A detailed history of Lpl Financial LLC transactions in Union Bankshares Inc stock. As of the latest transaction made, Lpl Financial LLC holds 33,629 shares of UNB stock, worth $988,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,629
Previous 32,882 2.27%
Holding current value
$988,020
Previous $1 Million 27.94%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$21.27 - $30.58 $15,888 - $22,843
747 Added 2.27%
33,629 $722,000
Q1 2024

May 10, 2024

BUY
$28.87 - $31.98 $54,188 - $60,026
1,877 Added 6.05%
32,882 $1 Million
Q4 2023

Feb 14, 2024

BUY
$21.7 - $30.93 $82,373 - $117,410
3,796 Added 13.95%
31,005 $950,000
Q3 2023

Nov 13, 2023

BUY
$20.09 - $24.65 $17,558 - $21,544
874 Added 3.32%
27,209 $584,000
Q2 2023

Jul 31, 2023

BUY
$20.25 - $23.25 $69,822 - $80,166
3,448 Added 15.07%
26,335 $612,000
Q1 2023

May 10, 2023

BUY
$21.42 - $27.98 $79,960 - $104,449
3,733 Added 19.49%
22,887 $506,000
Q4 2022

Feb 07, 2023

BUY
$22.68 - $26.94 $10,206 - $12,123
450 Added 2.41%
19,154 $459,000
Q3 2022

Nov 14, 2022

BUY
$21.89 - $28.26 $2,823 - $3,645
129 Added 0.69%
18,704 $423,000
Q2 2022

Aug 12, 2022

BUY
$25.5 - $31.5 $3,034 - $3,748
119 Added 0.64%
18,575 $486,000
Q1 2022

May 16, 2022

SELL
$30.0 - $32.74 $6,300 - $6,875
-210 Reduced 1.13%
18,456 $574,000
Q4 2021

Feb 14, 2022

SELL
$28.61 - $33.45 $76,646 - $89,612
-2,679 Reduced 12.55%
18,666 $557,000
Q3 2021

Nov 15, 2021

SELL
$30.07 - $37.12 $12,118 - $14,959
-403 Reduced 1.85%
21,345 $683,000
Q2 2021

Aug 13, 2021

BUY
$29.73 - $37.75 $12,367 - $15,704
416 Added 1.95%
21,748 $787,000
Q1 2021

May 14, 2021

BUY
$25.26 - $30.34 $18,717 - $22,481
741 Added 3.6%
21,332 $640,000
Q4 2020

Feb 12, 2021

SELL
$20.36 - $27.55 $60,000 - $81,189
-2,947 Reduced 12.52%
20,591 $529,000
Q3 2020

Nov 09, 2020

BUY
$17.08 - $20.85 $402,029 - $490,767
23,538 New
23,538 $477,000

Others Institutions Holding UNB

About UNION BANKSHARES INC


  • Ticker UNB
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 4,494,810
  • Market Cap $132M
  • Description
  • Union Bankshares, Inc. operates as the bank holding company for Union Bank that provides retail, commercial, and municipal banking products and services in northern Vermont and New Hampshire. It offers retail depository services, such as personal checking, savings, money market, IRA/SEP/KEOGH, and health savings accounts, as well as certificates...
More about UNB
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.