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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.41K- 9.29% |
$508K - $609K
|
72.4K
$5.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.45K- 4.69% |
$236K - $283K
|
70.2K
$5.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.15% |
$343 - $411
|
3.43K
$264K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.31K+ 16.22% |
$89.9K - $108K
|
9.4K
$724K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
20.5K+ 31.02% |
$1.4M - $1.68M
|
86.4K
$6.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.98K+ 31.02% |
$273K - $327K
|
16.8K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 0.64% |
$480 - $575
|
1.09K
$83.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 7.94% |
$7.75K - $9.28K
|
1.54K
$118K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-40.3K- 90.89% |
$2.76M - $3.31M
|
4.04K
$311K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.62K- 4.65% |
$111K - $133K
|
33.1K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.09% |
$68.6 - $82.1
|
1.06K
$81.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.65K+ 3.03% |
$250K - $300K
|
124K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$97.8K - $117K
|
1.43K
$110K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.31K- 6.35% |
$89.5K - $107K
|
19.2K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.34KNew |
$160K - $192K
|
2.34K
$180K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 10.11% |
$69K - $82.6K
|
11K
$844K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 0.65% |
$4.87K - $5.83K
|
11K
$848K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.7K- 2.29% |
$117K - $140K
|
72.7K
$5.6M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.79KNew |
$191K - $229K
|
2.79K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
114+ 0.37% |
$7.81K - $9.36K
|
31.3K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 2.33% |
$2.13K - $2.55K
|
1.3K
$99.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
204+ 4.3% |
$14K - $16.8K
|
4.95K
$381K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
983New |
$67.4K - $80.7K
|
983
$75.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-908- 2.97% |
$62.2K - $74.6K
|
29.7K
$2.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.92K+ 64.21% |
$269K - $322K
|
10K
$772K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.8K+ 5.46% |
$2.32M - $2.78M
|
654K
$50.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
26+ 50.98% |
$1.78K - $2.14K
|
77
$5.93K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10- 9.35% |
$686 - $821
|
97
$7.47K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
520+ 1.23% |
$35.6K - $42.7K
|
42.8K
$3.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-773- 12.37% |
$53K - $63.5K
|
5.48K
$421K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.17K- 2.71% |
$491K - $588K
|
257K
$19.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
19+ 0.64% |
$1.3K - $1.56K
|
2.97K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.17K+ 10.62% |
$286K - $342K
|
43.4K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-145- 8.58% |
$9.94K - $11.9K
|
1.55K
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-712- 5.49% |
$48.8K - $58.5K
|
12.3K
$943K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-9.38K- 47.09% |
$643K - $770K
|
10.5K
$811K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.4KNew |
$1.74M - $2.09M
|
25.4K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-897- 2.88% |
$61.5K - $73.7K
|
30.3K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 9.09% |
$68.6 - $82.1
|
12
$924
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 22.62% |
$905K - $1.08M
|
45.2K
$3.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
34+ 0.61% |
$2.33K - $2.79K
|
5.61K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-19.5K- 25.99% |
$1.34M - $1.6M
|
55.6K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.84K- 18.58% |
$400K - $479K
|
25.6K
$1.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
70+ 1.2% |
$4.8K - $5.75K
|
5.89K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-345- 2.04% |
$23.6K - $28.3K
|
16.6K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 35.0% |
$480 - $575
|
13
$1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-149- 26.0% |
$10.2K - $12.2K
|
424
$32.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-96- 1.5% |
$6.58K - $7.88K
|
6.3K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.42KNew |
$235K - $281K
|
3.42K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.83K- 2.92% |
$399K - $478K
|
194K
$14.9M
|
|