Bank Of America Corp Lpl Financial Holdings Inc. Transaction History

Bank Of America Corp

$1.21 Trillion
Q1 2025

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 923,690 shares of LPLA stock, worth $345 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

923,690

Previous 337,059 174.04%

Holding current value

$345 Million

Previous $110 Million 174.57%

% of portfolio

0.02%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$308.87 - $383.33 $181 Million - $225 Million	586,631 Added 174.04%	923,690 $302 Million
Q4 2024 Feb 14, 2025	SELL	$229.85 - $335.91 $4.05 Million - $5.93 Million	-17,641 Reduced 4.97%	337,059 $110 Million
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

# of Institutions

880

Shares Held

81M

Call Options Held

144K

Put Options Held

327K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.8B
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...

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Bank Of America Corp Lpl Financial Holdings Inc. Transaction History