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 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
158+ 0.54% |
$11.1K - $13.1K
|
29.4K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
145+ 3.31% |
$10.2K - $12K
|
4.53K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
140+ 2.31% |
$9.87K - $11.6K
|
6.21K
$436K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
140New |
$9.87K - $11.6K
|
140
$9.84K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
139+ 5.47% |
$9.8K - $11.5K
|
2.68K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
133+ 1.04% |
$9.37K - $11K
|
13K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
132+ 0.48% |
$9.3K - $10.9K
|
27.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124+ 2.33% |
$8.74K - $10.3K
|
5.44K
$382K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
123New |
$8.67K - $10.2K
|
123
$8.64K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 11.88% |
$8.46K - $9.95K
|
1.13K
$79.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
106+ 22.7% |
$7.47K - $8.79K
|
573
$40.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
98+ 1.56% |
$6.91K - $8.13K
|
6.39K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
88New |
$6.2K - $7.3K
|
88
$6.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
83+ 1.33% |
$5.85K - $6.88K
|
6.32K
$444K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
83+ 2.53% |
$5.85K - $6.88K
|
3.37K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
82+ 1.34% |
$5.78K - $6.8K
|
6.2K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
79New |
$5.57K - $6.55K
|
79
$5.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78+ 1.36% |
$5.5K - $6.47K
|
5.81K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
75+ 1.59% |
$5.29K - $6.22K
|
4.8K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 6.11% |
$5.22K - $6.14K
|
1.29K
$90.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
71+ 4.46% |
$5K - $5.89K
|
1.66K
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
70+ 25.27% |
$4.93K - $5.8K
|
347
$24.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
70+ 0.57% |
$4.93K - $5.8K
|
12.3K
$864K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
69+ 1.17% |
$4.86K - $5.72K
|
5.98K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
69+ 0.18% |
$4.86K - $5.72K
|
39.2K
$2.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
69+ 1.76% |
$4.86K - $5.72K
|
3.98K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 1.29% |
$4.23K - $4.97K
|
4.72K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58+ 1.13% |
$4.09K - $4.81K
|
5.21K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
57+ 0.52% |
$4.02K - $4.73K
|
10.9K
$769K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
55+ 550.0% |
$3.88K - $4.56K
|
65
$4.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54+ 1.23% |
$3.81K - $4.48K
|
4.45K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
52New |
$3.66K - $4.31K
|
52
$3.65K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48+ 12.53% |
$3.38K - $3.98K
|
431
$30.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
44+ 0.73% |
$3.1K - $3.65K
|
6.11K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 54.43% |
$3.03K - $3.57K
|
122
$8.57K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
39+ 1.18% |
$2.75K - $3.23K
|
3.34K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 11.39% |
$2.54K - $2.98K
|
352
$24.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33+ 1.3% |
$2.33K - $2.74K
|
2.58K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.04K - $2.4K
|
29
$2.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
28+ 49.12% |
$1.97K - $2.32K
|
85
$5.97K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.9K - $2.24K
|
27
$1.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
26+ 0.93% |
$1.83K - $2.16K
|
2.83K
$199K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
26+ 0.93% |
$1.83K - $2.16K
|
2.83K
$199K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
24+ 17.39% |
$1.69K - $1.99K
|
162
$11.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
23New |
$1.62K - $1.91K
|
23
$1.62K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23New |
$1.62K - $1.91K
|
23
$1.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
23New |
$1.62K - $1.91K
|
23
$1.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$1.48K - $1.74K
|
21
$1.48K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21+ 233.33% |
$1.48K - $1.74K
|
30
$2.11K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.26% |
$1.41K - $1.66K
|
7.85K
$552K
|