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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 350.0% |
$1.51K - $1.75K
|
27
$2.14K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.18% |
$1.44K - $1.67K
|
1.72K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.35% |
$1.44K - $1.67K
|
5.7K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
19+ 0.03% |
$1.36K - $1.58K
|
65.1K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 34.0% |
$1.22K - $1.42K
|
67
$5.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.37% |
$1.22K - $1.42K
|
4.66K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.55% |
$1.15K - $1.33K
|
2.94K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.19K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 12.39% |
$1.01K - $1.17K
|
127
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$790 - $917
|
11
$872
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10+ 0.2% |
$718 - $833
|
4.92K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$718 - $833
|
3.57K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$646 - $750
|
9
$713
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
9New |
$646 - $750
|
9
$713
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.36% |
$574 - $667
|
2.23K
$177K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7New |
$503 - $583
|
7
$555
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 2.21% |
$503 - $583
|
324
$25.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.64% |
$503 - $583
|
1.1K
$87K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 1.94% |
$431 - $500
|
316
$25K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$431 - $500
|
6
$476
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$431 - $500
|
6
$476
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$431 - $500
|
6
$476
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
5New |
$359 - $417
|
5
$396
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
5New |
$359 - $417
|
5
$396
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.16% |
$359 - $417
|
3.07K
$244K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 2.39% |
$359 - $417
|
214
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$215 - $250
|
3
$238
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.71% |
$215 - $250
|
424
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$144 - $167
|
9.53K
$756K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$144 - $167
|
6.3K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.03% |
$71.8 - $83.3
|
3.33K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.42% |
$71.8 - $83.3
|
237
$18.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $83.3
|
1
$79.3
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$71.8 - $83.3
|
423
$33.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.72% |
$71.8 - $83.3
|
139
$11K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$71.8 - $83.3
|
11
$872
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
240K+ 513.02% |
$14.2M - $18.5M
|
287K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
139KNew |
$8.18M - $10.7M
|
139K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
70KNew |
$4.12M - $5.39M
|
70K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
51.7KNew |
$3.04M - $3.98M
|
51.7K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$2.94M - $3.85M
|
50K
$3.96M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
29.2K+ 5.85% |
$1.72M - $2.25M
|
528K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.58M - $2.07M
|
26.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 2.04% |
$1.44M - $1.89M
|
1.22M
$96.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
24.3K+ 150.56% |
$1.43M - $1.87M
|
40.4K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.5KNew |
$1.38M - $1.81M
|
23.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
22.1K+ 2009.09% |
$1.3M - $1.7M
|
23.2K
$1.84M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 31.24% |
$1.02M - $1.33M
|
72.6K
$5.76M
|
|