A detailed history of Venturi Wealth Management, LLC transactions in Unum Group stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 928 shares of UNM stock, worth $68,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
928
Previous 842 10.21%
Holding current value
$68,458
Previous $43,000 27.91%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$49.81 - $59.44 $4,283 - $5,111
86 Added 10.21%
928 $55,000
Q2 2024

Jul 19, 2024

SELL
$48.48 - $54.28 $5,041 - $5,645
-104 Reduced 10.99%
842 $43,000
Q1 2024

Apr 23, 2024

BUY
$45.18 - $53.7 $33,523 - $39,845
742 Added 363.73%
946 $50,000
Q4 2023

Jan 23, 2024

BUY
$42.08 - $51.67 $1,725 - $2,118
41 Added 25.15%
204 $9,000
Q3 2023

Nov 02, 2023

BUY
$47.27 - $50.4 $6,759 - $7,207
143 Added 715.0%
163 $8,000
Q2 2023

Jul 24, 2023

BUY
$38.84 - $47.7 $776 - $954
20 New
20 $0

Others Institutions Holding UNM

About Unum Group


  • Ticker UNM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 200,000,000
  • Market Cap $14.8B
  • 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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