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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
225+ 2.06% |
$16.2K - $18.8K
|
11.1K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
208+ 3.18% |
$14.9K - $17.3K
|
6.74K
$554K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201+ 0.33% |
$14.4K - $16.8K
|
60.4K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
200New |
$14.4K - $16.7K
|
200
$16.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
199+ 1.42% |
$14.3K - $16.6K
|
14.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
194New |
$13.9K - $16.2K
|
194
$15.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
187+ 7.28% |
$13.4K - $15.6K
|
2.76K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
170+ 27.69% |
$12.2K - $14.2K
|
784
$64.4K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
155+ 2.66% |
$11.1K - $12.9K
|
5.99K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
136+ 3.97% |
$9.76K - $11.3K
|
3.56K
$292K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
136+ 2.2% |
$9.76K - $11.3K
|
6.31K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
118New |
$8.47K - $9.83K
|
118
$9.69K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
116New |
$8.33K - $9.67K
|
116
$9.53K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
111+ 2.07% |
$7.97K - $9.25K
|
5.48K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
105+ 6.28% |
$7.54K - $8.75K
|
1.78K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104+ 5.31% |
$7.47K - $8.67K
|
2.06K
$169K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
101New |
$7.25K - $8.42K
|
101
$8.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
98+ 272.22% |
$7.04K - $8.17K
|
134
$11K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
95+ 0.5% |
$6.82K - $7.92K
|
19.3K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
89+ 2.33% |
$6.39K - $7.42K
|
3.91K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
89+ 2.55% |
$6.39K - $7.42K
|
3.58K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
88+ 23.22% |
$6.32K - $7.33K
|
467
$38.4K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85+ 28.52% |
$6.1K - $7.08K
|
383
$31.5K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
79+ 2.83% |
$5.67K - $6.58K
|
2.87K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
75New |
$5.39K - $6.25K
|
75
$6.16K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
72New |
$5.17K - $6K
|
72
$5.91K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
72+ 1.59% |
$5.17K - $6K
|
4.61K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
65+ 9.94% |
$4.67K - $5.42K
|
719
$59K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
60+ 0.55% |
$4.31K - $5K
|
10.9K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.99% |
$4.24K - $4.92K
|
6K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
56+ 6.17% |
$4.02K - $4.67K
|
963
$79.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
55+ 1.43% |
$3.95K - $4.58K
|
3.9K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
54+ 0.77% |
$3.88K - $4.5K
|
7.03K
$577K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54+ 77.14% |
$3.88K - $4.5K
|
124
$10.2K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
51+ 1.85% |
$3.66K - $4.25K
|
2.8K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
51+ 1.85% |
$3.66K - $4.25K
|
2.8K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47New |
$3.37K - $3.92K
|
47
$3.86K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.37K - $3.92K
|
47
$3.86K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
44New |
$3.16K - $3.67K
|
44
$3.61K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
40+ 0.27% |
$2.87K - $3.33K
|
14.7K
$1.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 266.67% |
$2.3K - $2.67K
|
44
$3.61K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
31+ 0.5% |
$2.23K - $2.58K
|
6.29K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
28+ 0.54% |
$2.01K - $2.33K
|
5.24K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
27+ 0.54% |
$1.94K - $2.25K
|
4.98K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 25.96% |
$1.94K - $2.25K
|
131
$10.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
24+ 0.54% |
$1.72K - $2K
|
4.44K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.72% |
$1.65K - $1.92K
|
3.23K
$265K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.89% |
$1.58K - $1.83K
|
2.49K
$205K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
22+ 55.0% |
$1.58K - $1.83K
|
62
$5.09K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22+ 41.51% |
$1.58K - $1.83K
|
75
$6.16K
|