Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
4.23K
+ 10.88%
$3.95 - $5.16 $16.7K - $21.8K
43.1K $201K
ENR
Energizer Holdings, Inc.

Industrials
6.03K
+ 43.7%
$19.83 - $29.97 $120K - $181K
19.8K $399K
CLOV
Clover Health Investments, Corp.

Healthcare
1.05K
+ 5.01%
$2.74 - $3.77 $2.87K - $3.95K
22K $61K
CHCT
Community Healthcare Trust Inc

Real Estate
584
+ 3.77%
$14.97 - $18.3 $8.74K - $10.7K
16.1K $267K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.09K
+ 2.08%
$23.4 - $24.92 $49K - $52.1K
103K $2.47M
BFZ
Blackrock California Municipal Income Trust

Financial Services
2.14K
+ 0.94%
$10.2 - $11.19 $21.8K - $23.9K
231K $2.49M
VERI
Veritone, Inc.

Technology
1.37K
+ 8.86%
$1.22 - $2.37 $1.67K - $3.25K
16.9K $21K
KAI
Kadant Inc

Industrials
47
+ 2.89%
$286.24 - $350.17 $13.5K - $16.5K
1.68K $532K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
1.11K
+ 0.43%
$2.82 - $3.3 $3.12K - $3.65K
255K $822K
SCYX
Scynexis Inc

Healthcare
500
+ 0.8%
$0.67 - $1.07 $335 - $535
63.4K $42K
VIAV
Viavi Solutions Inc.

Technology
3.87K
+ 7.74%
$8.99 - $11.41 $34.8K - $44.1K
53.8K $541K
WK
Workiva Inc

Technology
1.54K
+ 9.4%
$61.91 - $77.12 $95.4K - $119K
17.9K $1.23M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
627
+ 0.56%
$10.17 - $10.91 $6.38K - $6.84K
112K $1.18M
BAK
Braskem Sa

Basic Materials
4.86K
+ 8.14%
$2.91 - $4.09 $14.1K - $19.9K
64.6K $211K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
12.4K
+ 26.36%
$45.71 - $61.66 $566K - $763K
59.3K $2.86M
TRN
Trinity Industries Inc

Industrials
518
+ 1.65%
$24.11 - $28.86 $12.5K - $14.9K
31.9K $861K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
5.24K
+ 28.37%
$4.69 - $9.84 $24.6K - $51.5K
23.7K $111K
COLM
Columbia Sportswear CO

Consumer Cyclical
660
+ 15.72%
$59.62 - $77.36 $39.3K - $51.1K
4.86K $296K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
167
+ 0.09%
$23.96 - $24.41 $4K - $4.08K
178K $4.31M
MNKD
Mannkind Corp

Healthcare
11.6K
+ 23.41%
$3.71 - $5.04 $43.2K - $58.7K
61.4K $229K
JAMF
Jamf Holding Corp.

Technology
3.06K
+ 15.98%
$9.09 - $12.65 $27.9K - $38.8K
22.2K $211K
XNCR
Xencor Inc

Healthcare
3.7K
+ 19.89%
$7.52 - $11.26 $27.8K - $41.7K
22.3K $175K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
3.47K
+ 6.06%
$7.11 - $9.83 $24.7K - $34.1K
60.7K $454K
AVNT
Avient Corp

Basic Materials
1.55K
+ 10.28%
$28.93 - $39.01 $45K - $60.6K
16.7K $538K
EBF
Ennis, Inc.

Industrials
303
+ 2.09%
$17.27 - $20.22 $5.23K - $6.13K
14.8K $268K
GERN
Geron Corp

Healthcare
714
+ 0.54%
$1.18 - $1.62 $843 - $1.16K
132K $186K
TLRY
Tilray Brands, Inc.

Healthcare
73.5K
+ 34.43%
$0.36 - $0.65 $26.5K - $47.8K
287K $117K
WLKP
Westlake Chemical Partners LP

Basic Materials
301
+ 1.01%
$21.61 - $23.8 $6.5K - $7.16K
30.1K $664K
WSR
Whitestone Reit

Real Estate
3.29K
+ 10.65%
$12.06 - $14.62 $39.6K - $48.1K
34.2K $426K
FRME
First Merchants Corp

Financial Services
169
+ 1.22%
$34.13 - $40.19 $5.77K - $6.79K
14K $536K
NWN
Northwest Natural Holding CO

Utilities
1.01K
+ 4.77%
$39.62 - $44.11 $39.9K - $44.4K
22.1K $878K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1.19K
+ 2.2%
$15.08 - $16.68 $18K - $19.9K
55.3K $874K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
1.79K
+ 1.25%
$9.33 - $10.06 $16.7K - $18K
145K $1.41M
BRCC
Brc Inc.

Consumer Defensive
41.4K
+ 39.72%
$1.24 - $2.37 $51.4K - $98.2K
146K $190K
MIDD
Middleby Corp

Industrials
233
+ 3.04%
$124.01 - $154.76 $28.9K - $36.1K
7.89K $1.14M
SFBS
Servis First Bancshares, Inc.

Financial Services
734
+ 4.46%
$68.48 - $82.21 $50.3K - $60.3K
17.2K $1.33M
LSCC
Lattice Semiconductor Corp

Technology
210
+ 1.87%
$37.84 - $56.0 $7.95K - $11.8K
11.4K $559K
HSY
Hershey CO

Consumer Defensive
12.9K
+ 3.02%
$151.29 - $173.13 $1.95M - $2.23M
439K $72.8M
CCCC
C4 Therapeutics, Inc.

Healthcare
2.35K
+ 1.21%
$1.1 - $1.74 $2.58K - $4.08K
196K $280K
PAXS
Pimco Access Income Fund

Financial Services
5.36K
+ 4.57%
$14.15 - $16.12 $75.8K - $86.4K
123K $1.85M
NEO
Neogenomics Inc

Healthcare
117
+ 0.77%
$6.4 - $10.27 $749 - $1.2K
15.3K $112K
RELY
Remitly Global, Inc.

Technology
494
+ 2.43%
$18.65 - $24.49 $9.21K - $12.1K
20.8K $391K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
507
+ 1.87%
$13.77 - $16.67 $6.98K - $8.45K
27.6K $415K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
474
+ 0.4%
$10.95 - $11.69 $5.19K - $5.54K
119K $1.31M
DBL
Double Line Opportunistic Credit Fund

Financial Services
1.17K
+ 0.55%
$15.1 - $15.75 $17.7K - $18.4K
214K $3.29M
DMLP
Dorchester Minerals, L.P.

Energy
3.47K
+ 5.76%
$26.77 - $30.37 $93K - $105K
63.8K $1.78M
NIO
Nio Inc.

Consumer Cyclical
22.5K
+ 7.44%
$3.14 - $4.31 $70.8K - $97.1K
325K $1.12M
WTM
White Mountains Insurance Group LTD

Financial Services
115
+ 6.15%
$1699.35 - $1901.99 $195K - $219K
1.99K $3.56M
LCID
Lucid Group, Inc.

Consumer Cyclical
22.9K
+ 8.27%
$2.1 - $2.96 $48.1K - $67.7K
300K $632K
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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