.72K
+ 15.37%
$36.94 - $42.43 $285K - $328K
57.9K $2.2M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
16.8K
+ 3.16%
$6.87 - $7.76 $115K - $130K
548K $4.15M
PFIS
Peoples Financial Services Corp.

Financial Services
455
+ 3.08%
$40.67 - $51.6 $18.5K - $23.5K
15.2K $751K
TOWN
Towne Bank (Va)

Financial Services
2.79K
+ 8.47%
$30.4 - $35.29 $84.8K - $98.4K
35.7K $1.22M
BLKB
Blackbaud Inc

Technology
952
+ 6.16%
$59.04 - $64.55 $56.2K - $61.5K
16.4K $1.05M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
136K
+ 204.81%
$0.72 - $1.12 $97.6K - $152K
202K $147K
GFF
Griffon Corp

Industrials
263
+ 0.3%
$64.73 - $74.97 $17K - $19.7K
86.6K $6.27M
NTST
Netstreit Corp.

Real Estate
3.83K
+ 14.39%
$14.61 - $16.95 $55.9K - $64.9K
30.4K $515K
BH
Biglari Holdings Inc.

Consumer Cyclical
14
+ 1.19%
$202.02 - $294.43 $2.83K - $4.12K
1.19K $346K
DBEM
Xtrackers Msci Emerging Market

ETFs
2.41K
+ 15.43%
$22.79 - $27.5 $55K - $66.4K
18.1K $493K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.83K
+ 12.2%
$22.25 - $28.0 $40.7K - $51.2K
16.8K $470K
AMTX
Aemetis, Inc

Energy
216
+ 0.17%
$1.26 - $2.48 $272 - $536
124K $307K
BOX
Box Inc

Technology
857
+ 4.47%
$28.42 - $38.55 $24.4K - $33K
20K $683K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
553
+ 8.5%
$39.1 - $51.83 $21.6K - $28.7K
7.06K $366K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
521
+ 9.32%
$83.55 - $102.36 $43.5K - $53.3K
6.11K $625K
CTS
Cts Corp

Technology
1.87K
+ 17.29%
$34.96 - $43.62 $65.4K - $81.7K
12.7K $540K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
3.62K
+ 3.3%
$13.91 - $16.31 $50.3K - $59K
113K $1.82M
MCG
Membership Collective Group Inc.

Consumer Cyclical
12.9K
New
N/A
12.9K $89K
MCY
Mercury General Corp

Financial Services
115
+ 1.63%
$49.04 - $67.34 $5.64K - $7.74K
7.15K $481K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
13.4K
+ 12.98%
$10.66 - $11.83 $143K - $159K
117K $1.3M
JBI
Janus International Group, Inc.

Industrials
6.61K
+ 18.83%
$6.06 - $8.86 $40.1K - $58.6K
41.7K $339K
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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