A detailed history of Ibex Wealth Advisors transactions in Unum Group stock. As of the latest transaction made, Ibex Wealth Advisors holds 130,296 shares of UNM stock, worth $9.94 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
130,296
Previous 50,702 156.98%
Holding current value
$9.94 Million
Previous $3.01 Million 215.8%
% of portfolio
1.17%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$58.88 - $77.07 $4.69 Million - $6.13 Million
79,594 Added 156.98%
130,296 $9.52 Million
Q3 2024

Nov 04, 2024

SELL
$49.81 - $59.44 $3.39 Million - $4.04 Million
-67,979 Reduced 57.28%
50,702 $3.01 Million
Q2 2024

Aug 06, 2024

BUY
$48.48 - $54.28 $1.17 Million - $1.31 Million
24,136 Added 25.53%
118,681 $6.07 Million
Q1 2024

Apr 18, 2024

BUY
$45.18 - $53.7 $4.27 Million - $5.07 Million
94,432 Added 83568.14%
94,545 $3.88 Million
Q4 2023

Jan 29, 2024

SELL
$42.08 - $51.67 $4.63 Million - $5.68 Million
-110,020 Reduced 99.9%
113 $5.1 Million
Q3 2023

Nov 07, 2023

BUY
$47.27 - $50.4 $539,161 - $574,862
11,406 Added 11.55%
110,133 $5.42 Million
Q1 2023

May 15, 2023

BUY
$36.64 - $45.57 $153,228 - $190,573
4,182 Added 4.42%
98,727 $3.91 Million
Q4 2022

Feb 06, 2023

BUY
$38.96 - $46.09 $318,770 - $377,108
8,182 Added 9.47%
94,545 $3.88 Million
Q3 2022

Oct 31, 2022

BUY
$24.33 - $40.9 $2.1 Million - $3.53 Million
86,363 New
86,363 $3.35 Million
Q4 2021

Feb 22, 2022

SELL
$22.38 - $28.63 $4.08 Million - $5.23 Million
-182,529 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$23.42 - $28.83 $56,395 - $69,422
2,408 Added 1.34%
182,529 $4.57 Million
Q2 2021

Aug 20, 2021

BUY
$27.03 - $31.9 $4.87 Million - $5.75 Million
180,121 New
180,121 $5.12 Million

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $15.3B
  • 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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