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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
217+ 2.19% |
$10.5K - $11.8K
|
10.1K
$742K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$84.2K - $94.2K
|
1.74K
$127K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
616New |
$29.9K - $33.4K
|
616
$45.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$1.94K - $2.17K
|
40
$2.93K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
110+ 174.6% |
$5.33K - $5.97K
|
173
$12.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-559- 0.79% |
$27.1K - $30.3K
|
70.1K
$5.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 3.85% |
$97 - $109
|
50
$3.66K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-131- 62.68% |
$6.35K - $7.11K
|
78
$5.72K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
781New |
$37.9K - $42.4K
|
781
$57.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-496- 12.98% |
$24K - $26.9K
|
3.33K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 42.59% |
$1.12K - $1.25K
|
77
$5.64K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
806New |
$39.1K - $43.7K
|
806
$59.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
287+ 1.84% |
$13.9K - $15.6K
|
15.9K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-245- 3.62% |
$11.9K - $13.3K
|
6.52K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
130KNew |
$6.3M - $7.05M
|
130K
$9.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
120New |
$5.82K - $6.51K
|
120
$8.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$48.5 - $54.3
|
1
$73.3
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-1.47K- 70.99% |
$71.2K - $79.7K
|
600
$44K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
662+ 11.73% |
$32.1K - $35.9K
|
6.31K
$462K
|
|
| Q1 2024 | |||||||
|
Sep 05, 2025
Q1 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-34.9K- 41.19% |
$1.58M - $1.87M
|
49.8K
$3.65M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.77KNew |
$170K - $202K
|
3.77K
$276K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.44KNew |
$246K - $292K
|
5.44K
$398K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$361 - $430
|
8
$586
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$45.2 - $53.7
|
6
$440
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.71KNew |
$439K - $522K
|
9.71K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-32.3K- 87.85% |
$1.46M - $1.73M
|
4.46K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-38.7K- 60.26% |
$1.75M - $2.08M
|
25.5K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
12.7K+ 16.18% |
$574K - $682K
|
91.2K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-206- 45.08% |
$9.31K - $11.1K
|
251
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 44.83% |
$294K - $349K
|
21K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
235New |
$10.6K - $12.6K
|
235
$17.2K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$201K - $238K
|
4.44K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58New |
$2.62K - $3.11K
|
58
$4.25K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.31K- 23.99% |
$195K - $232K
|
13.7K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1KNew |
$592K - $704K
|
13.1K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
15KNew |
$679K - $807K
|
15K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-7.42K- 41.62% |
$335K - $399K
|
10.4K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-517- 96.28% |
$23.4K - $27.8K
|
20
$1.47K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-7.03K- 2.84% |
$318K - $378K
|
241K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-14K- 99.9% |
$631K - $750K
|
14
$1.03K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.07K - $3.65K
|
68
$4.98K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
827+ 2953.57% |
$37.4K - $44.4K
|
855
$62.6K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-227- 38.02% |
$10.3K - $12.2K
|
370
$27.1K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-42K- 12.82% |
$1.9M - $2.26M
|
286K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
21.8KNew |
$985K - $1.17M
|
21.8K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-84.3K- 74.38% |
$3.81M - $4.53M
|
29K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.49K+ 22.45% |
$338K - $402K
|
40.9K
$2.99M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-229- 4.6% |
$10.3K - $12.3K
|
4.75K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
515New |
$23.3K - $27.7K
|
515
$37.7K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
4KNew |
$181K - $215K
|
4K
$293K
|
|