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 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
305New |
$18K - $23.5K
|
305
$22.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.6K- 9.24% |
$271K - $355K
|
45.2K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10K- 25.0% |
$589K - $771K
|
30K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.93K+ 10.74% |
$113K - $149K
|
19.9K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-13.3K- 31.26% |
$784K - $1.03M
|
29.3K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.1% |
$353 - $462
|
6.21K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
392K+ 44.93% |
$23.1M - $30.2M
|
1.26M
$94.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-75- 1.44% |
$4.42K - $5.78K
|
5.14K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.83K- 5.51% |
$285K - $373K
|
82.9K
$6.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-94- 2.14% |
$5.53K - $7.24K
|
4.29K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
996+ 12.35% |
$58.6K - $76.8K
|
9.06K
$679K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-716- 2.32% |
$42.2K - $55.2K
|
30.1K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
386KNew |
$22.8M - $29.8M
|
386K
$29M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.39K- 4.2% |
$140K - $184K
|
54.4K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.17K- 28.03% |
$363K - $476K
|
15.8K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 0.71% |
$147K - $192K
|
351K
$26.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
287+ 5.17% |
$16.9K - $22.1K
|
5.84K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 5.99% |
$73.8K - $96.6K
|
19.7K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$185K - $242K
|
3.14K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
278+ 29.96% |
$16.4K - $21.4K
|
1.21K
$90.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64New |
$3.77K - $4.93K
|
64
$4.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.25KNew |
$545K - $713K
|
9.25K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
517New |
$30.4K - $39.8K
|
517
$38.7K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.5K- 6.84% |
$500K - $655K
|
116K
$8.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.23% |
$824 - $1.08K
|
6.01K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.66K+ 10.33% |
$97.8K - $128K
|
17.7K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$1.71K - $2.24K
|
8.32K
$624K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 1.62% |
$27.7K - $36.2K
|
28.6K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.7K+ 22.64% |
$218K - $285K
|
20K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.18KNew |
$541K - $708K
|
9.18K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
256+ 36.47% |
$15.1K - $19.7K
|
958
$71.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 27.23% |
$78.4K - $103K
|
3.56K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.9K- 78.07% |
$758K - $992K
|
3.62K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-24K- 11.33% |
$1.41M - $1.85M
|
188K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.36K- 8.79% |
$198K - $259K
|
34.8K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
96+ 2.7% |
$5.65K - $7.4K
|
3.66K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 3.15% |
$70.5K - $92.3K
|
39.2K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.74K- 1.07% |
$338K - $442K
|
528K
$39.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.41KNew |
$201K - $263K
|
3.41K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 0.95% |
$1.24K - $1.62K
|
2.22K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 27.71% |
$19.8K - $26K
|
1.55K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 20.54% |
$98.7K - $129K
|
6.49K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-549- 7.65% |
$32.3K - $42.3K
|
6.63K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.24K - $1.62K
|
21
$1.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.6K+ 47.32% |
$153K - $200K
|
8.09K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-131- 1.99% |
$7.71K - $10.1K
|
6.44K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.69% |
$47.1K - $61.7K
|
46.6K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.18% |
$471 - $617
|
4.34K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.3K+ 8.03% |
$1.37M - $1.79M
|
313K
$23.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 84.62% |
$648 - $848
|
24
$1.8K
|