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 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 84.62% |
$648 - $848
|
24
$1.79K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
23.9K+ 22.07% |
$1.4M - $1.84M
|
132K
$9.87M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
203+ 0.57% |
$12K - $15.6K
|
36.1K
$2.7M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
66+ 21.09% |
$3.89K - $5.09K
|
379
$28.3K
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.07K- 19.46% |
$62.9K - $82.3K
|
4.42K
$331K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
100+ 1.92% |
$5.89K - $7.71K
|
5.31K
$397K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.4% |
$236 - $308
|
996
$74.5K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$3.97M - $5.2M
|
67.5K
$5.05M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
297+ 300.0% |
$17.5K - $22.9K
|
396
$29.6K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50.8K- 91.07% |
$2.99M - $3.91M
|
4.97K
$372K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-105- 2.66% |
$6.18K - $8.09K
|
3.84K
$287K
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.94K+ 30.37% |
$468K - $612K
|
34.1K
$2.55M
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
5.32KNew |
$313K - $410K
|
5.32K
$398K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.67% |
$294 - $385
|
70
$5.24K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-593- 10.36% |
$34.9K - $45.7K
|
5.13K
$384K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-850- 4.49% |
$50K - $65.5K
|
18.1K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$58.9 - $77.1
|
1
$74.8
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.84K- 98.27% |
$167K - $219K
|
50
$3.74K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
476+ 1.04% |
$28K - $36.7K
|
46.3K
$3.47M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
800+ 21.51% |
$47.1K - $61.7K
|
4.52K
$338K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.96KNew |
$175K - $228K
|
2.96K
$222K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.38K- 5.11% |
$199K - $260K
|
62.7K
$4.69M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-42K- 8.73% |
$2.48M - $3.24M
|
439K
$32.9M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.9K+ 13.26% |
$877K - $1.15M
|
127K
$9.51M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 19.32% |
$114K - $149K
|
8.06K
$603K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19KNew |
$188K - $246K
|
3.19K
$238K
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-700- 3.53% |
$41.2K - $53.9K
|
19.2K
$1.43M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 6.14% |
$1.24K - $1.62K
|
321
$24K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
235+ 3.45% |
$13.8K - $18.1K
|
7.04K
$527K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.28KNew |
$428K - $561K
|
7.28K
$544K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-75- 4.23% |
$4.42K - $5.78K
|
1.7K
$127K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 0.7% |
$412 - $539
|
1K
$74.8K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.84K- 50.08% |
$344K - $450K
|
5.82K
$435K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.12% |
$294 - $385
|
4.31K
$322K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.28% |
$1.12K - $1.46K
|
6.73K
$503K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
135New |
$7.95K - $10.4K
|
135
$10.1K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$58.9 - $77.1
|
5.01K
$374K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.79KNew |
$223K - $292K
|
3.79K
$284K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-79- 2.22% |
$4.65K - $6.09K
|
3.48K
$260K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.94% |
$63.5K - $83.1K
|
116K
$8.65M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
79.6K+ 156.98% |
$4.69M - $6.13M
|
130K
$9.74M
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 57.89% |
$153K - $201K
|
7.11K
$531K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.14K+ 10.64% |
$66.9K - $87.6K
|
11.8K
$884K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$353 - $462
|
6
$449
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.4% |
$102K - $133K
|
11.2K
$837K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 11.29% |
$205K - $269K
|
34.4K
$2.57M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-19.6K- 25.56% |
$1.15M - $1.51M
|
57K
$4.26M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$1.53K - $2K
|
26
$1.94K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.68% |
$4.95K - $6.47K
|
12.4K
$927K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-182- 0.51% |
$10.7K - $14K
|
35.7K
$2.67M
|