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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 350.0% |
$1.51K - $1.75K
|
27
$2.22K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.35% |
$1.44K - $1.67K
|
5.7K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.18% |
$1.44K - $1.67K
|
1.72K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
19+ 0.03% |
$1.36K - $1.58K
|
65.1K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 34.0% |
$1.22K - $1.42K
|
67
$5.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.37% |
$1.22K - $1.42K
|
4.66K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
16+ 0.08% |
$1.15K - $1.33K
|
19.3K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.55% |
$1.15K - $1.33K
|
2.94K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.55% |
$1.15K - $1.33K
|
2.94K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.23K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 12.39% |
$1.01K - $1.17K
|
127
$10.4K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$790 - $917
|
11
$903
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10+ 0.2% |
$718 - $833
|
4.92K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$718 - $833
|
3.57K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$646 - $750
|
9
$739
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
9New |
$646 - $750
|
9
$739
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.36% |
$574 - $667
|
2.23K
$183K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7New |
$503 - $583
|
7
$575
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 2.21% |
$503 - $583
|
324
$26.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.64% |
$503 - $583
|
1.1K
$90.1K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$431 - $500
|
6
$493
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$431 - $500
|
6
$493
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 1.94% |
$431 - $500
|
316
$25.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$431 - $500
|
6
$493
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
5New |
$359 - $417
|
5
$411
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.16% |
$359 - $417
|
3.07K
$252K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 2.39% |
$359 - $417
|
214
$17.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.71% |
$215 - $250
|
424
$34.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$215 - $250
|
3
$246
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$144 - $167
|
9.53K
$783K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$144 - $167
|
6.3K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$71.8 - $83.3
|
423
$34.7K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.42% |
$71.8 - $83.3
|
237
$19.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 10.0% |
$71.8 - $83.3
|
11
$903
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $83.3
|
1
$82.1
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.72% |
$71.8 - $83.3
|
139
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.03% |
$71.8 - $83.3
|
3.33K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 3.17% |
$144 - $167
|
61
$5.01K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 5.0% |
$144 - $167
|
38
$3.12K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-12- 19.35% |
$862 - $1K
|
50
$4.11K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-14- 0.71% |
$1.01K - $1.17K
|
1.96K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14- 0.28% |
$1.01K - $1.17K
|
4.97K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 6.52% |
$1.08K - $1.25K
|
215
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17- 5.3% |
$1.22K - $1.42K
|
304
$25K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 4.44% |
$1.29K - $1.5K
|
387
$31.8K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-19- 1.18% |
$1.36K - $1.58K
|
1.59K
$131K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 4.5% |
$1.44K - $1.67K
|
424
$34.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.12% |
$1.58K - $1.83K
|
18.8K
$1.55M
|