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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.7K+ 184.18% |
$613K - $721K
|
13.4K
$983K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.87K- 2.45% |
$132K - $155K
|
74.4K
$5.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.65K+ 66.17% |
$116K - $136K
|
4.13K
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.47K- 3.16% |
$245K - $288K
|
106K
$7.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.14K- 14.86% |
$80.5K - $94.7K
|
6.54K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.67KNew |
$188K - $221K
|
2.67K
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-15- 0.42% |
$1.06K - $1.24K
|
3.57K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-980- 3.05% |
$69.1K - $81.3K
|
31.2K
$2.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
140New |
$9.87K - $11.6K
|
140
$10.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8.77K- 37.72% |
$618K - $727K
|
14.5K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.63K+ 127.97% |
$608K - $716K
|
15.4K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.02K+ 2.57% |
$213K - $250K
|
120K
$8.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.7K+ 394.28% |
$1.39M - $1.64M
|
24.7K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-420- 72.41% |
$29.6K - $34.8K
|
160
$11.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.86% |
$70.5 - $82.9
|
36
$2.64K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.59K- 13.31% |
$183K - $215K
|
16.9K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.86K+ 96.62% |
$202K - $237K
|
5.82K
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.46K+ 198.77% |
$456K - $536K
|
9.72K
$712K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$352 - $415
|
5
$366
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
24+ 17.39% |
$1.69K - $1.99K
|
162
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.42K- 15.83% |
$382K - $449K
|
28.8K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.61K+ 10.42% |
$113K - $133K
|
17K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.4K+ 592.44% |
$1.09M - $1.28M
|
18K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
83+ 2.53% |
$5.85K - $6.88K
|
3.37K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-247- 2.43% |
$17.4K - $20.5K
|
9.92K
$727K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
178+ 356.0% |
$12.5K - $14.8K
|
228
$16.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.45KNew |
$595K - $700K
|
8.45K
$619K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.65K- 1.98% |
$116K - $137K
|
81.9K
$6M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-768- 1.92% |
$54.1K - $63.7K
|
39.3K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 138.79% |
$4.63M - $5.44M
|
113K
$8.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.26% |
$1.41K - $1.66K
|
7.85K
$575K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-263- 2.11% |
$18.5K - $21.8K
|
12.2K
$895K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
495+ 1.4% |
$34.9K - $41K
|
35.8K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-875- 9.71% |
$61.7K - $72.5K
|
8.13K
$596K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.4K+ 200.18% |
$948K - $1.11M
|
20.2K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.1K+ 62.25% |
$854K - $1M
|
31.6K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
98+ 1.56% |
$6.91K - $8.13K
|
6.39K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-372- 7.49% |
$26.2K - $30.8K
|
4.59K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.41K - $1.66K
|
20
$1.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$70.5 - $82.9
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 3.63% |
$7.05K - $8.29K
|
2.66K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
359+ 9.44% |
$25.3K - $29.8K
|
4.16K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
51.8K+ 3.62% |
$3.65M - $4.29M
|
1.48M
$109M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
83+ 1.33% |
$5.85K - $6.88K
|
6.32K
$463K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-181- 3.93% |
$12.8K - $15K
|
4.43K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-48- 15.79% |
$3.38K - $3.98K
|
256
$18.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.43K+ 2.86% |
$242K - $284K
|
123K
$9.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.8K+ 0.83% |
$197K - $232K
|
342K
$25M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.79K- 5.67% |
$338K - $397K
|
79.8K
$5.85M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
62.7KNew |
$4.42M - $5.2M
|
62.7K
$4.59M
|