Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-3.38K
- 23.22%
$2.33 - $8.01 $7.88K - $27.1K
11.2K $27K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
-9.95K
- 12.8%
$32.08 - $39.57 $319K - $394K
67.8K $2.68M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-6.22K
- 17.0%
$9.65 - $10.3 $60.1K - $64.1K
30.4K $305K
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
-2.94K
- 6.37%
$23.9 - $24.28 $70.3K - $71.4K
43.2K $1.05M
MIST
Milestone Pharmaceuticals Inc.

Healthcare
-100K
- 90.09%
$0.65 - $1.96 $65.3K - $197K
11.1K $21K
GOGL
Golden Ocean Group LTD

Industrials
-5.84K
- 15.45%
$6.48 - $8.39 $37.9K - $49K
32K $234K
THY
Toews Agility Shares Dynamic T

Technology
-4.09K
- 7.8%
$21.89 - $22.43 $89.4K - $91.6K
48.3K $1.08M
OXSQ
Oxford Square Capital Corp.

Financial Services
-11.4K
- 10.55%
$2.18 - $2.64 $24.8K - $30K
96.3K $214K
SVM
Silvercorp Metals Inc

Basic Materials
-24.1K
- 23.6%
$3.22 - $4.43 $77.5K - $107K
77.9K $328K
AHH
Armada Hoffler Properties, Inc.

Real Estate
-6.31K
- 19.18%
$6.37 - $7.42 $40.2K - $46.8K
26.6K $182K
DXPE
Dxp Enterprises Inc

Industrials
-1.08K
- 18.73%
$71.8 - $92.02 $77.5K - $99.4K
4.69K $410K
RNA
Avidity Biosciences, Inc.

Healthcare
-1.62K
- 11.55%
$24.08 - $36.24 $39.1K - $58.8K
12.4K $352K
NURE
Nuveen Short Term Reit ETF

ETFs
-719
- 2.87%
$26.98 - $31.41 $19.4K - $22.6K
24.4K $722K
DFNV
Donoghue Forlines Risk Managed

ETFs
-3.05K
- 13.4%
$37.28 - $38.2 $114K - $116K
19.7K $752K
EBC
Eastern Bankshares, Inc.

Financial Services
-1.28K
- 3.53%
$14.18 - $16.5 $18.2K - $21.1K
35K $534K
BORR
Borr Drilling LTD

Energy
-20K
- 31.28%
$1.61 - $2.29 $32.2K - $45.8K
43.9K $80K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
-7.9K
- 41.53%
$6.58 - $7.16 $52K - $56.6K
11.1K $74K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-2.26K
- 15.07%
$66.99 - $83.47 $151K - $189K
12.7K $1.06M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
-1.12K
- 3.83%
$12.72 - $15.77 $14.2K - $17.6K
28.1K $387K
PB
Prosperity Bancshares Inc

Financial Services
-471
- 2.13%
$63.76 - $73.75 $30K - $34.7K
21.7K $1.52M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-571
- 7.14%
$165.45 - $198.11 $94.5K - $113K
7.43K $1.44M
GRC
Gorman Rupp CO

Industrials
-2.45K
- 12.31%
$31.36 - $39.03 $76.7K - $95.5K
17.4K $640K
CMU
Mfs High Yield Municipal Trust

Financial Services
-14.6K
- 27.39%
$3.21 - $3.52 $46.9K - $51.5K
38.8K $129K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-1.68K
- 16.28%
$33.53 - $39.61 $56.5K - $66.7K
8.66K $342K
OACP
Unified Ser Tr Oneascent Core

ETFs
-2.52K
- 22.11%
$22.32 - $22.91 $56.2K - $57.7K
8.87K $202K
DXC
Dxc Technology CO

Technology
-1.24K
- 5.83%
$14.03 - $17.63 $17.3K - $21.8K
20K $305K
FATE
Fate Therapeutics Inc

Healthcare
-76.6K
- 84.63%
$0.68 - $1.67 $52.1K - $128K
13.9K $15K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-3.08K
- 9.44%
$22.1 - $23.32 $68.1K - $71.8K
29.6K $689K
CXE
Mfs High Income Municipal Trust

Financial Services
-14.9K
- 57.5%
$3.41 - $3.71 $51K - $55.5K
11.1K $39K
WABC
Westamerica Bancorporation

Financial Services
-527
- 3.82%
$43.72 - $50.7 $23K - $26.7K
13.3K $642K
GGB
Gerdau S.A.

Basic Materials
-20K
- 39.51%
$2.3 - $3.19 $45.9K - $63.7K
30.6K $89K
GXTG
Global X Fds Thematic Growth E

ETFs
-2.33K
- 4.85%
$19.78 - $22.93 $46K - $53.3K
45.6K $1.04M
MCR
Mfs Charter Income Trust

Financial Services
-10.6K
- 7.13%
$5.89 - $6.36 $62.4K - $67.3K
138K $876K
PBF
Pbf Energy Inc.

Energy
-4.23K
- 29.5%
$14.37 - $24.39 $60.8K - $103K
10.1K $219K
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
-2.36K
- 12.96%
$13.89 - $15.26 $32.8K - $36.1K
15.9K $223K
ASAN
Asana, Inc.

Technology
-216
- 0.46%
$12.93 - $19.0 $2.79K - $4.1K
46.7K $630K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
-4.33K
- 28.26%
$11.0 - $12.41 $47.6K - $53.7K
11K $136K
AVO
Mission Produce, Inc.

Consumer Defensive
-9.53K
- 20.08%
$9.74 - $12.56 $92.9K - $120K
37.9K $444K
BL
Blackline, Inc.

Technology
-3.2K
- 20.32%
$42.27 - $58.22 $135K - $186K
12.5K $709K
PLAB
Photronics Inc

Technology
-13
- 0.05%
$16.71 - $20.93 $217 - $272
27K $508K
TS
Tenaris Sa

Energy
-350
- 1.55%
$30.71 - $39.46 $10.7K - $13.8K
22.2K $829K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
-5.41K
- 13.71%
$8.64 - $9.34 $46.7K - $50.5K
34K $311K
QCON
American Centy ETF Tr Quality
-1.95K
- 12.99%
$42.37 - $47.53 $82.7K - $92.7K
13.1K $620K
PSCF
Invesco S&P Smallcap Financial

ETFs
-1.04K
- 17.93%
$46.07 - $54.38 $48.1K - $56.8K
4.78K $259K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-4.18K
- 7.07%
$24.69 - $31.78 $103K - $133K
55K $1.68M
BNDD
Kraneshares Tr Quadratic Defla

ETFs
-2.49K
- 12.74%
$12.25 - $13.55 $30.5K - $33.8K
17.1K $213K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
-4.34K
- 6.59%
$10.92 - $11.45 $47.3K - $49.6K
61.4K $689K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-2.19K
- 4.1%
$13.46 - $16.77 $29.5K - $36.8K
51.3K $823K
TGNA
Tegna Inc

Communication Services
-1.63K
- 11.64%
$15.42 - $18.98 $25.2K - $31K
12.4K $207K
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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