Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BFK
Blackrock Municipal Income Trust

Financial Services
16.8K
+ 13.01%
$9.2 - $9.99 $155K - $168K
146K $1.4M
CSWC
Capital Southwest Corp

Financial Services
7.96K
+ 4.03%
$17.99 - $22.44 $143K - $179K
206K $4.53M
HELX
Franklin Templeton ETF Tr Geno

ETFs
3.83K
+ 21.46%
N/A
21.7K $682K
EFC
Ellington Financial Inc.

Real Estate
10.1K
+ 22.86%
$11.53 - $13.28 $117K - $134K
54.4K $706K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
12.7K
+ 9.85%
$4.36 - $5.27 $55.4K - $66.9K
142K $725K
IMAX
Imax Corp

Communication Services
3.19K
+ 18.2%
$21.44 - $29.24 $68.5K - $93.4K
20.7K $580K
MTW
Manitowoc CO Inc

Industrials
6.24K
+ 49.59%
$7.24 - $12.25 $45.2K - $76.4K
18.8K $226K
MQ
Marqeta, Inc.

Technology
14.3K
+ 69.52%
$3.71 - $5.88 $53K - $83.9K
34.8K $202K
PHT
Pioneer High Income Fund, Inc.

Financial Services
8.01K
+ 5.28%
$7.06 - $8.09 $56.5K - $64.8K
160K $1.29M
PRVA
Privia Health Group, Inc.

Healthcare
4.62K
+ 21.75%
$21.48 - $25.07 $99.3K - $116K
25.9K $594K
GATX
Gatx Corp

Industrials
918
+ 6.57%
$141.27 - $159.24 $130K - $146K
14.9K $2.29M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
719
+ 8.83%
$50.86 - $73.83 $36.6K - $53.1K
8.86K $640K
EWN
Ishares Msci Netherlnds ETF

ETFs
818
+ 9.03%
$41.88 - $54.73 $34.3K - $44.8K
9.87K $538K
RGT
Royce Global Value Trust, Inc.

Financial Services
5.34K
+ 16.0%
$9.34 - $12.03 $49.8K - $64.2K
38.7K $465K
HROW
Harrow Health, Inc.

Healthcare
860
+ 3.86%
$22.2 - $31.61 $19.1K - $27.2K
23.1K $706K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
1.33K
+ 3.15%
$68.11 - $69.33 $90.5K - $92.1K
43.5K $3.02M
BDC
Belden Inc.

Technology
585
+ 19.95%
$87.1 - $116.54 $51K - $68.2K
3.52K $407K
BIGZ
Black Rock Innovation & Growth Trust
17.1K
+ 28.93%
N/A
76K $502K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2K
+ 23.75%
N/A
10.4K $581K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
14.4K
+ 9.22%
$10.68 - $11.35 $154K - $163K
170K $1.87M
MDU
Mdu Resources Group Inc

Industrials
8.81K
+ 5.8%
$15.6 - $17.76 $137K - $156K
161K $2.68M
SU
Suncor Energy Inc

Energy
9.75K
+ 4.86%
$31.54 - $41.04 $307K - $400K
210K $7.87M
GPRK
Geo Park LTD

Energy
20.4K
+ 132.25%
$5.84 - $8.07 $119K - $165K
35.8K $233K
ASEA
Global X Funds Global X Ftse S

ETFs
6.13K
+ 42.63%
$13.78 - $16.93 $84.5K - $104K
20.5K $334K
VERX
Vertex, Inc.

Technology
2.77K
+ 8.21%
$33.45 - $41.87 $92.5K - $116K
36.5K $1.29M
WIX
Wix.Com Ltd.

Technology
952
+ 11.17%
$146.5 - $189.61 $139K - $181K
9.48K $1.5M
VICR
Vicor Corp

Technology
2.81K
+ 20.23%
$39.41 - $51.91 $111K - $146K
16.7K $757K
CARE
Carter Bankshares, Inc.

Financial Services
5.1K
+ 31.37%
$13.86 - $17.55 $70.7K - $89.5K
21.4K $370K
FCN
Fti Consulting, Inc

Industrials
718
+ 20.75%
$152.87 - $168.51 $110K - $121K
4.18K $674K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
43.3K
+ 9.4%
$11.76 - $13.64 $509K - $590K
503K $6.39M
BUR
Burford Capital LTD

Financial Services
1.91K
+ 2.61%
$10.91 - $14.43 $20.9K - $27.6K
75.3K $1.07M
PTH
Invesco Exchange Traded Fd Tr

ETFs
3.92K
+ 4.77%
$34.88 - $40.29 $137K - $158K
86K $3.34M
LWLG
Lightwave Logic, Inc.

Basic Materials
6.8K
+ 1.58%
$0.83 - $1.37 $5.64K - $9.32K
438K $543K
JPRE
J P Morgan Exchange Traded Fd

ETFs
3.55K
+ 3.01%
$42.75 - $48.79 $152K - $173K
121K $5.79M
SEDG
Solaredge Technologies, Inc.

Technology
2.48K
+ 20.11%
$11.58 - $23.98 $28.7K - $59.5K
14.8K $302K
TRTY
Cambria ETF Tr Cambria Trinity

ETFs
2.7K
+ 6.49%
$23.75 - $26.29 $64.1K - $71K
44.3K $1.16M
EVGO
E Vgo Inc.

Consumer Cyclical
16.8K
+ 41.3%
$2.41 - $4.61 $40.6K - $77.7K
57.6K $210K
GENI
Genius Sports LTD

Communication Services
5.19K
+ 4.3%
$8.67 - $11.05 $45K - $57.3K
126K $1.31M
GROY
Gold Royalty Corp.

Basic Materials
7K
+ 6.31%
$1.29 - $2.36 $9.03K - $16.5K
118K $260K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23.1K
+ 19.81%
$5.62 - $6.14 $130K - $142K
140K $803K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
837
+ 2.22%
$32.04 - $38.14 $26.8K - $31.9K
38.5K $1.47M
ZECP
Zacks Tr Earnings Constant Por

ETFs
2.36K
+ 16.14%
$27.11 - $31.91 $63.9K - $75.2K
17K $540K
CBU
Community Bank System, Inc.

Financial Services
1.76K
+ 6.31%
$50.88 - $58.16 $89.5K - $102K
29.7K $1.69M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
10.7K
+ 29.88%
$8.41 - $9.25 $90.1K - $99.1K
46.6K $430K
IMMR
Immersion Corp

Technology
12.2K
+ 99.69%
$6.63 - $7.98 $80.8K - $97.2K
24.4K $192K
LXU
Lsb Industries, Inc.

Basic Materials
2.35K
+ 3.49%
$4.98 - $8.66 $11.7K - $20.4K
69.8K $544K
OMCL
Omnicell, Inc

Healthcare
5.31K
+ 53.11%
$24.63 - $35.46 $131K - $188K
15.3K $449K
ECPG
Encore Capital Group Inc

Financial Services
1.14K
+ 9.19%
$27.13 - $40.91 $30.9K - $46.6K
13.5K $523K
FILL
Ishares Inc Msci Global Energy

ETFs
20.1K
+ 6.12%
$20.55 - $24.96 $414K - $503K
349K $8.28M
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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