Latest Institutional Purchases of Unum Group (UNM)
This list provides information on the latest institutional transactions involving Unum Group (UNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
66.6KNew |
$2.44M - $3.03M
|
66.6K
$5.08M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
47.9KNew |
$1.75M - $2.18M
|
47.9K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
39KNew |
$1.43M - $1.78M
|
39K
$2.97M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
25.7KNew |
$942K - $1.17M
|
25.7K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
21KNew |
$769K - $957K
|
21K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.49KNew |
$311K - $387K
|
8.49K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.5KNew |
$275K - $342K
|
7.5K
$572K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.97KNew |
$219K - $272K
|
5.97K
$455K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54KNew |
$92.9K - $116K
|
2.54K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 9.77% |
$54.8K - $68.2K
|
16.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.17% |
$40.7K - $50.6K
|
16.6K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$40.4K - $50.2K
|
1.1K
$84K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
526+ 2.82% |
$19.3K - $24K
|
19.2K
$1.46M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
500New |
$18.3K - $22.8K
|
500
$38.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310New |
$11.4K - $14.1K
|
310
$23.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
70New |
$2.56K - $3.19K
|
70
$5.34K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30+ 33.71% |
$1.1K - $1.37K
|
119
$9.07K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$513 - $638
|
14
$1.07K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$476 - $592
|
13
$991
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11New |
$403 - $501
|
11
$839
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$183 - $228
|
5
$381
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.58MNew |
$101M - $119M
|
2.58M
$197M
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
119K+ 56.92% |
$4.63M - $5.48M
|
328K
$25M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
102KNew |
$3.98M - $4.71M
|
102K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
96.8K+ 165.25% |
$3.77M - $4.46M
|
155K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
60KNew |
$2.34M - $2.77M
|
60K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$722K - $855K
|
18.5K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
16.5KNew |
$641K - $759K
|
16.5K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.8KNew |
$460K - $544K
|
11.8K
$900K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.9KNew |
$230K - $272K
|
5.9K
$450K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.99KNew |
$194K - $230K
|
4.99K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.64KNew |
$142K - $168K
|
3.64K
$278K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.9KNew |
$74.2K - $87.8K
|
1.9K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$47.2K - $55.9K
|
1.21K
$92.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
630+ 12.04% |
$24.5K - $29K
|
5.86K
$447K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
500+ 83.33% |
$19.5K - $23K
|
1.1K
$83.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
423New |
$16.5K - $19.5K
|
423
$32.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
251New |
$9.78K - $11.6K
|
251
$19.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
241New |
$9.39K - $11.1K
|
241
$18.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
167New |
$6.51K - $7.7K
|
167
$12.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$3.9K - $4.61K
|
100
$7.62K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
73New |
$2.84K - $3.36K
|
73
$5.56K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
42+ 0.31% |
$1.64K - $1.94K
|
13.6K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
31New |
$1.21K - $1.43K
|
31
$2.36K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$935 - $1.11K
|
24
$1.83K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
103K+ 57.2% |
$2.5M - $4.2M
|
282K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
79.6K+ 443.76% |
$1.94M - $3.26M
|
97.6K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
35KNew |
$852K - $1.43M
|
35K
$2.67M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
18.3K+ 85.43% |
$444K - $746K
|
39.6K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
17.6KNew |
$428K - $720K
|
17.6K
$1.34M
|
|