Lpl Financial LLC Closed Holding Positions

Lpl Financial LLC

  • $246 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
OPRX
Optimize Rx Corp

Healthcare
Q1 2022 Filed on May 16, 2022
6,653
$35.27 - $62.91 $235K - $419K
ROOT
Root, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
23,070
$1.4 - $3.29 $32.3K - $75.9K
Saba Capital Income & Oprnt
Q1 2022 Filed on May 16, 2022
47,420
N/A
MAPS
Wm Technology, Inc.

Technology
Q1 2022 Filed on May 16, 2022
16,691
$4.39 - $8.02 $73.3K - $134K
Apria Inc
Q1 2022 Filed on May 16, 2022
10,963
N/A
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
12,151
$4.05 - $8.44 $49.2K - $103K
BOC
Boston Omaha Corp

Communication Services
Q1 2022 Filed on May 16, 2022
7,639
$24.18 - $30.61 $185K - $234K
CTG
Computer Task Group Inc

Technology
Q1 2022 Filed on May 16, 2022
10,075
$8.06 - $9.95 $81.2K - $100K
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
4,168
$43.07 - $61.16 $180K - $255K
LSPD
Lightspeed Commerce Inc.

Technology
Q1 2022 Filed on May 16, 2022
6,838
$19.9 - $41.05 $136K - $281K
Ncino Inc
Q1 2022 Filed on May 16, 2022
4,350
N/A
Sl Green Rlty Corp
Q1 2022 Filed on May 16, 2022
10,714
N/A
COOK
Traeger, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
20,424
$7.21 - $11.8 $147K - $241K
ARGO
Argo Group International Holdings, Ltd.

Financial Services
Q1 2022 Filed on May 16, 2022
3,812
$37.5 - $60.06 $143K - $229K
Casper Sleep Inc
Q1 2022 Filed on May 16, 2022
172,594
N/A
CRHC
Cohn Robbins Holdings Corp.

Financial Services
Q1 2022 Filed on May 16, 2022
10,000
$9.83 - $9.96 $98.3K - $99.6K
HLTH
Cue Health Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
12,300
$6.45 - $14.67 $79.3K - $180K
DLO
D Local LTD

Technology
Q1 2022 Filed on May 16, 2022
11,441
$23.3 - $35.44 $267K - $405K
Golar Lng LTD
Q1 2022 Filed on May 16, 2022
11,000
N/A
Gores Guggenheim Inc
Q1 2022 Filed on May 16, 2022
62,569
N/A
Hive Blockchain Technlgies L
Q1 2022 Filed on May 16, 2022
21,039
N/A
IRNT
Iron Net, Inc.

Technology
Q1 2022 Filed on May 16, 2022
15,077
$2.8 - $6.11 $42.2K - $92.1K
Oasis Midstream Partners LP
Q1 2022 Filed on May 16, 2022
12,342
N/A
OSS
One Stop Systems, Inc.

Technology
Q1 2022 Filed on May 16, 2022
38,000
$3.81 - $4.98 $145K - $189K
Silverbox Engaged Merger CO
Q1 2022 Filed on May 16, 2022
44,584
N/A
SMRT
Smart Rent, Inc.

Technology
Q1 2022 Filed on May 16, 2022
18,075
$5.06 - $9.58 $91.5K - $173K
SP
Sp Plus Corp

Industrials
Q1 2022 Filed on May 16, 2022
7,419
$26.45 - $31.92 $196K - $237K
SWKH
Swk Holdings Corp

Financial Services
Q1 2022 Filed on May 16, 2022
18,498
$16.88 - $19.87 $312K - $368K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
Q1 2022 Filed on May 16, 2022
10,888
$15.94 - $19.98 $174K - $218K
UPH
Up Health, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
22,525
$1.18 - $2.62 $26.6K - $59K
Cadence Bancorporation
Q4 2021 Filed on Feb 14, 2022
43,818
N/A
Cimarex Energy CO
Q4 2021 Filed on Feb 14, 2022
4,133
N/A
Columbia Ppty Tr Inc
Q4 2021 Filed on Feb 14, 2022
118,601
N/A
Coresite Rlty Corp
Q4 2021 Filed on Feb 14, 2022
8,740
N/A
CVA
Covanta Holding Corporation

Industrials
Q4 2021 Filed on Feb 14, 2022
14,362
N/A
Cree Inc
Q4 2021 Filed on Feb 14, 2022
124,187
N/A
Fireeye Inc
Q4 2021 Filed on Feb 14, 2022
210,637
N/A
BICK
First Trust Ise Bick Index Fun

ETFs
Q4 2021 Filed on Feb 14, 2022
7,907
$30.83 - $35.69 $244K - $282K
First Tr Sr Floating Rate 20
Q4 2021 Filed on Feb 14, 2022
13,003
N/A
Firstcash Inc
Q4 2021 Filed on Feb 14, 2022
12,800
N/A
Guggenheim Enhanced Eqt Incm
Q4 2021 Filed on Feb 14, 2022
257,705
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
20,862
N/A
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
1,018,745
N/A
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
196,076
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
17,191
N/A
Meredith Corp
Q4 2021 Filed on Feb 14, 2022
6,001
N/A
Nuveen Diversified Divid & I
Q4 2021 Filed on Feb 14, 2022
246,532
N/A
Nuveen Tax Advantaged Divid
Q4 2021 Filed on Feb 14, 2022
36,528
N/A
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Feb 14, 2022
837,669
N/A
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