Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-1.83K
- 2.23%
$9.28 - $10.1 $17K - $18.5K
80.3K $774K
HFRO
Highland Income Fund\Ma

Financial Services
-8.96K
- 1.47%
$4.47 - $5.28 $40K - $47.3K
601K $3.13M
AOSL
Alpha & Omega Semiconductor LTD

Technology
-2.14K
- 20.29%
$16.25 - $25.8 $34.8K - $55.3K
8.42K $216K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-13.5K
- 14.31%
$12.75 - $16.34 $173K - $221K
81.1K $1.32M
MLTX
Moon Lake Immunotherapeutics

Healthcare
-2.51K
- 28.36%
$32.84 - $51.05 $82.4K - $128K
6.34K $299K
PLL
Piedmont Lithium Inc.

Basic Materials
-4.06K
- 8.63%
$5.34 - $8.91 $21.7K - $36.2K
43K $250K
TCMD
Tactile Systems Technology Inc

Healthcare
-437
- 3.23%
$9.42 - $14.35 $4.12K - $6.27K
13.1K $132K
SAVA
Cassava Sciences Inc

Healthcare
-34K
- 64.91%
$1.19 - $2.24 $40.4K - $76.1K
18.4K $33K
OSPN
One Span Inc.

Technology
-4.12K
- 25.15%
$13.57 - $16.81 $55.9K - $69.3K
12.3K $204K
WTRE
Watford Holdings Ltd.

Financial Services
-4.26K
- 24.14%
$15.45 - $19.47 $65.8K - $82.9K
13.4K $260K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-718
- 9.91%
$210.85 - $245.99 $151K - $177K
6.52K $1.56M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-24.1K
- 3.1%
$1.9 - $2.13 $45.8K - $51.3K
754K $1.61M
GNTY
Guaranty Bancshares Inc

Financial Services
-1.75K
- 13.02%
$37.41 - $43.28 $65.4K - $75.7K
11.7K $495K
NOTV
Inotiv, Inc.

Healthcare
-16.2K
- 49.26%
$1.41 - $3.01 $22.8K - $48.6K
16.6K $30K
NCA
Nuveen California Municipal Value Fund

Financial Services
-5.8K
- 1.97%
$8.24 - $8.73 $47.8K - $50.6K
288K $2.5M
PEBO
Peoples Bancorp Inc

Financial Services
-1.73K
- 12.44%
$26.85 - $31.02 $46.4K - $53.6K
12.2K $371K
DRD
Drdgold LTD

Basic Materials
-969
- 7.5%
$12.96 - $17.16 $12.6K - $16.6K
12K $159K
HRTX
Heron Therapeutics, Inc.

Healthcare
-15.2K
- 22.47%
$1.72 - $2.42 $26.2K - $36.8K
52.5K $108K
MIN
Mfs Intermediate Income Trust

Financial Services
-20.7K
- 2.47%
$2.63 - $2.72 $54.6K - $56.4K
820K $2.22M
TBBK
Bancorp, Inc.

Financial Services
-1.33K
- 14.93%
$40.93 - $57.59 $54.6K - $76.8K
7.6K $433K
LQDA
Liquidia Corp

Healthcare
-475
- 3.29%
$11.99 - $19.3 $5.7K - $9.17K
13.9K $173K
GAMB
Gambling.Com Group LTD

Consumer Cyclical
-977
- 2.66%
$11.53 - $14.72 $11.3K - $14.4K
35.8K $425K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-1.63K
- 11.2%
$6.01 - $8.06 $9.82K - $13.2K
13K $77K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-239
- 0.2%
$14.02 - $15.15 $3.35K - $3.62K
119K $1.75M
BFLY
Butterfly Network, Inc.

Healthcare
-698
- 0.54%
$1.96 - $2.63 $1.37K - $1.84K
128K $255K
OLO
Olo Inc.

Technology
-33.7K
- 36.64%
$5.84 - $9.7 $197K - $327K
58.2K $518K
WFG
West Fraser Timber Co., LTD

Basic Materials
-202
- 3.34%
$70.53 - $78.77 $14.2K - $15.9K
5.85K $428K
CRT
Cross Timbers Royalty Trust

Energy
-20
- 0.18%
$9.5 - $12.27 $190 - $245
11K $109K
IMTB
Ishares Tr

ETFs
-1.2K
- 1.71%
$42.53 - $43.63 $51K - $52.3K
68.9K $3.01M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-1.35K
- 4.92%
N/A
26K $663K
SIMS
Spdr S&P Kensho Intelligent St

ETFs
-2.19K
- 22.58%
$26.7 - $35.53 $58.5K - $77.8K
7.51K $266K
RMTI
Rockwell Medical, Inc.

Healthcare
-19.4K
- 31.4%
$0.79 - $1.23 $15.4K - $23.9K
42.5K $36K
SRCE
1 St Source Corp

Financial Services
-886
- 8.87%
$53.28 - $62.88 $47.2K - $55.7K
9.11K $565K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-2.18K
- 10.05%
$23.59 - $31.76 $51.3K - $69.1K
19.5K $585K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-3.14K
- 6.98%
$10.35 - $11.31 $32.4K - $35.5K
41.8K $472K
UNOV
Earth Science Tech, Inc.

ETFs
-1.88K
- 11.3%
$32.19 - $36.09 $60.5K - $67.8K
14.8K $532K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-1.74K
- 6.05%
$65.66 - $77.49 $114K - $135K
27K $2.04M
UVSP
Univest Financial Corp

Financial Services
-2.08K
- 11.78%
$25.3 - $31.35 $52.6K - $65.2K
15.6K $468K
NEP
Nextera Energy Partners, LP

Utilities
-3.51K
- 5.71%
N/A
57.9K $523K
ZI
Zoom Info Technologies Inc.

Technology
-3.49K
- 18.09%
$7.41 - $10.31 $25.8K - $35.9K
15.8K $160K
ASC
Ardmore Shipping Corp

Industrials
-2.84K
- 17.25%
$8.51 - $10.54 $24.2K - $29.9K
13.6K $130K
ECVT
Ecovyst Inc.

Basic Materials
-8.29K
- 44.7%
$5.33 - $8.58 $44.2K - $71.1K
10.3K $84K
GRWG
Grow Generation Corp.

Consumer Cyclical
-100
- 0.04%
$0.87 - $1.34 $87 - $134
223K $209K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
-3.39K
- 11.53%
$9.45 - $10.72 $32K - $36.3K
26K $274K
KMPR
Kemper Corp

Financial Services
-73
- 0.62%
$55.12 - $67.26 $4.02K - $4.91K
11.7K $756K
HFGO
Hartford Fds Exchange Traded T

ETFs
-12.8K
- 17.8%
$18.62 - $24.87 $238K - $318K
59.1K $1.47M
HNST
Honest Company, Inc.

Consumer Cyclical
-8.02K
- 29.17%
$4.18 - $5.51 $33.5K - $44.2K
19.5K $99K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
-3.38K
- 10.09%
$7.7 - $8.45 $26K - $28.5K
30.1K $249K
CENX
Century Aluminum CO

Basic Materials
-1.26K
- 10.62%
$13.7 - $20.12 $17.2K - $25.3K
10.6K $190K
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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