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 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.8KNew |
$460K - $544K
|
11.8K
$890K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-11.7K- 99.62% |
$455K - $539K
|
44
$3.32K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.9KNew |
$74.2K - $87.8K
|
1.9K
$144K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-715- 7.64% |
$27.9K - $33K
|
8.64K
$652K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
42+ 0.31% |
$1.64K - $1.94K
|
13.6K
$1.03M
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-247- 1.1% |
$9.62K - $11.4K
|
22.1K
$1.67M
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-51K- 38.58% |
$1.99M - $2.35M
|
81.1K
$6.12M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$935 - $1.11K
|
24
$1.81K
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-497- 8.75% |
$19.4K - $22.9K
|
5.19K
$391K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-534- 5.83% |
$20.8K - $24.6K
|
8.63K
$651K
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-58.2K- 25.58% |
$2.27M - $2.68M
|
169K
$12.8M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.56KNew |
$139K - $164K
|
3.56K
$269K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
167New |
$6.51K - $7.7K
|
167
$12.6K
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-899- 6.05% |
$35K - $41.4K
|
14K
$1.05M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
31New |
$1.21K - $1.43K
|
31
$2.34K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
73New |
$2.84K - $3.36K
|
73
$5.51K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
423New |
$16.5K - $19.5K
|
423
$31.9K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-17- 0.42% |
$662 - $784
|
4K
$302K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
226+ 4.69% |
$5.5K - $9.24K
|
5.05K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
- |
-8.15K- 0.86% |
$198K - $333K
|
940K
$70.9M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
116New |
$2.82K - $4.74K
|
116
$8.75K
|
|
Nov 14, 2022
Q3 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
103K+ 57.2% |
$2.5M - $4.2M
|
282K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
8.3KNew |
$202K - $339K
|
8.3K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.92K+ 7.82% |
$46.8K - $78.7K
|
26.5K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
79.6K+ 443.76% |
$1.94M - $3.26M
|
97.6K
$7.36M
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
35KNew |
$852K - $1.43M
|
35K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
9.6KNew |
$233K - $392K
|
9.6K
$724K
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$122K - $205K
|
5K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.6KNew |
$428K - $720K
|
17.6K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
178+ 0.18% |
$4.33K - $7.28K
|
99.1K
$7.47M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
600New |
$14.6K - $24.5K
|
600
$45.3K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$254K - $427K
|
10.4K
$788K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-21.4K- 46.35% |
$521K - $876K
|
24.8K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2+ 0.23% |
$48.7 - $81.8
|
884
$66.7K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-10.5K- 51.06% |
$255K - $429K
|
10.1K
$759K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7- 3.83% |
$170 - $286
|
176
$13.3K
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
6.42K+ 27.82% |
$156K - $262K
|
29.5K
$2.22M
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
BUY
|
- |
5.75KNew |
$140K - $235K
|
5.75K
$434K
|
|
Nov 01, 2022
Q3 2022
|
P.A.W. Capital Corp
|
SELL
|
- |
-10K- 40.0% |
$243K - $409K
|
15K
$1.13M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$2.92K - $4.91K
|
120
$9.05K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
203New |
$4.94K - $8.3K
|
203
$15.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.6KNew |
$306K - $515K
|
12.6K
$949K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
13.4K+ 14.2% |
$326K - $548K
|
108K
$8.12M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.17KNew |
$52.9K - $88.9K
|
2.17K
$164K
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$151K - $255K
|
6.23K
$470K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 1.56% |
$122 - $205
|
315
$23.8K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$48.7 - $81.8
|
2
$151
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
18.3K+ 85.43% |
$444K - $746K
|
39.6K
$2.99M
|
|
Q2 2022 | |||||||
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
82+ 1.09% |
$2.5K - $3.05K
|
7.6K
$574K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-99Closed |
$3.02K - $3.68K
|
0
$0
|