Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JFR
Nuveen Floating Rate Income Fund

Financial Services
52.7K
+ 1.92%
$7.51 - $8.49 $395K - $447K
2.79M $23.7M
FDS
Factset Research Systems Inc

Financial Services
2.37K
+ 2.84%
$398.85 - $473.32 $945K - $1.12M
85.9K $38.4M
JBT
John Bean Technologies Corp

Industrials
3.54K
+ 9.74%
N/A
39.9K $5.02M
TEI
Templeton Emerging Markets Income Fund

Financial Services
24.2K
+ 5.05%
$4.91 - $6.0 $119K - $145K
503K $3.02M
QFIN
360 Digi Tech, Inc.

Financial Services
11.3K
+ 34.74%
$35.33 - $46.05 $399K - $520K
43.8K $1.9M
RCII
Rent A Center Inc De

Industrials
16.5K
+ 62.81%
N/A
42.8K $1.14M
SKOR
Flexshares Tr Credit Scored Us

ETFs
8.27K
+ 10.18%
$47.3 - $48.78 $391K - $403K
89.5K $4.37M
HST
Host Hotels & Resorts, Inc.

Real Estate
18K
+ 12.82%
$12.7 - $16.07 $229K - $290K
159K $2.44M
PIPR
Piper Sandler Companies

Financial Services
807
+ 11.39%
$210.78 - $281.82 $170K - $227K
7.9K $2.19M
TNL
Travel & Leisure Co.

Consumer Cyclical
3.01K
+ 5.68%
$38.78 - $51.89 $117K - $156K
56K $2.89M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
6.5K
+ 15.38%
$38.3 - $44.42 $249K - $289K
48.7K $2.16M
GFS
Globalfoundries Inc.

Technology
10.7K
+ 49.61%
$30.37 - $40.03 $325K - $428K
32.3K $1.23M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
52.7K
+ 45.92%
$5.0 - $7.65 $263K - $403K
167K $1.16M
CET
Central Securities Corp

Financial Services
8.42K
+ 73.03%
$40.74 - $47.86 $343K - $403K
20K $954K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
8.01K
+ 7.9%
$35.42 - $43.89 $284K - $351K
109K $4.8M
HCC
Warrior Met Coal, Inc.

Basic Materials
10.1K
+ 75.76%
$40.66 - $50.18 $410K - $505K
23.4K $1.07M
GURU
Global X Guru Index ETF

ETFs
7.71K
+ 166.54%
$42.75 - $53.62 $330K - $414K
12.3K $661K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
13.2K
+ 115.97%
$26.5 - $33.24 $351K - $440K
24.7K $775K
NHI
National Health Investors Inc

Real Estate
7.49K
+ 30.89%
$68.74 - $76.77 $515K - $575K
31.7K $2.23M
GAM
General American Investors CO Inc

Financial Services
6.36K
+ 47.42%
$45.31 - $56.04 $288K - $356K
19.8K $1.11M
KAPR
Innovator U.S. Small Cap Power

ETFs
11.5K
+ 28.91%
$28.5 - $32.39 $327K - $371K
51.1K $1.66M
SITM
Sitime Corp

Technology
889
+ 22.08%
$116.79 - $241.6 $104K - $215K
4.92K $1.05M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
7.6K
+ 99.62%
$44.56 - $53.45 $338K - $406K
15.2K $813K
HUMA
Humacyte, Inc.

Healthcare
90.8K
+ 14.33%
$1.15 - $2.77 $104K - $252K
725K $1.51M
CTMX
Cytom X Therapeutics, Inc.

Healthcare
159K
+ 375.54%
$0.43 - $2.99 $68.3K - $475K
201K $456K
FMX
Mexican Economic Development Inc

Consumer Defensive
3.24K
+ 18.43%
$92.5 - $107.84 $300K - $350K
20.8K $2.15M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
10.1K
+ 4.15%
$50.46 - $58.08 $507K - $584K
252K $14.5M
CWST
Casella Waste Systems Inc

Industrials
2.75K
+ 9.53%
$103.78 - $120.37 $285K - $331K
31.6K $3.64M
PVAL
Putnam ETF Tr Putnam Focused L
3.53K
+ 2.66%
$33.6 - $40.23 $119K - $142K
137K $5.49M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
108K
+ 78.49%
$3.55 - $4.0 $382K - $430K
245K $973K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
40.7K
+ 5.62%
$10.82 - $12.71 $440K - $517K
764K $9.51M
SNN
Smith & Nephew PLC

Healthcare
9.63K
+ 16.66%
$24.97 - $30.63 $241K - $295K
67.5K $2.07M
MTN
Vail Resorts Inc

Consumer Cyclical
3.09K
+ 15.01%
$131.42 - $164.64 $406K - $508K
23.6K $3.72M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
13.2K
+ 46.75%
$14.1 - $22.95 $186K - $303K
41.5K $894K
APPF
Appfolio Inc

Technology
1.38K
+ 13.45%
$192.02 - $234.65 $266K - $325K
11.7K $2.69M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
37.7K
+ 66.66%
$20.6 - $29.93 $776K - $1.13M
94.2K $2.14M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
20.1K
+ 4.35%
$18.92 - $19.87 $381K - $400K
482K $9.58M
PLXS
Plexus Corp

Technology
2.89K
+ 67.26%
$110.95 - $136.15 $321K - $394K
7.19K $973K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
19.3K
+ 8.2%
$18.65 - $19.82 $359K - $382K
254K $5.04M
IRTC
I Rhythm Technologies, Inc.

Healthcare
1.92K
+ 75.19%
$96.84 - $154.71 $185K - $296K
4.46K $686K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
4
+ 0.01%
$10.8 - $19.72 $43.2 - $78.9
55.1K $1.09M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
512
+ 3.42%
$170.2 - $211.82 $87.1K - $108K
15.5K $3.28M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
9.13K
+ 49.97%
$43.06 - $44.41 $393K - $405K
27.4K $1.22M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.32K
+ 3.89%
$37.68 - $50.22 $87.6K - $117K
62K $3.05M
PCOR
Procore Technologies, Inc.

Technology
5.07K
+ 18.69%
$56.26 - $72.4 $285K - $367K
32.2K $2.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
16.5K
+ 1.23%
$22.98 - $23.27 $379K - $384K
1.36M $31.6M
SM
Sm Energy CO

Energy
26K
+ 58.59%
$20.39 - $30.52 $530K - $794K
70.4K $1.74M
RAVI
Flexshares Tr Ready Access Var

ETFs
5.49K
+ 4.87%
$75.04 - $75.51 $412K - $415K
118K $8.93M
JXI
Ishares Tr Global Utils ETF

ETFs
3.1K
+ 8.08%
$64.56 - $74.02 $200K - $229K
41.4K $3.06M
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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