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 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-7- 15.91% |
$493 - $580
|
37
$2.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 0.28% |
$493 - $580
|
2.53K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-8- 0.22% |
$564 - $663
|
3.56K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9- 0.11% |
$634 - $746
|
8.56K
$601K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.06% |
$634 - $746
|
14K
$986K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.35% |
$705 - $829
|
2.81K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 0.5% |
$987 - $1.16K
|
2.8K
$197K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-15- 0.42% |
$1.06K - $1.24K
|
3.57K
$251K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 42.86% |
$1.27K - $1.49K
|
24
$1.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-22- 0.18% |
$1.55K - $1.82K
|
12.1K
$849K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-24- 32.0% |
$1.69K - $1.99K
|
51
$3.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 1.74% |
$2.11K - $2.49K
|
1.69K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 0.2% |
$2.54K - $2.98K
|
18K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.12% |
$2.61K - $3.07K
|
30.6K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-41- 3.71% |
$2.89K - $3.4K
|
1.07K
$74.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 1.51% |
$3.24K - $3.81K
|
3.01K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-48- 15.79% |
$3.38K - $3.98K
|
256
$18K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-49- 1.41% |
$3.45K - $4.06K
|
3.42K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-60- 1.4% |
$4.23K - $4.97K
|
4.22K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-62- 1.72% |
$4.37K - $5.14K
|
3.55K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-65- 0.31% |
$4.58K - $5.39K
|
20.9K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-78- 0.05% |
$5.5K - $6.47K
|
146K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-80- 0.04% |
$5.64K - $6.63K
|
191K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 1.37% |
$5.64K - $6.63K
|
5.77K
$405K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-80- 2.74% |
$5.64K - $6.63K
|
2.84K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-85- 1.01% |
$5.99K - $7.05K
|
8.32K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-90- 2.29% |
$6.34K - $7.46K
|
3.85K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-96- 22.64% |
$6.77K - $7.96K
|
328
$23K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 1.92% |
$7.05K - $8.29K
|
5.1K
$358K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-100- 1.3% |
$7.05K - $8.29K
|
7.61K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-100- 0.68% |
$7.05K - $8.29K
|
14.7K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 3.63% |
$7.05K - $8.29K
|
2.66K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-105- 3.76% |
$7.4K - $8.71K
|
2.69K
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-109- 0.33% |
$7.68K - $9.04K
|
33.1K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-115- 3.82% |
$8.11K - $9.53K
|
2.9K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-119- 4.47% |
$8.39K - $9.87K
|
2.55K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-121- 3.9% |
$8.53K - $10K
|
2.99K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-125- 0.95% |
$8.81K - $10.4K
|
13.1K
$919K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127- 3.76% |
$8.95K - $10.5K
|
3.25K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-133- 2.1% |
$9.37K - $11K
|
6.21K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-140- 4.72% |
$9.87K - $11.6K
|
2.82K
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-144- 1.31% |
$10.1K - $11.9K
|
10.9K
$764K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-148- 4.23% |
$10.4K - $12.3K
|
3.35K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-149- 2.7% |
$10.5K - $12.4K
|
5.37K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-153- 78.06% |
$10.8K - $12.7K
|
43
$3.02K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-155- 2.46% |
$10.9K - $12.9K
|
6.13K
$431K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-163- 0.28% |
$11.5K - $13.5K
|
57.6K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-164- 2.74% |
$11.6K - $13.6K
|
5.83K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-181- 3.93% |
$12.8K - $15K
|
4.43K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 0.49% |
$13K - $15.3K
|
37K
$2.6M
|