A detailed history of Heritage Wealth Advisors transactions in Unum Group stock. As of the latest transaction made, Heritage Wealth Advisors holds 100 shares of UNM stock, worth $5,355. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 304 67.11%
Holding current value
$5,355
Previous $13,000 61.54%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $10.7B
  • 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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.