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 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-751- 10.39% |
$44.2K - $57.9K
|
6.48K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 1.97% |
$47.1K - $61.7K
|
39.8K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-111- 0.76% |
$6.54K - $8.55K
|
14.5K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
277K+ 23.32% |
$16.3M - $21.3M
|
1.46M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-595- 61.34% |
$35K - $45.9K
|
375
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-787- 0.42% |
$46.3K - $60.7K
|
188K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-622K- 97.41% |
$36.6M - $48M
|
16.5K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.29K- 9.62% |
$75.7K - $99.1K
|
12.1K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.68% |
$2K - $2.62K
|
4.96K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.31K- 6.08% |
$195K - $255K
|
51.2K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.04K- 97.24% |
$120K - $157K
|
58
$4.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
269KNew |
$15.8M - $20.7M
|
269K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.24K+ 19.08% |
$73.1K - $95.7K
|
7.75K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.87K+ 10.33% |
$228K - $298K
|
41.4K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.28K- 54.04% |
$252K - $330K
|
3.64K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
132KNew |
$7.77M - $10.2M
|
132K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.11KNew |
$242K - $317K
|
4.11K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.13K+ 49.23% |
$184K - $241K
|
9.49K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
157KNew |
$9.24M - $12.1M
|
157K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 1.44% |
$11.1K - $14.6K
|
13.3K
$999K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 3.56% |
$1.88K - $2.47K
|
867
$65K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.62K- 3.92% |
$213K - $279K
|
88.7K
$6.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.79KNew |
$164K - $215K
|
2.79K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.94K+ 2.08% |
$114K - $149K
|
95.2K
$7.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.27KNew |
$193K - $252K
|
3.27K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.26KNew |
$192K - $251K
|
3.26K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$47.1K - $61.7K
|
800
$60K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1.84K- 9.27% |
$108K - $141K
|
18K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.36K+ 87.96% |
$80K - $105K
|
2.9K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
574+ 29.2% |
$33.8K - $44.2K
|
2.54K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3New |
$177 - $231
|
3
$225
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 124.45% |
$73.7K - $96.5K
|
2.26K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.24KNew |
$73.1K - $95.6K
|
1.24K
$93K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.5K- 0.61% |
$88.3K - $116K
|
246K
$18.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.78K- 30.51% |
$340K - $445K
|
13.2K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-53- 22.84% |
$3.12K - $4.08K
|
179
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-109- 1.71% |
$6.42K - $8.4K
|
6.26K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.19K- 49.18% |
$70.3K - $92K
|
1.23K
$92.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-286- 2.0% |
$16.8K - $22K
|
14K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
41+ 2.61% |
$2.41K - $3.16K
|
1.61K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.15K- 27.91% |
$67.8K - $88.8K
|
2.98K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.54K- 16.71% |
$90.7K - $119K
|
7.68K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.08K- 2.52% |
$122K - $160K
|
80.3K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-366- 8.14% |
$21.6K - $28.2K
|
4.13K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-371- 1.07% |
$21.8K - $28.6K
|
34.2K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.75KNew |
$162K - $212K
|
2.75K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-255- 6.35% |
$15K - $19.7K
|
3.76K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.62K+ 37.27% |
$331K - $433K
|
20.7K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.13K- 9.79% |
$125K - $164K
|
19.6K
$1.47M
|