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 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.27K- 18.87% |
$91.2K - $106K
|
5.46K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-14.3K- 3.25% |
$1.03M - $1.19M
|
425K
$33.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22+ 41.51% |
$1.58K - $1.83K
|
75
$5.95K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.71K- 47.83% |
$266K - $309K
|
4.04K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.71% |
$215 - $250
|
424
$33.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
24+ 0.54% |
$1.72K - $2K
|
4.44K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$71.8 - $83.3
|
423
$33.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-99- 2.92% |
$7.11K - $8.25K
|
3.29K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.46K+ 9.51% |
$392K - $455K
|
62.8K
$4.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$431 - $500
|
6
$476
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.4K- 5.6% |
$100K - $116K
|
23.5K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.73K+ 42.94% |
$411K - $477K
|
19.1K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
98+ 272.22% |
$7.04K - $8.17K
|
134
$10.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 1.0% |
$2.3K - $2.67K
|
3.16K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
28+ 0.54% |
$2.01K - $2.33K
|
5.24K
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54+ 77.14% |
$3.88K - $4.5K
|
124
$9.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.64% |
$503 - $583
|
1.1K
$87K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.99K+ 23.38% |
$574K - $666K
|
42.2K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.63K+ 19.66% |
$117K - $136K
|
9.93K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.35K+ 1.03% |
$96.6K - $112K
|
132K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
719K+ 228.63% |
$51.6M - $59.9M
|
1.03M
$81.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.72% |
$71.8 - $83.3
|
139
$11K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
304+ 4.11% |
$21.8K - $25.3K
|
7.71K
$611K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.49KNew |
$178K - $207K
|
2.49K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.08K- 35.79% |
$149K - $174K
|
3.74K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
136+ 3.97% |
$9.76K - $11.3K
|
3.56K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-28.5K- 44.65% |
$2.04M - $2.37M
|
35.3K
$2.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
111+ 2.07% |
$7.97K - $9.25K
|
5.48K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.63% |
$7.18K - $8.33K
|
15.9K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-236- 5.78% |
$16.9K - $19.7K
|
3.85K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.37% |
$1.22K - $1.42K
|
4.66K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-81- 0.69% |
$5.82K - $6.75K
|
11.7K
$930K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
334+ 2.68% |
$24K - $27.8K
|
12.8K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-136K- 22.71% |
$9.74M - $11.3M
|
462K
$36.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-85- 0.42% |
$6.1K - $7.08K
|
20.1K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
848+ 14.45% |
$60.9K - $70.7K
|
6.72K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-330- 10.15% |
$23.7K - $27.5K
|
2.92K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-79.8K- 42.5% |
$5.73M - $6.65M
|
108K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 33.04% |
$61.6K - $71.5K
|
3.46K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.75K- 4.39% |
$198K - $229K
|
60K
$4.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 5.0% |
$144 - $167
|
38
$3.01K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$223K - $258K
|
3.1K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.55K- 48.32% |
$183K - $213K
|
2.73K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-763- 6.33% |
$54.8K - $63.6K
|
11.3K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-711K- 98.77% |
$51M - $59.2M
|
8.83K
$700K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.2KNew |
$158K - $183K
|
2.2K
$174K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$71.8 - $83.3
|
11
$872
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.19K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.67KNew |
$407K - $473K
|
5.67K
$449K
|