Bokf, Na Lpl Financial Holdings Inc. Transaction History

Bokf, Na

$5.9 Billion
Q4 2024

A detailed history of Bokf, Na transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bokf, Na holds 4 shares of LPLA stock, worth $1,495. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 2 100.0%

Holding current value

$1,495

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$229.85 - $335.91 $459 - $671	2 Added 100.0%	4 $1,000
Q3 2024 Nov 14, 2024	BUY	$193.0 - $282.1 $386 - $564	2 New	2 $0
Q2 2023 Aug 21, 2023	SELL	$180.95 - $217.9 $493,812 - $594,649	-2,729 Reduced 92.95%	207 $45,000
Q1 2023 May 11, 2023	SELL	$192.0 - $255.57 $181,824 - $242,024	-947 Reduced 24.39%	2,936 $594,000
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $1.78 Million - $2.32 Million	-8,614 Reduced 68.93%	3,883 $839,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $283,466 - $383,147	1,643 Added 15.14%	12,497 $2.73 Million
Q2 2022 Aug 11, 2022	SELL	$167.48 - $218.52 $18,925 - $24,692	-113 Reduced 1.03%	10,854 $2 Million
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $92,092 - $122,283	641 Added 6.21%	10,967 $2 Million
Q4 2021 Mar 11, 2022	SELL	$152.65 - $175.02 $1.39 Million - $1.59 Million	-9,079 Reduced 46.79%	10,326 $1.65 Million
Q3 2021 Nov 10, 2021	BUY	$127.58 - $161.13 $119,414 - $150,817	936 Added 5.07%	19,405 $3.04 Million
Q1 2021 Apr 21, 2021	BUY	$103.11 - $146.29 $403,984 - $573,164	3,918 Added 26.93%	18,469 $2.63 Million
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $424,460 - $581,089	-5,574 Reduced 27.7%	14,551 $1.52 Million
Q3 2020 Oct 30, 2020	SELL	$74.14 - $85.09 $185,572 - $212,980	-2,503 Reduced 11.06%	20,125 $1.54 Million
Q2 2020 Aug 12, 2020	BUY	$48.65 - $85.54 $36,536 - $64,240	751 Added 3.43%	22,628 $1.77 Million
Q1 2020 May 13, 2020	SELL	$39.02 - $98.86 $67,699 - $171,522	-1,735 Reduced 7.35%	21,877 $1.19 Million
Q4 2019 Feb 12, 2020	SELL	$72.1 - $94.26 $262,227 - $342,823	-3,637 Reduced 13.35%	23,612 $2.18 Million
Q3 2019 Nov 13, 2019	BUY	$70.66 - $87.4 $3,674 - $4,544	52 Added 0.19%	27,249 $2.23 Million
Q2 2019 Aug 14, 2019	SELL	$70.51 - $84.91 $69,170 - $83,296	-981 Reduced 3.48%	27,197 $2.22 Million
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $859,001 - $1.12 Million	14,379 Added 104.2%	28,178 $1.96 Million
Q4 2018 Feb 13, 2019	BUY	$53.2 - $65.69 $20,960 - $25,881	394 Added 2.94%	13,799 $842,000
Q3 2018 Nov 13, 2018	BUY	$63.88 - $69.99 $24,402 - $26,736	382 Added 2.93%	13,405 $865,000
Q2 2018 Aug 13, 2018	SELL	$56.49 - $72.22 $9,490 - $12,132	-168 Reduced 1.27%	13,023 $854,000
Q1 2018 May 14, 2018	SELL	$57.2 - $65.99 $4,061 - $4,685	-71 Reduced 0.54%	13,191 $806,000
Q4 2017 Feb 14, 2018	BUY	$48.68 - $57.7 $9,443 - $11,193	194 Added 1.48%	13,262 $757,000
Q3 2017 Nov 14, 2017	BUY	$45.09 - $51.58 $163,315 - $186,822	3,622 Added 38.34%	13,068 $674,000
Q2 2017 Aug 14, 2017	BUY	N/A	9,446	9,446 $401,000

Others Institutions Holding LPLA

# of Institutions

777

Shares Held

70M

Call Options Held

355K

Put Options Held

486K

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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