Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLNG
Flex Lng Ltd.

Energy
33.5K
+ 83.83%
$20.21 - $24.88 $676K - $833K
73.4K $1.61M
AVK
Advent Convertible & Income Fund

Financial Services
34.6K
+ 7.29%
$10.01 - $12.11 $346K - $419K
509K $6.17M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.7K
+ 21.21%
$37.24 - $41.76 $474K - $532K
72.8K $3.04M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
19K
+ 94.2%
$30.9 - $34.31 $586K - $650K
39.1K $1.34M
RWT
Redwood Trust Inc

Real Estate
121K
+ 81.26%
$4.95 - $6.22 $597K - $750K
269K $1.59M
YLDE
Legg Mason ETF Invt Tr

ETFs
10.8K
+ 7.7%
$46.94 - $52.62 $507K - $568K
151K $7.95M
ELY
Callaway Golf CO

Consumer Cyclical
36.5K
+ 19.71%
N/A
222K $4.17M
GFL
Gfl Environmental Inc.

Industrials
7.35K
+ 5.02%
$42.93 - $51.58 $316K - $379K
154K $7.76M
AIA
Ishares S&P Asia 50 ETF

ETFs
2.54K
+ 4.63%
$60.67 - $81.71 $154K - $208K
57.5K $4.66M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
24.3K
+ 10.2%
$24.31 - $25.29 $590K - $614K
262K $6.63M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
42K
+ 44.24%
$12.03 - $14.44 $505K - $606K
137K $1.98M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
12.8K
+ 25.87%
$34.04 - $41.25 $436K - $529K
62.4K $2.56M
EXAS
Exact Sciences Corp

Healthcare
1.09K
+ 1.75%
$40.31 - $58.08 $43.9K - $63.3K
63.5K $3.37M
BRBR
Bellring Brands, Inc.

Consumer Defensive
45K
+ 38.45%
$57.26 - $78.92 $2.58M - $3.55M
162K $9.38M
HTZ
Hertz Global Holdings, Inc

Industrials
91.6K
+ 584.27%
$3.65 - $8.65 $335K - $793K
107K $733K
M
Macy'S, Inc.

Consumer Cyclical
62.7K
+ 92.92%
$10.02 - $13.19 $629K - $827K
130K $1.52M
FREL
Fidelity Covington Tr Msci Rea

ETFs
30.3K
+ 8.48%
$24.18 - $27.61 $733K - $837K
388K $10.5M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.52K
+ 10.62%
$153.99 - $182.0 $389K - $459K
26.3K $4.74M
MINO
Pimco ETF Tr Municipal Income

ETFs
19.1K
+ 5.27%
$43.42 - $45.15 $830K - $863K
382K $16.9M
JHCB
John Hancock Corporate Bond Et
30.1K
+ 36.68%
$20.55 - $21.44 $619K - $646K
112K $2.41M
HESM
Hess Midstream LP

Energy
36.3K
+ 18.56%
$35.23 - $42.89 $1.28M - $1.56M
232K $8.92M
AVES
American Centy ETF Tr Avantis

ETFs
6.48K
+ 13.68%
$42.02 - $53.63 $272K - $348K
53.9K $2.89M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
27.8K
+ 6.12%
$21.71 - $22.3 $603K - $619K
482K $10.7M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
12.2K
+ 2.93%
$19.33 - $22.25 $235K - $271K
427K $9.49M
SBAC
Sba Communications Corp

Real Estate
1.52K
+ 7.69%
$208.57 - $243.4 $316K - $369K
21.2K $4.98M
CRMD
Cor Medix Inc.

Healthcare
22.3K
+ 36.76%
$5.86 - $16.56 $130K - $369K
82.8K $1.02M
CCK
Crown Holdings Inc

Consumer Cyclical
2.01K
+ 6.29%
$78.47 - $104.45 $158K - $210K
34K $3.5M
BGT
Blackrock Floating Rate Income Trust

Financial Services
46.4K
+ 7.49%
$10.95 - $12.62 $508K - $586K
666K $8.33M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
6.3K
+ 6.71%
$41.76 - $49.03 $263K - $309K
100K $4.92M
BJUL
Innovator U.S. Equity Buffer E

ETFs
11.3K
+ 39.61%
$39.61 - $47.13 $446K - $530K
39.7K $1.87M
SKYW
Skywest Inc

Industrials
154
+ 0.38%
$79.41 - $103.84 $12.2K - $16K
40.3K $4.15M
AXS
Axis Capital Holdings LTD

Financial Services
4.02K
+ 6.4%
$87.23 - $106.93 $350K - $429K
66.8K $6.93M
BOH
Bank Of Hawaii Corp

Financial Services
9.84K
+ 58.12%
$60.02 - $70.83 $591K - $697K
26.8K $1.81M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.4K
+ 4.81%
$430.72 - $497.52 $1.03M - $1.19M
52.3K $23.6M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
15.9K
+ 27.07%
$17.61 - $24.82 $280K - $394K
74.6K $1.85M
ATR
Aptargroup, Inc.

Healthcare
1.65K
+ 3.5%
$133.66 - $158.53 $221K - $262K
48.9K $7.65M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
18.8K
+ 6.07%
N/A
328K $11.2M
DIOD
Diodes Inc

Technology
3.16K
+ 6.62%
$34.26 - $52.89 $108K - $167K
50.9K $2.69M
PSET
Principal Exchange Traded Fund

ETFs
2.25K
+ 3.65%
$58.64 - $73.6 $132K - $165K
63.8K $4.7M
SPXC
Spx Corp

Industrials
654
+ 4.89%
$120.66 - $167.68 $78.9K - $110K
14K $2.35M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
14.3K
+ 92.98%
$36.35 - $41.07 $520K - $587K
29.7K $1.22M
PSX
Phillips 66

Energy
35.5K
+ 4.12%
$92.87 - $125.73 $3.29M - $4.46M
897K $107M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.15K
+ 19.8%
$69.8 - $94.88 $220K - $299K
19.1K $1.81M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
5.18K
+ 10.32%
$51.96 - $64.33 $269K - $333K
55.4K $3.54M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
65.8K
+ 32.93%
$9.43 - $10.29 $620K - $677K
265K $2.67M
NOCT
Innovator Growth 100 Power Buf

ETFs
6.82K
+ 13.01%
$46.13 - $54.5 $315K - $372K
59.3K $3.23M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
7.72K
+ 3.6%
$63.02 - $65.94 $486K - $509K
222K $14.7M
UI
Ubiquiti Inc.

Technology
311
+ 6.38%
$273.45 - $456.69 $85K - $142K
5.18K $2.13M
KEX
Kirby Corp

Industrials
4.64K
+ 61.64%
$87.32 - $114.99 $405K - $534K
12.2K $1.38M
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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