A detailed history of Bank Of America Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bank Of America Corp holds 354,700 shares of LPLA stock, worth $116 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
354,700
Previous 582,022 39.06%
Holding current value
$116 Million
Previous $163 Million 49.22%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$193.0 - $282.1 $43.9 Million - $64.1 Million
-227,322 Reduced 39.06%
354,700 $82.5 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $2.54 Million - $2.86 Million
9,892 Added 1.73%
582,022 $163 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $6.01 Million - $7.13 Million
26,052 Added 4.77%
572,130 $151 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $18.6 Million - $21.2 Million
-88,416 Reduced 13.93%
546,078 $124 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $37 Million - $44.6 Million
204,734 Added 47.64%
634,494 $138 Million
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $2.85 Million - $3.8 Million
14,852 Added 3.58%
429,760 $87 Million
Q4 2022

Feb 10, 2023

SELL
$206.94 - $269.62 $1.38 Million - $1.8 Million
-6,665 Reduced 1.58%
414,908 $89.7 Million
Q3 2022

Nov 14, 2022

SELL
$172.53 - $233.2 $6.09 Million - $8.23 Million
-35,276 Reduced 7.72%
421,573 $92.1 Million
Q2 2022

Aug 12, 2022

SELL
$167.48 - $218.52 $10.9 Million - $14.3 Million
-65,314 Reduced 12.51%
456,849 $84.3 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $9.28 Million - $12.3 Million
64,592 Added 14.12%
522,163 $95.4 Million
Q4 2021

Feb 08, 2022

BUY
$152.65 - $175.02 $4.33 Million - $4.97 Million
28,391 Added 6.62%
457,571 $73.3 Million
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $33,553 - $42,377
263 Added 0.06%
429,180 $67.3 Million
Q2 2021

Sep 13, 2021

BUY
$134.61 - $156.7 $57.7 Million - $67.2 Million
428,917 New
428,917 $57.9 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.1B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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