Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

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

Technology
-13.3K
- 23.2%
$19.44 - $24.93 $259K - $333K
44.2K $1.1M
RPRX
Royalty Pharma PLC

Healthcare
-16.2K
- 23.38%
$30.85 - $36.14 $499K - $584K
53K $1.91M
BBDC
Barings Bdc, Inc.

Financial Services
-13.7K
- 4.64%
$7.89 - $9.51 $108K - $130K
281K $2.57M
BKH
Black Hills Corp

Utilities
-1.11K
- 2.78%
$55.66 - $61.75 $61.5K - $68.2K
38.7K $2.17M
PDT
John Hancock Premium Dividend Fund

Financial Services
-21K
- 5.25%
$11.7 - $13.23 $246K - $278K
380K $5M
RXST
Rx Sight, Inc.

Healthcare
-1.92K
- 10.89%
$13.0 - $26.12 $25K - $50.2K
15.7K $204K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-9.1K
- 3.83%
$32.97 - $35.53 $300K - $323K
228K $8.12M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-41.8K
- 4.76%
$5.17 - $5.91 $216K - $247K
838K $4.94M
BWA
Borgwarner Inc

Consumer Cyclical
-13.5K
- 30.45%
$24.84 - $33.92 $335K - $457K
30.8K $1.03M
LADR
Ladder Capital Corp

Real Estate
-4.56K
- 1.61%
$9.86 - $11.4 $45K - $52K
279K $3M
FMC
Fmc Corp

Basic Materials
-4.62K
- 4.99%
$33.98 - $44.06 $157K - $203K
88K $3.67M
IEP
Icahn Enterprises L.P.

Industrials
-10.2K
- 6.81%
$7.81 - $9.75 $79.7K - $99.4K
139K $1.12M
TNC
Tennant CO

Industrials
-2.82K
- 41.12%
$68.18 - $81.07 $192K - $229K
4.04K $312K
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
-8.54K
- 14.85%
$28.25 - $32.53 $241K - $278K
49K $1.59M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-5.08K
- 1.76%
$9.14 - $9.99 $46.4K - $50.8K
284K $2.68M
WOLF
Wolfspeed, Inc.

Technology
-43.3K
- 53.87%
$0.4 - $4.46 $17.3K - $193K
37.1K $14K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-752
- 0.14%
$20.13 - $22.17 $15.1K - $16.7K
548K $11.9M
HRZN
Horizon Technology Finance Corp

Financial Services
-4.53K
- 5.1%
$7.14 - $9.47 $32.3K - $42.9K
84.3K $606K
MNA
Iq Merger Arbitrage ETF

ETFs
-9.21K
- 9.43%
$33.65 - $35.27 $310K - $325K
88.5K $3.12M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.15K
- 2.15%
$18.94 - $21.67 $117K - $133K
280K $5.92M
CRGY
Crescent Energy CO

Energy
-13.2K
- 30.8%
$7.29 - $11.18 $96.4K - $148K
29.7K $255K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-6.82K
- 3.49%
$13.25 - $14.85 $90.4K - $101K
189K $2.69M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
-3.76K
- 12.44%
$64.97 - $78.38 $244K - $294K
26.4K $2.02M
JNPR
Juniper Networks Inc

Technology
-8.66K
- 26.12%
$33.93 - $39.93 $294K - $346K
24.5K $978K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
-9.63K
- 34.79%
$14.1 - $17.13 $136K - $165K
18K $254K
PD
Pager Duty, Inc.

Technology
-4.56K
- 9.14%
$13.92 - $18.38 $63.5K - $83.9K
45.3K $692K
IIPR
Innovative Industrial Properties Inc

Real Estate
-4.74K
- 12.35%
$48.03 - $58.9 $228K - $279K
33.6K $1.86M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-6.67K
- 8.98%
$23.54 - $27.53 $157K - $184K
67.7K $1.75M
MSM
Msc Industrial Direct CO Inc

Industrials
-4.6K
- 19.34%
$70.15 - $85.48 $323K - $393K
19.2K $1.63M
QVMM
Invesco ETF Tr Ii S&P Midcap 4
-12.8K
- 14.12%
$23.7 - $28.74 $303K - $367K
77.7K $2.23M
CPK
Chesapeake Utilities Corp

Utilities
-694
- 4.41%
$116.0 - $135.5 $80.5K - $94K
15.1K $1.81M
RLJ
Rlj Lodging Trust

Real Estate
-26K
- 69.66%
$6.35 - $7.98 $165K - $207K
11.3K $82K
DIV
Global X Superdividend Us ETF

ETFs
-12.3K
- 1.31%
N/A
926K $15.9M
NSIT
Insight Enterprises Inc

Technology
-754
- 8.48%
$128.11 - $147.65 $96.6K - $111K
8.14K $1.12M
CRVL
Corvel Corp

Financial Services
-1.02K
- 8.99%
$102.11 - $118.66 $104K - $121K
10.3K $1.06M
CRNT
Ceragon Networks LTD

Technology
-93.7K
- 46.39%
$2.01 - $2.5 $188K - $234K
108K $266K
BNDC
Flexshares Tr Core Select Bd F

ETFs
-9.38K
- 18.35%
$21.75 - $22.41 $204K - $210K
41.7K $929K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-3.92K
- 20.1%
$72.53 - $93.16 $285K - $366K
15.6K $1.45M
S
Sentinel One, Inc.

Technology
-12K
- 9.16%
$16.17 - $20.34 $193K - $243K
119K $2.17M
ARLP
Alliance Resource Partners LP

Energy
-4.29K
- 5.3%
$24.67 - $27.45 $106K - $118K
76.5K $2M
MYRG
Myr Group Inc.

Industrials
-4.05K
- 52.12%
$101.85 - $182.61 $412K - $739K
3.72K $674K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-16.3K
- 8.22%
$33.19 - $40.78 $540K - $663K
182K $7.21M
PAC
Pacific Airport Group

Industrials
-1.47K
- 46.38%
$175.11 - $238.95 $258K - $352K
1.7K $391K
HEZU
Ishares Currency Hedged Msci E

ETFs
-15.9K
- 7.22%
$34.68 - $41.63 $551K - $661K
204K $8.38M
PML
Pimco Municipal Income Fund Ii

Financial Services
-9.2K
- 4.67%
$7.29 - $8.14 $67.1K - $74.9K
188K $1.4M
BHF
Brighthouse Financial, Inc.

Financial Services
-518
- 1.3%
$47.29 - $61.15 $24.5K - $31.7K
39.2K $2.11M
SVOL
Simplify ETF Simplify Volatili

ETFs
-11.4K
- 18.78%
$13.97 - $19.98 $159K - $228K
49.3K $906K
EIC
Eagle Point Income CO Inc.

N/A
-11K
- 32.81%
$12.8 - $15.19 $140K - $167K
22.5K $306K
SMLR
Semler Scientific, Inc.

Healthcare
-11.1K
- 11.87%
$28.89 - $45.11 $319K - $498K
82.1K $3.18M
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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