Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NNY
Nuveen New York Municipal Value Fund

Financial Services
315
+ 0.44%
$7.96 - $8.35 $2.51K - $2.63K
71.7K $581K
SLQT
Select Quote, Inc.

Financial Services
13K
+ 32.38%
$2.12 - $3.52 $27.6K - $45.8K
53.2K $126K
CMRE
Costamare Inc.

Industrials
119
+ 0.82%
$6.84 - $10.34 $814 - $1.23K
14.7K $134K
FBT
First Trust Nyse Arca Biotechn

ETFs
9.96K
+ 5.42%
$145.67 - $165.99 $1.45M - $1.65M
194K $31.3M
PAYO
Payoneer Global Inc.

Technology
1.08K
+ 3.01%
$5.9 - $7.55 $6.39K - $8.18K
37K $253K
BDN
Brandywine Realty Trust

Real Estate
461
+ 0.69%
$3.5 - $4.58 $1.61K - $2.11K
67.3K $288K
LUCD
Lucid Diagnostics Inc.

Healthcare
100
+ 0.33%
$1.09 - $1.65 $109 - $165
30.3K $34K
REAL
The Real Real, Inc.

Consumer Cyclical
1.32K
+ 5.06%
$4.79 - $7.29 $6.3K - $9.59K
27.3K $130K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
1.75K
+ 2.02%
$6.97 - $8.23 $12.2K - $14.4K
88.4K $714K
GEO
Geo Group Inc

Real Estate
23.3K
+ 21.55%
$23.11 - $31.67 $539K - $739K
132K $3.15M
COTY
Coty Inc.

Consumer Defensive
19.9K
+ 15.57%
$4.57 - $5.65 $90.8K - $112K
147K $685K
ENS
Ener Sys

Industrials
511
+ 5.33%
$78.52 - $100.4 $40.1K - $51.3K
10.1K $865K
RES
Rpc Inc

Energy
3.57K
+ 9.65%
$4.3 - $5.72 $15.4K - $20.4K
40.6K $191K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
4.23K
+ 10.88%
$3.95 - $5.16 $16.7K - $21.8K
43.1K $201K
ENR
Energizer Holdings, Inc.

Industrials
6.03K
+ 43.7%
$19.83 - $29.97 $120K - $181K
19.8K $399K
CLOV
Clover Health Investments, Corp.

Healthcare
1.05K
+ 5.01%
$2.74 - $3.77 $2.87K - $3.95K
22K $61K
CHCT
Community Healthcare Trust Inc

Real Estate
584
+ 3.77%
$14.97 - $18.3 $8.74K - $10.7K
16.1K $267K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.09K
+ 2.08%
$23.4 - $24.92 $49K - $52.1K
103K $2.47M
BFZ
Blackrock California Municipal Income Trust

Financial Services
2.14K
+ 0.94%
$10.2 - $11.19 $21.8K - $23.9K
231K $2.49M
VERI
Veritone, Inc.

Technology
1.37K
+ 8.86%
$1.22 - $2.37 $1.67K - $3.25K
16.9K $21K
KAI
Kadant Inc

Industrials
47
+ 2.89%
$286.24 - $350.17 $13.5K - $16.5K
1.68K $532K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
1.11K
+ 0.43%
$2.82 - $3.3 $3.12K - $3.65K
255K $822K
SCYX
Scynexis Inc

Healthcare
500
+ 0.8%
$0.67 - $1.07 $335 - $535
63.4K $42K
UNIT
Uniti Group Inc.

Real Estate
321
+ 1.24%
$4.06 - $5.24 $1.3K - $1.68K
26.3K $113K
VIAV
Viavi Solutions Inc.

Technology
3.87K
+ 7.74%
$8.99 - $11.41 $34.8K - $44.1K
53.8K $541K
WK
Workiva Inc

Technology
1.54K
+ 9.4%
$61.91 - $77.12 $95.4K - $119K
17.9K $1.23M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
627
+ 0.56%
$10.17 - $10.91 $6.38K - $6.84K
112K $1.18M
BAK
Braskem Sa

Basic Materials
4.86K
+ 8.14%
$2.91 - $4.09 $14.1K - $19.9K
64.6K $211K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
12.4K
+ 26.36%
$45.71 - $61.66 $566K - $763K
59.3K $2.86M
TRN
Trinity Industries Inc

Industrials
518
+ 1.65%
$24.11 - $28.86 $12.5K - $14.9K
31.9K $861K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
5.24K
+ 28.37%
$4.69 - $9.84 $24.6K - $51.5K
23.7K $111K
COLM
Columbia Sportswear CO

Consumer Cyclical
660
+ 15.72%
$59.62 - $77.36 $39.3K - $51.1K
4.86K $296K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
167
+ 0.09%
$23.96 - $24.41 $4K - $4.08K
178K $4.31M
MNKD
Mannkind Corp

Healthcare
11.6K
+ 23.41%
$3.71 - $5.04 $43.2K - $58.7K
61.4K $229K
JAMF
Jamf Holding Corp.

Technology
3.06K
+ 15.98%
$9.09 - $12.65 $27.9K - $38.8K
22.2K $211K
XNCR
Xencor Inc

Healthcare
3.7K
+ 19.89%
$7.52 - $11.26 $27.8K - $41.7K
22.3K $175K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
3.47K
+ 6.06%
$7.11 - $9.83 $24.7K - $34.1K
60.7K $454K
AVNT
Avient Corp

Basic Materials
1.55K
+ 10.28%
$28.93 - $39.01 $45K - $60.6K
16.7K $538K
EBF
Ennis, Inc.

Industrials
303
+ 2.09%
$17.27 - $20.22 $5.23K - $6.13K
14.8K $268K
GERN
Geron Corp

Healthcare
714
+ 0.54%
$1.18 - $1.62 $843 - $1.16K
132K $186K
TLRY
Tilray Brands, Inc.

Healthcare
73.5K
+ 34.43%
$0.36 - $0.65 $26.5K - $47.8K
287K $117K
WLKP
Westlake Chemical Partners LP

Basic Materials
301
+ 1.01%
$21.61 - $23.8 $6.5K - $7.16K
30.1K $664K
WSR
Whitestone Reit

Real Estate
3.29K
+ 10.65%
$12.06 - $14.62 $39.6K - $48.1K
34.2K $426K
FRME
First Merchants Corp

Financial Services
169
+ 1.22%
$34.13 - $40.19 $5.77K - $6.79K
14K $536K
NWN
Northwest Natural Holding CO

Utilities
1.01K
+ 4.77%
$39.62 - $44.11 $39.9K - $44.4K
22.1K $878K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
1.19K
+ 2.2%
$15.08 - $16.68 $18K - $19.9K
55.3K $874K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
1.79K
+ 1.25%
$9.33 - $10.06 $16.7K - $18K
145K $1.41M
BRCC
Brc Inc.

Consumer Defensive
41.4K
+ 39.72%
$1.24 - $2.37 $51.4K - $98.2K
146K $190K
MIDD
Middleby Corp

Industrials
233
+ 3.04%
$124.01 - $154.76 $28.9K - $36.1K
7.89K $1.14M
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email