Integrated Wealth Concepts LLC Unum Group Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 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 9,093 shares of UNM stock, worth $694,068. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,093
Previous 11,334 19.77%
Holding current value
$694,068
Previous $923,000 20.48%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$70.48 - $82.91 $157,945 - $185,801
-2,241 Reduced 19.77%
9,093 $734,000
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
777
Shares Held
146M
Call Options Held
461K
Put Options Held
357K
View Full List

About Unum Group

UNM Quotes by TradingView
  • 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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