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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-2.81K- 40.47% |
$198K - $233K
|
4.13K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-457- 4.8% |
$32.2K - $37.9K
|
9.05K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-119- 4.47% |
$8.39K - $9.87K
|
2.55K
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.19KNew |
$225K - $265K
|
3.19K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
33+ 1.3% |
$2.33K - $2.74K
|
2.58K
$198K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
6.68KNew |
$471K - $554K
|
6.68K
$514K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
69+ 1.76% |
$4.86K - $5.72K
|
3.98K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-6.4K- 61.62% |
$451K - $531K
|
3.99K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-835- 9.54% |
$58.9K - $69.2K
|
7.92K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-387- 96.75% |
$27.3K - $32.1K
|
13
$1K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 33.33% |
$70.5 - $82.9
|
4
$308
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
17KNew |
$1.2M - $1.41M
|
17K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-155- 2.46% |
$10.9K - $12.9K
|
6.13K
$472K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 7.06% |
$35.2K - $41.5K
|
6.59K
$507K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.65K+ 66.17% |
$116K - $136K
|
4.13K
$318K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.67KNew |
$188K - $221K
|
2.67K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-15- 0.42% |
$1.06K - $1.24K
|
3.57K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
140New |
$9.87K - $11.6K
|
140
$10.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.7K+ 394.28% |
$1.39M - $1.64M
|
24.7K
$1.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.86% |
$70.5 - $82.9
|
36
$2.77K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.46K+ 198.77% |
$456K - $536K
|
9.72K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
178+ 356.0% |
$12.5K - $14.8K
|
228
$17.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
8.45KNew |
$595K - $700K
|
8.45K
$650K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-372- 7.49% |
$26.2K - $30.8K
|
4.59K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$70.5 - $82.9
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-100- 3.63% |
$7.05K - $8.29K
|
2.66K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
359+ 9.44% |
$25.3K - $29.8K
|
4.16K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
83+ 1.33% |
$5.85K - $6.88K
|
6.32K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-48- 15.79% |
$3.38K - $3.98K
|
256
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
62.7KNew |
$4.42M - $5.2M
|
62.7K
$4.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$423 - $497
|
6
$462
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.4KNew |
$240K - $282K
|
3.4K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.3K- 15.95% |
$162K - $191K
|
12.1K
$934K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$493 - $580
|
7
$539
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1- 0.04% |
$70.5 - $82.9
|
2.59K
$199K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.31K+ 7.94% |
$163K - $191K
|
31.4K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-202- 6.4% |
$14.2K - $16.7K
|
2.95K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
11.2KNew |
$789K - $929K
|
11.2K
$862K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17.8K+ 47.5% |
$1.25M - $1.48M
|
55.3K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-25.7K- 23.98% |
$1.81M - $2.13M
|
81.5K
$6.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$240K - $282K
|
3.4K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.3K- 19.59% |
$162K - $191K
|
9.44K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
13.1KNew |
$927K - $1.09M
|
13.1K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21New |
$1.48K - $1.74K
|
21
$1.62K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-210- 7.13% |
$14.8K - $17.4K
|
2.73K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27New |
$1.9K - $2.24K
|
27
$2.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
23New |
$1.62K - $1.91K
|
23
$1.77K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-153- 78.06% |
$10.8K - $12.7K
|
43
$3.31K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.13KNew |
$221K - $260K
|
3.13K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.9% |
$70.5 - $82.9
|
112
$8.62K
|
|