M&T Bank Corp Lpl Financial Holdings Inc. Transaction History

M&T Bank Corp

$29.1 Billion
Q2 2024

A detailed history of M&T Bank Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, M&T Bank Corp holds 4,415 shares of LPLA stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,415

Previous 4,207 4.94%

Holding current value

$1.03 Million

Previous $1.11 Million 10.98%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$256.41 - $288.82 $53,333 - $60,074	208 Added 4.94%	4,415 $1.23 Million
Q1 2024 May 07, 2024	SELL	$230.75 - $273.77 $7,614 - $9,034	-33 Reduced 0.78%	4,207 $1.11 Million
Q4 2023 Feb 06, 2024	SELL	$209.89 - $239.77 $155,528 - $177,669	-741 Reduced 14.88%	4,240 $965,000
Q3 2023 Nov 02, 2023	BUY	$218.49 - $247.52 $7,428 - $8,415	34 Added 0.69%	4,981 $1.18 Million
Q2 2023 Aug 09, 2023	SELL	$180.95 - $217.9 $15,199 - $18,303	-84 Reduced 1.67%	4,947 $1.08 Million
Q1 2023 May 11, 2023	BUY	$192.0 - $255.57 $42,048 - $55,969	219 Added 4.55%	5,031 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$206.94 - $269.62 $721,806 - $940,434	3,488 Added 71.71%	8,352 $1.81 Million
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $732,567 - $954,454	-3,540 Reduced 42.39%	4,812 $1.04 Million
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $13,802 - $18,656	-80 Reduced 1.62%	4,864 $867,000
Q2 2022 Aug 05, 2022	BUY	$167.48 - $218.52 $150,899 - $196,886	901 Added 22.29%	4,944 $765,000
Q1 2022 May 09, 2022	BUY	$143.67 - $190.77 $281,305 - $373,527	1,958 Added 93.91%	4,043 $739,000
Q4 2021 Feb 07, 2022	BUY	$152.65 - $175.02 $9,311 - $10,676	61 Added 3.01%	2,085 $335,000
Q3 2021 Oct 28, 2021	SELL	$127.58 - $161.13 $27,940 - $35,287	-219 Reduced 9.76%	2,024 $317,000
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $1,076 - $1,253	8 Added 0.36%	2,243 $303,000
Q1 2021 May 06, 2021	SELL	$103.11 - $146.29 $169,409 - $240,354	-1,643 Reduced 42.37%	2,235 $318,000
Q4 2020 Feb 12, 2021	SELL	$76.15 - $104.25 $42,720 - $58,484	-561 Reduced 12.64%	3,878 $404,000
Q3 2020 Nov 06, 2020	BUY	$74.14 - $85.09 $81,998 - $94,109	1,106 Added 33.18%	4,439 $340,000
Q2 2020 Jul 29, 2020	BUY	$48.65 - $85.54 $162,150 - $285,104	3,333 New	3,333 $262,000
Q1 2020 May 14, 2020	SELL	$39.02 - $98.86 $91,775 - $232,518	-2,352 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$72.1 - $94.26 $169,579 - $221,699	2,352 New	2,352 $216,000
Q2 2019 Aug 12, 2019	SELL	$70.51 - $84.91 $220,837 - $265,938	-3,132 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$59.74 - $77.93 $187,105 - $244,076	3,132 New	3,132 $218,000
Q4 2018 Feb 01, 2019	SELL	$53.2 - $65.69 $407,778 - $503,513	-7,665 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	$63.88 - $69.99 $57,492 - $62,990	-900 Reduced 10.51%	7,665 $495,000
Q2 2018 Aug 10, 2018	BUY	$56.49 - $72.22 $233,134 - $298,051	4,127 Added 92.99%	8,565 $561,000
Q1 2018 May 04, 2018	BUY	$57.2 - $65.99 $6,578 - $7,588	115 Added 2.66%	4,438 $271,000
Q4 2017 Feb 06, 2018	BUY	$48.68 - $57.7 $8,665 - $10,270	178 Added 4.29%	4,323 $247,000
Q3 2017 Nov 13, 2017	BUY	$45.09 - $51.58 $186,898 - $213,799	4,145	4,145 $213,000

Others Institutions Holding LPLA

# of Institutions

723

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

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 $18.6B
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 M&T Bank Corp, based on Form 13F filings with the SEC.

News

Stay updated on M&T Bank Corp with notifications on news.

Account