Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-14K
- 12.81%
$11.69 - $13.91 $164K - $195K
95.4K $1.14M
MLPB
Ubs Ag

ETFs
-4.39K
- 24.5%
$23.47 - $28.1 $103K - $123K
13.5K $352K
HPI
John Hancock Preferred Income Fund

Financial Services
-2.13K
- 1.16%
$15.0 - $16.67 $31.9K - $35.5K
181K $2.89M
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
-9.09K
- 7.26%
$9.29 - $10.09 $84.4K - $91.7K
116K $1.11M
CHX
Champion X Corp

Energy
-2.27K
- 13.49%
$22.52 - $30.02 $51K - $68K
14.5K $360K
EAD
Allspring Income Opportunities Fund

Financial Services
-29.9K
- 9.24%
$6.11 - $7.06 $183K - $211K
293K $2.07M
INDB
Independent Bank Corp

Financial Services
-2.29K
- 9.08%
$53.62 - $65.63 $123K - $150K
23K $1.44M
AMN
Amn Healthcare Services Inc

Healthcare
-1.17K
- 3.9%
$17.79 - $23.8 $20.8K - $27.9K
28.9K $596K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-5.14K
- 3.1%
$10.23 - $11.0 $52.5K - $56.5K
160K $1.68M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-18.6K
- 14.0%
$5.64 - $6.2 $105K - $115K
114K $676K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-6.19K
- 4.52%
$13.63 - $14.4 $84.3K - $89.1K
131K $1.84M
TFII
Tfi International Inc.

Industrials
-3.05K
- 26.19%
$73.75 - $91.79 $225K - $280K
8.59K $770K
CBT
Cabot Corp

Basic Materials
-160
- 1.1%
$72.47 - $84.35 $11.6K - $13.5K
14.3K $1.07M
NNN
National Retail Properties, Inc.

Real Estate
-5.88K
- 2.52%
$37.56 - $43.42 $221K - $255K
227K $9.82M
BME
Black Rock Health Sciences Trust

Financial Services
-270
- 0.49%
$34.86 - $38.42 $9.41K - $10.4K
54.4K $1.98M
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
-1.11K
- 0.54%
$10.45 - $11.57 $11.6K - $12.8K
205K $2.24M
RGEN
Repligen Corp

Healthcare
-250
- 0.73%
$108.89 - $145.23 $27.2K - $36.3K
34.2K $4.25M
INFA
Informatica Inc.

Technology
-38.5K
- 32.83%
$15.86 - $24.35 $610K - $937K
78.7K $1.92M
DCI
Donaldson CO Inc

Industrials
-4.13K
- 5.91%
$59.18 - $71.02 $244K - $293K
65.7K $4.56M
PSCC
Invesco S&P Smallcap Consumer

ETFs
-1.56K
- 3.78%
$32.3 - $36.01 $50.3K - $56.1K
39.7K $1.32M
TPHE
Timothy Plan High Divid Stk En

ETFs
-3.2K
- 3.5%
$22.51 - $25.91 $72.1K - $83K
88.4K $2.22M
HXL
Hexcel Corp

Industrials
-2.92K
- 12.56%
$47.49 - $57.32 $138K - $167K
20.3K $1.15M
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
-4.51K
- 28.67%
$21.99 - $23.82 $99.2K - $107K
11.2K $248K
PXI
Invesco Exchange Traded Fd Tr

ETFs
-2.3K
- 5.68%
$35.52 - $44.66 $81.6K - $103K
38.1K $1.65M
STLD
Steel Dynamics Inc

Basic Materials
-1.22K
- 1.25%
N/A
96.7K $9.49M
STBA
S&T Bancorp Inc

Financial Services
-3.4K
- 28.14%
$32.89 - $38.76 $112K - $132K
8.68K $328K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-2.34K
- 2.65%
$20.19 - $23.59 $47.2K - $55.2K
86K $1.89M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-5.38K
- 11.26%
$62.77 - $80.81 $338K - $435K
42.4K $3.41M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-15.2K
- 16.03%
$9.22 - $12.79 $140K - $195K
79.7K $1M
YELP
Yelp Inc

Communication Services
-2.41K
- 20.91%
$32.56 - $40.93 $78.3K - $98.5K
9.1K $311K
PMX
Pimco Municipal Income Fund Iii

Financial Services
-11.7K
- 10.47%
$6.55 - $7.23 $76.9K - $84.9K
100K $689K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-1.48K
- 7.48%
$47.79 - $56.03 $70.9K - $83.1K
18.3K $944K
CWT
California Water Service Group

Utilities
-1.03K
- 4.61%
$44.67 - $51.36 $46K - $52.9K
21.3K $970K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1.74K
- 3.64%
N/A
46.1K $2.99M
DFHY
Donoghue Forlines Tactical Hig

ETFs
-6.5K
- 28.94%
$19.5 - $19.81 $127K - $129K
16K $312K
ROCK
Gibraltar Industries, Inc.

Industrials
-1.94K
- 23.81%
$50.2 - $63.09 $97.5K - $123K
6.22K $366K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
-5.69K
- 4.88%
$43.17 - $48.53 $246K - $276K
111K $5.25M
KNTK
Kinetik Holdings Inc.

Energy
-871
- 9.5%
$40.12 - $53.83 $34.9K - $46.9K
8.3K $365K
MTCH
Match Group, Inc.

Communication Services
-3.34K
- 12.85%
$27.03 - $31.93 $90.2K - $107K
22.6K $699K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-16.1K
- 10.87%
$38.59 - $47.36 $622K - $763K
132K $6.26M
AGI
Alamos Gold Inc

Basic Materials
-3.32K
- 2.93%
$23.81 - $30.33 $79.1K - $101K
110K $2.93M
BUYZ
Franklin Templeton ETF Tr Disr

ETFs
-5.68K
- 30.23%
$30.51 - $40.83 $173K - $232K
13.1K $535K
TME
Tencent Music Entertainment Group

Communication Services
-25K
- 33.52%
$11.97 - $19.49 $300K - $488K
49.6K $967K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-6.79K
- 13.34%
$90.58 - $109.05 $615K - $740K
44.1K $4.81M
AMG
Affiliated Managers Group, Inc.

Financial Services
-1.22K
- 26.24%
$143.35 - $197.67 $175K - $242K
3.44K $677K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
-7.76K
- 5.9%
$15.35 - $17.0 $119K - $132K
124K $2.1M
JHS
John Hancock Income Securities Trust

Financial Services
-8.9K
- 25.15%
$10.78 - $11.4 $96K - $101K
26.5K $298K
SEM
Select Medical Holdings Corp

Healthcare
-3.22K
- 9.07%
$14.26 - $18.41 $46K - $59.4K
32.3K $490K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
-9.51K
- 35.3%
$8.83 - $9.85 $84K - $93.7K
17.4K $159K
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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