A detailed history of Umb Bank, N.A. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 149 shares of LPLA stock, worth $47,986. This represents 0.0% of its overall portfolio holdings.

Number of Shares
149
Previous 171 12.87%
Holding current value
$47,986
Previous $47,000 27.66%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$193.0 - $282.1 $4,246 - $6,206
-22 Reduced 12.87%
149 $34,000
Q2 2024

Jul 29, 2024

SELL
$256.41 - $288.82 $6,153 - $6,931
-24 Reduced 12.31%
171 $47,000
Q3 2023

Oct 18, 2023

BUY
$218.49 - $247.52 $1,529 - $1,732
7 Added 3.72%
195 $46,000
Q1 2023

Apr 11, 2023

SELL
$192.0 - $255.57 $207,168 - $275,760
-1,079 Reduced 85.16%
188 $38,000
Q3 2022

Oct 13, 2022

SELL
$172.53 - $233.2 $102,827 - $138,987
-596 Reduced 31.99%
1,267 $277,000
Q4 2021

Feb 09, 2022

BUY
$152.65 - $175.02 $284,386 - $326,062
1,863 New
1,863 $298,000

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 $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
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