Latest Institutional Transactions on Unum Group (UNM)
This table provides information on the latest institutional transactions involving Unum Group (UNM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 9.13% |
$73.4K - $85.2K
|
12.2K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-236- 5.78% |
$16.9K - $19.7K
|
3.85K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.37% |
$1.22K - $1.42K
|
4.66K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-81- 0.69% |
$5.82K - $6.75K
|
11.7K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
334+ 2.68% |
$24K - $27.8K
|
12.8K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-136K- 22.71% |
$9.74M - $11.3M
|
462K
$37.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-85- 0.42% |
$6.1K - $7.08K
|
20.1K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
848+ 14.45% |
$60.9K - $70.7K
|
6.72K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-330- 10.15% |
$23.7K - $27.5K
|
2.92K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-79.8K- 42.5% |
$5.73M - $6.65M
|
108K
$8.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
666+ 14.85% |
$47.8K - $55.5K
|
5.15K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 33.04% |
$61.6K - $71.5K
|
3.46K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
277New |
$19.9K - $23.1K
|
277
$22.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.75K- 4.39% |
$198K - $229K
|
60K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 5.0% |
$144 - $167
|
38
$3.1K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$223K - $258K
|
3.1K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11KNew |
$791K - $918K
|
11K
$898K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.2KNew |
$158K - $183K
|
2.2K
$179K
|
|
|
Apr 11, 2025
Q1 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.2K- 3.28% |
$661K - $767K
|
272K
$22.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$71.8 - $83.3
|
11
$896
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.22K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.67KNew |
$407K - $473K
|
5.67K
$462K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.32K- 17.57% |
$238K - $277K
|
15.6K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-60- 1.38% |
$4.31K - $5K
|
4.28K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-548- 1.52% |
$39.3K - $45.7K
|
35.5K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
482+ 60.25% |
$34.6K - $40.2K
|
1.28K
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
593K+ 1740.25% |
$42.6M - $49.5M
|
628K
$51.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.55% |
$1.15K - $1.33K
|
2.94K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.57K+ 168.46% |
$544K - $631K
|
12.1K
$983K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-255- 83.61% |
$18.3K - $21.3K
|
50
$4.07K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 2.39% |
$359 - $417
|
214
$17.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
11.4K+ 20.02% |
$820K - $951K
|
68.4K
$5.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-80- 0.71% |
$5.74K - $6.67K
|
11.1K
$905K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.35% |
$1.44K - $1.67K
|
5.7K
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-29.2K- 5.53% |
$2.1M - $2.43M
|
499K
$40.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 350.0% |
$1.51K - $1.75K
|
27
$2.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
712K+ 9017.17% |
$51.1M - $59.3M
|
720K
$58.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-68- 2.18% |
$4.88K - $5.67K
|
3.06K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 266.67% |
$2.3K - $2.67K
|
44
$3.58K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
37.9K+ 54.67% |
$2.72M - $3.16M
|
107K
$8.73M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14.1KNew |
$1.01M - $1.17M
|
14.1K
$1.14M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.77K+ 231.59% |
$127K - $148K
|
2.54K
$207K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 4.5% |
$1.44K - $1.67K
|
424
$34.5K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
121KNew |
$7.11M - $9.3M
|
121K
$9.83M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
86.3KNew |
$5.08M - $6.65M
|
86.3K
$7.03M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
40New |
$2.36K - $3.08K
|
40
$3.26K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3KNew |
$176K - $231K
|
3K
$244K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.66K+ 13.24% |
$274K - $359K
|
39.8K
$3.24M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
30KNew |
$1.76M - $2.31M
|
30K
$2.44M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$4.42K - $5.78K
|
75
$6.11K
|
|