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 171 shares of LPLA stock, worth $39,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 195 12.31%
Holding current value
$39,796
Previous $51,000 7.84%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. 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 Umb Bank, N.A., based on Form 13F filings with the SEC.

News

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