Integrated Wealth Concepts LLC Unum Group Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Unum Group stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 11,334 shares of UNM stock, worth $915,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,334

Previous 12,637 10.31%

Holding current value

$915,333

Previous $922,000 0.11%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$71.8 - $83.34 $93,555 - $108,592	-1,303 Reduced 10.31%	11,334 $923,000
Q4 2024 Feb 14, 2025	SELL	$58.88 - $77.07 $48,811 - $63,891	-829 Reduced 6.16%	12,637 $922,000
Q3 2024 Nov 14, 2024	SELL	$49.81 - $59.44 $51,553 - $61,520	-1,035 Reduced 7.14%	13,466 $800,000
Q2 2024 Aug 14, 2024	BUY	$48.48 - $54.28 $12,507 - $14,004	258 Added 1.81%	14,501 $741,000
Q1 2024 May 15, 2024	SELL	$45.18 - $53.7 $1.57 Million - $1.86 Million	-34,665 Reduced 70.88%	14,243 $764,000
Q4 2023 Feb 13, 2024	BUY	$42.08 - $51.67 $259,170 - $318,235	6,159 Added 14.41%	48,908 $2.21 Million
Q3 2023 Nov 15, 2023	BUY	$47.27 - $50.4 $580,570 - $619,012	12,282 Added 40.31%	42,749 $2.1 Million
Q2 2023 Aug 15, 2023	SELL	$38.84 - $47.7 $517,232 - $635,220	-13,317 Reduced 30.42%	30,467 $1.45 Million
Q1 2023 May 03, 2023	BUY	$36.64 - $45.57 $549,526 - $683,458	14,998 Added 52.1%	43,784 $1.73 Million
Q4 2022 Feb 13, 2023	SELL	$38.96 - $46.09 $367,860 - $435,181	-9,442 Reduced 24.7%	28,786 $1.18 Million
Q3 2022 Nov 14, 2022	SELL	$24.33 - $40.9 $5,741 - $9,652	-236 Reduced 0.61%	38,228 $1.48 Million
Q2 2022 Aug 08, 2022	SELL	$30.52 - $37.16 $107,979 - $131,472	-3,538 Reduced 8.42%	38,464 $1.31 Million
Q1 2022 May 12, 2022	SELL	$24.99 - $31.8 $20,166 - $25,662	-807 Reduced 1.89%	42,002 $1.32 Million
Q4 2021 Feb 15, 2022	SELL	$22.38 - $28.63 $23,387 - $29,918	-1,045 Reduced 2.38%	42,809 $1.05 Million
Q3 2021 Nov 15, 2021	BUY	$23.42 - $28.83 $6,042 - $7,438	258 Added 0.59%	43,854 $1.1 Million
Q2 2021 Aug 13, 2021	SELL	$27.03 - $31.9 $33,355 - $39,364	-1,234 Reduced 2.75%	43,596 $1.24 Million
Q1 2021 May 13, 2021	BUY	$22.09 - $29.44 $220 - $294	10 Added 0.02%	44,830 $1.25 Million
Q4 2020 Feb 12, 2021	BUY	$16.57 - $24.26 $11,300 - $16,545	682 Added 1.55%	44,820 $1.03 Million
Q3 2020 Nov 13, 2020	BUY	$15.48 - $19.9 $415,607 - $534,275	26,848 Added 155.28%	44,138 $743,000
Q2 2020 Jul 30, 2020	BUY	$12.96 - $20.22 $224,078 - $349,603	17,290 New	17,290 $287,000

Others Institutions Holding UNM

# of Institutions

803

Shares Held

136M

Call Options Held

425K

Put Options Held

296K

View Full List

About Unum Group

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $16.2B
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...

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Integrated Wealth Concepts LLC Unum Group Transaction History