Latest Institutional Transactions on Unum Group (UNM)
This table provides information on the latest institutional transactions involving Unum Group (UNM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
180+ 3.51% |
$13.1K - $14.3K
|
5.32K
$409K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-73.1K- 14.55% |
$5.33M - $5.81M
|
429K
$33M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.4KNew |
$248K - $270K
|
3.4K
$262K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
6+ 0.18% |
$438 - $477
|
3.3K
$254K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.01K- 3.53% |
$73.4K - $79.9K
|
27.5K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-346- 1.18% |
$25.2K - $27.5K
|
28.9K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-117- 1.5% |
$8.53K - $9.29K
|
7.67K
$590K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
812+ 5.11% |
$59.2K - $64.5K
|
16.7K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$3.21K - $3.49K
|
44
$3.39K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
49+ 1.89% |
$3.57K - $3.89K
|
2.64K
$203K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.86KNew |
$208K - $227K
|
2.86K
$220K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$72.9 - $79.4
|
4.06K
$312K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$72.9 - $79.4
|
2.87K
$221K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.1K+ 23.19% |
$811K - $883K
|
59.1K
$4.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 28.37% |
$4.45K - $4.84K
|
276
$21.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$228K - $249K
|
3.13K
$241K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-61- 1.41% |
$4.45K - $4.84K
|
4.26K
$328K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-18- 0.46% |
$1.31K - $1.43K
|
3.89K
$300K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
142K+ 1167.7% |
$10.3M - $11.2M
|
154K
$11.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.07K- 8.58% |
$77.8K - $84.7K
|
11.4K
$875K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 38.46% |
$365 - $397
|
18
$1.39K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-342K- 24.08% |
$25M - $27.2M
|
1.08M
$83M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-242- 2.7% |
$17.6K - $19.2K
|
8.73K
$672K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-443- 3.72% |
$32.3K - $35.2K
|
11.5K
$882K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
82+ 0.73% |
$5.98K - $6.51K
|
11.3K
$871K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.26K+ 9.7% |
$383K - $418K
|
59.4K
$4.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
998+ 106.85% |
$72.8K - $79.3K
|
1.93K
$149K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 3.58% |
$1.53K - $1.67K
|
608
$46.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
897+ 1.22% |
$65.4K - $71.2K
|
74.4K
$5.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
74.4KNew |
$5.43M - $5.91M
|
74.4K
$5.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.9KNew |
$211K - $230K
|
2.9K
$223K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.61K- 2.99% |
$190K - $207K
|
84.6K
$6.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-5- 17.86% |
$365 - $397
|
23
$1.77K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-675- 2.77% |
$49.2K - $53.6K
|
23.7K
$1.82M
|
|
|
Jan 06, 2026
Q4 2025
|
Paradiem, LLC
|
SELL
|
- |
-111K- 70.93% |
$8.11M - $8.83M
|
45.6K
$3.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
330+ 3.03% |
$24.1K - $26.2K
|
11.2K
$864K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
934+ 11.35% |
$68.1K - $74.2K
|
9.17K
$706K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.23K- 55.72% |
$496K - $594K
|
5.75K
$442K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
968+ 11.07% |
$66.4K - $79.5K
|
9.71K
$747K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.17K- 16.14% |
$148K - $178K
|
11.3K
$866K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.4K- 6.89% |
$165K - $197K
|
32.4K
$2.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.9K+ 380.93% |
$336K - $402K
|
6.18K
$476K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
485+ 10.66% |
$33.2K - $39.8K
|
5.04K
$388K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.34K+ 25.0% |
$91.9K - $110K
|
6.71K
$516K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
278New |
$19.1K - $22.8K
|
278
$21.4K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-211- 39.29% |
$14.5K - $17.3K
|
326
$25.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-123- 34.94% |
$8.43K - $10.1K
|
229
$17.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.03% |
$68.6 - $82.1
|
3.33K
$256K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.03K+ 56.82% |
$139K - $167K
|
5.61K
$432K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-15- 0.5% |
$1.03K - $1.23K
|
2.97K
$229K
|
|