Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
14.6K
+ 11.2%
$19.55 - $21.78 $285K - $318K
145K $3.01M
YJUN
First Tr Exchange Traded Fd Vi
7.94K
+ 73.66%
$21.32 - $24.75 $169K - $197K
18.7K $458K
NGD
New Gold Inc.

Basic Materials
9.97K
+ 7.51%
$2.98 - $4.95 $29.7K - $49.4K
143K $706K
NYT
New York Times CO

Communication Services
2.79K
+ 31.15%
$45.37 - $57.12 $126K - $159K
11.7K $657K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
359
+ 1.08%
$38.26 - $49.33 $13.7K - $17.7K
33.7K $1.66M
GDS
Gds Holdings LTD

Technology
5.45K
+ 60.76%
$17.68 - $30.57 $96.4K - $167K
14.4K $440K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
5.1K
+ 48.89%
$33.82 - $37.61 $172K - $192K
15.5K $583K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
300
+ 5.59%
$41.46 - $86.08 $12.4K - $25.8K
5.67K $487K
XJR
Ishares Tresg Screened S&P Sma

ETFs
3.91K
+ 13.34%
$32.75 - $39.55 $128K - $155K
33.2K $1.31M
BPOP
Popular, Inc.

Financial Services
288
+ 2.85%
$81.63 - $110.51 $23.5K - $31.8K
10.4K $1.15M
XP
Xp Inc.

Financial Services
1.7K
+ 6.15%
$12.69 - $20.62 $21.5K - $35K
29.3K $591K
NTLA
Intellia Therapeutics, Inc.

Healthcare
9.25K
+ 16.91%
$6.28 - $9.67 $58.1K - $89.4K
64K $599K
BRP
Brp Group, Inc.

Financial Services
5.28K
+ 7.17%
N/A
78.9K $3.16M
WFRD
Weatherford International PLC

Energy
5.26K
+ 31.58%
$39.17 - $54.26 $206K - $286K
21.9K $1.1M
SMTC
Semtech Corp

Technology
665
+ 3.97%
$24.34 - $45.62 $16.2K - $30.3K
17.4K $785K
ASA
Asa Gold & Precious Metals LTD

Financial Services
5.87K
+ 35.19%
$24.28 - $34.46 $142K - $202K
22.5K $711K
COHU
Cohu Inc

Technology
4.36K
+ 16.02%
$13.33 - $19.7 $58.2K - $86K
31.6K $608K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
153
+ 0.58%
$79.01 - $97.45 $12.1K - $14.9K
26.4K $2.57M
CACC
Credit Acceptance Corp

Financial Services
438
+ 16.99%
$443.32 - $529.8 $194K - $232K
3.02K $1.54M
IFN
India Fund Inc

Financial Services
5.89K
+ 4.15%
$13.8 - $16.82 $81.3K - $99K
148K $2.44M
SLX
Vaneck ETF Tr Steel ETF

ETFs
1.56K
+ 7.19%
$52.5 - $66.53 $81.8K - $104K
23.2K $1.54M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21.2K
+ 0.77%
$5.09 - $5.8 $108K - $123K
2.78M $16.1M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
7.75K
+ 18.12%
$22.15 - $23.69 $172K - $184K
50.6K $1.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.37K
+ 3.29%
$71.96 - $83.42 $242K - $281K
106K $8.74M
AORT
Artivion, Inc.

Healthcare
2.42K
+ 12.3%
$22.19 - $31.19 $53.7K - $75.4K
22.1K $686K
BSEP
Innovator U.S. Equity Buffer E

ETFs
1.41K
+ 3.46%
$38.32 - $45.16 $54.2K - $63.9K
42.3K $1.91M
OTEX
Open Text Corp

Technology
4.8K
+ 30.64%
$23.04 - $29.2 $111K - $140K
20.5K $597K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.31K
+ 1.2%
$95.52 - $109.98 $698K - $804K
616K $66.7M
FSEC
Fidel Merrimack Str Tr

ETFs
4.6K
+ 67.48%
$42.41 - $44.36 $195K - $204K
11.4K $497K
AMPX
Amprius Technologies, Inc.

Industrials
2.85K
+ 2.32%
$2.07 - $4.27 $5.89K - $12.2K
126K $529K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.24K
+ 3.03%
$37.28 - $45.23 $83.6K - $101K
76.3K $3.36M
BEP
Brookfield Renewable Partners L.P.

Utilities
773
+ 1.45%
$20.16 - $26.41 $15.6K - $20.4K
54.2K $1.38M
DGII
Digi International Inc

Technology
660
+ 2.67%
$23.13 - $34.92 $15.3K - $23K
25.4K $886K
MMS
Maximus, Inc.

Industrials
2.72K
+ 79.36%
$65.54 - $76.8 $178K - $209K
6.15K $431K
ATKR
Atkore Inc.

Industrials
1.93K
+ 33.95%
$52.02 - $71.15 $101K - $138K
7.63K $538K
FLJH
Franklin Templeton ETF Tr

ETFs
1.77K
+ 1.84%
$27.03 - $32.5 $47.8K - $57.5K
98K $3.16M
VRNS
Varonis Systems Inc

Technology
463
+ 2.74%
$37.96 - $50.93 $17.6K - $23.6K
17.3K $879K
EPSN
Epsilon Energy Ltd.

Energy
18.6K
+ 10.24%
$6.12 - $8.39 $114K - $156K
200K $1.48M
GABF
Gabelli Etfs Tr Finl Svcs Oppt
3.8K
+ 83.25%
$38.32 - $47.45 $146K - $180K
8.36K $396K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
2.14K
+ 45.06%
$85.94 - $88.63 $184K - $189K
6.88K $609K
ACA
Arcosa, Inc.

Industrials
1.22K
+ 13.55%
$70.66 - $90.53 $86.3K - $111K
10.2K $887K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.54K
+ 0.82%
$11.77 - $15.26 $18.1K - $23.5K
188K $2.69M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
2.49K
+ 5.53%
$32.79 - $36.78 $81.6K - $91.5K
47.5K $1.75M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
21.3K
+ 22.75%
$7.75 - $9.2 $165K - $196K
115K $1.04M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.31K
+ 2.44%
$24.88 - $25.41 $157K - $160K
265K $6.74M
LBRT
Liberty Energy Inc.

Energy
35.1K
+ 72.0%
$10.0 - $16.08 $351K - $564K
83.7K $961K
RNG
Ring Central, Inc.

Technology
740
+ 1.56%
$21.51 - $28.36 $15.9K - $21K
48.1K $1.36M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.52K
+ 10.12%
$53.93 - $61.5 $136K - $155K
27.5K $1.69M
VUSE
ETF Ser Solutions

ETFs
2.27K
+ 31.92%
$50.72 - $62.99 $115K - $143K
9.39K $591K
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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