Commerce Bank Lpl Financial Holdings Inc. Transaction History

Commerce Bank

$16.1 Billion
Q3 2024

A detailed history of Commerce Bank transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Commerce Bank holds 20,545 shares of LPLA stock, worth $6.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,545

Previous 176,271 88.34%

Holding current value

$6.78 Million

Previous $49.2 Million 90.29%

% of portfolio

0.03%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$193.0 - $282.1 $30.1 Million - $43.9 Million	-155,726 Reduced 88.34%	20,545 $4.78 Million
Q2 2024 Aug 12, 2024	SELL	$256.41 - $288.82 $1.86 Million - $2.09 Million	-7,242 Reduced 3.95%	176,271 $49.2 Million
Q1 2024 May 03, 2024	SELL	$230.75 - $273.77 $39,689 - $47,088	-172 Reduced 0.09%	183,513 $48.5 Million
Q4 2023 Feb 09, 2024	SELL	$209.89 - $239.77 $2.37 Million - $2.71 Million	-11,301 Reduced 5.8%	183,685 $41.8 Million
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $90,017 - $101,978	-412 Reduced 0.21%	194,986 $46.3 Million
Q2 2023 Aug 08, 2023	SELL	$180.95 - $217.9 $954,149 - $1.15 Million	-5,273 Reduced 2.63%	195,398 $42.5 Million
Q1 2023 May 04, 2023	BUY	$192.0 - $255.57 $468,864 - $624,101	2,442 Added 1.23%	200,671 $40.6 Million
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $317,859 - $414,136	1,536 Added 0.78%	198,229 $42.9 Million
Q3 2022 Nov 04, 2022	SELL	$172.53 - $233.2 $9.22 Million - $12.5 Million	-53,435 Reduced 21.36%	196,693 $43 Million
Q2 2022 Aug 12, 2022	BUY	$167.48 - $218.52 $1.74 Million - $2.27 Million	10,380 Added 4.33%	250,128 $46.1 Million
Q1 2022 May 09, 2022	BUY	$143.67 - $190.77 $34.4 Million - $45.7 Million	239,748 New	239,748 $43.8 Million

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

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 $26.3B
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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Commerce Bank with notifications on news.

Account