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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
25.8K+ 133.88% |
$1.82M - $2.14M
|
45K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-300- 0.72% |
$21.1K - $24.9K
|
41.5K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 33.33% |
$141 - $166
|
4
$293
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.67K- 50.95% |
$188K - $221K
|
2.57K
$188K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-702- 3.73% |
$49.5K - $58.2K
|
18.1K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.04K - $2.4K
|
29
$2.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-49- 1.41% |
$3.45K - $4.06K
|
3.42K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 42.86% |
$1.27K - $1.49K
|
24
$1.76K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-898- 25.24% |
$63.3K - $74.5K
|
2.66K
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.89K- 59.5% |
$415K - $488K
|
4.01K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-303- 4.91% |
$21.4K - $25.1K
|
5.86K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.52K- 25.02% |
$107K - $126K
|
4.55K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$211K - $249K
|
3K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11.3K- 8.51% |
$797K - $937K
|
122K
$8.91M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.47% |
$141 - $166
|
425
$31.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
931+ 8.25% |
$65.6K - $77.2K
|
12.2K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-662- 14.02% |
$46.7K - $54.9K
|
4.06K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.74% |
$70.5 - $82.9
|
136
$9.96K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
69+ 1.17% |
$4.86K - $5.72K
|
5.98K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 7.1% |
$14K - $16.4K
|
2.99K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-195- 1.52% |
$13.7K - $16.2K
|
12.6K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
213+ 7.13% |
$15K - $17.7K
|
3.2K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 12.9% |
$1.13K - $1.33K
|
140
$10.3K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25KNew |
$1.76M - $2.07M
|
25K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 22.22% |
$423 - $497
|
33
$2.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-80- 2.74% |
$5.64K - $6.63K
|
2.84K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
223+ 2.52% |
$15.7K - $18.5K
|
9.06K
$664K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-556- 9.86% |
$39.2K - $46.1K
|
5.08K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
13.9K+ 93.62% |
$981K - $1.15M
|
28.8K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 54.43% |
$3.03K - $3.57K
|
122
$8.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
32.2K+ 64.79% |
$2.27M - $2.67M
|
81.9K
$6M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-15.9K- 82.55% |
$1.12M - $1.32M
|
3.36K
$246K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-807K- 78.09% |
$56.9M - $66.9M
|
226K
$16.6M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-100- 1.3% |
$7.05K - $8.29K
|
7.61K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 4.37% |
$11.8K - $13.9K
|
4.02K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-44.2K- 9.58% |
$3.12M - $3.67M
|
417K
$30.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-350- 10.13% |
$24.7K - $29K
|
3.11K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.4K+ 4.97% |
$240K - $282K
|
71.8K
$5.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
55+ 550.0% |
$3.88K - $4.56K
|
65
$4.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.54K- 6.53% |
$108K - $127K
|
22K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
70+ 0.57% |
$4.93K - $5.8K
|
12.3K
$901K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.93K+ 22.82% |
$630K - $741K
|
48.1K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192+ 1.93% |
$13.5K - $15.9K
|
10.2K
$744K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
19+ 14.18% |
$1.34K - $1.58K
|
153
$11.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-60- 1.4% |
$4.23K - $4.97K
|
4.22K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
205+ 1.32% |
$14.4K - $17K
|
15.8K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.51% |
$1.06K - $1.24K
|
2.95K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
29.3KNew |
$2.06M - $2.43M
|
29.3K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-823- 20.11% |
$58K - $68.2K
|
3.27K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-115- 3.82% |
$8.11K - $9.53K
|
2.9K
$212K
|