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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.22K+ 27.05% |
$87.9K - $102K
|
5.75K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.21K+ 1.48% |
$86.9K - $101K
|
83.1K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
1.19K+ 0.6% |
$85.4K - $99.2K
|
199K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 22.93% |
$84.8K - $98.4K
|
6.33K
$520K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.17K+ 3.55% |
$84.2K - $97.8K
|
34.2K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.17K+ 16.47% |
$84K - $97.5K
|
8.28K
$680K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.06K+ 4.2% |
$76.3K - $88.5K
|
26.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.02K+ 1.21% |
$73.5K - $85.3K
|
85.9K
$7.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 9.13% |
$73.4K - $85.2K
|
12.2K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
931+ 2.13% |
$66.8K - $77.6K
|
44.7K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
884+ 18.25% |
$63.5K - $73.7K
|
5.73K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 33.04% |
$61.6K - $71.5K
|
3.46K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
848+ 14.45% |
$60.9K - $70.7K
|
6.72K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
838+ 28.27% |
$60.2K - $69.8K
|
3.8K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
831+ 4.44% |
$59.7K - $69.3K
|
19.5K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
802+ 1.35% |
$57.6K - $66.8K
|
60.2K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
771+ 14.42% |
$55.4K - $64.3K
|
6.12K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
770+ 8.5% |
$55.3K - $64.2K
|
9.83K
$807K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
748+ 1289.66% |
$53.7K - $62.3K
|
806
$66.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
666+ 14.85% |
$47.8K - $55.5K
|
5.15K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
644New |
$46.2K - $53.7K
|
644
$52.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
604New |
$43.4K - $50.3K
|
604
$49.6K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
592+ 14.4% |
$42.5K - $49.3K
|
4.7K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
580New |
$41.6K - $48.3K
|
580
$47.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
550+ 7.62% |
$39.5K - $45.8K
|
7.77K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
547+ 0.57% |
$39.3K - $45.6K
|
95.7K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
536+ 10.09% |
$38.5K - $44.7K
|
5.85K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
513+ 11.66% |
$36.8K - $42.8K
|
4.91K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
512+ 0.48% |
$36.8K - $42.7K
|
108K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
511+ 5.7% |
$36.7K - $42.6K
|
9.48K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
503+ 95.45% |
$36.1K - $41.9K
|
1.03K
$84.6K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
485+ 1.61% |
$34.8K - $40.4K
|
30.6K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
482+ 60.25% |
$34.6K - $40.2K
|
1.28K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
470+ 8.4% |
$33.7K - $39.2K
|
6.06K
$498K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
427New |
$30.7K - $35.6K
|
427
$35.1K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
395+ 7.34% |
$28.4K - $32.9K
|
5.78K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
375+ 2.36% |
$26.9K - $31.3K
|
16.3K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
373New |
$26.8K - $31.1K
|
373
$30.6K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
339+ 7.64% |
$24.3K - $28.3K
|
4.78K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
334+ 2.68% |
$24K - $27.8K
|
12.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
334+ 0.73% |
$24K - $27.8K
|
46K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
333New |
$23.9K - $27.8K
|
333
$27.3K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
329+ 5.48% |
$23.6K - $27.4K
|
6.34K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
317+ 196.89% |
$22.8K - $26.4K
|
478
$39.3K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
304+ 4.11% |
$21.8K - $25.3K
|
7.71K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
292+ 2.33% |
$21K - $24.3K
|
12.8K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
285+ 3.09% |
$20.5K - $23.8K
|
9.51K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
277New |
$19.9K - $23.1K
|
277
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
239+ 27.57% |
$17.2K - $19.9K
|
1.11K
$90.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
233+ 7.82% |
$16.7K - $19.4K
|
3.21K
$264K
|