Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
25.7K
+ 7.2%
$5.25 - $5.92 $135K - $152K
383K $2.16M
ESGR
Enstar Group LTD

Financial Services
140
+ 15.7%
$330.1 - $336.55 $46.2K - $47.1K
1.03K $347K
WRAP
Wrap Technologies, Inc.

Technology
39.2K
+ 60.18%
$1.37 - $1.81 $53.6K - $70.9K
104K $162K
ARAY
Accuray Inc

Healthcare
40.9K
+ 244.55%
$1.22 - $1.82 $49.9K - $74.5K
57.7K $79K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
4.46K
+ 17.41%
$11.08 - $12.17 $49.4K - $54.3K
30.1K $353K
TGI
Triumph Group Inc

Industrials
1.77K
+ 14.59%
$24.53 - $25.94 $43.5K - $46K
13.9K $358K
CABO
Cable One, Inc.

Communication Services
2.53K
+ 111.36%
$126.05 - $276.15 $319K - $699K
4.8K $652K
CIVB
Civista Bancshares, Inc.

Financial Services
131
+ 1.04%
$18.44 - $23.76 $2.42K - $3.11K
12.8K $296K
EARN
Ellington Residential Mortgage Reit

Real Estate
6.54K
+ 20.35%
$4.54 - $5.77 $29.7K - $37.8K
38.7K $222K
FPH
Five Point Holdings, LLC

Real Estate
5.76K
+ 5.42%
$4.74 - $5.83 $27.3K - $33.6K
112K $616K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
842
+ 2.14%
$43.64 - $45.44 $36.7K - $38.3K
40.1K $1.82M
UTZ
Utz Brands, Inc.

Consumer Defensive
11.8K
+ 18.03%
$11.62 - $14.29 $137K - $168K
77.1K $967K
BTBT
Bit Digital, Inc

Financial Services
19.3K
+ 69.95%
$1.73 - $2.69 $33.4K - $51.9K
46.9K $102K
CTO
Cto Realty Growth, Inc.

Real Estate
7K
+ 19.63%
$16.86 - $19.44 $118K - $136K
42.7K $736K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
8.34K
+ 7.84%
$6.16 - $6.64 $51.4K - $55.4K
115K $749K
AGO
Assured Guaranty LTD

Financial Services
935
+ 2.64%
$76.56 - $90.18 $71.6K - $84.3K
36.4K $3.17M
BSM
Black Stone Minerals, L.P.

Energy
28.2K
+ 19.13%
$12.78 - $15.36 $361K - $433K
176K $2.3M
KODK
Eastman Kodak CO

Industrials
9.32K
+ 82.33%
$5.3 - $6.7 $49.4K - $62.4K
20.6K $116K
FBK
Fb Financial Corp

Financial Services
1.1K
+ 23.8%
$39.93 - $46.97 $43.9K - $51.7K
5.72K $259K
NOTE
Fiscal Note Holdings, Inc.

Technology
97.8K
+ 333.17%
$0.48 - $0.79 $46.9K - $77.2K
127K $68K
GDRX
Good Rx Holdings, Inc.

Healthcare
3.61K
+ 7.47%
$3.74 - $5.07 $13.5K - $18.3K
51.9K $258K
QVMS
Invesco ETF Tr Ii S&P Smallcap
423
+ 1.35%
$21.36 - $25.75 $9.04K - $10.9K
31.7K $814K
MSB
Mesabi Trust

Basic Materials
4.01K
+ 25.56%
$22.73 - $28.99 $91.1K - $116K
19.7K $471K
FOLD
Amicus Therapeutics, Inc.

Healthcare
12.8K
+ 109.32%
$5.64 - $8.0 $71.9K - $102K
24.4K $139K
MTRN
Materion Corp

Basic Materials
660
+ 18.04%
$72.15 - $84.25 $47.6K - $55.6K
4.32K $342K
OBNK
Origin Bancorp, Inc.

Financial Services
1.37K
+ 10.35%
N/A
14.6K $470K
PNW
Pinnacle West Capital Corp

Utilities
4.13K
+ 7.32%
$88.3 - $95.43 $365K - $394K
60.6K $5.42M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
6.61K
+ 16.57%
$21.06 - $24.14 $139K - $160K
46.5K $995K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
8.11K
+ 8.66%
$9.57 - $10.35 $77.6K - $83.9K
102K $1.01M
HONE
Harbor One Bancorp, Inc.

Financial Services
766
+ 2.9%
$9.06 - $11.79 $6.94K - $9.03K
27.2K $317K
BLFS
Biolife Solutions Inc

Healthcare
4.83K
+ 10.11%
$20.64 - $25.27 $99.8K - $122K
52.7K $1.13M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
11.1K
+ 4.85%
$17.17 - $19.9 $191K - $222K
241K $4.64M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
4.11K
+ 1.51%
$10.7 - $12.22 $44K - $50.3K
276K $3.33M
HBNC
Horizon Bancorp Inc

Financial Services
2.17K
+ 7.14%
$12.92 - $15.88 $28K - $34.5K
32.6K $500K
IBMO
Ishares Tr Ibonds December 202

ETFs
744
+ 0.19%
$25.32 - $25.63 $18.8K - $19.1K
389K $9.96M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
1.22K
+ 21.95%
$37.13 - $59.74 $45.1K - $72.6K
6.75K $264K
TDC
Teradata Corp

Technology
2.4K
+ 3.41%
$19.2 - $23.59 $46.2K - $56.7K
72.9K $1.63M
BEAM
Beam Therapeutics Inc.

Healthcare
6.78K
+ 23.0%
$14.54 - $20.24 $98.5K - $137K
36.2K $616K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
2.82K
+ 2.1%
$4.93 - $5.9 $13.9K - $16.7K
137K $795K
FCF
First Commonwealth Financial Corp

Financial Services
1.07K
+ 3.07%
$14.08 - $16.35 $15.1K - $17.5K
36K $583K
FIP
Ftai Infrastructure LLC
3.75K
+ 35.65%
$3.23 - $6.73 $12.1K - $25.3K
14.3K $88K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
5.17K
+ 12.52%
$11.19 - $11.84 $57.9K - $61.2K
46.5K $527K
PSTL
Postal Realty Trust, Inc.

Real Estate
1.55K
+ 3.86%
$12.59 - $15.36 $19.5K - $23.8K
41.7K $614K
RFL
Rafael Holdings, Inc.

Real Estate
24.2K
+ 241.9%
$1.28 - $2.85 $31K - $68.9K
34.2K $59K
CC
Chemours CO

Basic Materials
25.7K
+ 21.02%
$9.4 - $13.06 $242K - $336K
148K $1.69M
CWK
Cushman & Wakefield PLC

Real Estate
2.07K
+ 10.23%
$7.9 - $11.13 $16.3K - $23K
22.3K $246K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.06K
+ 0.97%
$22.22 - $22.92 $45.8K - $47.3K
215K $4.89M
PGNY
Progyny, Inc.

Healthcare
2.18K
+ 9.5%
$20.52 - $23.42 $44.6K - $50.9K
25.1K $551K
RCUS
Arcus Biosciences, Inc.

Healthcare
4.12K
+ 22.35%
$6.87 - $10.03 $28.3K - $41.3K
22.6K $183K
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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