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 |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.77KNew |
$170K - $202K
|
3.77K
$299K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.44KNew |
$246K - $292K
|
5.44K
$431K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$361 - $430
|
8
$634
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$45.2 - $53.7
|
6
$476
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.71KNew |
$439K - $522K
|
9.71K
$770K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-32.3K- 87.85% |
$1.46M - $1.73M
|
4.46K
$354K
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-38.7K- 60.26% |
$1.75M - $2.08M
|
25.5K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
12.7K+ 16.18% |
$574K - $682K
|
91.2K
$7.23M
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-28.8K- 82.43% |
$1.3M - $1.55M
|
6.15K
$487K
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-206- 45.08% |
$9.31K - $11.1K
|
251
$19.9K
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 44.83% |
$294K - $349K
|
21K
$1.66M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
235New |
$10.6K - $12.6K
|
235
$18.6K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$201K - $238K
|
4.44K
$352K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58New |
$2.62K - $3.11K
|
58
$4.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.31K- 23.99% |
$195K - $232K
|
13.7K
$1.08M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1KNew |
$592K - $704K
|
13.1K
$1.04M
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
15KNew |
$679K - $807K
|
15K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-7.42K- 41.62% |
$335K - $399K
|
10.4K
$825K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-517- 96.28% |
$23.4K - $27.8K
|
20
$1.59K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.03K- 2.84% |
$318K - $378K
|
241K
$19.1M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-14K- 99.9% |
$631K - $750K
|
14
$1.11K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.07K - $3.65K
|
68
$5.39K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
827+ 2953.57% |
$37.4K - $44.4K
|
855
$67.8K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-227- 38.02% |
$10.3K - $12.2K
|
370
$29.3K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-42K- 12.82% |
$1.9M - $2.26M
|
286K
$22.7M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
21.8KNew |
$985K - $1.17M
|
21.8K
$1.73M
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-84.3K- 74.38% |
$3.81M - $4.53M
|
29K
$2.3M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.49K+ 22.45% |
$338K - $402K
|
40.9K
$3.24M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-229- 4.6% |
$10.3K - $12.3K
|
4.75K
$377K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
515New |
$23.3K - $27.7K
|
515
$40.8K
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
4KNew |
$181K - $215K
|
4K
$317K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
146New |
$6.6K - $7.84K
|
146
$11.6K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24Closed |
$1.08K - $1.29K
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1- 10.0% |
$45.2 - $53.7
|
9
$713
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$224K - $266K
|
4.96K
$393K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.1K- 19.75% |
$49.7K - $59.1K
|
4.47K
$354K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.5KNew |
$248K - $295K
|
5.5K
$436K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.35K- 34.18% |
$106K - $126K
|
4.52K
$358K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.4K- 87.5% |
$63.3K - $75.2K
|
200
$15.9K
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
26.1KNew |
$1.18M - $1.4M
|
26.1K
$2.07M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-52- 6.3% |
$2.35K - $2.79K
|
774
$61.4K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6KNew |
$271K - $322K
|
6K
$476K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 18.18% |
$904 - $1.07K
|
90
$7.13K
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
32.4K+ 44.02% |
$1.46M - $1.74M
|
106K
$8.4M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42New |
$1.9K - $2.26K
|
42
$3.33K
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41.8KNew |
$1.89M - $2.24M
|
41.8K
$3.31M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
20.3KNew |
$915K - $1.09M
|
20.3K
$1.61M
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
57.1K+ 12.37% |
$2.4M - $2.95M
|
518K
$41.1M
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
89.5KNew |
$3.76M - $4.62M
|
89.5K
$7.09M
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-250Closed |
$10.5K - $12.9K
|
0
$0
|