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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
5.5KNew |
$324K - $424K
|
5.5K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.67KNew |
$334K - $437K
|
5.67K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.84K- 99.37% |
$167K - $219K
|
18
$1.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
500New |
$29.4K - $38.5K
|
500
$39.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-309K- 97.91% |
$18.2M - $23.8M
|
6.6K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.64K- 4.45% |
$155K - $203K
|
56.7K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-288- 2.16% |
$17K - $22.2K
|
13K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$58.9 - $77.1
|
1
$79.3
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
41New |
$2.41K - $3.16K
|
41
$3.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.77KNew |
$163K - $213K
|
2.77K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $231K
|
3K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$118 - $154
|
3
$238
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.28K- 32.54% |
$134K - $176K
|
4.72K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$589 - $771
|
10
$793
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 9.29% |
$7.07K - $9.25K
|
1.17K
$92.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.37K- 6.56% |
$258K - $337K
|
62.3K
$4.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
620New |
$36.5K - $47.8K
|
620
$49.1K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-463- 4.15% |
$27.3K - $35.7K
|
10.7K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
100+ 1.14% |
$5.89K - $7.71K
|
8.9K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-11- 0.11% |
$648 - $848
|
9.83K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124New |
$7.3K - $9.56K
|
124
$9.83K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.78K+ 13.64% |
$105K - $137K
|
14.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.05KNew |
$297K - $389K
|
5.05K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-10.2K- 29.55% |
$602K - $788K
|
24.4K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117New |
$6.89K - $9.02K
|
117
$9.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$8.83K - $11.6K
|
150
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$471 - $617
|
8
$634
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-751- 10.39% |
$44.2K - $57.9K
|
6.48K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-595- 61.34% |
$35K - $45.9K
|
375
$29.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.28K- 54.04% |
$252K - $330K
|
3.64K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.27KNew |
$193K - $252K
|
3.27K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.26KNew |
$192K - $251K
|
3.26K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$47.1K - $61.7K
|
800
$63.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3New |
$177 - $231
|
3
$238
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-53- 22.84% |
$3.12K - $4.08K
|
179
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.15K- 27.91% |
$67.8K - $88.8K
|
2.98K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.54K- 16.71% |
$90.7K - $119K
|
7.68K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-366- 8.14% |
$21.6K - $28.2K
|
4.13K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.6K- 9.24% |
$271K - $355K
|
45.2K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10K- 25.0% |
$589K - $771K
|
30K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.17K- 28.03% |
$363K - $476K
|
15.8K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$185K - $242K
|
3.14K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
278+ 29.96% |
$16.4K - $21.4K
|
1.21K
$95.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64New |
$3.77K - $4.93K
|
64
$5.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.25KNew |
$545K - $713K
|
9.25K
$733K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
517New |
$30.4K - $39.8K
|
517
$41K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$1.71K - $2.24K
|
8.32K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
256+ 36.47% |
$15.1K - $19.7K
|
958
$75.9K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.36K- 8.79% |
$198K - $259K
|
34.8K
$2.76M
|