Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WAL
Western Alliance Bancorporation

Financial Services
-4.4K
- 3.28%
$61.0 - $79.94 $269K - $352K
130K $10.1M
CSGS
Csg Systems International Inc

Technology
-4.15K
- 24.13%
$56.51 - $66.33 $235K - $275K
13.1K $852K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-4.47K
- 9.0%
$20.82 - $25.94 $93.1K - $116K
45.2K $1.07M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-317
- 0.59%
$37.76 - $42.79 $12K - $13.6K
53.3K $2.14M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-9.71K
- 1.76%
$34.58 - $34.88 $336K - $339K
541K $18.9M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
-9.47K
- 14.31%
$25.34 - $28.43 $240K - $269K
56.7K $1.61M
ZIMV
Zim Vie Inc.

Healthcare
-9.83K
- 15.7%
$8.28 - $10.56 $81.4K - $104K
52.8K $493K
ZION
Zions Bancorporation, National Association

Financial Services
-6.05K
- 9.55%
$41.39 - $51.94 $251K - $314K
57.3K $2.98M
GBF
Ishares Tr

ETFs
-1.77K
- 14.72%
$101.99 - $104.66 $180K - $185K
10.2K $1.07M
PENN
Penn National Gaming Inc

Consumer Cyclical
-16.4K
- 22.9%
$13.75 - $18.28 $225K - $299K
55.2K $985K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
-2.91K
- 20.68%
$36.25 - $44.99 $105K - $131K
11.2K $425K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-258
- 0.53%
$80.28 - $91.78 $20.7K - $23.7K
48.2K $4.24M
BFST
Business First Bancshares, Inc.

Financial Services
-7.44K
- 25.56%
$21.5 - $24.92 $160K - $185K
21.7K $534K
CVLT
Commvault Systems Inc

Technology
-2.56K
- 15.63%
$139.35 - $190.99 $356K - $488K
13.8K $2.4M
FLO
Flowers Foods Inc

Consumer Defensive
-2.79K
- 6.74%
$15.86 - $19.21 $44.2K - $53.5K
38.5K $615K
REKR
Rekor Systems, Inc.

Technology
-194K
- 94.58%
$0.68 - $1.6 $132K - $310K
11.1K $12K
SKM
Sk Telecom CO LTD

Communication Services
-15.2K
- 17.14%
$20.0 - $23.35 $304K - $355K
73.5K $1.72M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-1.53K
- 10.21%
$82.14 - $94.68 $125K - $144K
13.4K $1.24M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-29.6K
- 8.37%
$89.44 - $108.59 $2.65M - $3.22M
324K $35.2M
PKX
Posco Holdings Inc.

Basic Materials
-3.68K
- 30.93%
$41.43 - $49.85 $152K - $183K
8.21K $398K
BGS
B&G Foods, Inc.

Consumer Defensive
-4.97K
- 9.15%
$4.02 - $7.07 $20K - $35.2K
49.4K $208K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-11.3K
- 6.42%
$13.18 - $13.95 $148K - $157K
164K $2.25M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-9.94K
- 8.6%
$17.8 - $20.34 $177K - $202K
106K $2.1M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-15.2K
- 10.11%
$6.54 - $7.1 $99.3K - $108K
135K $888K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-61.2K
- 2.49%
$15.52 - $17.13 $950K - $1.05M
2.39M $41M
BCC
Boise Cascade CO

Basic Materials
-102
- 0.75%
$83.96 - $102.07 $8.56K - $10.4K
13.5K $1.18M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-930
- 9.16%
$139.81 - $165.8 $130K - $154K
9.23K $1.43M
ESTC
Elastic N.V.

Technology
-650
- 2.9%
$73.36 - $94.17 $47.7K - $61.2K
21.8K $1.84M
VIACA
Paramount Global

Communication Services
-5.85K
- 20.52%
N/A
22.7K $623K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-15.6K
- 2.52%
$69.8 - $85.28 $1.09M - $1.33M
605K $50.2M
STC
Stewart Information Services Corp

Financial Services
-1.15K
- 8.38%
$59.82 - $72.65 $68.6K - $83.3K
12.5K $815K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-33.6K
- 8.52%
$2.06 - $3.0 $69.3K - $101K
361K $870K
CNMD
Conmed Corp

Healthcare
-635
- 4.19%
$47.66 - $60.73 $30.3K - $38.6K
14.5K $755K
NTGR
Netgear, Inc.

Technology
-8.2K
- 47.73%
$19.97 - $31.25 $164K - $256K
8.98K $261K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-7.48K
- 9.36%
$20.72 - $21.36 $155K - $160K
72.5K $1.53M
NLOK
Norton Life Lock Inc.

Technology
-7.28K
- 5.09%
N/A
136K $2.92M
IWC
Russell Micro Cap ETF

ETFs
-8.01K
- 15.52%
$97.43 - $127.66 $780K - $1.02M
43.6K $5.57M
DRH
Diamond Rock Hospitality CO

Real Estate
-19.9K
- 31.65%
$6.4 - $7.99 $127K - $159K
43K $329K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-16.3K
- 5.35%
$14.37 - $16.29 $235K - $266K
289K $4.7M
HI
Hillenbrand, Inc.

Industrials
-3.64K
- 17.86%
$18.62 - $24.76 $67.7K - $90K
16.7K $335K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-16.2K
- 3.26%
$9.08 - $10.16 $147K - $165K
481K $4.89M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-5.09K
- 5.17%
$21.12 - $22.45 $107K - $114K
93.3K $2.02M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-25.6K
- 13.48%
$26.03 - $35.66 $666K - $913K
164K $5.63M
TRMD
Torm PLC

Energy
-9.96K
- 16.05%
$13.97 - $19.2 $139K - $191K
52.1K $867K
PSMJ
Pacer Fds Tr Swan Sos Moderate

ETFs
-8.21K
- 21.46%
$25.98 - $30.33 $213K - $249K
30K $911K
CDXS
Codexis, Inc.

Healthcare
-39.5K
- 17.93%
$1.97 - $2.64 $77.7K - $104K
181K $440K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-10.4K
- 4.68%
$6.47 - $8.05 $67.6K - $84.1K
213K $1.64M
ESNT
Essent Group Ltd.

Financial Services
-3.19K
- 21.21%
$52.78 - $61.24 $168K - $195K
11.8K $719K
ALV
Autoliv Inc

Consumer Cyclical
-3.52K
- 33.31%
$76.77 - $113.1 $270K - $398K
7.05K $789K
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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