Lpl Financial LLC Umb Financial Corp Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in Umb Financial Corp stock. As of the latest transaction made, Lpl Financial LLC holds 20,329 shares of UMBF stock, worth $2.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,329
Previous 7,484 171.63%
Holding current value
$2.27 Million
Previous $785,000 192.23%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$101.15 - $127.6 $1.3 Million - $1.64 Million
12,845 Added 171.63%
20,329 $2.29 Million
Q3 2024

Nov 08, 2024
SELL
$81.41 - $108.94 $14,653 - $19,609
-180 Reduced 2.35%
7,484 $785,000
Q2 2024

Aug 07, 2024
BUY
$77.75 - $86.14 $238,614 - $264,363
3,069 Added 66.79%
7,664 $639,000
Q1 2024

May 10, 2024
BUY
$78.2 - $86.99 $30,498 - $33,926
390 Added 9.27%
4,595 $399,000
Q4 2023

Feb 14, 2024
BUY
$58.65 - $84.59 $38,943 - $56,167
664 Added 18.75%
4,205 $351,000
Q3 2023

Nov 13, 2023
BUY
$59.19 - $72.52 $209,591 - $256,793
3,541 New
3,541 $219,000
Q1 2023

May 10, 2023
SELL
$57.72 - $91.96 $34,170 - $54,440
-592 Reduced 14.34%
3,535 $204,000
Q4 2022

Feb 07, 2023
BUY
$77.66 - $91.26 $48,459 - $56,946
624 Added 17.81%
4,127 $344,000
Q3 2022

Nov 14, 2022
BUY
$84.29 - $98.81 $84 - $98
1 Added 0.03%
3,503 $295,000
Q2 2022

Aug 12, 2022
SELL
$82.1 - $97.61 $17,733 - $21,083
-216 Reduced 5.81%
3,502 $302,000
Q1 2022

May 16, 2022
BUY
$95.24 - $111.41 $7,904 - $9,247
83 Added 2.28%
3,718 $361,000
Q4 2021

Feb 14, 2022
BUY
$96.81 - $108.36 $8,616 - $9,644
89 Added 2.51%
3,635 $386,000
Q3 2021

Nov 15, 2021
BUY
$84.93 - $98.65 $100,472 - $116,702
1,183 Added 50.06%
3,546 $343,000
Q2 2021

Aug 13, 2021
SELL
$88.57 - $99.55 $4,871 - $5,475
-55 Reduced 2.27%
2,363 $220,000
Q1 2021

May 14, 2021
BUY
$68.64 - $97.05 $165,971 - $234,666
2,418 New
2,418 $223,000
Q1 2020

May 14, 2020
SELL
$42.5 - $69.79 $126,990 - $208,532
-2,988 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$62.25 - $69.87 $186,003 - $208,771
2,988 New
2,988 $205,000
Q3 2018

Nov 14, 2018
SELL
$70.53 - $79.77 $193,181 - $218,490
-2,739 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$70.79 - $79.91 $193,893 - $218,873
2,739 New
2,739 $209,000

Others Institutions Holding UMBF

# of Institutions
361
Shares Held
49.8M
Call Options Held
14.3K
Put Options Held
2.4K
View Full List

About UMB FINANCIAL CORP

UMBF Quotes by TradingView
  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $5.4B
  • Description
  • UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...
More about UMBF
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email