Latest Institutional Purchases of Unum Group (UNM)
This list provides information on the latest institutional transactions involving Unum Group (UNM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
79.6K+ 156.98% |
$4.69M - $6.13M
|
130K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
70.5K+ 31.12% |
$4.15M - $5.43M
|
297K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
70KNew |
$4.12M - $5.39M
|
70K
$5.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
48.4K+ 1002.84% |
$2.85M - $3.73M
|
53.3K
$4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
31.8K+ 135.61% |
$1.87M - $2.45M
|
55.2K
$4.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
17KNew |
$1M - $1.31M
|
17K
$1.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
15.7K+ 442.52% |
$925K - $1.21M
|
19.3K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
15.3K+ 362.92% |
$898K - $1.18M
|
19.5K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
11.4K+ 19.64% |
$670K - $877K
|
69.3K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10.9KNew |
$642K - $841K
|
10.9K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.44KNew |
$438K - $573K
|
7.44K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.05K+ 44.09% |
$297K - $389K
|
16.5K
$1.24M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.5KNew |
$265K - $347K
|
4.5K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 11.29% |
$205K - $269K
|
34.4K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.43KNew |
$202K - $265K
|
3.43K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.39KNew |
$199K - $261K
|
3.39K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.12KNew |
$183K - $240K
|
3.12K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98KNew |
$175K - $230K
|
2.98K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.96KNew |
$175K - $228K
|
2.96K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.92KNew |
$172K - $225K
|
2.92K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 57.89% |
$153K - $201K
|
7.11K
$533K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 56.74% |
$126K - $165K
|
5.93K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.14K+ 10.64% |
$66.9K - $87.6K
|
11.8K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.94% |
$63.5K - $83.1K
|
116K
$8.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
770+ 20.51% |
$45.3K - $59.3K
|
4.53K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
715+ 1.93% |
$42.1K - $55.1K
|
37.7K
$2.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680+ 9.43% |
$40K - $52.4K
|
7.89K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
651+ 12.48% |
$38.3K - $50.2K
|
5.87K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
637+ 1.9% |
$37.5K - $49.1K
|
34.2K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
538+ 5.05% |
$31.7K - $41.5K
|
11.2K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
444+ 8.99% |
$26.1K - $34.2K
|
5.39K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324+ 2.4% |
$19.1K - $25K
|
13.8K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
319+ 8.47% |
$18.8K - $24.6K
|
4.08K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
280New |
$16.5K - $21.6K
|
280
$21K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
209+ 3.88% |
$12.3K - $16.1K
|
5.59K
$420K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.58% |
$11.9K - $15.6K
|
35.2K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179+ 28.82% |
$10.5K - $13.8K
|
800
$60K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 26.4% |
$9.42K - $12.3K
|
766
$57.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 0.98% |
$7.12K - $9.33K
|
12.5K
$936K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.28% |
$5.12K - $6.71K
|
6.89K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.68% |
$4.95K - $6.47K
|
12.4K
$930K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52+ 1.17% |
$3.06K - $4.01K
|
4.49K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
36New |
$2.12K - $2.77K
|
36
$2.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 8.29% |
$2K - $2.62K
|
444
$33.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$1.53K - $2K
|
26
$1.95K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
20+ 0.22% |
$1.18K - $1.54K
|
9.26K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.28% |
$1.12K - $1.46K
|
6.73K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.06K - $1.39K
|
18
$1.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.4% |
$707 - $925
|
3.02K
$227K
|