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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-22- 0.34% |
$1.58K - $1.83K
|
6.46K
$531K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 1.86% |
$1.65K - $1.92K
|
1.21K
$99.4K
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 0.04% |
$1.8K - $2.08K
|
57.7K
$4.74M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 2.8% |
$1.87K - $2.17K
|
904
$74.2K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 1.0% |
$2.3K - $2.67K
|
3.16K
$259K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-32- 0.72% |
$2.3K - $2.67K
|
4.44K
$364K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 16.26% |
$2.37K - $2.75K
|
170
$14K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 1.47% |
$2.51K - $2.92K
|
2.35K
$193K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-50- 1.48% |
$3.59K - $4.17K
|
3.32K
$273K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 8.76% |
$3.59K - $4.17K
|
521
$42.8K
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-55- 0.59% |
$3.95K - $4.58K
|
9.2K
$756K
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-56- 1.59% |
$4.02K - $4.67K
|
3.47K
$285K
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-59- 0.04% |
$4.24K - $4.92K
|
155K
$12.7M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-59- 7.72% |
$4.24K - $4.92K
|
705
$57.9K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 2.29% |
$4.31K - $5K
|
2.56K
$210K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-60- 1.38% |
$4.31K - $5K
|
4.28K
$351K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-62- 1.75% |
$4.45K - $5.17K
|
3.47K
$285K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-65- 0.14% |
$4.67K - $5.42K
|
46.3K
$3.8M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-67- 0.86% |
$4.81K - $5.58K
|
7.69K
$631K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-68- 2.18% |
$4.88K - $5.67K
|
3.06K
$251K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-69- 0.18% |
$4.95K - $5.75K
|
39.2K
$3.22M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-71- 0.81% |
$5.1K - $5.92K
|
8.74K
$718K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-77- 19.3% |
$5.53K - $6.42K
|
322
$26.4K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-80- 0.71% |
$5.74K - $6.67K
|
11.1K
$912K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-81- 0.69% |
$5.82K - $6.75K
|
11.7K
$964K
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-83- 0.46% |
$5.96K - $6.92K
|
17.9K
$1.47M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-85- 0.42% |
$6.1K - $7.08K
|
20.1K
$1.65M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-94- 0.32% |
$6.75K - $7.83K
|
29.2K
$2.4M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-97- 19.68% |
$6.96K - $8.08K
|
396
$32.5K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-98- 0.1% |
$7.04K - $8.17K
|
99.1K
$8.14M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-99- 2.92% |
$7.11K - $8.25K
|
3.29K
$270K
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.63% |
$7.18K - $8.33K
|
15.9K
$1.31M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-110- 0.74% |
$7.9K - $9.17K
|
14.8K
$1.22M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-111- 0.57% |
$7.97K - $9.25K
|
19.5K
$1.6M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-120- 38.96% |
$8.62K - $10K
|
188
$15.4K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-129- 2.51% |
$9.26K - $10.8K
|
5.01K
$412K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 2.73% |
$9.76K - $11.3K
|
4.84K
$397K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-140- 3.83% |
$10.1K - $11.7K
|
3.52K
$289K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-140- 1.05% |
$10.1K - $11.7K
|
13.2K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-144- 4.57% |
$10.3K - $12K
|
3.01K
$247K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-147- 26.87% |
$10.6K - $12.3K
|
400
$32.8K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-150- 3.99% |
$10.8K - $12.5K
|
3.61K
$297K
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-160- 4.9% |
$11.5K - $13.3K
|
3.11K
$255K
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-162- 2.02% |
$11.6K - $13.5K
|
7.87K
$646K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-163- 3.98% |
$11.7K - $13.6K
|
3.94K
$323K
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-167- 3.67% |
$12K - $13.9K
|
4.38K
$360K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-167- 2.76% |
$12K - $13.9K
|
5.89K
$484K
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-169- 1.71% |
$12.1K - $14.1K
|
9.73K
$799K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-175- 5.89% |
$12.6K - $14.6K
|
2.8K
$230K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-180- 2.1% |
$12.9K - $15K
|
8.4K
$690K
|