Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WD
Walker & Dunlop, Inc.

Financial Services
2.61K
+ 40.12%
$66.0 - $85.06 $172K - $222K
9.11K $641K
ANIX
Anixa Biosciences Inc

Healthcare
18.3K
+ 32.05%
$2.38 - $3.75 $43.4K - $68.4K
75.2K $248K
AIKI
A Ikido Pharma Inc.

Healthcare
22.7K
New
N/A
22.7K $86K
PCQ
Pimco California Municipal Income Fund

Financial Services
12.8K
+ 14.05%
$8.18 - $9.04 $105K - $116K
104K $895K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
11.3K
New
$6.8 - $8.15 $76.6K - $91.8K
11.3K $86K
ADCT
Adc Therapeutics Sa

Healthcare
20K
+ 80.0%
$1.1 - $3.67 $22K - $73.4K
45K $120K
BJUN
Innovator U.S. Equity Buffer E

ETFs
2.18K
+ 16.22%
N/A
15.6K $609K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.8K
+ 7.46%
$12.13 - $13.94 $131K - $151K
156K $2.1M
LC
Lending Club Corp

Financial Services
3.73K
+ 15.99%
$8.56 - $12.03 $31.9K - $44.8K
27K $325K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
4.11K
+ 37.35%
$18.2 - $20.1 $74.9K - $82.7K
15.1K $301K
MPRO
Northern Lts Fd Tr Iv Monarch
2.57K
+ 30.91%
$27.23 - $29.79 $70.1K - $76.6K
10.9K $324K
PTLO
Portillo'S Inc.

Consumer Cyclical
8.73K
+ 10.42%
$10.34 - $13.35 $90.2K - $116K
92.5K $1.08M
VIDI
Vident Intl Equity Fd

ETFs
1.55K
+ 14.56%
$23.03 - $29.62 $35.7K - $46K
12.2K $360K
NKSH
National Bankshares Inc

Financial Services
2.04K
+ 4.31%
$24.0 - $27.88 $49K - $56.9K
49.4K $1.34M
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
6.47K
+ 4.63%
$12.46 - $13.32 $80.6K - $86.2K
146K $1.93M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
16.2K
+ 136.63%
$5.26 - $5.78 $85K - $93.4K
28K $149K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.44K
+ 23.29%
$27.84 - $31.32 $67.8K - $76.3K
12.9K $403K
GIB
Cgi Inc

Technology
320
+ 3.31%
$96.47 - $109.59 $30.9K - $35.1K
9.98K $1.05M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
5.08K
+ 13.89%
$17.67 - $18.32 $89.8K - $93.1K
41.7K $750K
GOSS
Gossamer Bio, Inc.

Healthcare
67K
New
$0.78 - $1.44 $52.3K - $96.5K
67K $82K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.72K
+ 12.33%
$16.69 - $23.43 $28.6K - $40.2K
15.6K $336K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
2.7K
+ 3.36%
$1.25 - $2.59 $3.38K - $6.99K
82.9K $205K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
24.8K
+ 7.57%
$2.29 - $2.6 $56.9K - $64.6K
353K $917K
CASS
Cass Information Systems Inc

Industrials
1.78K
+ 9.95%
$39.19 - $44.2 $69.6K - $78.5K
19.6K $852K
CYRX
Cryoport, Inc.

Industrials
2.91K
+ 6.77%
$4.95 - $7.46 $14.4K - $21.7K
46K $342K
HMN
Horace Mann Educators Corp

Financial Services
1.68K
+ 5.14%
$38.84 - $43.99 $65.3K - $74K
34.4K $1.48M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
3.2K
+ 13.35%
$26.49 - $27.5 $84.7K - $87.9K
27.1K $734K
FINV
Fin Volution Group

Financial Services
9.29K
+ 18.06%
$7.03 - $10.11 $65.3K - $93.9K
60.7K $575K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
591
+ 14.02%
$46.95 - $68.11 $27.7K - $40.3K
4.81K $303K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
11
+ 0.07%
$39.26 - $49.01 $432 - $539
15.3K $749K
SRRK
Scholar Rock Holding Corp

Healthcare
993
+ 7.47%
$24.47 - $36.39 $24.3K - $36.1K
14.3K $506K
PCVX
Vaxcyte, Inc.

Healthcare
3.85K
+ 43.4%
$28.04 - $37.2 $108K - $143K
12.7K $414K
SNDR
Schneider National, Inc.

Industrials
1.69K
+ 5.9%
$21.06 - $24.75 $35.6K - $41.9K
30.3K $732K
ACNB
Acnb Corp

Financial Services
1.49K
+ 19.62%
$38.45 - $44.18 $57.3K - $65.9K
9.09K $389K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
1.24K
+ 4.71%
$30.71 - $34.9 $38K - $43.2K
27.5K $955K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
76
+ 0.26%
$30.77 - $35.62 $2.34K - $2.71K
29.5K $1.05M
SLS
Sellas Life Sciences Group, Inc.

Healthcare
1.82K
+ 2.76%
$1.04 - $2.19 $1.89K - $3.98K
67.6K $147K
CRON
Cronos Group Inc.

Healthcare
35K
+ 44.85%
$1.62 - $2.14 $56.8K - $75K
113K $216K
NFBK
Northfield Bancorp, Inc.

Financial Services
4.5K
+ 10.92%
$9.54 - $12.21 $42.9K - $54.9K
45.7K $524K
CUZ
Cousins Properties Inc

Real Estate
2.05K
+ 8.33%
$25.15 - $30.53 $51.4K - $62.4K
26.6K $798K
EAPR
Innovator Etfs Tr Emerging Mkt
2K
+ 16.31%
$24.71 - $27.99 $49.3K - $55.8K
14.2K $398K
OMI
Owens & Minor Inc

Healthcare
7.75K
+ 16.43%
$6.35 - $9.16 $49.2K - $71K
54.9K $500K
SLI
Standard Lithium Ltd.

Basic Materials
5.11K
+ 5.52%
$1.11 - $1.96 $5.67K - $10K
97.6K $191K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
5.17K
+ 9.7%
$11.82 - $12.98 $61.1K - $67.1K
58.4K $758K
HSC
Harsco Corp

Industrials
10.3K
New
N/A
10.3K $73K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
292
+ 4.2%
$66.04 - $80.36 $19.3K - $23.5K
7.24K $579K
SVAL
Ishares Tr Us Small Cap Value

ETFs
1.29K
+ 4.07%
$26.29 - $31.11 $33.9K - $40.1K
32.9K $1.02M
LANC
Lancaster Colony Corp

Consumer Defensive
570
+ 4.9%
$159.67 - $192.9 $91K - $110K
12.2K $2.11M
MBWM
Mercantile Bank Corp

Financial Services
661
+ 4.72%
$38.53 - $46.41 $25.5K - $30.7K
14.7K $681K
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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