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 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
3.41K+ 120.49% |
$245K - $284K
|
6.24K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.31KNew |
$237K - $275K
|
3.31K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.28KNew |
$236K - $274K
|
3.28K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.27KNew |
$235K - $272K
|
3.27K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.25KNew |
$233K - $271K
|
3.25K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25KNew |
$233K - $271K
|
3.25K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.11K+ 5.27% |
$223K - $259K
|
62.1K
$5.1M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$223K - $258K
|
3.1K
$254K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.03K+ 2034.23% |
$218K - $253K
|
3.18K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.01KNew |
$216K - $251K
|
3.01K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.96KNew |
$213K - $247K
|
2.96K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.94KNew |
$211K - $245K
|
2.94K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.82KNew |
$203K - $235K
|
2.82K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.82KNew |
$202K - $235K
|
2.82K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.79KNew |
$200K - $232K
|
2.79K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.77K+ 34.19% |
$199K - $231K
|
10.9K
$892K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.74K+ 2.72% |
$197K - $228K
|
103K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.66KNew |
$191K - $222K
|
2.66K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.66KNew |
$191K - $221K
|
2.66K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.64K+ 44.48% |
$189K - $220K
|
8.57K
$703K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.59KNew |
$186K - $216K
|
2.59K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.56KNew |
$184K - $213K
|
2.56K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.55KNew |
$183K - $212K
|
2.55K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$182K - $212K
|
2.54K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.5K+ 82.77% |
$180K - $209K
|
5.53K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.5KNew |
$180K - $208K
|
2.5K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5KNew |
$179K - $208K
|
2.5K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.5KNew |
$179K - $208K
|
2.5K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.49KNew |
$178K - $207K
|
2.49K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.47KNew |
$177K - $206K
|
2.47K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.39K+ 32.88% |
$172K - $199K
|
9.67K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.27K+ 18.86% |
$163K - $189K
|
14.3K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 7.77% |
$160K - $185K
|
30.8K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.21K+ 7.12% |
$159K - $184K
|
33.2K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.2KNew |
$158K - $183K
|
2.2K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 13.69% |
$156K - $181K
|
18K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.17K+ 5.86% |
$156K - $181K
|
39.3K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.16K+ 0.61% |
$155K - $180K
|
354K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.04K+ 43.57% |
$146K - $170K
|
6.72K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.94K+ 15.09% |
$139K - $161K
|
14.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 45.75% |
$137K - $159K
|
6.07K
$498K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.77K+ 231.59% |
$127K - $148K
|
2.54K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.71K+ 67.24% |
$123K - $142K
|
4.25K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.63K+ 19.66% |
$117K - $136K
|
9.93K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.44K+ 4.22% |
$103K - $120K
|
35.5K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.42K+ 7.31% |
$102K - $119K
|
20.9K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.39K+ 7.08% |
$99.5K - $116K
|
21K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.35K+ 1.03% |
$96.6K - $112K
|
132K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.27K+ 10.22% |
$91K - $106K
|
13.7K
$1.12M
|