Bank Of Montreal Lpl Financial Holdings Inc. Transaction History

Bank Of Montreal

$192 Billion
Q1 2025

A detailed history of Bank Of Montreal transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bank Of Montreal holds 13,666 shares of LPLA stock, worth $4.84 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,666

Previous 59,910 77.19%

Holding current value

$4.84 Million

Previous $19.6 Million 77.15%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$308.87 - $383.33 $14.3 Million - $17.7 Million	-46,244 Reduced 77.19%	13,666 $4.47 Million
Q4 2024 Feb 13, 2025	BUY	$229.85 - $335.91 $4.4 Million - $6.42 Million	19,126 Added 46.9%	59,910 $19.6 Million
Q3 2024 Nov 13, 2024	SELL	$193.0 - $282.1 $6.76 Million - $9.87 Million	-35,002 Reduced 46.19%	40,784 $9.49 Million
Q2 2024 Aug 14, 2024	SELL	$256.41 - $288.82 $24.2 Million - $27.3 Million	-94,379 Reduced 55.46%	75,786 $21.2 Million
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $20.3 Million - $24.1 Million	87,874 Added 106.78%	170,165 $45 Million
Q4 2023 Feb 08, 2024	SELL	$209.89 - $239.77 $10.5 Million - $12 Million	-49,937 Reduced 37.77%	82,291 $18.7 Million
Q3 2023 Nov 01, 2023	BUY	$218.49 - $247.52 $10.7 Million - $12.1 Million	48,991 Added 58.86%	132,228 $31.4 Million
Q2 2023 Aug 02, 2023	SELL	$180.95 - $217.9 $25.7 Million - $31 Million	-142,281 Reduced 63.09%	83,237 $18.1 Million
Q1 2023 Jun 13, 2024	BUY	$192.0 - $255.57 $281,280 - $374,410	1,465 Added 0.86%	171,630 $34.7 Million
Q4 2022 Feb 01, 2023	BUY	$206.94 - $269.62 $45.1 Million - $58.8 Million	218,005 Added 2901.7%	225,518 $48.8 Million
Q3 2022 Nov 10, 2022	SELL	$172.53 - $233.2 $2.21 Million - $2.98 Million	-12,795 Reduced 63.0%	7,513 $1.65 Million
Q2 2022 Aug 11, 2022	BUY	$167.48 - $218.52 $2.3 Million - $3.01 Million	13,759 Added 210.09%	20,308 $3.89 Million
Q1 2022 May 12, 2022	BUY	$143.67 - $190.77 $600,684 - $797,609	4,181 Added 176.56%	6,549 $1.22 Million
Q4 2021 Feb 11, 2022	SELL	$152.65 - $175.02 $2.97 Million - $3.41 Million	-19,488 Reduced 89.17%	2,368 $384,000
Q3 2021 Nov 12, 2021	SELL	$127.58 - $161.13 $121,073 - $152,912	-949 Reduced 4.16%	21,856 $3.48 Million
Q2 2021 Aug 12, 2021	BUY	$134.61 - $156.7 $3.07 Million - $3.57 Million	22,805 New	22,805 $3.13 Million

Others Institutions Holding LPLA

# of Institutions

863

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

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 $28.2B
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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