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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-685- 4.11% |
$40.3K - $52.8K
|
16K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.23K- 4.26% |
$190K - $249K
|
72.5K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.48% |
$118 - $154
|
421
$31.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324+ 2.4% |
$19.1K - $25K
|
13.8K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.44KNew |
$438K - $573K
|
7.44K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 3.28% |
$118 - $154
|
63
$4.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.4% |
$707 - $925
|
3.02K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
715+ 1.93% |
$42.1K - $55.1K
|
37.7K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-409- 10.68% |
$24.1K - $31.5K
|
3.42K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.59K- 3.9% |
$152K - $200K
|
63.8K
$4.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 39.13% |
$1.59K - $2.08K
|
42
$3.15K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-228- 6.56% |
$13.4K - $17.6K
|
3.25K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98KNew |
$175K - $230K
|
2.98K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
651+ 12.48% |
$38.3K - $50.2K
|
5.87K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.42K- 22.84% |
$260K - $340K
|
14.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
70KNew |
$4.12M - $5.39M
|
70K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
209+ 3.88% |
$12.3K - $16.1K
|
5.59K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 2.53% |
$87.8K - $115K
|
57.4K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-341- 3.95% |
$20.1K - $26.3K
|
8.3K
$622K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.2% |
$1.3K - $1.7K
|
10.8K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-607- 3.11% |
$35.7K - $46.8K
|
18.9K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.39KNew |
$199K - $261K
|
3.39K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
36New |
$2.12K - $2.77K
|
36
$2.7K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-128- 1.7% |
$7.54K - $9.86K
|
7.4K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
17KNew |
$1M - $1.31M
|
17K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-7.3K- 3.14% |
$430K - $563K
|
225K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
319+ 8.47% |
$18.8K - $24.6K
|
4.08K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 8.29% |
$2K - $2.62K
|
444
$33.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.12KNew |
$183K - $240K
|
3.12K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-35.5K- 10.92% |
$2.09M - $2.74M
|
290K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-691- 2.18% |
$40.7K - $53.3K
|
31K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.28% |
$5.12K - $6.71K
|
6.89K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
770+ 20.51% |
$45.3K - $59.3K
|
4.53K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-141K- 19.09% |
$8.3M - $10.9M
|
597K
$44.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
11.4K+ 19.64% |
$670K - $877K
|
69.3K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.5KNew |
$265K - $347K
|
4.5K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-533- 8.09% |
$31.4K - $41.1K
|
6.06K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 56.74% |
$126K - $165K
|
5.93K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-160- 21.89% |
$9.42K - $12.3K
|
571
$42.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-350- 6.21% |
$20.6K - $27K
|
5.28K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-11.2K- 3.45% |
$662K - $867K
|
315K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 0.98% |
$7.12K - $9.33K
|
12.5K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179+ 28.82% |
$10.5K - $13.8K
|
800
$60K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-14.6K- 12.17% |
$862K - $1.13M
|
106K
$7.92M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-9.6K- 3.3% |
$565K - $740K
|
281K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.06K - $1.39K
|
18
$1.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-91- 1.72% |
$5.36K - $7.01K
|
5.21K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-25.7K- 10.29% |
$1.51M - $1.98M
|
224K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
637+ 1.9% |
$37.5K - $49.1K
|
34.2K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.43KNew |
$202K - $265K
|
3.43K
$257K
|