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 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-564Closed |
$16.9K - $21.2K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500Closed |
$14.9K - $18.8K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.68KClosed |
$110K - $139K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-643Closed |
$19.2K - $24.2K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-48Closed |
$1.43K - $1.81K
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Exane Asset Management
|
SELL
|
- |
-5.84KClosed |
$175K - $220K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-41.6KClosed |
$1.24M - $1.57M
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-3.57KClosed |
$107K - $134K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01KClosed |
$30.1K - $37.9K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 22, 2019
Q4 2018
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-41KClosed |
$1.12M - $1.65M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01KClosed |
$54.6K - $80.7K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$32.5K - $48K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.84KClosed |
$241K - $356K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-12.6KClosed |
$344K - $508K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-25.3KClosed |
$689K - $1.02M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-96.2KClosed |
$2.62M - $3.87M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-54Closed |
$1.47K - $2.17K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-32.8KClosed |
$893K - $1.32M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.34KClosed |
$63.7K - $94.1K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-800Closed |
$21.8K - $32.2K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-194Closed |
$5.28K - $7.8K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-98.8KClosed |
$2.69M - $3.97M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-24.6KClosed |
$671K - $990K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Canton Hathaway, LLC
|
SELL
|
- |
-400Closed |
$10.9K - $16.1K
|
0
$0
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-280Closed |
$7.63K - $11.3K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100Closed |
$2.72K - $4.02K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7K+ 10.93% |
$429K - $633K
|
160K
$12M
|
|
Jan 22, 2019
Q4 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.5KClosed |
$259K - $382K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Wp Advisors, LLC
|
SELL
|
- |
-516Closed |
$14.1K - $20.8K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.58KClosed |
$261K - $385K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.5KClosed |
$476K - $703K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$2.72K - $4.02K
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-7.25KClosed |
$198K - $292K
|
0
$0
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
31.6KNew |
$1.11M - $1.28M
|
31.6K
$2.39M
|
|
Nov 18, 2022
Q3 2018
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-39.1KClosed |
$1.37M - $1.58M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
6KNew |
$210K - $243K
|
6K
$453K
|
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
540New |
$18.9K - $21.9K
|
540
$40.7K
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
116New |
$4.06K - $4.7K
|
116
$8.75K
|
|
Nov 13, 2018
Q3 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-439Closed |
$15.4K - $17.8K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-13.8KClosed |
$482K - $558K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2KClosed |
$70K - $81K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.49KClosed |
$157K - $182K
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-94Closed |
$3.29K - $3.81K
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-88Closed |
$3.08K - $3.56K
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Sanders Morris Harris LLC
|
SELL
|
- |
-11KClosed |
$385K - $446K
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.3KClosed |
$362K - $419K
|
0
$0
|
|
Q2 2018 | |||||||
Mar 04, 2019
Q2 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-4.45KClosed |
$163K - $218K
|
0
$0
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-235Closed |
$8.61K - $11.5K
|
0
$0
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-490Closed |
$18K - $24K
|
0
$0
|