Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLAR
Clarus Corp

Consumer Cyclical
8.8K
+ 29.73%
$3.08 - $3.83 $27.1K - $33.7K
38.4K $133K
TR
Tootsie Roll Industries Inc

Consumer Defensive
173
+ 2.08%
$29.7 - $36.03 $5.14K - $6.23K
8.48K $283K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
6.01K
+ 19.68%
N/A
36.5K $123K
QSI
Quantum Si Inc

Healthcare
3.18K
+ 15.8%
$1.08 - $2.05 $3.43K - $6.51K
23.3K $45K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
118
+ 1.65%
$31.4 - $37.18 $3.71K - $4.39K
7.28K $270K
LAB
Standard Biotools Inc.

Healthcare
17.9K
New
$0.92 - $1.27 $16.4K - $22.7K
17.9K $21K
WNC
Wabash National Corp

Industrials
2.7K
+ 14.21%
$6.91 - $11.2 $18.7K - $30.2K
21.7K $230K
INT
World Fuel Services Corp

Energy
940
+ 2.24%
N/A
42.9K $941K
XLO
Xilio Therapeutics, Inc.

Healthcare
31K
New
$0.65 - $1.15 $20.2K - $35.7K
31K $21K
CRDL
Cardiol Therapeutics Inc.

Healthcare
15.2K
New
$0.81 - $1.47 $12.3K - $22.4K
15.2K $20K
GEVO
Gevo, Inc.

Basic Materials
11.8K
+ 39.04%
$1.02 - $1.38 $12.1K - $16.3K
42.2K $55K
CXSE
Wisdomtree Tr China Ex State O

ETFs
391
+ 2.37%
$28.05 - $34.82 $11K - $13.6K
16.9K $582K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
5.01K
+ 5.96%
$10.39 - $11.24 $52K - $56.3K
89K $960K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
738
+ 0.38%
$0.54 - $0.87 $399 - $642
193K $134K
DRIO
Dario Health Corp.

Healthcare
19.5K
+ 17.97%
$0.56 - $0.82 $10.9K - $16K
128K $85K
EBS
Emergent Bio Solutions Inc.

Healthcare
413
+ 3.8%
$4.26 - $6.94 $1.76K - $2.87K
11.3K $71K
MRTN
Marten Transport LTD

Industrials
3.33K
+ 10.06%
$12.69 - $13.95 $42.2K - $46.4K
36.4K $472K
OCCI
Ofs Credit Company, Inc.

Financial Services
1.47K
+ 1.69%
$5.64 - $6.8 $8.31K - $10K
88.6K $552K
TMQ
Trilogy Metals Inc.

Basic Materials
16.1K
+ 129.92%
$1.17 - $1.71 $18.9K - $27.6K
28.6K $38K
UHAL
Amerco

Industrials
753
+ 13.38%
$58.65 - $67.88 $44.2K - $51.1K
6.38K $386K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
2.06K
+ 6.69%
$8.06 - $8.4 $16.6K - $17.3K
32.8K $275K
GABC
German American Bancorp, Inc.

Financial Services
302
+ 4.96%
$34.32 - $39.88 $10.4K - $12K
6.39K $246K
GUG
Guggenheim Active Allocation Fund

ETFs
239
+ 0.97%
$13.98 - $15.75 $3.34K - $3.76K
24.8K $388K
ATAI
Atai Life Sciences N.V.

Healthcare
900
+ 4.94%
$1.21 - $2.49 $1.09K - $2.24K
19.1K $41K
ASUR
Asure Software Inc

Technology
1K
+ 3.62%
$8.82 - $10.16 $8.82K - $10.2K
28.6K $279K
GBX
Greenbrier Companies Inc

Industrials
1.97K
+ 13.42%
$39.63 - $51.99 $78.2K - $103K
16.7K $767K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
3.49K
+ 2.99%
$51.58 - $56.65 $180K - $198K
120K $6.62M
BKF
Ishares Mcsi Bic ETF

ETFs
131
+ 1.84%
$34.82 - $41.58 $4.56K - $5.45K
7.25K $300K
NAT
Nordic American Tankers LTD

Industrials
3.77K
+ 3.58%
N/A
109K $434K
OTTR
Otter Tail Corp

Utilities
2.77K
+ 4.57%
$74.62 - $81.76 $207K - $226K
63.3K $4.88M
SVC
Service Properties Trust

Real Estate
32.2K
+ 11.35%
$1.78 - $2.63 $57.2K - $84.6K
315K $754K
TLSA
Tiziana Life Sciences LTD

Healthcare
1.5K
+ 6.09%
$0.78 - $1.78 $1.17K - $2.67K
26.1K $41K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
2.1K
+ 16.26%
$9.32 - $10.35 $19.6K - $21.8K
15K $145K
BHB
Bar Harbor Bankshares

Financial Services
346
+ 4.24%
$27.37 - $31.26 $9.47K - $10.8K
8.51K $254K
ITB
Ishares Tr

ETFs
6.7K
+ 2.24%
$85.52 - $96.61 $573K - $647K
306K $28.5M
NWL
Newell Brands Inc.

Consumer Defensive
16.5K
+ 17.77%
$4.48 - $6.27 $74.1K - $104K
110K $591K
AKR
Acadia Realty Trust

Real Estate
2.02K
+ 19.8%
$17.49 - $21.18 $35.3K - $42.8K
12.2K $226K
BLDP
Ballard Power Systems Inc.

Industrials
902
+ 3.85%
$1.02 - $1.79 $920 - $1.61K
24.3K $38K
EBTC
Enterprise Bancorp Inc

Financial Services
10
+ 0.06%
$33.77 - $41.05 $338 - $411
17.9K $710K
FELE
Franklin Electric CO Inc

Industrials
516
+ 6.36%
$84.21 - $95.87 $43.5K - $49.5K
8.63K $774K
THD
Ishares Inc Msci Thailand ETF

ETFs
382
+ 8.31%
$45.37 - $57.05 $17.3K - $21.8K
4.98K $251K
LNSR
Lensar, Inc.

Healthcare
1.86K
+ 15.53%
$12.22 - $14.18 $22.8K - $26.4K
13.9K $182K
NNDM
Nano Dimension Ltd.

Technology
7.15K
+ 17.06%
$1.38 - $1.65 $9.87K - $11.8K
49.1K $79K
PMO
Putnam Municipal Opportunities Trust

Financial Services
5.03K
+ 4.12%
$9.46 - $10.23 $47.6K - $51.5K
127K $1.26M
SMRT
Smart Rent, Inc.

Technology
14K
New
$0.72 - $1.15 $10.1K - $16.1K
14K $13K
JOE
St Joe CO

Real Estate
148
+ 1.68%
$40.82 - $49.27 $6.04K - $7.29K
8.97K $427K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
1.67K
+ 3.43%
$5.76 - $7.37 $9.62K - $12.3K
50.4K $353K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
327
+ 3.44%
$31.06 - $39.3 $10.2K - $12.9K
9.84K $357K
VIR
Vir Biotechnology, Inc.

Healthcare
6.82K
+ 47.31%
$4.5 - $6.48 $30.7K - $44.2K
21.2K $106K
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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