Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FHB
First Hawaiian, Inc.

Financial Services
-17.1K
- 8.55%
$21.14 - $24.96 $361K - $427K
183K $4.56M
FTF
Franklin LTD Duration Income Trust

Financial Services
-40.4K
- 2.55%
$5.86 - $6.47 $237K - $261K
1.54M $9.91M
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
-15.8K
- 10.33%
$20.5 - $21.03 $324K - $332K
137K $2.88M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-5.87K
- 7.09%
$56.01 - $65.43 $329K - $384K
76.9K $4.93M
TNDM
Tandem Diabetes Care Inc

Healthcare
-15.8K
- 29.68%
$16.35 - $23.52 $259K - $372K
37.5K $698K
GTY
Getty Realty Corp

Real Estate
-256
- 0.29%
$27.38 - $30.93 $7.01K - $7.92K
88.2K $2.44M
MHO
M/I Homes, Inc.

Consumer Cyclical
-2.73K
- 38.98%
$103.9 - $115.72 $283K - $315K
4.27K $478K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-8.7K
- 6.84%
$19.2 - $22.42 $167K - $195K
118K $2.39M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-10.3K
- 22.87%
$24.67 - $30.44 $253K - $313K
34.6K $1.02M
CRTO
Criteo S.A.

Communication Services
-1.64K
- 6.83%
$23.48 - $35.65 $38.4K - $58.3K
22.3K $534K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-95
- 0.15%
$20.54 - $29.09 $1.95K - $2.76K
62.7K $1.41M
GOOD
Gladstone Commercial Corp

Real Estate
-15.6K
- 11.7%
$13.16 - $15.07 $206K - $236K
118K $1.69M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-13K
- 17.64%
$23.03 - $23.59 $300K - $307K
60.7K $1.43M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-18.3K
- 2.03%
$22.25 - $22.63 $407K - $414K
884K $20M
EQAL
Invesco ETF

ETFs
-15.2K
- 6.77%
$41.38 - $49.24 $630K - $750K
210K $10.3M
SLVM
Sylvamo Corp

Basic Materials
-768
- 4.9%
$50.1 - $68.36 $38.5K - $52.5K
14.9K $747K
ALTG
Alta Equipment Group Inc.

Industrials
-68.2K
- 84.78%
$3.95 - $6.38 $269K - $435K
12.2K $77K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-17.4K
- 52.23%
$16.89 - $21.2 $295K - $370K
16K $337K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-8.1K
- 10.74%
$31.58 - $37.56 $256K - $304K
67.3K $2.49M
SAM
Boston Beer CO Inc

Consumer Defensive
-299
- 6.07%
$187.06 - $249.73 $55.9K - $74.7K
4.62K $882K
H
Hyatt Hotels Corp

Consumer Cyclical
-3.3K
- 33.88%
$104.22 - $139.65 $344K - $460K
6.43K $898K
UNB
Union Bankshares Inc

Financial Services
-4.35K
- 12.61%
$25.65 - $35.8 $111K - $156K
30.1K $801K
BRSP
Bright Spire Capital, Inc.

Real Estate
-27.1K
- 9.47%
$4.3 - $5.59 $117K - $152K
259K $1.31M
TFSL
Tfs Financial Corp

Financial Services
-23.6K
- 56.4%
$11.62 - $13.54 $274K - $319K
18.2K $236K
ALE
Allete Inc

Utilities
-3.78K
- 16.3%
$63.53 - $65.71 $240K - $248K
19.4K $1.24M
BWX
Spdr Bloomberg International T

ETFs
-42.7K
- 9.61%
$21.87 - $23.49 $934K - $1M
401K $9.43M
MAT
Mattel Inc

Consumer Cyclical
-14.6K
- 40.25%
$14.55 - $20.12 $213K - $294K
21.7K $428K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
-15.3K
- 19.28%
$13.05 - $14.45 $199K - $221K
63.9K $857K
TX
Ternium S.A.

Basic Materials
-8.14K
- 27.86%
$24.63 - $31.28 $200K - $255K
21.1K $634K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
-9.59K
- 17.12%
$25.41 - $29.04 $244K - $278K
46.4K $1.34M
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
-7.19K
- 17.81%
$41.93 - $49.38 $302K - $355K
33.2K $1.64M
NSP
Insperity, Inc.

Industrials
-1.11K
- 15.88%
$58.55 - $89.92 $65K - $99.8K
5.88K $353K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-11.2K
- 3.29%
$20.08 - $20.98 $226K - $236K
331K $6.82M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-839
- 1.79%
$110.23 - $131.5 $92.5K - $110K
45.9K $5.68M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-15.9K
- 59.88%
$16.1 - $20.85 $256K - $331K
10.6K $221K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-16.3K
- 57.57%
$12.29 - $15.47 $200K - $252K
12K $180K
RIGS
Riverfront Strategic Income Fd

ETFs
-13.7K
- 3.9%
$22.2 - $23.41 $304K - $321K
338K $7.86M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-12.9K
- 4.86%
$9.67 - $10.64 $124K - $137K
251K $2.52M
AINV
Apollo Investment Corp

Financial Services
-23.7K
- 4.21%
N/A
538K $5.99M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-11.7K
- 0.94%
$42.51 - $43.7 $496K - $510K
1.22M $53.4M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-26.2K
- 24.99%
$15.45 - $20.94 $405K - $548K
78.6K $1.65M
DBO
Invesco Db Oil Fund

ETFs
-8.74K
- 6.81%
$11.91 - $14.79 $104K - $129K
120K $1.58M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-19K
- 52.3%
$9.31 - $12.72 $177K - $242K
17.3K $166K
SEE
Sealed Air Corp

Consumer Cyclical
-11.6K
- 23.62%
$23.93 - $32.95 $278K - $383K
37.6K $1.17M
LSTR
Landstar System Inc

Industrials
-107
- 0.5%
$131.55 - $151.93 $14.1K - $16.3K
21.1K $2.93M
PFS
Provident Financial Services Inc

Financial Services
-15.2K
- 34.7%
$14.69 - $17.98 $223K - $273K
28.6K $500K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-14.3K
- 14.08%
$31.72 - $37.66 $453K - $537K
87.1K $3.28M
ALGM
Allegro Microsystems, Inc.

Technology
-22.9K
- 38.79%
$16.53 - $34.19 $378K - $782K
36.1K $1.23M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
-28.7K
- 16.14%
$7.53 - $8.44 $216K - $242K
149K $1.24M
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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