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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-13- 0.42% |
$891 - $1.07K
|
3.08K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-89- 1.04% |
$6.1K - $7.31K
|
8.44K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-532- 16.12% |
$36.5K - $43.7K
|
2.77K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.84% |
$137 - $164
|
240
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.18KNew |
$629K - $754K
|
9.18K
$707K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
35New |
$2.4K - $2.87K
|
35
$2.69K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
160+ 0.33% |
$11K - $13.1K
|
49K
$3.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.43K- 22.62% |
$97.7K - $117K
|
4.88K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.9K- 65.74% |
$813K - $974K
|
6.18K
$476K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-38- 48.72% |
$2.6K - $3.12K
|
40
$3.08K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-25.4K- 16.62% |
$1.74M - $2.08M
|
127K
$9.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
2.97KNew |
$203K - $244K
|
2.97K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
237+ 3.88% |
$16.2K - $19.5K
|
6.35K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2K- 15.29% |
$137K - $164K
|
11.1K
$853K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
815+ 4.04% |
$55.9K - $66.9K
|
21K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
136+ 72.34% |
$9.32K - $11.2K
|
324
$24.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.62K- 1.57% |
$454K - $543K
|
414K
$31.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 2.98% |
$1.65K - $1.97K
|
782
$60.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
190K+ 95.7% |
$13.1M - $15.6M
|
389K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-50- 0.31% |
$3.43K - $4.11K
|
16.3K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.41K- 9.29% |
$508K - $609K
|
72.4K
$5.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.45K- 4.69% |
$236K - $283K
|
70.2K
$5.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.15% |
$343 - $411
|
3.43K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.31K+ 16.22% |
$89.9K - $108K
|
9.4K
$724K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
20.5K+ 31.02% |
$1.4M - $1.68M
|
86.4K
$6.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.98K+ 31.02% |
$273K - $327K
|
16.8K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.64% |
$480 - $575
|
1.09K
$83.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 7.94% |
$7.75K - $9.28K
|
1.54K
$118K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-40.3K- 90.89% |
$2.76M - $3.31M
|
4.04K
$311K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.62K- 4.65% |
$111K - $133K
|
33.1K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.09% |
$68.6 - $82.1
|
1.06K
$81.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.65K+ 3.03% |
$250K - $300K
|
124K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$97.8K - $117K
|
1.43K
$110K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 6.35% |
$89.5K - $107K
|
19.2K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.34KNew |
$160K - $192K
|
2.34K
$180K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 10.11% |
$69K - $82.6K
|
11K
$844K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 0.65% |
$4.87K - $5.83K
|
11K
$848K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.7K- 2.29% |
$117K - $140K
|
72.7K
$5.6M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.79KNew |
$191K - $229K
|
2.79K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.12K+ 12.72% |
$419K - $502K
|
54.2K
$4.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
114+ 0.37% |
$7.81K - $9.36K
|
31.3K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 2.33% |
$2.13K - $2.55K
|
1.3K
$99.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 4.3% |
$14K - $16.8K
|
4.95K
$381K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
983New |
$67.4K - $80.7K
|
983
$75.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-908- 2.97% |
$62.2K - $74.6K
|
29.7K
$2.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.92K+ 64.21% |
$269K - $322K
|
10K
$772K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.8K+ 5.46% |
$2.32M - $2.78M
|
654K
$50.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 50.98% |
$1.78K - $2.14K
|
77
$5.93K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10- 9.35% |
$686 - $821
|
97
$7.47K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
520+ 1.23% |
$35.6K - $42.7K
|
42.8K
$3.3M
|
|