Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DBI
Designer Brands Inc.

Consumer Cyclical
48
+ 0.16%
$2.22 - $3.9 $107 - $187
30.2K $71K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
7.92K
+ 5.57%
$3.9 - $4.7 $30.9K - $37.2K
150K $619K
KFRC
Kforce Inc

Industrials
2.08K
+ 13.01%
$36.59 - $49.86 $76.1K - $104K
18.1K $742K
ALT
Altimmune, Inc.

Healthcare
8.91K
+ 13.39%
$3.5 - $7.71 $31.2K - $68.7K
75.5K $292K
EOLS
Evolus, Inc.

Healthcare
2.56K
+ 11.32%
$9.1 - $12.22 $23.3K - $31.3K
25.2K $231K
MGEE
Mge Energy Inc

Utilities
787
+ 3.24%
$86.85 - $93.48 $68.4K - $73.6K
25.1K $2.22M
MDV
Modiv Inc.

Real Estate
50
+ 0.19%
$14.06 - $16.82 $703 - $841
25.9K $364K
NEN
New England Realty Associates Limited Partnership

Real Estate
476
+ 4.75%
$73.0 - $80.0 $34.7K - $38.1K
10.5K $767K
OPEN
Opendoor Technologies Inc.

Real Estate
105K
+ 47.89%
$0.51 - $1.09 $53.3K - $114K
323K $171K
EGP
Eastgroup Properties Inc

Real Estate
548
+ 3.45%
$145.28 - $176.09 $79.6K - $96.5K
16.4K $2.75M
PINE
Alpine Income Property Trust, Inc.

Real Estate
962
+ 2.84%
$14.71 - $17.13 $14.2K - $16.5K
34.8K $512K
MGY
Magnolia Oil & Gas Corp

Energy
1.37K
+ 4.49%
$19.6 - $25.72 $26.8K - $35.1K
31.7K $713K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
10.5K
+ 4.84%
$11.46 - $12.75 $121K - $134K
228K $2.68M
WMG
Warner Music Group Corp.

Communication Services
787
+ 4.17%
$25.91 - $31.32 $20.4K - $24.6K
19.6K $535K
CION
Cion Investment Corp

Financial Services
75K
+ 7.55%
$8.68 - $10.48 $651K - $786K
1.07M $10.2M
CIVI
Civitas Resources, Inc.

Energy
9.28K
+ 21.92%
$24.28 - $35.09 $225K - $325K
51.6K $1.42M
OXM
Oxford Industries Inc

Consumer Cyclical
1.07K
+ 19.6%
$37.26 - $60.9 $39.8K - $65K
6.51K $262K
QNST
Quinstreet, Inc

Communication Services
331
+ 0.9%
$14.71 - $18.96 $4.87K - $6.28K
37K $595K
VCYT
Veracyte, Inc.

Healthcare
376
+ 1.42%
$26.39 - $32.62 $9.92K - $12.3K
26.8K $723K
MTX
Minerals Technologies Inc

Basic Materials
144
+ 1.79%
$50.93 - $63.06 $7.33K - $9.08K
8.17K $450K
WDFC
Wd 40 CO

Basic Materials
465
+ 4.48%
$217.49 - $248.93 $101K - $116K
10.9K $2.48M
SLP
Simulations Plus, Inc.

Healthcare
1.34K
+ 11.2%
$16.86 - $35.88 $22.5K - $47.9K
13.3K $231K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
858
+ 0.64%
$10.83 - $11.78 $9.29K - $10.1K
135K $1.51M
CNS
Cohen & Steers, Inc.

Financial Services
56
+ 0.41%
$70.24 - $83.51 $3.93K - $4.68K
13.7K $1.03M
UFPI
Ufp Industries Inc

Basic Materials
605
+ 3.63%
$94.93 - $109.1 $57.4K - $66K
17.3K $1.72M
CPT
Camden Property Trust

Real Estate
2.09K
+ 6.6%
$106.53 - $122.8 $223K - $257K
33.7K $3.8M
SKY
Skyline Champion Corp

Consumer Cyclical
842
+ 22.17%
$60.33 - $94.94 $50.8K - $79.9K
4.64K $290K
EC
Ecopetrol S.A.

Energy
10.1K
+ 9.91%
$7.88 - $10.63 $79.7K - $108K
112K $993K
CLBT
Cellebrite Di Ltd.

Technology
9.37K
+ 14.38%
$15.47 - $20.14 $145K - $189K
74.5K $1.19M
JJSF
J&J Snack Foods Corp

Consumer Defensive
72
+ 1.59%
$111.46 - $136.93 $8.03K - $9.86K
4.59K $520K
WEN
Wendy'S CO

Consumer Cyclical
35.6K
+ 23.76%
$11.11 - $14.72 $396K - $524K
186K $2.12M
BCPC
Balchem Corp

Basic Materials
390
+ 1.92%
$150.5 - $170.45 $58.7K - $66.5K
20.7K $3.29M
USO
United States Oil Fund, LP

ETFs
41
+ 0.21%
$62.37 - $83.12 $2.56K - $3.41K
19.6K $1.43M
LQDT
Liquidity Services Inc

Consumer Cyclical
60
+ 0.54%
$22.96 - $32.07 $1.38K - $1.92K
11.2K $263K
WEA
Western Asset Premier Bond Fund

Financial Services
1.82K
+ 0.65%
$10.28 - $11.05 $18.7K - $20.1K
282K $3.06M
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1.51K
+ 2.54%
$10.2 - $13.1 $15.4K - $19.8K
61K $637K
CMS
Cms Energy Corp

Utilities
30.4K
+ 8.08%
$68.57 - $75.51 $2.08M - $2.29M
406K $28.2M
AMH
American Homes 4 Rent

Real Estate
1.22K
+ 1.6%
$32.8 - $39.31 $40.1K - $48.1K
77.7K $2.8M
TRNO
Terreno Realty Corp

Real Estate
746
+ 4.1%
$51.18 - $63.89 $38.2K - $47.7K
19K $1.06M
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
4.11K
+ 3.91%
$23.57 - $27.01 $96.8K - $111K
109K $2.79M
RYN
Rayonier Inc

Real Estate
3.81K
+ 12.28%
$22.12 - $28.02 $84.3K - $107K
34.8K $772K
POR
Portland General Electric CO

Utilities
3.8K
+ 6.1%
$39.96 - $44.75 $152K - $170K
66.1K $2.69M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
173
+ 0.35%
$1.42 - $5.48 $246 - $948
49.4K $189K
G
Genpact LTD

Technology
13.7K
+ 12.52%
$40.65 - $50.56 $559K - $695K
124K $5.44M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
7.95K
+ 9.64%
$13.55 - $16.25 $108K - $129K
90.4K $1.24M
JACK
Jack In The Box Inc

Consumer Cyclical
422
+ 3.85%
$16.83 - $28.8 $7.1K - $12.2K
11.4K $198K
PCH
Potlatchdeltic Corp

Real Estate
1.25K
+ 5.73%
$37.16 - $44.86 $46.5K - $56.1K
23.1K $885K
DVA
Davita Inc.

Healthcare
669
+ 3.58%
$133.5 - $155.51 $89.3K - $104K
19.4K $2.76M
TREE
Lending Tree, Inc.

Financial Services
1.29K
+ 11.4%
$33.74 - $54.12 $43.5K - $69.8K
12.6K $466K
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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