United Capital Financial Advisers, LLC Unum Group Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Unum Group stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,379 shares of UNM stock, worth $787,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,379

Previous 10,508 1.23%

Holding current value

$787,143

Previous $537,000 14.71%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.81 - $59.44 $6,425 - $7,667	-129 Reduced 1.23%	10,379 $616,000
Q2 2024 Aug 14, 2024	SELL	$48.48 - $54.28 $369,175 - $413,342	-7,615 Reduced 42.02%	10,508 $537,000
Q1 2024 May 15, 2024	SELL	$45.18 - $53.7 $43,508 - $51,713	-963 Reduced 5.05%	18,123 $972,000
Q4 2023 Feb 14, 2024	BUY	$42.08 - $51.67 $449,372 - $551,783	10,679 Added 127.03%	19,086 $863,000
Q3 2023 Nov 14, 2023	BUY	$47.27 - $50.4 $661 - $705	14 Added 0.17%	8,407 $413,000
Q2 2023 Aug 14, 2023	SELL	$38.84 - $47.7 $246,789 - $303,085	-6,354 Reduced 43.09%	8,393 $400,000
Q1 2023 Aug 14, 2023	BUY	$36.64 - $45.57 $232,810 - $289,551	6,354 Added 75.71%	14,747 $583,000
Q1 2023 May 15, 2023	SELL	$36.64 - $45.57 $134,505 - $167,287	-3,671 Reduced 19.93%	14,747 $583,000
Q4 2022 Feb 14, 2023	BUY	$38.96 - $46.09 $9,038 - $10,692	232 Added 1.28%	18,418 $755,000
Q3 2022 Nov 14, 2022	SELL	$24.33 - $40.9 $17,152 - $28,834	-705 Reduced 3.73%	18,186 $706,000
Q2 2022 Aug 11, 2022	BUY	$30.52 - $37.16 $15,412 - $18,765	505 Added 2.75%	18,891 $643,000
Q1 2022 May 16, 2022	BUY	$24.99 - $31.8 $16,268 - $20,701	651 Added 3.67%	18,386 $579,000
Q4 2021 Feb 14, 2022	BUY	$22.38 - $28.63 $214,713 - $274,676	9,594 Added 117.85%	17,735 $436,000
Q3 2021 Nov 15, 2021	BUY	$23.42 - $28.83 $4,004 - $4,929	171 Added 2.15%	8,141 $204,000
Q2 2021 Aug 13, 2021	SELL	$27.03 - $31.9 $6,784 - $8,006	-251 Reduced 3.05%	7,970 $226,000
Q1 2021 May 14, 2021	BUY	$22.09 - $29.44 $181,601 - $242,026	8,221 New	8,221 $229,000
Q3 2019 Nov 14, 2019	SELL	$25.06 - $34.6 $490,900 - $677,779	-19,589 Closed	0 $0
Q2 2019 Aug 13, 2019	SELL	$31.49 - $37.54 $15,493 - $18,469	-492 Reduced 2.45%	19,589 $657,000
Q1 2019 May 14, 2019	BUY	$29.88 - $37.67 $10,637 - $13,410	356 Added 1.8%	20,081 $679,000
Q4 2018 Feb 14, 2019	SELL	$27.24 - $40.23 $299,939 - $442,972	-11,011 Reduced 35.82%	19,725 $580,000
Q3 2018 Nov 14, 2018	SELL	$35.01 - $40.51 $18,485 - $21,389	-528 Reduced 1.69%	30,736 $1.2 Million
Q2 2018 Aug 14, 2018	SELL	$36.64 - $48.92 $15,865 - $21,182	-433 Reduced 1.37%	31,264 $1.16 Million
Q1 2018 May 15, 2018	BUY	$46.98 - $58.59 $19,073 - $23,787	406 Added 1.3%	31,697 $1.5 Million
Q4 2017 Feb 13, 2018	SELL	$51.53 - $57.49 $52,715 - $58,812	-1,023 Reduced 3.17%	31,291 $1.72 Million
Q3 2017 Nov 14, 2017	SELL	$46.43 - $51.33 $124,618 - $137,769	-2,684 Reduced 7.67%	32,314 $1.65 Million
Q2 2017 Aug 14, 2017	BUY	N/A	34,998	34,998 $1.63 Million

Others Institutions Holding UNM

# of Institutions

676

Shares Held

128M

Call Options Held

817K

Put Options Held

809K

View Full List

About Unum Group

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $15.2B
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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United Capital Financial Advisers, LLC Unum Group Transaction History