Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
57.2K
+ 8.71%
$92.79 - $134.29 $5.31M - $7.68M
714K $95M
NET
Cloudflare, Inc.

Technology
36.3K
+ 25.59%
$97.08 - $195.83 $3.52M - $7.1M
178K $34.9M
CME
Cme Group Inc.

Financial Services
60.3K
+ 28.16%
$252.37 - $290.71 $15.2M - $17.5M
274K $75.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
453K
+ 7.61%
$48.13 - $49.85 $21.8M - $22.6M
6.41M $314M
CWB
Spdr Bloomberg Convertible Sec

ETFs
133K
+ 10.35%
$71.86 - $82.66 $9.54M - $11M
1.42M $117M
PFM
Invesco Exchange Traded Fd Tr

ETFs
303K
+ 18.19%
$41.05 - $48.17 $12.4M - $14.6M
1.97M $94.8M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
219K
+ 2.8%
$23.45 - $26.56 $5.15M - $5.83M
8.07M $214M
OUNZ
Van Eck Merk Gold Trust

ETFs
433K
+ 16.3%
$28.68 - $33.09 $12.4M - $14.3M
3.09M $98.5M
IDV
Ishares Tr

ETFs
348K
+ 19.75%
$27.79 - $34.84 $9.67M - $12.1M
2.11M $72.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
188K
+ 14.74%
$45.98 - $56.15 $8.65M - $10.6M
1.46M $82.2M
BX
Blackstone Inc.

Financial Services
44.2K
+ 3.86%
$120.07 - $151.11 $5.3M - $6.68M
1.19M $178M
SOFI
So Fi Technologies, Inc.

Financial Services
318K
+ 17.55%
$9.5 - $18.21 $3.02M - $5.79M
2.13M $38.8M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
281K
+ 14.25%
$42.56 - $50.32 $12M - $14.2M
2.25M $113M
ZS
Zscaler, Inc.

Technology
26.5K
+ 33.02%
$174.67 - $315.32 $4.64M - $8.37M
107K $33.6M
NKE
Nike, Inc.

Consumer Cyclical
112K
+ 8.9%
$53.27 - $72.04 $5.99M - $8.1M
1.38M $97.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
53.2K
+ 7.54%
$149.76 - $186.42 $7.96M - $9.91M
759K $141M
DASH
Door Dash, Inc.

Communication Services
45.1K
+ 46.17%
$163.16 - $246.51 $7.37M - $11.1M
143K $35.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
353K
+ 52.47%
$47.89 - $48.65 $16.9M - $17.2M
1.02M $49.8M
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
663K
New
$22.07 - $26.01 $14.6M - $17.3M
663K $17.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
333K
+ 7.61%
$83.97 - $92.85 $28M - $30.9M
4.71M $416M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
340K
+ 7.97%
$50.1 - $51.02 $17M - $17.4M
4.61M $235M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.68K
+ 0.9%
$224.16 - $285.86 $1.05M - $1.34M
525K $150M
VFH
Vanguard Financial ETF

ETFs
84.9K
+ 10.8%
$104.87 - $127.3 $8.9M - $10.8M
871K $111M
HPE
Hewlett Packard Enterprise CO

Technology
203K
+ 7.96%
$12.51 - $20.45 $2.54M - $4.15M
2.75M $56.3M
VEEV
Veeva Systems Inc

Healthcare
31.3K
+ 22.33%
$209.39 - $289.94 $6.56M - $9.08M
172K $49.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
138K
+ 16.13%
$73.0 - $85.5 $10.1M - $11.8M
996K $83.8M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
225K
+ 27.59%
N/A
1.04M $77.9M
ADBE
Adobe Inc.

Technology
39.9K
+ 9.91%
$340.0 - $420.68 $13.6M - $16.8M
443K $171M
KXI
Ishares Tr Global Consumer Sta

ETFs
254K
+ 321.56%
$60.73 - $67.45 $15.4M - $17.1M
333K $21.8M
NEE
Nextera Energy Inc

Utilities
311K
+ 9.22%
$64.11 - $75.0 $19.9M - $23.3M
3.68M $256M
FTSD
Franklin ETF Tr Liberty Short

ETFs
182K
+ 71.49%
$90.19 - $91.19 $16.5M - $16.6M
438K $39.8M
STX
Seagate Technology Holdings PLC

Technology
33.1K
+ 16.7%
$66.54 - $144.33 $2.2M - $4.78M
231K $33.4M
CRDO
Credo Technology Group Holding LTD

Technology
49.5K
+ 21.86%
$33.3 - $95.05 $1.65M - $4.71M
276K $25.6M
MGC
Vanguard Mega Cap ETF

ETFs
27K
+ 6.13%
$179.23 - $224.92 $4.83M - $6.07M
467K $105M
VT
Vanguard Total World Stk Index

ETFs
35.1K
+ 3.71%
$103.16 - $128.52 $3.62M - $4.51M
982K $126M
WMB
Williams Companies, Inc.

Energy
159K
+ 7.56%
$54.33 - $62.87 $8.64M - $10M
2.26M $142M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
148K
+ 15.4%
$53.69 - $67.27 $7.96M - $9.97M
1.11M $74.7M
TXN
Texas Instruments Inc

Technology
83.8K
+ 11.96%
N/A
784K $153M
O
Realty Income Corp

Real Estate
297K
+ 13.67%
$52.27 - $58.52 $15.5M - $17.4M
2.47M $142M
GBIL
Goldman Sachs Access Treasury

ETFs
162K
+ 13.04%
$99.83 - $100.19 $16.2M - $16.2M
1.4M $141M
GD
General Dynamics Corp

Industrials
23K
+ 4.63%
$247.68 - $291.66 $5.69M - $6.7M
519K $152M
SNPS
Synopsys Inc

Technology
2.66K
+ 1.5%
$380.9 - $517.66 $1.01M - $1.38M
179K $91.9M
VIS
Vanguard Industrial ETF

ETFs
33.5K
+ 16.23%
$220.04 - $280.07 $7.37M - $9.39M
240K $67.2M
TRV
Travelers Companies, Inc.

Financial Services
57.5K
+ 27.91%
$233.83 - $276.34 $13.4M - $15.9M
264K $70.5M
QCOM
Qualcomm Inc

Technology
45.9K
+ 2.99%
$124.66 - $159.48 $5.72M - $7.32M
1.58M $252M
SE
Sea LTD

Consumer Cyclical
51.1K
+ 19.47%
$105.57 - $170.4 $5.39M - $8.71M
313K $50.1M
FISV
Fiserv Inc

Technology
127K
+ 21.52%
N/A
716K $89.7M
MRSK
Toews Agility Shares Managed R

Technology
377K
+ 22.89%
$30.02 - $33.57 $11.3M - $12.6M
2.02M $67.9M
LHX
L3 Harris Technologies, Inc.

Industrials
22.1K
+ 9.0%
$200.21 - $256.99 $4.43M - $5.69M
268K $67.2M
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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