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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 3.85% |
$97 - $109
|
50
$3.77K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 1.77% |
$2.47K - $2.77K
|
2.84K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-131- 62.68% |
$6.35K - $7.11K
|
78
$5.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
209New |
$10.1K - $11.3K
|
209
$15.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
781New |
$37.9K - $42.4K
|
781
$58.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
20.2KNew |
$979K - $1.1M
|
20.2K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
114+ 154.05% |
$5.53K - $6.19K
|
188
$14.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-496- 12.98% |
$24K - $26.9K
|
3.33K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 42.59% |
$1.12K - $1.25K
|
77
$5.81K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
806New |
$39.1K - $43.7K
|
806
$60.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
287+ 1.84% |
$13.9K - $15.6K
|
15.9K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
573New |
$27.8K - $31.1K
|
573
$43.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-245- 3.62% |
$11.9K - $13.3K
|
6.52K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
130KNew |
$6.3M - $7.05M
|
130K
$9.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.76% |
$48.5 - $54.3
|
133
$10K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 11.71% |
$1.26K - $1.41K
|
196
$14.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
120New |
$5.82K - $6.51K
|
120
$9.05K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 29.03% |
$436 - $489
|
22
$1.66K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$48.5 - $54.3
|
1
$75.5
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-595- 7.13% |
$28.8K - $32.3K
|
7.75K
$584K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-1.47K- 70.99% |
$71.2K - $79.7K
|
600
$45.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
662+ 11.73% |
$32.1K - $35.9K
|
6.31K
$476K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.4% |
$727 - $814
|
1.09K
$82.2K
|
|
| Q1 2024 | |||||||
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.77KNew |
$170K - $202K
|
3.77K
$284K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
96.5K+ 29.9% |
$4.36M - $5.18M
|
419K
$31.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 5.37% |
$813 - $967
|
317
$23.9K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.44KNew |
$246K - $292K
|
5.44K
$410K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-979- 5.93% |
$44.2K - $52.6K
|
15.5K
$1.17M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$361 - $430
|
8
$604
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$45.2 - $53.7
|
6
$453
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.81K+ 219.39% |
$127K - $151K
|
4.09K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.45KNew |
$201K - $239K
|
4.45K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.71KNew |
$439K - $522K
|
9.71K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-32.3K- 87.85% |
$1.46M - $1.73M
|
4.46K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
16.6KNew |
$748K - $889K
|
16.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
11.8K+ 149.37% |
$533K - $634K
|
19.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-38.7K- 60.26% |
$1.75M - $2.08M
|
25.5K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-577- 11.81% |
$26.1K - $31K
|
4.31K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-485- 9.5% |
$21.9K - $26K
|
4.62K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
12.7K+ 16.18% |
$574K - $682K
|
91.2K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-28.8K- 82.43% |
$1.3M - $1.55M
|
6.15K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
194+ 4.72% |
$8.76K - $10.4K
|
4.3K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-206- 45.08% |
$9.31K - $11.1K
|
251
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 44.83% |
$294K - $349K
|
21K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
235New |
$10.6K - $12.6K
|
235
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$201K - $238K
|
4.44K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58New |
$2.62K - $3.11K
|
58
$4.38K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.31K- 23.99% |
$195K - $232K
|
13.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1KNew |
$592K - $704K
|
13.1K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
15KNew |
$679K - $807K
|
15K
$1.13M
|
|