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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.23K- 13.85% |
$81.7K - $102K
|
13.9K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
145KNew |
$5.31M - $6.61M
|
145K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 19.49% |
$57.9K - $72K
|
6.52K
$492K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
526+ 2.82% |
$19.3K - $24K
|
19.2K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.24K- 74.48% |
$82.2K - $102K
|
769
$58K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$476 - $592
|
13
$981
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$183 - $228
|
5
$377
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 0.66% |
$513 - $638
|
2.1K
$158K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-464- 34.73% |
$17K - $21.1K
|
872
$65.8K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30+ 33.71% |
$1.1K - $1.37K
|
119
$8.98K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.28K- 5.7% |
$83.5K - $104K
|
37.7K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$513 - $638
|
14
$1.06K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-560- 29.41% |
$20.5K - $25.5K
|
1.34K
$101K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.97KNew |
$219K - $272K
|
5.97K
$451K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-33- 17.19% |
$1.21K - $1.5K
|
159
$12K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 9.77% |
$54.8K - $68.2K
|
16.8K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310New |
$11.4K - $14.1K
|
310
$23.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-416- 51.04% |
$15.2K - $19K
|
399
$30.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
21KNew |
$769K - $957K
|
21K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$40.4K - $50.2K
|
1.1K
$83.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
66.6KNew |
$2.44M - $3.03M
|
66.6K
$5.02M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
47.9KNew |
$1.75M - $2.18M
|
47.9K
$3.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
70New |
$2.56K - $3.19K
|
70
$5.28K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.49KNew |
$311K - $387K
|
8.49K
$641K
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$818K - $968K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
251New |
$9.78K - $11.6K
|
251
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.9K - $4.61K
|
100
$7.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.83K- 89.44% |
$149K - $176K
|
452
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-31.5K- 46.79% |
$1.23M - $1.45M
|
35.8K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16.2K- 36.03% |
$630K - $746K
|
28.7K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.58MNew |
$101M - $119M
|
2.58M
$195M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
241New |
$9.39K - $11.1K
|
241
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1.1K- 61.11% |
$42.9K - $50.7K
|
700
$52.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
96.8K+ 165.25% |
$3.77M - $4.46M
|
155K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.64KNew |
$142K - $168K
|
3.64K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.5KNew |
$641K - $759K
|
16.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$47.2K - $55.9K
|
1.21K
$91.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.9KNew |
$230K - $272K
|
5.9K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-11.5K- 69.37% |
$446K - $528K
|
5.06K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.21K- 6.39% |
$47.1K - $55.7K
|
17.7K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
102KNew |
$3.98M - $4.71M
|
102K
$7.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.59K- 20.9% |
$62.1K - $73.4K
|
6.03K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$722K - $855K
|
18.5K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-110- 5.68% |
$4.29K - $5.07K
|
1.83K
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 40.0% |
$312 - $369
|
12
$905
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
500+ 83.33% |
$19.5K - $23K
|
1.1K
$83K
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
119K+ 56.92% |
$4.63M - $5.48M
|
328K
$24.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
60KNew |
$2.34M - $2.77M
|
60K
$4.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.99KNew |
$194K - $230K
|
4.99K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
630+ 12.04% |
$24.5K - $29K
|
5.86K
$442K
|
|