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 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.22K- 22.28% |
$662K - $768K
|
32.1K
$2.55M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.66KNew |
$263K - $305K
|
3.66K
$290K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-46.3K- 86.97% |
$3.33M - $3.86M
|
6.94K
$550K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-94- 0.32% |
$6.75K - $7.83K
|
29.2K
$2.31M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6.03KNew |
$433K - $502K
|
6.03K
$478K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
13.4K+ 7.14% |
$964K - $1.12M
|
201K
$16M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.07K- 5.06% |
$292K - $339K
|
76.3K
$6.05M
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-740- 1.74% |
$53.1K - $61.7K
|
41.8K
$3.31M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140- 3.83% |
$10.1K - $11.7K
|
3.52K
$279K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-97- 19.68% |
$6.96K - $8.08K
|
396
$31.4K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82KNew |
$202K - $235K
|
2.82K
$224K
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$198K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-284- 5.67% |
$20.4K - $23.7K
|
4.72K
$374K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.59KNew |
$186K - $216K
|
2.59K
$205K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
16+ 0.08% |
$1.15K - $1.33K
|
19.3K
$1.53M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $83.3
|
1
$79.3
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-911- 3.04% |
$65.4K - $75.9K
|
29.1K
$2.3M
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 8.76% |
$3.59K - $4.17K
|
521
$41.3K
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-195K- 86.52% |
$14M - $16.3M
|
30.4K
$2.41M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.2K+ 10.38% |
$948K - $1.1M
|
140K
$11.1M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
632K+ 202.09% |
$45.4M - $52.7M
|
945K
$74.9M
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.12K+ 88.43% |
$583K - $677K
|
17.3K
$1.37M
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.5KNew |
$179K - $208K
|
2.5K
$198K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.82K- 11.18% |
$130K - $151K
|
14.4K
$1.14M
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-303- 0.42% |
$21.8K - $25.3K
|
72.2K
$5.73M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
208+ 3.18% |
$14.9K - $17.3K
|
6.74K
$535K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
72New |
$5.17K - $6K
|
72
$5.71K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.79KNew |
$200K - $232K
|
2.79K
$221K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.66KNew |
$191K - $221K
|
2.66K
$210K
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
40.3K+ 13.58% |
$2.89M - $3.36M
|
337K
$26.7M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-50- 1.48% |
$3.59K - $4.17K
|
3.32K
$263K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.25KNew |
$233K - $271K
|
3.25K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.4KNew |
$1.11M - $1.28M
|
15.4K
$1.22M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.19K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.17K+ 3.55% |
$84.2K - $97.8K
|
34.2K
$2.71M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
233+ 7.82% |
$16.7K - $19.4K
|
3.21K
$255K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-110- 0.74% |
$7.9K - $9.17K
|
14.8K
$1.17M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 6.52% |
$1.08K - $1.25K
|
215
$17K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
71KNew |
$5.09M - $5.91M
|
71K
$5.62M
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.5K- 26.36% |
$108K - $125K
|
4.19K
$332K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.5K- 50.93% |
$757K - $879K
|
10.2K
$806K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 1.47% |
$2.51K - $2.92K
|
2.35K
$186K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.86KNew |
$277K - $322K
|
3.86K
$306K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
95+ 0.5% |
$6.82K - $7.92K
|
19.3K
$1.53M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15.1K+ 27.39% |
$1.09M - $1.26M
|
70.3K
$5.58M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.69KNew |
$337K - $391K
|
4.69K
$372K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.94KNew |
$211K - $245K
|
2.94K
$233K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-496- 9.04% |
$35.6K - $41.3K
|
4.99K
$396K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.86% |
$4.81K - $5.58K
|
7.69K
$609K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-237- 6.55% |
$17K - $19.8K
|
3.38K
$268K
|