Purchases and Sales Made in Q2 2025 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
745+ 3.91% |
$52.5K - $61.8K
|
19.8K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
715+ 4.39% |
$50.4K - $59.3K
|
17K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
678+ 0.02% |
$47.8K - $56.2K
|
2.74M
$193M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
610New |
$43K - $50.6K
|
610
$42.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
594+ 10.33% |
$41.9K - $49.2K
|
6.34K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
583+ 9.89% |
$41.1K - $48.3K
|
6.48K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
566+ 11.36% |
$39.9K - $46.9K
|
5.55K
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
531+ 10.6% |
$37.4K - $44K
|
5.54K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
528+ 1123.4% |
$37.2K - $43.8K
|
575
$40.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
508+ 4.06% |
$35.8K - $42.1K
|
13K
$915K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
495+ 1.4% |
$34.9K - $41K
|
35.8K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
493+ 23.89% |
$34.7K - $40.9K
|
2.56K
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
485+ 8.19% |
$34.2K - $40.2K
|
6.4K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
468+ 24.71% |
$33K - $38.8K
|
2.36K
$166K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
434+ 6.88% |
$30.6K - $36K
|
6.74K
$474K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
421+ 3.07% |
$29.7K - $34.9K
|
14.1K
$992K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
401+ 15.1% |
$28.3K - $33.2K
|
3.06K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
386+ 6.1% |
$27.2K - $32K
|
6.72K
$472K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
384+ 1.09% |
$27.1K - $31.8K
|
35.7K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
366+ 38.01% |
$25.8K - $30.3K
|
1.33K
$93.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
365+ 3.85% |
$25.7K - $30.3K
|
9.84K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
365+ 10.43% |
$25.7K - $30.3K
|
3.87K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
359+ 9.44% |
$25.3K - $29.8K
|
4.16K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
350New |
$24.7K - $29K
|
350
$24.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
330+ 5.71% |
$23.3K - $27.4K
|
6.11K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
307+ 5.6% |
$21.6K - $25.5K
|
5.79K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
304+ 0.32% |
$21.4K - $25.2K
|
96K
$6.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
284+ 2.35% |
$20K - $23.5K
|
12.4K
$868K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
268+ 1.56% |
$18.9K - $22.2K
|
17.4K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
266+ 8.24% |
$18.7K - $22.1K
|
3.49K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
260+ 0.72% |
$18.3K - $21.6K
|
36.5K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
257+ 4.71% |
$18.1K - $21.3K
|
5.72K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
233+ 1.64% |
$16.4K - $19.3K
|
14.4K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
223+ 2.52% |
$15.7K - $18.5K
|
9.06K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
221+ 28.19% |
$15.6K - $18.3K
|
1.01K
$70.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
213+ 7.13% |
$15K - $17.7K
|
3.2K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
210New |
$14.8K - $17.4K
|
210
$14.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
205+ 1.32% |
$14.4K - $17K
|
15.8K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 100.0% |
$14.1K - $16.6K
|
400
$28.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 7.1% |
$14K - $16.4K
|
2.99K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
192+ 1.93% |
$13.5K - $15.9K
|
10.2K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
189+ 12.17% |
$13.3K - $15.7K
|
1.74K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
183+ 14.27% |
$12.9K - $15.2K
|
1.47K
$103K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
178+ 356.0% |
$12.5K - $14.8K
|
228
$16K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
177+ 5.04% |
$12.5K - $14.7K
|
3.69K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
172+ 3.6% |
$12.1K - $14.3K
|
4.95K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
168+ 4.37% |
$11.8K - $13.9K
|
4.02K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
164+ 43.97% |
$11.6K - $13.6K
|
537
$37.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
161+ 0.35% |
$11.3K - $13.3K
|
46.4K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
160+ 0.38% |
$11.3K - $13.3K
|
42.3K
$2.97M
|