Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVTC
Evertec, Inc.

Technology
2.3K
+ 8.94%
$31.89 - $38.37 $73.5K - $88.4K
28.1K $1.01M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
8.99K
+ 14.69%
$9.72 - $10.39 $87.4K - $93.4K
70.2K $695K
EMF
Templeton Emerging Markets Fund

Financial Services
1.79K
+ 7.91%
$11.26 - $14.59 $20.1K - $26.1K
24.4K $355K
VTYX
Ventyx Biosciences, Inc.

Healthcare
22K
+ 122.03%
$0.84 - $2.65 $18.5K - $58.3K
40K $85K
WLY
John Wiley & Sons, Inc.

Communication Services
1.44K
+ 8.9%
$37.03 - $45.5 $53.4K - $65.7K
17.7K $787K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.87K
+ 6.42%
$41.09 - $50.61 $118K - $145K
47.6K $2.28M
CTOS
Custom Truck One Source, Inc.

Industrials
5.4K
+ 10.47%
$3.39 - $5.07 $18.3K - $27.4K
57K $281K
FSLY
Fastly, Inc.

Technology
3.41K
+ 6.15%
$5.0 - $8.28 $17.1K - $28.2K
58.9K $415K
FSZ
First Trust Switzerland Alphad

ETFs
284
+ 5.93%
$61.24 - $77.09 $17.4K - $21.9K
5.07K $387K
NVCR
Novo Cure LTD

Healthcare
3.63K
+ 30.32%
$15.37 - $19.4 $55.7K - $70.3K
15.6K $277K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
7.27K
+ 28.89%
$9.54 - $10.33 $69.3K - $75.1K
32.4K $318K
SXC
Sun Coke Energy, Inc.

Basic Materials
8.8K
+ 41.98%
$7.75 - $9.8 $68.2K - $86.2K
29.7K $255K
NCR
Ncr Corp

Technology
3.93K
+ 8.62%
N/A
49.5K $779K
PKE
Park Aerospace Corp

Industrials
1.12K
+ 3.24%
$12.21 - $14.77 $13.7K - $16.6K
35.7K $527K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.36K
+ 14.32%
$19.94 - $22.91 $67K - $77K
26.8K $577K
CLPT
Clear Point Neuro, Inc.

Healthcare
4.97K
+ 11.91%
$10.51 - $14.71 $52.3K - $73.1K
46.7K $557K
PSO
Pearson PLC

Communication Services
6.62K
+ 19.25%
$14.41 - $16.64 $95.4K - $110K
41K $611K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
457
+ 2.35%
$60.29 - $71.77 $27.6K - $32.8K
19.9K $1.4M
BRC
Brady Corp

Industrials
1.07K
+ 23.37%
$64.32 - $76.24 $69K - $81.7K
5.66K $384K
ELS
Equity Lifestyle Properties Inc

Real Estate
4.99K
+ 10.14%
$61.46 - $68.02 $307K - $339K
54.2K $3.34M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
8.54K
+ 6.26%
N/A
145K $1.03M
ASPN
Aspen Aerogels Inc

Industrials
12.3K
+ 39.25%
$4.31 - $6.63 $53.2K - $81.8K
43.8K $259K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
3.01K
+ 20.96%
$10.62 - $13.32 $31.9K - $40K
17.3K $231K
NAVI
Navient Corp

Financial Services
741
+ 2.25%
$10.76 - $14.33 $7.97K - $10.6K
33.7K $475K
ABEO
Abeona Therapeutics Inc.

Healthcare
688
+ 1.18%
$4.18 - $7.0 $2.88K - $4.82K
59K $335K
AWR
American States Water CO

Utilities
1.48K
+ 5.38%
$75.1 - $81.3 $111K - $120K
28.9K $2.22M
DHC
Diversified Healthcare Trust

Real Estate
5.53K
+ 16.94%
$2.07 - $3.79 $11.4K - $21K
38.2K $136K
PBA
Pembina Pipeline Corp

Energy
7.27K
+ 8.52%
$35.16 - $40.88 $256K - $297K
92.6K $3.47M
RHTX
Starboard Invt Tr Rh Tactical

ETFs
2.1K
+ 10.79%
$13.87 - $16.66 $29.2K - $35K
21.6K $359K
CANG
Cango Inc.

Consumer Cyclical
7K
+ 33.51%
$3.41 - $5.24 $23.9K - $36.7K
27.9K $135K
CYTK
Cytokinetics Inc

Healthcare
4.92K
+ 33.09%
$29.84 - $42.92 $147K - $211K
19.8K $653K
ENIC
Enel Chile S.A.

Utilities
8.57K
+ 12.27%
$2.89 - $3.97 $24.8K - $34K
78.4K $284K
BRZE
Braze, Inc.

Technology
3.71K
+ 61.0%
$25.84 - $36.89 $95.8K - $137K
9.78K $274K
EDOC
Global X Fds Telemedicine & Di

ETFs
5.73K
+ 10.15%
$8.53 - $9.49 $48.9K - $54.4K
62.2K $588K
NOVT
Novanta Inc

Technology
353
+ 1.87%
N/A
19.3K $3.04M
QCRH
Qcr Holdings Inc

Financial Services
972
+ 30.1%
$63.6 - $71.9 $61.8K - $69.9K
4.2K $285K
TWI
Titan International Inc

Industrials
301
+ 1.08%
$6.27 - $10.43 $1.89K - $3.14K
28.1K $288K
ZG
Zillow Group, Inc.

Communication Services
638
+ 8.96%
$59.44 - $70.64 $37.9K - $45.1K
7.76K $531K
PBYI
Puma Biotechnology, Inc.

Healthcare
10K
+ 23.1%
$2.74 - $3.72 $27.4K - $37.2K
53.3K $182K
REPX
Riley Exploration Permian, Inc.

Energy
2.82K
+ 40.73%
$22.78 - $30.0 $64.2K - $84.5K
9.74K $255K
QDIV
Global X Funds S&P 500 Quality

ETFs
3.83K
+ 6.2%
$30.56 - $35.14 $117K - $135K
65.7K $2.23M
YY
Joyy Inc.

Communication Services
1.63K
+ 11.32%
$38.14 - $42.3 $62.1K - $68.9K
16K $656K
PRGO
Perrigo CO PLC

Healthcare
4.45K
+ 8.91%
$24.36 - $27.91 $108K - $124K
54.4K $1.45M
QRHC
Quest Resource Holding Corp

Industrials
78.4K
+ 43.12%
$1.99 - $2.69 $156K - $211K
260K $525K
SWBI
Smith & Wesson Brands, Inc.

Industrials
9.73K
+ 19.74%
$8.48 - $10.88 $82.5K - $106K
59K $512K
WHF
White Horse Finance, Inc.

Financial Services
7.72K
+ 52.01%
$8.67 - $9.84 $66.9K - $75.9K
22.6K $196K
YUM
Yum Brands Inc

Consumer Cyclical
12.6K
+ 6.37%
$138.36 - $161.45 $1.74M - $2.03M
210K $31.1M
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
6.13K
+ 26.61%
$5.8 - $7.9 $35.6K - $48.4K
29.2K $220K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.62K
+ 1.49%
$5.25 - $6.28 $19K - $22.7K
246K $1.54M
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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