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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-191- 6.35% |
$13.5K - $15.8K
|
2.82K
$198K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-195- 1.52% |
$13.7K - $16.2K
|
12.6K
$887K
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-200- 2.17% |
$14.1K - $16.6K
|
9K
$632K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-200- 1.53% |
$14.1K - $16.6K
|
12.8K
$902K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-202- 6.4% |
$14.2K - $16.7K
|
2.95K
$208K
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-205- 3.4% |
$14.4K - $17K
|
5.83K
$410K
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-209- 0.81% |
$14.7K - $17.3K
|
25.7K
$1.8M
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-210- 7.13% |
$14.8K - $17.4K
|
2.73K
$192K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-216- 3.34% |
$15.2K - $17.9K
|
6.25K
$439K
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-239- 24.95% |
$16.8K - $19.8K
|
719
$50.5K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-247- 2.43% |
$17.4K - $20.5K
|
9.92K
$697K
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-263- 2.11% |
$18.5K - $21.8K
|
12.2K
$858K
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-284- 0.22% |
$20K - $23.5K
|
129K
$9.05M
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-300- 0.72% |
$21.1K - $24.9K
|
41.5K
$2.92M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-303- 4.91% |
$21.4K - $25.1K
|
5.86K
$412K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-313- 8.56% |
$22.1K - $26K
|
3.34K
$235K
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-327- 9.2% |
$23K - $27.1K
|
3.23K
$227K
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-328- 98.5% |
$23.1K - $27.2K
|
5
$351
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-341- 0.4% |
$24K - $28.3K
|
85.6K
$6.01M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-350- 10.13% |
$24.7K - $29K
|
3.11K
$218K
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-357- 55.43% |
$25.2K - $29.6K
|
287
$20.2K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-371- 2.81% |
$26.1K - $30.8K
|
12.8K
$901K
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-372- 7.49% |
$26.2K - $30.8K
|
4.59K
$323K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-387- 96.75% |
$27.3K - $32.1K
|
13
$914
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-395- 6.24% |
$27.8K - $32.7K
|
5.94K
$417K
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-398- 15.57% |
$28.1K - $33K
|
2.16K
$152K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-420- 72.41% |
$29.6K - $34.8K
|
160
$11.2K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-434- 11.62% |
$30.6K - $36K
|
3.3K
$232K
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-436- 9.34% |
$30.7K - $36.1K
|
4.23K
$297K
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-454- 1.72% |
$32K - $37.6K
|
25.9K
$1.82M
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-456- 0.34% |
$32.1K - $37.8K
|
136K
$9.52M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-457- 4.8% |
$32.2K - $37.9K
|
9.05K
$636K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-467- 5.1% |
$32.9K - $38.7K
|
8.68K
$610K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 7.06% |
$35.2K - $41.5K
|
6.59K
$463K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-504- 13.26% |
$35.5K - $41.8K
|
3.3K
$232K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-506- 3.66% |
$35.7K - $42K
|
13.3K
$935K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-530- 5.55% |
$37.4K - $43.9K
|
9.03K
$634K
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-556- 9.86% |
$39.2K - $46.1K
|
5.08K
$357K
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-556- 0.34% |
$39.2K - $46.1K
|
163K
$11.5M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-572- 5.26% |
$40.3K - $47.4K
|
10.3K
$724K
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-572- 23.43% |
$40.3K - $47.4K
|
1.87K
$131K
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-583- 5.99% |
$41.1K - $48.3K
|
9.15K
$643K
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-615- 2.93% |
$43.3K - $51K
|
20.4K
$1.43M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-630- 35.27% |
$44.4K - $52.2K
|
1.16K
$81.2K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-636- 14.97% |
$44.8K - $52.7K
|
3.61K
$254K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-662- 14.02% |
$46.7K - $54.9K
|
4.06K
$285K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-668- 5.82% |
$47.1K - $55.4K
|
10.8K
$760K
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.78% |
$49.3K - $58K
|
38.6K
$2.71M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-702- 3.73% |
$49.5K - $58.2K
|
18.1K
$1.27M
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-710- 1.25% |
$50K - $58.9K
|
56K
$3.94M
|