First National Bank of Omaha’s LPL Financial LPLA Stock Holding History

First National Bank of Omaha’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,532	Closed	-$240K	–	362
2021 Q3	$240K	Sell	1,532 -20	-1%	-$2.87K	0.01%	334
2021 Q2	$221K	Hold	1,552	–	–	0.01%	345
2021 Q1	$221K	Buy	+1,552	New	+$198K	0.01%	345

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

First National Bank of Omaha's LPLA Position: Q4 2021 in Review

First National Bank of Omaha sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 1,532 shares — an estimated $240K sold.

First National Bank of Omaha first reported a position in LPLA in Q1 2021 and held it in 3 quarters. The position peaked at $240K in Q3 2021. 435 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

First National Bank of Omaha reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
First National Bank of Omaha sold 1,532 LPL Financial shares in Q4 2021, an estimated $240K.
First National Bank of Omaha first reported a position in LPL Financial in Q1 2021 and held it in 3 quarters.
First National Bank of Omaha's LPL Financial position peaked at $240K in Q3 2021.
435 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on First National Bank of Omaha's 13F filing for Q4 2021, filed 11 Feb 2022.