A detailed history of Bokf, Na transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bokf, Na holds 2 shares of LPLA stock, worth $669. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Holding current value
$669
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $386 - $564
2 New
2 $0
Q2 2023

Aug 21, 2023

SELL
$180.95 - $217.9 $493,812 - $594,649
-2,729 Reduced 92.95%
207 $45,000
Q1 2023

May 11, 2023

SELL
$192.0 - $255.57 $181,824 - $242,024
-947 Reduced 24.39%
2,936 $594,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $1.78 Million - $2.32 Million
-8,614 Reduced 68.93%
3,883 $839,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $283,466 - $383,147
1,643 Added 15.14%
12,497 $2.73 Million
Q2 2022

Aug 11, 2022

SELL
$167.48 - $218.52 $18,925 - $24,692
-113 Reduced 1.03%
10,854 $2 Million
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $92,092 - $122,283
641 Added 6.21%
10,967 $2 Million
Q4 2021

Mar 11, 2022

SELL
$152.65 - $175.02 $1.39 Million - $1.59 Million
-9,079 Reduced 46.79%
10,326 $1.65 Million
Q3 2021

Nov 10, 2021

BUY
$127.58 - $161.13 $119,414 - $150,817
936 Added 5.07%
19,405 $3.04 Million
Q1 2021

Apr 21, 2021

BUY
$103.11 - $146.29 $403,984 - $573,164
3,918 Added 26.93%
18,469 $2.63 Million
Q4 2020

Feb 12, 2021

SELL
$76.15 - $104.25 $424,460 - $581,089
-5,574 Reduced 27.7%
14,551 $1.52 Million
Q3 2020

Oct 30, 2020

SELL
$74.14 - $85.09 $185,572 - $212,980
-2,503 Reduced 11.06%
20,125 $1.54 Million
Q2 2020

Aug 12, 2020

BUY
$48.65 - $85.54 $36,536 - $64,240
751 Added 3.43%
22,628 $1.77 Million
Q1 2020

May 13, 2020

SELL
$39.02 - $98.86 $67,699 - $171,522
-1,735 Reduced 7.35%
21,877 $1.19 Million
Q4 2019

Feb 12, 2020

SELL
$72.1 - $94.26 $262,227 - $342,823
-3,637 Reduced 13.35%
23,612 $2.18 Million
Q3 2019

Nov 13, 2019

BUY
$70.66 - $87.4 $3,674 - $4,544
52 Added 0.19%
27,249 $2.23 Million
Q2 2019

Aug 14, 2019

SELL
$70.51 - $84.91 $69,170 - $83,296
-981 Reduced 3.48%
27,197 $2.22 Million
Q1 2019

May 15, 2019

BUY
$59.74 - $77.93 $859,001 - $1.12 Million
14,379 Added 104.2%
28,178 $1.96 Million
Q4 2018

Feb 13, 2019

BUY
$53.2 - $65.69 $20,960 - $25,881
394 Added 2.94%
13,799 $842,000
Q3 2018

Nov 13, 2018

BUY
$63.88 - $69.99 $24,402 - $26,736
382 Added 2.93%
13,405 $865,000
Q2 2018

Aug 13, 2018

SELL
$56.49 - $72.22 $9,490 - $12,132
-168 Reduced 1.27%
13,023 $854,000
Q1 2018

May 14, 2018

SELL
$57.2 - $65.99 $4,061 - $4,685
-71 Reduced 0.54%
13,191 $806,000
Q4 2017

Feb 14, 2018

BUY
$48.68 - $57.7 $9,443 - $11,193
194 Added 1.48%
13,262 $757,000
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $163,315 - $186,822
3,622 Added 38.34%
13,068 $674,000
Q2 2017

Aug 14, 2017

BUY
N/A
9,446
9,446 $401,000

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 $26.7B
  • 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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