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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$58.9 - $77.1
|
422
$31.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-11- 0.11% |
$648 - $848
|
9.83K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.41K- 5.16% |
$495K - $648K
|
155K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124New |
$7.3K - $9.56K
|
124
$9.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.15K+ 18.94% |
$67.7K - $88.6K
|
7.22K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 4.33% |
$7.83K - $10.3K
|
3.2K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.16K+ 4.04% |
$68.4K - $89.6K
|
30K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.88K+ 5.13% |
$170K - $222K
|
59K
$4.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-250- 1.84% |
$14.7K - $19.3K
|
13.3K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 13.14% |
$6.36K - $8.32K
|
930
$69.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.81K- 6.52% |
$578K - $756K
|
141K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
860+ 18.59% |
$50.6K - $66.3K
|
5.49K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.02K+ 71.26% |
$119K - $155K
|
4.85K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 1.8% |
$118 - $154
|
113
$8.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.6K- 16.6% |
$1.09M - $1.43M
|
93.3K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-135K- 98.68% |
$7.95M - $10.4M
|
1.8K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 2.63% |
$4.71K - $6.17K
|
3.12K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.78K+ 13.64% |
$105K - $137K
|
14.9K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-181- 0.95% |
$10.7K - $13.9K
|
18.8K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-678- 6.22% |
$39.9K - $52.3K
|
10.2K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.68K+ 8.04% |
$99K - $130K
|
22.6K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
23.7K+ 30.84% |
$1.4M - $1.83M
|
101K
$7.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
13.2KNew |
$776K - $1.02M
|
13.2K
$988K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.07K+ 7.37% |
$122K - $160K
|
30.2K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.03% |
$118 - $154
|
6.97K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-554K- 60.55% |
$32.6M - $42.7M
|
361K
$27M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-1.11K- 2.53% |
$65.1K - $85.2K
|
42.5K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.55K+ 8.52% |
$209K - $274K
|
45.3K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 16.97% |
$815K - $1.07M
|
67.8K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-34.9K- 84.26% |
$2.06M - $2.69M
|
6.53K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
689+ 2.84% |
$40.6K - $53.1K
|
24.9K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.31% |
$236 - $308
|
310
$23.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.05KNew |
$297K - $389K
|
5.05K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 8.33% |
$471 - $617
|
104
$7.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
63+ 1.19% |
$3.71K - $4.86K
|
5.37K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.35K+ 25.94% |
$197K - $258K
|
16.3K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-10.2K- 29.55% |
$602K - $788K
|
24.4K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-22.5K- 39.75% |
$1.32M - $1.73M
|
34.1K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 25.62% |
$1.22M - $1.6M
|
60.2K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.85% |
$118 - $154
|
236
$17.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 23.63% |
$7.36K - $9.63K
|
654
$49K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
324+ 3.64% |
$19.1K - $25K
|
9.23K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 0.75% |
$2.3K - $3.01K
|
5.15K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117New |
$6.89K - $9.02K
|
117
$8.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-621- 19.3% |
$36.6K - $47.9K
|
2.6K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$8.83K - $11.6K
|
150
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$471 - $617
|
8
$600
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$181K - $236K
|
3.07K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-131- 3.57% |
$7.71K - $10.1K
|
3.54K
$265K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51.7K+ 0.94% |
$3.05M - $3.99M
|
5.55M
$416M
|