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 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-231- 7.03% |
$16.6K - $19.3K
|
3.05K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
770+ 8.5% |
$55.3K - $64.2K
|
9.83K
$720K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 2.21% |
$503 - $583
|
324
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140- 3.83% |
$10.1K - $11.7K
|
3.52K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-97- 19.68% |
$6.96K - $8.08K
|
396
$29K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82KNew |
$202K - $235K
|
2.82K
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $83.3
|
1
$73.3
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 8.76% |
$3.59K - $4.17K
|
521
$38.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-195K- 86.52% |
$14M - $16.3M
|
30.4K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.12K+ 88.43% |
$583K - $677K
|
17.3K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.5KNew |
$179K - $208K
|
2.5K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
72New |
$5.17K - $6K
|
72
$5.28K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-50- 1.48% |
$3.59K - $4.17K
|
3.32K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 6.52% |
$1.08K - $1.25K
|
215
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.5K- 26.36% |
$108K - $125K
|
4.19K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 1.47% |
$2.51K - $2.92K
|
2.35K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.86KNew |
$277K - $322K
|
3.86K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.69KNew |
$337K - $391K
|
4.69K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.71K- 47.83% |
$266K - $309K
|
4.04K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
24+ 0.54% |
$1.72K - $2K
|
4.44K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.64% |
$503 - $583
|
1.1K
$80.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.72% |
$71.8 - $83.3
|
139
$10.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.63% |
$7.18K - $8.33K
|
15.9K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 5.0% |
$144 - $167
|
38
$2.78K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$223K - $258K
|
3.1K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.55K- 48.32% |
$183K - $213K
|
2.73K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.2KNew |
$158K - $183K
|
2.2K
$161K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 266.67% |
$2.3K - $2.67K
|
44
$3.22K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
14.1KNew |
$1.01M - $1.17M
|
14.1K
$1.03M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
789+ 4.53% |
$46.5K - $60.8K
|
18.2K
$1.33M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$4.42K - $5.78K
|
75
$5.5K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 24.53% |
$60K - $78.5K
|
3.14K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 2.04% |
$1.44M - $1.89M
|
1.22M
$89.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
78New |
$4.59K - $6.01K
|
78
$5.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
24.3K+ 150.56% |
$1.43M - $1.87M
|
40.4K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.67KNew |
$216K - $282K
|
3.67K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-384- 59.08% |
$22.6K - $29.6K
|
266
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
51.7KNew |
$3.04M - $3.98M
|
51.7K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-54- 0.85% |
$3.18K - $4.16K
|
6.33K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-23.9K- 54.44% |
$1.41M - $1.84M
|
20K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.62K- 12.98% |
$155K - $202K
|
17.6K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
22.1K+ 2009.09% |
$1.3M - $1.7M
|
23.2K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$2.94M - $3.85M
|
50K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 83.16% |
$240K - $314K
|
8.96K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-9.7K- 61.8% |
$571K - $748K
|
6K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.5KNew |
$1.38M - $1.81M
|
23.5K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
139KNew |
$8.18M - $10.7M
|
139K
$10.2M
|
|