Intrust Bank Na Lpl Financial Holdings Inc. Transaction History

Intrust Bank Na

$1.12 Billion
Q2 2025

A detailed history of Intrust Bank Na transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Intrust Bank Na holds 747 shares of LPLA stock, worth $256,542. This represents 0.03% of its overall portfolio holdings.

Number of Shares

747

Previous 778 3.98%

Holding current value

$256,542

Previous $254,000 10.24%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$283.31 - $388.96 $8,782 - $12,057	-31 Reduced 3.98%	747 $280,000
Q1 2025 May 09, 2025	SELL	$308.87 - $383.33 $8,030 - $9,966	-26 Reduced 3.23%	778 $254,000
Q4 2024 Feb 12, 2025	BUY	$229.85 - $335.91 $184,799 - $270,071	804 New	804 $262,000
Q2 2024 Aug 08, 2024	SELL	$256.41 - $288.82 $8,717 - $9,819	-34 Reduced 3.58%	915 $255,000
Q1 2024 May 09, 2024	SELL	$230.75 - $273.77 $5,768 - $6,844	-25 Reduced 2.57%	949 $250,000
Q4 2023 Feb 05, 2024	SELL	$209.89 - $239.77 $21,198 - $24,216	-101 Reduced 9.4%	974 $221,000
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $23,159 - $26,237	-106 Reduced 8.98%	1,075 $255,000
Q2 2023 Aug 10, 2023	SELL	$180.95 - $217.9 $45,237 - $54,475	-250 Reduced 17.47%	1,181 $256,000
Q1 2023 May 04, 2023	SELL	$192.0 - $255.57 $35,136 - $46,769	-183 Reduced 11.34%	1,431 $289,000
Q4 2022 Feb 10, 2023	SELL	$206.94 - $269.62 $94,985 - $123,755	-459 Reduced 22.14%	1,614 $348,000
Q3 2022 Nov 09, 2022	BUY	$172.53 - $233.2 $49,516 - $66,928	287 Added 16.07%	2,073 $453,000
Q2 2022 Aug 16, 2022	BUY	$167.48 - $218.52 $94,458 - $123,245	564 Added 46.15%	1,786 $330,000
Q1 2022 May 10, 2022	BUY	$143.67 - $190.77 $175,564 - $233,120	1,222 New	1,222 $223,000

Others Institutions Holding LPLA

# of Institutions

871

Shares Held

80.3M

Call Options Held

115K

Put Options Held

192K

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 $27.4B
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...

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