Fulton Bank, N.A. Lpl Financial Holdings Inc. Transaction History

Fulton Bank, N.A.

$1.19 Billion
Q3 2024

A detailed history of Fulton Bank, N.A. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fulton Bank, N.A. holds 4,206 shares of LPLA stock, worth $1.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,206

Previous 3,630 15.87%

Holding current value

$1.35 Million

Previous $1.01 Million 3.46%

% of portfolio

0.08%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$193.0 - $282.1 $111,168 - $162,489	576 Added 15.87%	4,206 $978,000
Q2 2024 Jul 09, 2024	SELL	$256.41 - $288.82 $2,051 - $2,310	-8 Reduced 0.22%	3,630 $1.01 Million
Q1 2024 Apr 10, 2024	BUY	$230.75 - $273.77 $165,909 - $196,840	719 Added 24.63%	3,638 $961,000
Q4 2023 Jan 04, 2024	SELL	$209.89 - $239.77 $62,547 - $71,451	-298 Reduced 9.26%	2,919 $664,000
Q3 2023 Oct 04, 2023	SELL	$218.49 - $247.52 $30,588 - $34,652	-140 Reduced 4.17%	3,217 $764,000
Q2 2023 Jul 06, 2023	SELL	$180.95 - $217.9 $459,793 - $553,683	-2,541 Reduced 43.08%	3,357 $729,000
Q1 2023 Apr 06, 2023	BUY	$192.0 - $255.57 $34,560 - $46,002	180 Added 3.15%	5,898 $1.19 Million
Q4 2022 Jan 05, 2023	BUY	$206.94 - $269.62 $205,077 - $267,193	991 Added 20.96%	5,718 $1.24 Million
Q3 2022 Oct 04, 2022	SELL	$172.53 - $233.2 $58,660 - $79,288	-340 Reduced 6.71%	4,727 $1.03 Million
Q2 2022 Jul 07, 2022	SELL	$167.48 - $218.52 $32,491 - $42,392	-194 Reduced 3.69%	5,067 $935,000
Q1 2022 Apr 05, 2022	SELL	$143.67 - $190.77 $874,519 - $1.16 Million	-6,087 Reduced 53.64%	5,261 $961,000
Q4 2021 Jan 05, 2022	SELL	$152.65 - $175.02 $135,247 - $155,067	-886 Reduced 7.24%	11,348 $1.82 Million
Q3 2021 Oct 05, 2021	SELL	$127.58 - $161.13 $114,566 - $144,694	-898 Reduced 6.84%	12,234 $1.92 Million
Q2 2021 Jul 06, 2021	SELL	$134.61 - $156.7 $13,461 - $15,669	-100 Reduced 0.76%	13,132 $1.77 Million
Q1 2021 Apr 05, 2021	BUY	$103.11 - $146.29 $141,466 - $200,709	1,372 Added 11.57%	13,232 $1.88 Million
Q4 2020 Jan 07, 2021	BUY	$76.15 - $104.25 $8,757 - $11,988	115 Added 0.98%	11,860 $1.24 Million
Q3 2020 Oct 06, 2020	SELL	$74.14 - $85.09 $195,136 - $223,956	-2,632 Reduced 18.31%	11,745 $901,000
Q2 2020 Jul 06, 2020	BUY	$48.65 - $85.54 $699,441 - $1.23 Million	14,377 New	14,377 $1.13 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 $25.7B
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 Fulton Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Fulton Bank, N.A. with notifications on news.

Account