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 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.24K- 5.1% |
$48K - $59K
|
23K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.33KNew |
$168K - $206K
|
4.33K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.28% |
$544 - $668
|
5.1K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-247- 9.45% |
$9.59K - $11.8K
|
2.37K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
120New |
$4.66K - $5.72K
|
120
$8.89K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
558+ 5.21% |
$21.7K - $26.6K
|
11.3K
$835K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
290New |
$11.3K - $13.8K
|
290
$21.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 15.47% |
$1.59K - $1.96K
|
224
$16.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.74KNew |
$184K - $226K
|
4.74K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-29Closed |
$1.13K - $1.38K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-634- 10.21% |
$24.6K - $30.2K
|
5.58K
$413K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.6KNew |
$179K - $219K
|
4.6K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.58KNew |
$178K - $218K
|
4.58K
$339K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.92% |
$38.8 - $47.7
|
51
$3.78K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.03K- 41.09% |
$74.4K - $92.5K
|
2.91K
$216K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
25.7KNew |
$942K - $1.17M
|
25.7K
$1.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11New |
$403 - $501
|
11
$815
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
500New |
$18.3K - $22.8K
|
500
$37K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54KNew |
$92.9K - $116K
|
2.54K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.36K- 12.87% |
$49.7K - $61.8K
|
9.19K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.17% |
$40.7K - $50.6K
|
16.6K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.5KNew |
$275K - $342K
|
7.5K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-36.8K- 67.13% |
$1.35M - $1.68M
|
18K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39KNew |
$1.43M - $1.78M
|
39K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-852- 9.6% |
$31.2K - $38.8K
|
8.03K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.23K- 13.85% |
$81.7K - $102K
|
13.9K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
145KNew |
$5.31M - $6.61M
|
145K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 19.49% |
$57.9K - $72K
|
6.52K
$483K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
526+ 2.82% |
$19.3K - $24K
|
19.2K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.24K- 74.48% |
$82.2K - $102K
|
769
$57K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$476 - $592
|
13
$963
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$183 - $228
|
5
$370
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-464- 34.73% |
$17K - $21.1K
|
872
$64.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30+ 33.71% |
$1.1K - $1.37K
|
119
$8.81K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.28K- 5.7% |
$83.5K - $104K
|
37.7K
$2.79M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$513 - $638
|
14
$1.04K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-560- 29.41% |
$20.5K - $25.5K
|
1.34K
$99.5K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.97KNew |
$219K - $272K
|
5.97K
$442K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-33- 17.19% |
$1.21K - $1.5K
|
159
$11.8K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 9.77% |
$54.8K - $68.2K
|
16.8K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310New |
$11.4K - $14.1K
|
310
$23K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-416- 51.04% |
$15.2K - $19K
|
399
$29.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
21KNew |
$769K - $957K
|
21K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$40.4K - $50.2K
|
1.1K
$81.6K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
47.9KNew |
$1.75M - $2.18M
|
47.9K
$3.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
70New |
$2.56K - $3.19K
|
70
$5.18K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.49KNew |
$311K - $387K
|
8.49K
$629K
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-21KClosed |
$818K - $968K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
251New |
$9.78K - $11.6K
|
251
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.9K - $4.61K
|
100
$7.41K
|
|