Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMCI
Treace Medical Concepts, Inc.

Healthcare
10.5K
New
$5.44 - $8.32 $57.1K - $87.4K
10.5K $61K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
457
+ 2.35%
$60.29 - $71.77 $27.6K - $32.8K
19.9K $1.4M
BRC
Brady Corp

Industrials
1.07K
+ 23.37%
$64.32 - $76.24 $69K - $81.7K
5.66K $384K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.99K
+ 10.14%
$61.46 - $68.02 $307K - $339K
54.2K $3.34M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
8.54K
+ 6.26%
N/A
145K $1.03M
ASPN
Aspen Aerogels Inc

Industrials
12.3K
+ 39.25%
$4.31 - $6.63 $53.2K - $81.8K
43.8K $259K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
3.01K
+ 20.96%
$10.62 - $13.32 $31.9K - $40K
17.3K $231K
NAVI
Navient Corp

Financial Services
741
+ 2.25%
$10.76 - $14.33 $7.97K - $10.6K
33.7K $475K
ABEO
Abeona Therapeutics Inc.

Healthcare
688
+ 1.18%
$4.18 - $7.0 $2.88K - $4.82K
59K $335K
AWR
American States Water CO

Utilities
1.48K
+ 5.38%
$75.1 - $81.3 $111K - $120K
28.9K $2.22M
PBA
Pembina Pipeline Corp

Energy
7.27K
+ 8.52%
$35.16 - $40.88 $256K - $297K
92.6K $3.47M
RHTX
Starboard Invt Tr Rh Tactical

ETFs
2.1K
+ 10.79%
$13.87 - $16.66 $29.2K - $35K
21.6K $359K
CANG
Cango Inc.

Consumer Cyclical
7K
+ 33.51%
$3.41 - $5.24 $23.9K - $36.7K
27.9K $135K
CYTK
Cytokinetics Inc

Healthcare
4.92K
+ 33.09%
$29.84 - $42.92 $147K - $211K
19.8K $653K
ENIC
Enel Chile S.A.

Utilities
8.57K
+ 12.27%
$2.89 - $3.97 $24.8K - $34K
78.4K $284K
BRZE
Braze, Inc.

Technology
3.71K
+ 61.0%
$25.84 - $36.89 $95.8K - $137K
9.78K $274K
EDOC
Global X Fds Telemedicine & Di

ETFs
5.73K
+ 10.15%
$8.53 - $9.49 $48.9K - $54.4K
62.2K $588K
GTN
Gray Television Inc

Communication Services
12.3K
New
$3.2 - $4.64 $39.2K - $56.9K
12.3K $55K
NOVT
Novanta Inc

Technology
353
+ 1.87%
N/A
19.3K $3.04M
POET
Poet Technologies Inc.

Technology
10.6K
New
$3.21 - $5.45 $34.1K - $57.9K
10.6K $55K
QCRH
Qcr Holdings Inc

Financial Services
972
+ 30.1%
$63.6 - $71.9 $61.8K - $69.9K
4.2K $285K
TWI
Titan International Inc

Industrials
301
+ 1.08%
$6.27 - $10.43 $1.89K - $3.14K
28.1K $288K
ZG
Zillow Group, Inc.

Communication Services
638
+ 8.96%
$59.44 - $70.64 $37.9K - $45.1K
7.76K $531K
PBYI
Puma Biotechnology, Inc.

Healthcare
10K
+ 23.1%
$2.74 - $3.72 $27.4K - $37.2K
53.3K $182K
REPX
Riley Exploration Permian, Inc.

Energy
2.82K
+ 40.73%
$22.78 - $30.0 $64.2K - $84.5K
9.74K $255K
QDIV
Global X Funds S&P 500 Quality

ETFs
3.83K
+ 6.2%
$30.56 - $35.14 $117K - $135K
65.7K $2.23M
YY
Joyy Inc.

Communication Services
1.63K
+ 11.32%
$38.14 - $42.3 $62.1K - $68.9K
16K $656K
PRGO
Perrigo CO PLC

Healthcare
4.45K
+ 8.91%
$24.36 - $27.91 $108K - $124K
54.4K $1.45M
QRHC
Quest Resource Holding Corp

Industrials
78.4K
+ 43.12%
$1.99 - $2.69 $156K - $211K
260K $525K
SWBI
Smith & Wesson Brands, Inc.

Industrials
9.73K
+ 19.74%
$8.48 - $10.88 $82.5K - $106K
59K $512K
WHF
White Horse Finance, Inc.

Financial Services
7.72K
+ 52.01%
$8.67 - $9.84 $66.9K - $75.9K
22.6K $196K
YUM
Yum Brands Inc

Consumer Cyclical
12.6K
+ 6.37%
$138.36 - $161.45 $1.74M - $2.03M
210K $31.1M
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
6.13K
+ 26.61%
$5.8 - $7.9 $35.6K - $48.4K
29.2K $220K
OCGN
Ocugen, Inc.

Healthcare
54K
New
$0.58 - $1.2 $31.3K - $64.8K
54K $52K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.62K
+ 1.49%
$5.25 - $6.28 $19K - $22.7K
246K $1.54M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
25.7K
+ 7.2%
$5.25 - $5.92 $135K - $152K
383K $2.16M
ESGR
Enstar Group LTD

Financial Services
140
+ 15.7%
$330.1 - $336.55 $46.2K - $47.1K
1.03K $347K
WRAP
Wrap Technologies, Inc.

Technology
39.2K
+ 60.18%
$1.37 - $1.81 $53.6K - $70.9K
104K $162K
ARAY
Accuray Inc

Healthcare
40.9K
+ 244.55%
$1.22 - $1.82 $49.9K - $74.5K
57.7K $79K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
4.46K
+ 17.41%
$11.08 - $12.17 $49.4K - $54.3K
30.1K $353K
TGI
Triumph Group Inc

Industrials
1.77K
+ 14.59%
$24.53 - $25.94 $43.5K - $46K
13.9K $358K
CABO
Cable One, Inc.

Communication Services
2.53K
+ 111.36%
$126.05 - $276.15 $319K - $699K
4.8K $652K
CIVB
Civista Bancshares, Inc.

Financial Services
131
+ 1.04%
$18.44 - $23.76 $2.42K - $3.11K
12.8K $296K
EARN
Ellington Residential Mortgage Reit

Real Estate
6.54K
+ 20.35%
$4.54 - $5.77 $29.7K - $37.8K
38.7K $222K
FPH
Five Point Holdings, LLC

Real Estate
5.76K
+ 5.42%
$4.74 - $5.83 $27.3K - $33.6K
112K $616K
KLIC
Kulicke & Soffa Industries Inc

Technology
713
+ 4.84%
$27.65 - $35.38 $19.7K - $25.2K
15.4K $534K
LIFE
A Tyr Pharma Inc

Healthcare
26.3K
New
N/A
26.3K $48K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
842
+ 2.14%
$43.64 - $45.44 $36.7K - $38.3K
40.1K $1.82M
UTZ
Utz Brands, Inc.

Consumer Defensive
11.8K
+ 18.03%
$11.62 - $14.29 $137K - $168K
77.1K $967K
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