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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.14KNew |
$196K - $209K
|
4.14K
$313K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
332+ 100.0% |
$15.7K - $16.7K
|
664
$50.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6+ 0.1% |
$284 - $302
|
5.84K
$441K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.5K- 4.42% |
$118K - $126K
|
54.1K
$4.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 2.22% |
$236 - $252
|
230
$17.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.32K- 42.89% |
$204K - $218K
|
5.75K
$434K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-656- 95.77% |
$31K - $33.1K
|
29
$2.19K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-83- 21.45% |
$3.22K - $3.96K
|
304
$22.9K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.9K- 58.01% |
$462K - $568K
|
8.62K
$650K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 90.91% |
$388 - $477
|
21
$1.58K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$3.88K - $4.77K
|
100
$7.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
126KNew |
$4.89M - $6.01M
|
126K
$9.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
22.6KNew |
$878K - $1.08M
|
22.6K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.1K+ 269.2% |
$664K - $815K
|
23.4K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
1K+ 16.67% |
$38.8K - $47.7K
|
7K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
199New |
$7.73K - $9.49K
|
199
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
34.9KNew |
$1.36M - $1.67M
|
34.9K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
330KNew |
$12.8M - $15.8M
|
330K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
339KNew |
$13.2M - $16.2M
|
339K
$25.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-30.6K- 80.74% |
$1.19M - $1.46M
|
7.3K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
962New |
$37.4K - $45.9K
|
962
$72.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.98KNew |
$193K - $237K
|
4.98K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.49K- 34.49% |
$330K - $405K
|
16.1K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-1.83K- 9.38% |
$71.1K - $87.3K
|
17.7K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.24K- 5.1% |
$48K - $59K
|
23K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.33KNew |
$168K - $206K
|
4.33K
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.28% |
$544 - $668
|
5.1K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-247- 9.45% |
$9.59K - $11.8K
|
2.37K
$179K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
120New |
$4.66K - $5.72K
|
120
$9.05K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
558+ 5.21% |
$21.7K - $26.6K
|
11.3K
$850K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
290New |
$11.3K - $13.8K
|
290
$21.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 15.47% |
$1.59K - $1.96K
|
224
$16.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.74KNew |
$184K - $226K
|
4.74K
$358K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-29Closed |
$1.13K - $1.38K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-634- 10.21% |
$24.6K - $30.2K
|
5.58K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.6KNew |
$179K - $219K
|
4.6K
$347K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.58KNew |
$178K - $218K
|
4.58K
$345K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.92% |
$38.8 - $47.7
|
51
$3.85K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.03K- 41.09% |
$74.4K - $92.5K
|
2.91K
$220K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
25.7KNew |
$942K - $1.17M
|
25.7K
$1.94M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-4.7K- 53.41% |
$172K - $214K
|
4.1K
$309K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11New |
$403 - $501
|
11
$830
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
500New |
$18.3K - $22.8K
|
500
$37.7K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54KNew |
$92.9K - $116K
|
2.54K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.36K- 12.87% |
$49.7K - $61.8K
|
9.19K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.17% |
$40.7K - $50.6K
|
16.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.5KNew |
$275K - $342K
|
7.5K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-36.8K- 67.13% |
$1.35M - $1.68M
|
18K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39KNew |
$1.43M - $1.78M
|
39K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-852- 9.6% |
$31.2K - $38.8K
|
8.03K
$606K
|
|