Bank Of The West Lpl Financial Holdings Inc. Transaction History

Bank Of The West

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 05, 2020	SELL	$74.14 - $85.09 $444,840 - $510,540	-6,000 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$39.02 - $98.86 $54,628 - $138,404	-1,400 Reduced 18.92%	6,000 $327,000
Q2 2019 Jul 18, 2019	SELL	$70.51 - $84.91 $91,663 - $110,383	-1,300 Reduced 14.94%	7,400 $604,000
Q1 2019 Apr 09, 2019	SELL	$59.74 - $77.93 $197,440 - $257,558	-3,305 Reduced 27.53%	8,700 $606,000
Q4 2018 Feb 07, 2019	BUY	$53.2 - $65.69 $10,906 - $13,466	205 Added 1.74%	12,005 $734,000
Q3 2018 Nov 02, 2018	SELL	$63.88 - $69.99 $76,656 - $83,988	-1,200 Reduced 9.23%	11,800 $761,000
Q1 2018 May 08, 2018	SELL	$57.2 - $65.99 $100,100 - $115,482	-1,750 Reduced 11.86%	13,000 $794,000
Q4 2017 Feb 05, 2018	SELL	$48.68 - $57.7 $58,416 - $69,240	-1,200 Reduced 7.52%	14,750 $843,000
Q3 2017 Oct 17, 2017	BUY	$45.09 - $51.58 $719,185 - $822,701	15,950	15,950 $823,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.8B
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...

Get notified when there are updates to the investment portfolio of Bank Of The West, based on Form 13F filings with the SEC.

Stay updated on Bank Of The West with notifications on news.