Lpl Financial Holdings shares owned by Umb Bank N A
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Umb Bank N A
from 13F filings
Historical chart of Umb Bank N A investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Umb Bank N A
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.6k | 332.69 |
| 2025-06-30 | $14M | 41k | 327.14 |
| 2025-03-31 | $14M | 41k | 327.14 |
| 2024-12-31 | $4.8M | 15k | 326.51 |
| 2024-09-30 | $35k | 149 | 232.63 |
| 2024-06-30 | $48k | 171 | 279.30 |
| 2024-03-31 | $52k | 195 | 264.20 |
| 2023-12-31 | $44k | 195 | 227.62 |
| 2023-09-30 | $46k | 195 | 237.65 |
| 2023-06-30 | $41k | 188 | 217.43 |
| 2023-03-31 | $38k | 188 | 202.40 |
| 2022-12-31 | $274k | 1.3k | 216.26 |
| 2022-09-30 | $277k | 1.3k | 218.63 |
| 2022-06-30 | $344k | 1.9k | 184.65 |
| 2022-03-31 | $340k | 1.9k | 182.50 |
| 2021-12-31 | $298k | 1.9k | 159.96 |