Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
7.69K
+ 19.7%
$126.32 - $161.29 $972K - $1.24M
46.8K $6.48M
MSGS
Madison Square Garden Sports Corp.

Communication Services
960
+ 36.88%
$175.61 - $208.95 $169K - $201K
3.56K $744K
SHBI
Shore Bancshares Inc

Financial Services
12.2K
+ 59.81%
$11.78 - $15.72 $144K - $192K
32.7K $513K
WOR
Worthington Industries Inc

Industrials
1.91K
+ 22.28%
$44.09 - $63.81 $84.1K - $122K
10.5K $665K
ENVA
Enova International, Inc.

Financial Services
1.7K
+ 54.53%
$85.91 - $111.52 $146K - $189K
4.81K $536K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
10.4K
+ 30.36%
$23.0 - $24.7 $240K - $257K
44.8K $1.08M
ZLAB
Zai Lab LTD

Healthcare
7.56K
+ 31.08%
$24.32 - $43.03 $184K - $325K
31.9K $1.11M
RIOT
Riot Blockchain, Inc.

Technology
432
+ 0.79%
$6.29 - $11.3 $2.72K - $4.88K
55.3K $624K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
30.4K
+ 14.84%
$5.32 - $6.56 $162K - $200K
235K $1.48M
SIZE
Ishares Msci Usa Size Factor E

ETFs
485
+ 2.79%
$128.15 - $154.54 $62.2K - $75K
17.9K $2.76M
SXI
Standex International Corp

Industrials
1.77K
+ 19.22%
$130.91 - $162.93 $232K - $289K
11K $1.72M
MORN
Morningstar, Inc.

Financial Services
479
+ 8.21%
$255.31 - $313.93 $122K - $150K
6.32K $1.98M
HWC
Hancock Whitney Corp

Financial Services
2.54K
+ 14.87%
$46.05 - $58.03 $117K - $148K
19.6K $1.13M
DSL
Double Line Income Solutions Fund

Financial Services
34.8K
+ 6.58%
$11.15 - $12.57 $388K - $438K
564K $6.9M
ABM
Abm Industries Inc

Industrials
4.88K
+ 70.14%
$42.24 - $52.72 $206K - $257K
11.8K $558K
ADTN
Adtran Inc

Technology
25K
+ 144.48%
$7.18 - $8.97 $180K - $224K
42.3K $379K
AVTR
Avantor, Inc.

Basic Materials
59.7K
+ 28.55%
$11.94 - $16.29 $713K - $973K
269K $3.62M
XRAY
Dentsply Sirona Inc.

Healthcare
8.6K
+ 8.77%
$12.55 - $16.75 $108K - $144K
107K $1.69M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
3.61K
+ 21.81%
$46.26 - $53.75 $167K - $194K
20.2K $1.08M
GRAB
Grab Holdings LTD

Technology
17.4K
+ 6.23%
$3.48 - $5.25 $60.4K - $91.2K
296K $1.49M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
10.3K
+ 11.33%
N/A
101K $2.24M
LEVI
Levi Strauss & CO

Consumer Cyclical
4.15K
+ 7.97%
$12.42 - $18.62 $51.6K - $77.3K
56.2K $1.04M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
2.25K
+ 3.97%
$8.04 - $12.35 $18.1K - $27.8K
59K $719K
ICFI
Icf International, Inc.

Industrials
2.75K
+ 9.48%
$78.62 - $88.51 $216K - $244K
31.8K $2.69M
PNNT
Pennantpark Investment Corp

Financial Services
33.7K
+ 190.88%
$5.91 - $7.08 $199K - $238K
51.3K $350K
SPNS
Sapiens International Corp N V

Technology
2.52K
+ 3.57%
$23.92 - $30.03 $60.3K - $75.6K
73.1K $2.14M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
4K
+ 16.83%
$31.44 - $36.79 $126K - $147K
27.8K $1.02M
MRCC
Monroe Capital Corp

Financial Services
39.7K
+ 209.78%
$6.15 - $7.66 $244K - $304K
58.6K $372K
SLGN
Silgan Holdings Inc

Consumer Cyclical
2.81K
+ 11.7%
$45.48 - $56.15 $128K - $158K
26.8K $1.45M
TMST
Timken Steel Corp

Basic Materials
10.4K
+ 76.72%
N/A
24K $516K
CLFD
Clearfield, Inc.

Technology
1.65K
+ 14.9%
$25.24 - $43.41 $41.7K - $71.7K
12.7K $552K
HCI
Hci Group, Inc.

Financial Services
1.34K
+ 20.65%
$137.07 - $171.28 $184K - $230K
7.84K $1.19M
BSMU
Invesco Exchange Self Ind Tr

ETFs
11.8K
+ 3.04%
$20.97 - $21.71 $247K - $255K
399K $8.59M
JCE
Nuveen Core Equity Alpha Fund

Financial Services
9.12K
+ 10.18%
$12.84 - $15.5 $117K - $141K
98.7K $1.53M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
87
+ 0.14%
$105.8 - $131.55 $9.2K - $11.4K
63.1K $8.11M
GILT
Gilat Satellite Networks LTD

Technology
26.4K
+ 56.72%
$5.47 - $7.09 $144K - $187K
73K $517K
IBRX
Immunity Bio, Inc.

Healthcare
111K
+ 57.06%
$1.89 - $3.44 $210K - $383K
307K $809K
UNF
Unifirst Corp

Industrials
321
+ 2.85%
$161.86 - $189.64 $52K - $60.9K
11.6K $2.18M
OPRA
Opera LTD

Communication Services
803
+ 1.16%
$13.79 - $19.1 $11.1K - $15.3K
70K $1.32M
SDGR
Schrodinger, Inc.

Healthcare
10.1K
+ 24.87%
$17.97 - $26.69 $182K - $270K
50.8K $1.02M
SHG
Shinhan Financial Group CO LTD

Financial Services
6.32K
+ 57.62%
N/A
17.3K $598K
UAA
Under Armour, Inc.

Consumer Cyclical
25.2K
+ 31.3%
$4.94 - $7.03 $125K - $177K
106K $722K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
4.32K
+ 29.29%
$36.58 - $40.39 $158K - $174K
19.1K $770K
GHYG
Ishares Incus & Intl High Yiel

ETFs
2.33K
+ 3.69%
$42.9 - $46.31 $99.8K - $108K
65.4K $3.03M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
35.6K
+ 3.08%
$8.43 - $8.77 $300K - $312K
1.19M $10.3M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
17.6K
+ 10.89%
N/A
179K $2.21M
ROIV
Roivant Sciences Ltd.

Healthcare
17.2K
+ 85.43%
$9.08 - $11.62 $156K - $200K
37.3K $420K
PHG
Koninklijke Philips Nv

Healthcare
14.2K
+ 16.17%
$21.67 - $25.64 $308K - $364K
102K $2.45M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
7.66K
+ 56.84%
$25.26 - $29.45 $193K - $226K
21.1K $588K
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email