Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LNW
Light & Wonder, Inc.

Consumer Cyclical
635
+ 16.3%
$77.8 - $96.26 $49.4K - $61.1K
4.53K $436K
SCM
Stellus Capital Investment Corp

Financial Services
7.27K
+ 17.8%
$11.69 - $14.03 $85K - $102K
48.1K $670K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.6K
+ 23.22%
$9.36 - $10.03 $118K - $126K
66.7K $635K
IDNA
Ishares Tr Genomics Immunology

ETFs
4.74K
+ 11.34%
$17.92 - $21.5 $85K - $102K
46.5K $954K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
5.03K
+ 32.87%
N/A
20.3K $396K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
8.24K
+ 5.16%
$6.81 - $8.29 $56.1K - $68.3K
168K $1.39M
RRBI
Red River Bancshares Inc

Financial Services
1.01K
+ 18.01%
$48.24 - $58.94 $48.5K - $59.2K
6.59K $386K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2.1K
+ 4.06%
$1.55 - $3.97 $3.26K - $8.34K
53.9K $196K
AVA
Avista Corp

Utilities
7.72K
+ 15.37%
$36.94 - $42.43 $285K - $328K
57.9K $2.2M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
16.8K
+ 3.16%
$6.87 - $7.76 $115K - $130K
548K $4.15M
TOWN
Towne Bank (Va)

Financial Services
2.79K
+ 8.47%
$30.4 - $35.29 $84.8K - $98.4K
35.7K $1.22M
BLKB
Blackbaud Inc

Technology
952
+ 6.16%
$59.04 - $64.55 $56.2K - $61.5K
16.4K $1.05M
CHRS
Coherus Bio Sciences, Inc.

Healthcare
136K
+ 204.81%
$0.72 - $1.12 $97.6K - $152K
202K $147K
GFF
Griffon Corp

Industrials
263
+ 0.3%
$64.73 - $74.97 $17K - $19.7K
86.6K $6.27M
NTST
Netstreit Corp.

Real Estate
3.83K
+ 14.39%
$14.61 - $16.95 $55.9K - $64.9K
30.4K $515K
BH
Biglari Holdings Inc.

Consumer Cyclical
14
+ 1.19%
$202.02 - $294.43 $2.83K - $4.12K
1.19K $346K
DBEM
Xtrackers Msci Emerging Market

ETFs
2.41K
+ 15.43%
$22.79 - $27.5 $55K - $66.4K
18.1K $493K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.83K
+ 12.2%
$22.25 - $28.0 $40.7K - $51.2K
16.8K $470K
AMTX
Aemetis, Inc

Energy
216
+ 0.17%
$1.26 - $2.48 $272 - $536
124K $307K
BOX
Box Inc

Technology
857
+ 4.47%
$28.42 - $38.55 $24.4K - $33K
20K $683K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
553
+ 8.5%
$39.1 - $51.83 $21.6K - $28.7K
7.06K $366K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
521
+ 9.32%
$83.55 - $102.36 $43.5K - $53.3K
6.11K $625K
CTS
Cts Corp

Technology
1.87K
+ 17.29%
$34.96 - $43.62 $65.4K - $81.7K
12.7K $540K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
3.62K
+ 3.3%
$13.91 - $16.31 $50.3K - $59K
113K $1.82M
MCY
Mercury General Corp

Financial Services
115
+ 1.63%
$49.04 - $67.34 $5.64K - $7.74K
7.15K $481K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
13.4K
+ 12.98%
$10.66 - $11.83 $143K - $159K
117K $1.3M
JBI
Janus International Group, Inc.

Industrials
6.61K
+ 18.83%
$6.06 - $8.86 $40.1K - $58.6K
41.7K $339K
WD
Walker & Dunlop, Inc.

Financial Services
2.61K
+ 40.12%
$66.0 - $85.06 $172K - $222K
9.11K $641K
ANIX
Anixa Biosciences Inc

Healthcare
18.3K
+ 32.05%
$2.38 - $3.75 $43.4K - $68.4K
75.2K $248K
PCQ
Pimco California Municipal Income Fund

Financial Services
12.8K
+ 14.05%
$8.18 - $9.04 $105K - $116K
104K $895K
ADCT
Adc Therapeutics Sa

Healthcare
20K
+ 80.0%
$1.1 - $3.67 $22K - $73.4K
45K $120K
BJUN
Innovator U.S. Equity Buffer E

ETFs
2.18K
+ 16.22%
N/A
15.6K $609K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.8K
+ 7.46%
$12.13 - $13.94 $131K - $151K
156K $2.1M
LC
Lending Club Corp

Financial Services
3.73K
+ 15.99%
$8.56 - $12.03 $31.9K - $44.8K
27K $325K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
4.11K
+ 37.35%
$18.2 - $20.1 $74.9K - $82.7K
15.1K $301K
VSLU
ETF Opportunities Tr Applied F
1.1K
+ 10.99%
$31.34 - $39.15 $34.5K - $43.1K
11.1K $435K
MPRO
Northern Lts Fd Tr Iv Monarch
2.57K
+ 30.91%
$27.23 - $29.79 $70.1K - $76.6K
10.9K $324K
PTLO
Portillo'S Inc.

Consumer Cyclical
8.73K
+ 10.42%
$10.34 - $13.35 $90.2K - $116K
92.5K $1.08M
VIDI
Vident Intl Equity Fd

ETFs
1.55K
+ 14.56%
$23.03 - $29.62 $35.7K - $46K
12.2K $360K
NKSH
National Bankshares Inc

Financial Services
2.04K
+ 4.31%
$24.0 - $27.88 $49K - $56.9K
49.4K $1.34M
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
6.47K
+ 4.63%
$12.46 - $13.32 $80.6K - $86.2K
146K $1.93M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
16.2K
+ 136.63%
$5.26 - $5.78 $85K - $93.4K
28K $149K
SELV
Sei Exchange Traded Fds Enhanc

ETFs
2.44K
+ 23.29%
$27.84 - $31.32 $67.8K - $76.3K
12.9K $403K
GIB
Cgi Inc

Technology
320
+ 3.31%
$96.47 - $109.59 $30.9K - $35.1K
9.98K $1.05M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
5.08K
+ 13.89%
$17.67 - $18.32 $89.8K - $93.1K
41.7K $750K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.72K
+ 12.33%
$16.69 - $23.43 $28.6K - $40.2K
15.6K $336K
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
2.7K
+ 3.36%
$1.25 - $2.59 $3.38K - $6.99K
82.9K $205K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
24.8K
+ 7.57%
$2.29 - $2.6 $56.9K - $64.6K
353K $917K
CASS
Cass Information Systems Inc

Industrials
1.78K
+ 9.95%
$39.19 - $44.2 $69.6K - $78.5K
19.6K $852K
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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