A detailed history of Commerce Bank transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Commerce Bank holds 176,271 shares of LPLA stock, worth $42.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
176,271
Previous 183,513 3.95%
Holding current value
$42.8 Million
Previous $48.5 Million 1.54%
% of portfolio
0.32%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $19.4B
  • 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

Track Commerce Bank Portfolio

Follow Commerce Bank and customize your updates to receive the information that matters most to you.

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.