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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
127K+ 1863.11% |
$9.13M - $10.6M
|
134K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.52K+ 31.12% |
$396K - $460K
|
23.3K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-22.1K- 20.9% |
$1.59M - $1.84M
|
83.6K
$6.63M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
771+ 14.42% |
$55.4K - $64.3K
|
6.12K
$485K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
31+ 0.5% |
$2.23K - $2.58K
|
6.29K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
24.5KNew |
$1.76M - $2.04M
|
24.5K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
51+ 1.85% |
$3.66K - $4.25K
|
2.8K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 3.09% |
$20.5K - $23.8K
|
9.51K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.5K+ 69.06% |
$1.83M - $2.13M
|
62.5K
$4.95M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.3K- 77.2% |
$1.39M - $1.61M
|
5.71K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-476- 3.28% |
$34.2K - $39.7K
|
14K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-237- 4.78% |
$17K - $19.8K
|
4.72K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 16.5% |
$196K - $227K
|
13.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.06K+ 4.2% |
$76.3K - $88.5K
|
26.3K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 7.77% |
$160K - $185K
|
30.8K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-22- 0.34% |
$1.58K - $1.83K
|
6.46K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
27+ 0.54% |
$1.94K - $2.25K
|
4.98K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
60+ 0.55% |
$4.31K - $5K
|
10.9K
$863K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16.8K- 6.84% |
$1.21M - $1.4M
|
229K
$18.2M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.31KNew |
$237K - $275K
|
3.31K
$262K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.66KNew |
$191K - $222K
|
2.66K
$211K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-708- 10.68% |
$50.8K - $59K
|
5.92K
$469K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
7.15KNew |
$513K - $596K
|
7.15K
$567K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 1.86% |
$1.65K - $1.92K
|
1.21K
$96K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
113K+ 8.94% |
$8.12M - $9.43M
|
1.38M
$109M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.16K- 61.98% |
$586K - $680K
|
5K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-120- 38.96% |
$8.62K - $10K
|
188
$14.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.74K- 3.17% |
$197K - $228K
|
83.5K
$6.62M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
37.2K+ 743860.0% |
$2.67M - $3.1M
|
37.2K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
748+ 1289.66% |
$53.7K - $62.3K
|
806
$63.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
192K+ 13.1% |
$13.8M - $16M
|
1.65M
$131M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17- 5.3% |
$1.22K - $1.42K
|
304
$24.1K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
37.5KNew |
$2.69M - $3.12M
|
37.5K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.17KNew |
$443K - $514K
|
6.17K
$489K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 2.73% |
$9.76K - $11.3K
|
4.84K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
13.2KNew |
$947K - $1.1M
|
13.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$144 - $167
|
6.3K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 3.17% |
$144 - $167
|
61
$4.84K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.42% |
$71.8 - $83.3
|
237
$18.8K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-129- 2.51% |
$9.26K - $10.8K
|
5.01K
$397K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-823- 11.94% |
$59.1K - $68.6K
|
6.07K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5KNew |
$179K - $208K
|
2.5K
$198K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.45K- 8.16% |
$678K - $787K
|
106K
$8.43M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.18K- 4.71% |
$300K - $348K
|
84.6K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.46K- 2.84% |
$105K - $121K
|
49.8K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 1.29% |
$43.1K - $50K
|
46K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-407- 2.25% |
$29.2K - $33.9K
|
17.7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
22+ 55.0% |
$1.58K - $1.83K
|
62
$4.91K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
199+ 1.42% |
$14.3K - $16.6K
|
14.2K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$646 - $750
|
9
$713
|