Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WTS
Watts Water Technologies Inc

Industrials
2.2K
+ 30.1%
$180.4 - $247.22 $397K - $544K
9.51K $2.34M
PAGP
Plains Gp Holdings LP

Energy
122K
+ 15.49%
$17.24 - $21.61 $2.1M - $2.63M
906K $17.6M
NEU
Newmarket Corp

Basic Materials
517
+ 13.16%
$519.95 - $690.86 $269K - $357K
4.45K $3.07M
YLD
Principal Exchange Traded Fds

ETFs
20.5K
+ 1.48%
$18.16 - $19.37 $373K - $398K
1.41M $27.4M
GPI
Group 1 Automotive Inc

Consumer Cyclical
180
+ 1.29%
$372.3 - $448.86 $67K - $80.8K
14.1K $6.16M
PRGS
Progress Software Corp

Technology
3.9K
+ 8.11%
$54.68 - $64.66 $213K - $252K
52K $3.32M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
81.7K
+ 14.52%
$8.0 - $9.55 $653K - $780K
644K $6.09M
PATH
Ui Path, Inc.

Technology
25.3K
+ 12.35%
$9.79 - $13.31 $248K - $337K
230K $2.95M
ALKT
Alkami Technology, Inc.

Technology
21.8K
+ 47.2%
$22.54 - $31.19 $491K - $680K
68K $2.05M
MUSI
American Centy ETF Tr Multisec

ETFs
18.1K
+ 16.04%
$42.31 - $44.09 $764K - $797K
131K $5.76M
HAE
Haemonetics Corp

Healthcare
4.51K
+ 9.99%
$56.04 - $74.77 $253K - $337K
49.6K $3.7M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
35.2K
+ 10.28%
$22.66 - $23.35 $797K - $822K
377K $8.77M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16K
+ 33.1%
$39.94 - $44.64 $638K - $713K
64.2K $2.87M
INOD
Innodata Inc

Technology
1.3K
+ 2.59%
$29.68 - $51.96 $38.4K - $67.3K
51.3K $2.63M
VCEL
Vericel Corp

Healthcare
23K
+ 32.45%
$37.92 - $45.7 $872K - $1.05M
93.8K $3.99M
ARGT
Global X Msci Argentina ETF

ETFs
1.88K
+ 1.11%
$70.3 - $94.5 $132K - $178K
172K $14.5M
AADR
Advisorshares Dorsey Wright Ad

ETFs
10K
+ 120.15%
$62.48 - $80.28 $626K - $804K
18.4K $1.45M
PFL
Pimco Income Strategy Fund

Financial Services
107K
+ 43.26%
$7.76 - $8.58 $830K - $918K
354K $2.96M
AM
Antero Midstream Corp

Energy
25.8K
+ 7.26%
$15.88 - $18.99 $409K - $490K
381K $7.22M
ALTY
Global X Funds Global X Altern

ETFs
72.3K
+ 17.91%
$10.7 - $11.77 $773K - $851K
476K $5.55M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
104K
+ 39.84%
$8.91 - $10.66 $925K - $1.11M
364K $3.5M
SXT
Sensient Technologies Corp

Basic Materials
6.8K
+ 107.7%
$68.75 - $98.6 $467K - $670K
13.1K $1.29M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
4.58K
+ 2.78%
$32.51 - $38.81 $149K - $178K
169K $6.57M
MVST
Microvast Holdings, Inc.

Industrials
40.6K
+ 14.9%
$1.55 - $4.63 $63K - $188K
313K $1.14M
METV
Listed Fds Tr Roundhill Ball M

ETFs
10.7K
+ 5.95%
$11.59 - $17.03 $124K - $182K
190K $3.24M
TPG
Tpg Inc.

Financial Services
8.44K
+ 11.29%
$39.68 - $53.09 $335K - $448K
83.2K $4.36M
KIM
Kimco Realty Corp

Real Estate
40.4K
+ 22.93%
$18.7 - $21.69 $756K - $876K
217K $4.55M
SLF
Sun Life Financial Inc

Financial Services
5.38K
+ 10.91%
$53.39 - $66.45 $287K - $357K
54.6K $3.63M
PFEB
Innovator U.S. Equity Power Bu

ETFs
9.01K
+ 4.23%
$33.46 - $38.01 $301K - $342K
222K $8.44M
ISMD
Northern Lts Fd Tr Iv

ETFs
15.9K
+ 9.09%
$29.72 - $35.6 $471K - $565K
190K $6.77M
CPER
United States Copper Index Fun

ETFs
25.4K
+ 19.14%
$25.72 - $31.7 $654K - $805K
158K $5M
TRIN
Trinity Capital Inc.

Financial Services
86.3K
+ 23.15%
$13.53 - $15.52 $1.17M - $1.34M
459K $6.46M
CTA
Simplify Exch Traded Fds Simpl

ETFs
110K
+ 14.74%
$26.61 - $29.9 $2.92M - $3.28M
854K $22.8M
VKTX
Viking Therapeutics, Inc.

Healthcare
19.8K
+ 16.66%
$19.98 - $29.49 $395K - $583K
138K $3.67M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
12.3K
+ 26.91%
$61.25 - $63.4 $753K - $779K
58K $3.67M
EQH
Equitable Holdings, Inc.

Financial Services
9.12K
+ 12.77%
$43.98 - $56.1 $401K - $512K
80.5K $4.52M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.86K
+ 0.35%
$46.39 - $47.84 $272K - $280K
1.68M $80.2M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
18.6K
+ 23.04%
$24.21 - $29.58 $450K - $550K
99.2K $2.94M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
25.6K
+ 25.14%
$30.64 - $32.21 $785K - $825K
128K $4.07M
PK
Park Hotels & Resorts Inc.

Real Estate
100K
+ 19.72%
$8.85 - $11.18 $886K - $1.12M
608K $6.22M
CARS
Cars.Com Inc.

Consumer Cyclical
47K
+ 11.39%
$10.05 - $12.1 $472K - $568K
459K $5.44M
NRP
Natural Resource Partners LP

Energy
10.2K
+ 47.82%
$89.14 - $105.48 $908K - $1.07M
31.5K $3.01M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
31.3K
+ 7.83%
$24.37 - $24.56 $764K - $770K
432K $10.6M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
56.8K
+ 40.71%
$12.76 - $14.51 $725K - $824K
196K $2.82M
ZETA
Zeta Global Holdings Corp.

Technology
30K
+ 17.66%
$11.02 - $16.81 $330K - $504K
200K $3.09M
SII
Sprott Inc.

Financial Services
319
+ 1.01%
$39.51 - $69.09 $12.6K - $22K
32K $2.21M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
95.5K
+ 25.47%
$9.75 - $10.96 $931K - $1.05M
471K $4.88M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
33.1K
+ 5.93%
$26.4 - $29.61 $875K - $981K
592K $17.2M
FTDS
First Trust Dividend Strength

ETFs
11K
+ 6.92%
$44.74 - $52.4 $492K - $576K
170K $8.87M
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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