LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

UMB Bank, n.a.'s Holding History (CIK: 0000933429)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 447 Value ($000) $160 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 3,629 Value ($000) $1,207 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 41,177 Value ($000) $15,440 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 41,115 Value ($000) $13,450 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 14,848 Value ($000) $4,848 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 149 Value ($000) $35 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 171 Value ($000) $48 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 195 Value ($000) $52 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 195 Value ($000) $44 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 195 Value ($000) $46 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 188 Value ($000) $41 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 188 Value ($000) $38 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 1,267 Value ($000) $0 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 1,267 Value ($000) $277 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 1,863 Value ($000) $344 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 1,863 Value ($000) $340 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 1,863 Value ($000) $298 Avg Close $165.05 Range $150.11 - $176.96