A detailed history of Heritage Wealth Advisors transactions in Unum Group stock. As of the latest transaction made, Heritage Wealth Advisors holds 387 shares of UNM stock, worth $28,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares
387
Previous 304 27.3%
Holding current value
$28,324
Previous $15,000 53.33%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$49.81 - $59.44 $4,134 - $4,933
83 Added 27.3%
387 $23,000
Q2 2024

Aug 05, 2024

BUY
$48.48 - $54.28 $9,889 - $11,073
204 Added 204.0%
304 $15,000
Q1 2024

May 08, 2024

SELL
$45.18 - $53.7 $9,216 - $10,954
-204 Reduced 67.11%
100 $5,000
Q2 2020

Jul 17, 2020

SELL
$12.96 - $20.22 $201,981 - $315,128
-15,585 Reduced 98.09%
304 $5,000
Q2 2020

Jul 17, 2020

BUY
$12.96 - $20.22 $201,981 - $315,128
15,585 Added 5126.64%
15,889 $5,000
Q3 2019

Oct 30, 2019

BUY
$25.06 - $34.6 $7,618 - $10,518
304 New
304 $9,000

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $14.6B
  • Description
  • Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...
More about UNM
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