Purchases and Sales Made in Q1 2025 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q1 2025. The information is specifically focused on institutions that hold shares of Unum Group.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-823- 11.94% |
$59.1K - $68.6K
|
6.07K
$498K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-848- 8.15% |
$60.9K - $70.7K
|
9.56K
$785K
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-864- 6.67% |
$62K - $72K
|
12.1K
$993K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-873- 89.08% |
$62.7K - $72.8K
|
107
$8.79K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-896- 12.5% |
$64.3K - $74.7K
|
6.27K
$515K
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-911- 3.04% |
$65.4K - $75.9K
|
29.1K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-954- 33.5% |
$68.5K - $79.5K
|
1.89K
$156K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-965- 6.22% |
$69.3K - $80.4K
|
14.6K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-970- 3.0% |
$69.6K - $80.8K
|
31.4K
$2.58M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 6.81% |
$71.8K - $83.3K
|
13.7K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 26.58% |
$73.2K - $85K
|
2.82K
$231K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.06K- 5.8% |
$75.9K - $88.1K
|
17.2K
$1.41M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 3.5% |
$75.9K - $88.1K
|
29.1K
$2.39M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.09K- 11.03% |
$77.9K - $90.4K
|
8.75K
$719K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 8.05% |
$78.4K - $91K
|
12.5K
$1.02M
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 2.81% |
$78.5K - $91.2K
|
37.8K
$3.1M
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.13K- 0.59% |
$81.1K - $94.2K
|
191K
$15.7M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.25K- 18.09% |
$89.5K - $104K
|
5.64K
$463K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.27K- 18.87% |
$91.2K - $106K
|
5.46K
$449K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.3K- 10.31% |
$93.6K - $109K
|
11.3K
$931K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 4.93% |
$97.3K - $113K
|
26.1K
$2.14M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.4K- 5.6% |
$100K - $116K
|
23.5K
$1.93M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 17.9% |
$104K - $120K
|
6.61K
$543K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.46K- 2.84% |
$105K - $121K
|
49.8K
$4.09M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.49K- 3.56% |
$107K - $124K
|
40.2K
$3.3M
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.5K- 26.36% |
$108K - $125K
|
4.19K
$344K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.62K- 1.45% |
$116K - $135K
|
110K
$9.03M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.63K- 7.2% |
$117K - $136K
|
21K
$1.72M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 20.62% |
$118K - $137K
|
6.33K
$520K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.66K- 17.48% |
$119K - $138K
|
7.83K
$643K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 15.56% |
$121K - $141K
|
9.15K
$751K
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.74K- 16.99% |
$125K - $145K
|
8.49K
$697K
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.82K- 11.18% |
$130K - $151K
|
14.4K
$1.19M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.87K- 20.43% |
$134K - $156K
|
7.28K
$598K
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.93K- 1.17% |
$139K - $161K
|
164K
$13.4M
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 30.72% |
$140K - $163K
|
4.4K
$361K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 36.65% |
$145K - $169K
|
3.5K
$287K
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.06K- 1.49% |
$148K - $171K
|
136K
$11.2M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.08K- 35.79% |
$149K - $174K
|
3.74K
$307K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.11K- 93.4% |
$151K - $176K
|
149
$12.2K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.55K- 48.32% |
$183K - $213K
|
2.73K
$224K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.67K- 15.63% |
$192K - $223K
|
14.4K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 16.5% |
$196K - $227K
|
13.8K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.74K- 3.17% |
$197K - $228K
|
83.5K
$6.86M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.75K- 4.39% |
$198K - $229K
|
60K
$4.92M
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.8K- 39.69% |
$201K - $233K
|
4.25K
$349K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-3.05K- 13.55% |
$219K - $254K
|
19.5K
$1.6M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.31K- 1.99% |
$238K - $276K
|
163K
$13.4M
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.32K- 17.57% |
$238K - $277K
|
15.6K
$1.28M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.39K- 3.57% |
$244K - $283K
|
91.6K
$7.52M
|