Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CIF
Mfs Intermediate High Income Fund

Financial Services
-8.04K
- 21.66%
$1.54 - $1.74 $12.4K - $14K
29.1K $50K
SONO
Sonos Inc

Technology
-1.44K
- 9.03%
$7.7 - $11.25 $11.1K - $16.2K
14.5K $156K
DOUG
Douglas Elliman Inc.

Real Estate
-15.5K
- 39.02%
$1.53 - $2.95 $23.7K - $45.7K
24.2K $56K
ETSY
Etsy Inc

Consumer Cyclical
-1.91K
- 6.78%
$40.8 - $63.88 $78.1K - $122K
26.3K $1.32M
HLIT
Harmonic Inc

Technology
-877
- 2.89%
$8.25 - $9.73 $7.24K - $8.53K
29.4K $278K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-1.37K
- 1.38%
$9.74 - $10.75 $13.4K - $14.7K
98.2K $1.05M
BMEA
Biomea Fusion, Inc.

Healthcare
-2.85K
- 15.71%
$1.37 - $2.9 $3.9K - $8.27K
15.3K $27K
PKI
Perkinelmer Inc

Healthcare
-92
- 0.31%
N/A
29.9K $3.62M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-12.7K
- 10.59%
$1.5 - $2.03 $19.1K - $25.9K
108K $203K
IAUM
I Shares Gold Trust Micro

ETFs
-722
- 9.59%
$29.65 - $34.24 $21.4K - $24.7K
6.8K $224K
BILI
Bilibili Inc.

Communication Services
-2.15K
- 13.31%
$14.88 - $21.45 $31.9K - $46.1K
14K $299K
LYG
Lloyds Banking Group PLC

Financial Services
-205K
- 10.23%
$3.32 - $4.29 $682K - $881K
1.8M $7.66M
OSUR
Orasure Technologies Inc

Healthcare
-542
- 2.71%
$2.46 - $3.37 $1.33K - $1.83K
19.5K $58K
ABSI
Absci Corp

Healthcare
-4.66K
- 6.15%
$2.24 - $3.22 $10.4K - $15K
71.1K $182K
BBSI
Barrett Business Services Inc

Industrials
-409
- 2.52%
$38.05 - $42.61 $15.6K - $17.4K
15.8K $660K
NINE
Nine Energy Service, Inc.

Energy
-4K
- 27.57%
$0.45 - $1.17 $1.8K - $4.68K
10.5K $8K
NRT
North European Oil Royalty Trust

Energy
-3K
- 9.13%
$4.05 - $5.44 $12.1K - $16.3K
29.8K $149K
PEB
Pebblebrook Hotel Trust

Real Estate
-537
- 2.65%
$7.71 - $10.59 $4.14K - $5.69K
19.7K $196K
ADT
Adt Inc.

Industrials
-1.42K
- 9.21%
$7.54 - $8.6 $10.7K - $12.2K
14K $118K
KOS
Kosmos Energy Ltd.

Energy
-419
- 3.46%
$1.52 - $2.28 $637 - $955
11.7K $20K
OPK
Opko Health, Inc.

Healthcare
-97
- 0.48%
$1.24 - $1.66 $120 - $161
20.2K $26K
TDF
Templeton Dragon Fund Inc

Financial Services
-1.11K
- 7.39%
$8.21 - $10.09 $9.08K - $11.2K
13.9K $138K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-1.31K
- 4.59%
$43.16 - $52.92 $56.4K - $69.1K
27.2K $1.41M
ACRE
Ares Commercial Real Estate Corp

Real Estate
-1.76K
- 11.11%
$3.5 - $5.07 $6.15K - $8.91K
14.1K $67K
BANC
Banc Of California, Inc.

Financial Services
-212
- 1.07%
$12.06 - $14.62 $2.56K - $3.1K
19.5K $274K
CIGI
Colliers International Group Inc.

Real Estate
-235
- 8.68%
$106.71 - $132.85 $25.1K - $31.2K
2.47K $322K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-6.52K
- 4.71%
$18.54 - $19.95 $121K - $130K
132K $2.58M
NIC
Nicolet Bankshares Inc

Financial Services
-359
- 13.39%
$100.68 - $125.35 $36.1K - $45K
2.32K $286K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-635
- 13.85%
$60.05 - $75.31 $38.1K - $47.8K
3.95K $297K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-977
- 4.48%
$25.79 - $29.78 $25.2K - $29.1K
20.8K $618K
IMMP
Immutep LTD

Healthcare
-630
- 1.82%
$1.41 - $2.49 $888 - $1.57K
34K $55K
PID
Invesco Exchange Traded Fd Tr

ETFs
-277
- 0.02%
N/A
1.22M $21.8M
TALK
Talkspace, Inc.

Healthcare
-2.95K
- 22.32%
$2.58 - $3.35 $7.6K - $9.87K
10.3K $28K
ASRT
Assertio Holdings, Inc.

Healthcare
-4.44K
- 20.92%
$0.53 - $0.71 $2.35K - $3.15K
16.8K $10K
EFSC
Enterprise Financial Services Corp

Financial Services
-242
- 3.4%
$46.2 - $55.78 $11.2K - $13.5K
6.89K $379K
GQRE
Flexshares Tr Global Quality R

ETFs
-520
- 3.32%
$51.85 - $60.01 $27K - $31.2K
15.1K $903K
ONL
Orion Office Reit Inc.

Real Estate
-1.52K
- 3.11%
$1.52 - $2.43 $2.3K - $3.68K
47.1K $100K
RVP
Retractable Technologies Inc

Healthcare
-611
- 1.14%
$0.63 - $0.76 $385 - $464
53K $33K
PINC
Premier, Inc.

Healthcare
-2.29K
- 12.94%
$18.94 - $23.3 $43.3K - $53.3K
15.4K $337K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-315
- 5.45%
$81.62 - $95.83 $25.7K - $30.2K
5.46K $523K
ERH
Allspring Utilities & High Income Fund

Financial Services
-933
- 5.69%
$9.98 - $11.55 $9.31K - $10.8K
15.5K $178K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-30.4K
- 9.21%
$26.53 - $32.81 $806K - $997K
299K $9.67M
PGEN
Precigen, Inc.

Healthcare
-442
- 2.49%
$1.17 - $1.62 $517 - $716
17.3K $24K
TSEM
Tower Semiconductor LTD

Technology
-2.13K
- 18.12%
$29.65 - $43.8 $63.2K - $93.4K
9.63K $417K
VXRT
Vaxart, Inc.

Healthcare
-11K
- 18.1%
$0.31 - $0.7 $3.42K - $7.72K
49.9K $22K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-9.56K
- 10.27%
$28.33 - $36.72 $271K - $351K
83.5K $3.02M
UIHC
United Insurance Holdings Corp.

Financial Services
-149
- 1.18%
N/A
12.5K $93K
BFH
Bread Financial Holdings, Inc.

Financial Services
-2.41K
- 12.38%
$41.88 - $57.12 $101K - $137K
17K $972K
CERS
Cerus Corp

Healthcare
-1.58K
- 3.8%
$1.22 - $1.51 $1.92K - $2.38K
39.9K $56K
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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