Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVN
Eaton Vance Municipal Income Trust

Financial Services
-9.3K
- 4.84%
$9.82 - $10.45 $91.4K - $97.2K
183K $1.87M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-2.56K
- 1.56%
$41.2 - $42.29 $106K - $108K
162K $6.83M
AOK
Ishares Tr Core Conservative A

ETFs
-19.9K
- 4.23%
$36.09 - $39.07 $718K - $777K
451K $17.6M
LZB
La Z Boy Inc

Consumer Cyclical
-1.63K
- 8.11%
$35.67 - $44.28 $58.1K - $72.1K
18.4K $685K
MDXG
Mimedx Group, Inc.

Healthcare
-3.07K
- 5.71%
$5.88 - $7.69 $18K - $23.6K
50.6K $309K
SHYD
Vaneck Short High Yield Muni E

ETFs
-5.8K
- 1.81%
$21.84 - $22.79 $127K - $132K
314K $7.09M
ACCO
Acco Brands Corp

Industrials
-990
- 0.63%
$3.37 - $4.28 $3.34K - $4.24K
155K $555K
DCOM
Dime Community Bancshares, Inc.

Financial Services
-3.17K
- 24.51%
$24.07 - $28.64 $76.4K - $90.8K
9.77K $263K
EVF
Eaton Vance Senior Income Trust

Financial Services
-15.5K
- 27.18%
$5.15 - $5.81 $79.9K - $90.1K
41.6K $236K
SSB
South State Corp

Financial Services
-833
- 3.25%
$80.59 - $94.67 $67.1K - $78.9K
24.8K $2.29M
UFCS
United Fire Group Inc

Financial Services
-2.83K
- 15.08%
$25.7 - $29.65 $72.7K - $83.9K
15.9K $457K
SR
Spire Inc

Utilities
-150
- 0.98%
$71.03 - $79.07 $10.7K - $11.9K
15.2K $1.11M
PNM
Pnm Resources Inc

Utilities
-2.2K
- 23.1%
N/A
7.33K $305K
TGLS
Tecnoglass Inc.

Basic Materials
-3.44K
- 11.3%
$62.7 - $88.42 $216K - $304K
27K $2.09M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-4.14K
- 16.39%
$23.44 - $27.69 $97K - $115K
21.1K $581K
EQRR
Proshares Tr Equities For Risi

ETFs
-1.55K
- 20.97%
$50.97 - $59.7 $78.8K - $92.3K
5.83K $346K
USCI
United States Commodity Index Funds Trust

ETFs
-1.95K
- 4.3%
$65.22 - $76.24 $127K - $149K
43.4K $3.18M
VMD
Viemed Healthcare, Inc.

Healthcare
-2.8K
- 1.48%
$6.32 - $7.37 $17.7K - $20.6K
186K $1.29M
TWST
Twist Bioscience Corp

Healthcare
-436
- 1.5%
$28.16 - $40.27 $12.3K - $17.6K
28.7K $1.06M
OFC
Corporate Office Properties Trust

Real Estate
-3.63K
- 7.47%
N/A
44.9K $1.08M
AIN
Albany International Corp

Consumer Cyclical
-1.51K
- 8.16%
$59.75 - $70.94 $90.2K - $107K
17K $1.19M
RXO
Rxo, Inc.
-955
- 4.52%
$12.58 - $19.55 $12K - $18.7K
20.2K $317K
OCFC
Oceanfirst Financial Corp

Financial Services
-6.08K
- 16.57%
$14.76 - $17.72 $89.7K - $108K
30.6K $538K
DEI
Douglas Emmett Inc

Real Estate
-3.58K
- 11.48%
$13.09 - $16.29 $46.9K - $58.4K
27.6K $415K
EGY
Vaalco Energy Inc

Energy
-21.2K
- 40.08%
$3.1 - $3.94 $65.7K - $83.5K
31.7K $114K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
-6.69K
- 11.98%
$9.81 - $10.68 $65.6K - $71.4K
49.1K $506K
GSHD
Goosehead Insurance, Inc.

Financial Services
-393
- 11.82%
$93.19 - $121.83 $36.6K - $47.9K
2.93K $309K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
-322
- 1.3%
$36.36 - $41.52 $11.7K - $13.4K
24.4K $940K
RC
Ready Capital Corp

Real Estate
-511
- 0.45%
$4.13 - $5.15 $2.11K - $2.63K
112K $489K
WF
Woori Financial Group Inc.

Financial Services
-5.98K
- 45.48%
$30.46 - $49.73 $182K - $297K
7.16K $356K
BRKL
Brookline Bancorp Inc

Financial Services
-6.86K
- 27.15%
$9.53 - $11.11 $65.4K - $76.2K
18.4K $194K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-8.61K
- 28.74%
$13.24 - $18.0 $114K - $155K
21.3K $361K
TNET
Trinet Group, Inc.

Industrials
-132
- 1.14%
$72.67 - $86.45 $9.59K - $11.4K
11.5K $839K
SPFF
Global X Superincome Preferred

ETFs
-8.93K
- 1.28%
$8.34 - $8.97 $74.5K - $80.1K
691K $6.2M
MFM
Mfs Municipal Income Trust

Financial Services
-9.45K
- 3.94%
$4.98 - $5.37 $47.1K - $50.8K
230K $1.19M
PRCT
Procept Bio Robotics Corp

Healthcare
-1.26K
- 16.52%
$48.82 - $65.05 $61.4K - $81.8K
6.35K $365K
UCBI
United Community Banks Inc

Financial Services
-2.69K
- 6.84%
N/A
36.6K $1.07M
ZTO
Zto Express (Cayman) Inc.

Industrials
-2.87K
- 21.47%
$16.51 - $19.83 $47.3K - $56.8K
10.5K $186K
FDUS
Fidus Investment Corp

Financial Services
-2.99K
- 3.48%
$17.32 - $20.65 $51.8K - $61.8K
83K $1.68M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
-4.07K
- 2.52%
$7.4 - $7.87 $30.1K - $32K
157K $1.18M
KTF
Dws Municipal Income Trust

Financial Services
-3.81K
- 5.04%
$8.73 - $9.46 $33.3K - $36K
71.8K $635K
SLG
Sl Green Realty Corp

Real Estate
-2.4K
- 13.42%
$47.9 - $65.94 $115K - $158K
15.4K $956K
COCO
Vita Coco Company, Inc.

Consumer Defensive
-3.63K
- 34.21%
$27.0 - $37.18 $97.9K - $135K
6.97K $251K
HPK
High Peak Energy, Inc.

Energy
-70
- 0.28%
$7.94 - $12.97 $556 - $908
24.8K $242K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-13.7K
- 5.01%
$4.27 - $5.08 $58.5K - $69.6K
260K $1.31M
GCBC
Greene County Bancorp Inc

Financial Services
-286
- 0.85%
$20.74 - $23.72 $5.93K - $6.78K
33.4K $742K
KBA
Kraneshares Bosera Msci China

ETFs
-4.32K
- 8.43%
$20.81 - $24.45 $89.9K - $106K
47K $1.14M
SBSI
Southside Bancshares Inc

Financial Services
-2.8K
- 11.03%
$26.49 - $29.9 $74.2K - $83.7K
22.6K $664K
FPI
Farmland Partners Inc.

Real Estate
-9.11K
- 9.4%
$9.8 - $11.79 $89.3K - $107K
87.9K $1.01M
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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