Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

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

Real Estate
6.2K
+ 5.99%
$10.09 - $12.35 $62.6K - $76.6K
110K $1.33M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
10.7K
+ 19.1%
$3.06 - $5.62 $32.7K - $60.1K
66.6K $283K
AA
Alcoa Corp

Basic Materials
5.66K
+ 5.86%
$22.57 - $30.84 $128K - $174K
102K $3.01M
ERC
Allspring Multi Sector Income Fund

Financial Services
6.11K
+ 9.91%
$8.53 - $9.45 $52.1K - $57.8K
67.8K $640K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
2.92K
+ 10.14%
$28.45 - $33.08 $83.1K - $96.6K
31.7K $1.01M
SLM
Slm Corp

Financial Services
609
+ 3.99%
$24.84 - $34.36 $15.1K - $20.9K
15.9K $520K
MMI
Marcus & Millichap, Inc.

Real Estate
4.64K
+ 24.3%
$28.0 - $34.91 $130K - $162K
23.7K $728K
WGO
Winnebago Industries Inc

Consumer Cyclical
5.57K
+ 33.65%
$28.24 - $37.27 $157K - $208K
22.1K $641K
GINN
Goldman Sachs ETF Tr Innovate

ETFs
105
+ 1.4%
$51.52 - $67.38 $5.41K - $7.07K
7.6K $511K
KRP
Kimbell Royalty Partners, LP

Energy
5.74K
+ 2.14%
$11.58 - $14.61 $66.4K - $83.8K
274K $3.83M
BHE
Benchmark Electronics Inc

Technology
1.41K
+ 7.57%
$32.53 - $39.36 $45.7K - $55.3K
20K $774K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1.58K
+ 3.83%
$11.68 - $19.18 $18.5K - $30.4K
42.9K $737K
BZ
Kanzhun LTD

Industrials
4.68K
+ 41.23%
$13.62 - $19.06 $63.8K - $89.3K
16K $286K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
7.32K
+ 16.34%
$11.45 - $12.35 $83.8K - $90.4K
52.1K $609K
BANR
Banner Corp

Financial Services
1.03K
+ 25.9%
$56.51 - $65.42 $58.4K - $67.6K
5.03K $322K
BGR
Black Rock Energy & Resources Trust

Financial Services
9.64K
+ 5.14%
$11.27 - $13.63 $109K - $131K
197K $2.61M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
656
+ 8.44%
$59.06 - $65.21 $38.7K - $42.8K
8.43K $549K
PSCD
Invesco S&P Smallcap Consumer

ETFs
398
+ 12.19%
$80.05 - $101.44 $31.9K - $40.4K
3.66K $368K
USVM
Victory Portfolios Ii Victorys

ETFs
651
+ 24.27%
$69.28 - $84.0 $45.1K - $54.7K
3.33K $279K
ALKS
Alkermes Plc.

Healthcare
6.51K
+ 23.98%
$26.59 - $32.65 $173K - $213K
33.7K $963K
DOCN
Digital Ocean Holdings, Inc.

Technology
6.2K
+ 27.18%
$25.91 - $35.19 $161K - $218K
29K $828K
MAGA
ETF Ser Solutions

ETFs
425
+ 1.57%
$42.65 - $50.13 $18.1K - $21.3K
27.5K $1.38M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
33.5K
+ 47.18%
$0.42 - $0.95 $14.1K - $31.8K
104K $99K
MLSS
Milestone Scientific Inc.

Healthcare
105K
New
$0.64 - $1.09 $67.2K - $114K
105K $67K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
12.8K
+ 6.53%
$3.35 - $3.97 $42.7K - $50.6K
208K $823K
BLZE
Backblaze, Inc.

Technology
12.1K
New
$4.26 - $5.98 $51.6K - $72.4K
12.1K $66K
CVCO
Cavco Industries Inc.

Consumer Cyclical
570
+ 26.8%
$396.53 - $537.62 $226K - $306K
2.7K $1.17M
JMM
Nuveen Multi Market Income Fund

Financial Services
10.5K
New
$5.81 - $6.28 $61.3K - $66.2K
10.5K $66K
OIS
Oil States International, Inc

Energy
12.4K
New
$3.25 - $5.62 $40.3K - $69.8K
12.4K $66K
EVTC
Evertec, Inc.

Technology
2.3K
+ 8.94%
$31.89 - $38.37 $73.5K - $88.4K
28.1K $1.01M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
8.99K
+ 14.69%
$9.72 - $10.39 $87.4K - $93.4K
70.2K $695K
EMF
Templeton Emerging Markets Fund

Financial Services
1.79K
+ 7.91%
$11.26 - $14.59 $20.1K - $26.1K
24.4K $355K
TRVI
Trevi Therapeutics, Inc.

Healthcare
11.9K
New
$5.28 - $7.06 $62.8K - $84K
11.9K $65K
VTYX
Ventyx Biosciences, Inc.

Healthcare
22K
+ 122.03%
$0.84 - $2.65 $18.5K - $58.3K
40K $85K
WLY
John Wiley & Sons, Inc.

Communication Services
1.44K
+ 8.9%
$37.03 - $45.5 $53.4K - $65.7K
17.7K $787K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.87K
+ 6.42%
$41.09 - $50.61 $118K - $145K
47.6K $2.28M
CTOS
Custom Truck One Source, Inc.

Industrials
5.4K
+ 10.47%
$3.39 - $5.07 $18.3K - $27.4K
57K $281K
FSLY
Fastly, Inc.

Technology
3.41K
+ 6.15%
$5.0 - $8.28 $17.1K - $28.2K
58.9K $415K
FSZ
First Trust Switzerland Alphad

ETFs
284
+ 5.93%
$61.24 - $77.09 $17.4K - $21.9K
5.07K $387K
NVCR
Novo Cure LTD

Healthcare
3.63K
+ 30.32%
$15.37 - $19.4 $55.7K - $70.3K
15.6K $277K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
6.38K
+ 15.99%
N/A
46.3K $469K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
7.27K
+ 28.89%
$9.54 - $10.33 $69.3K - $75.1K
32.4K $318K
SXC
Sun Coke Energy, Inc.

Basic Materials
8.8K
+ 41.98%
$7.75 - $9.8 $68.2K - $86.2K
29.7K $255K
ABCL
Ab Cellera Biologics Inc.

Healthcare
18.2K
New
$1.93 - $3.8 $35.2K - $69.3K
18.2K $62K
NCR
Ncr Corp

Technology
3.93K
+ 8.62%
N/A
49.5K $779K
PKE
Park Aerospace Corp

Industrials
1.12K
+ 3.24%
$12.21 - $14.77 $13.7K - $16.6K
35.7K $527K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.36K
+ 14.32%
$19.94 - $22.91 $67K - $77K
26.8K $577K
CLPT
Clear Point Neuro, Inc.

Healthcare
4.97K
+ 11.91%
$10.51 - $14.71 $52.3K - $73.1K
46.7K $557K
PSO
Pearson PLC

Communication Services
6.62K
+ 19.25%
$14.41 - $16.64 $95.4K - $110K
41K $611K
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