Lpl Financial LLC Union Bankshares Inc Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Union Bankshares Inc stock. As of the latest transaction made, Lpl Financial LLC holds 33,739 shares of UNB stock, worth $975,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares

33,739

Previous 35,009 3.63%

Holding current value

$975,057

Previous $907,000 7.5%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$25.04 - $37.7 $31,800 - $47,879	-1,270 Reduced 3.63%	33,739 $975,000
Q3 2024 Nov 08, 2024	BUY	$21.05 - $27.7 $29,049 - $38,226	1,380 Added 4.1%	35,009 $907,000
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

# of Institutions

Shares Held

602K

Call Options Held

Put Options Held

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About UNION BANKSHARES INC

Ticker UNB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 4,494,810
Market Cap $130M
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...

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Lpl Financial LLC Union Bankshares Inc Transaction History