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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
142K+ 1167.7% |
$10.3M - $11.2M
|
154K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
74.4KNew |
$5.43M - $5.91M
|
74.4K
$5.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
24.5KNew |
$1.79M - $1.95M
|
24.5K
$1.89M
|
|
|
Jan 27, 2026
Q4 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
21.6KNew |
$1.57M - $1.71M
|
21.6K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.1K+ 23.19% |
$811K - $883K
|
59.1K
$4.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$593K - $646K
|
8.13K
$626K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.26K+ 108.81% |
$384K - $418K
|
10.1K
$777K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.26K+ 9.7% |
$383K - $418K
|
59.4K
$4.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.44K+ 5.48% |
$323K - $352K
|
85.4K
$6.57M
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.67KNew |
$268K - $291K
|
3.67K
$282K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.63K+ 106.76% |
$265K - $288K
|
7.03K
$541K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.4KNew |
$248K - $270K
|
3.4K
$262K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$228K - $249K
|
3.13K
$241K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$219K - $238K
|
3K
$231K
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
BUY
|
- |
2.95KNew |
$215K - $234K
|
2.95K
$227K
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.94KNew |
$215K - $234K
|
2.94K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.9KNew |
$211K - $230K
|
2.9K
$223K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.86KNew |
$208K - $227K
|
2.86K
$220K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 20.7% |
$134K - $146K
|
10.7K
$827K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.69K+ 20.07% |
$123K - $134K
|
10.1K
$780K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.31K+ 7.29% |
$95.3K - $104K
|
19.2K
$1.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
998+ 106.85% |
$72.8K - $79.3K
|
1.93K
$149K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
934+ 11.35% |
$68.1K - $74.2K
|
9.17K
$706K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
897+ 1.22% |
$65.4K - $71.2K
|
74.4K
$5.73M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
862+ 266.05% |
$62.9K - $68.5K
|
1.19K
$91.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
812+ 5.11% |
$59.2K - $64.5K
|
16.7K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
664+ 2.89% |
$48.4K - $52.7K
|
23.7K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
623New |
$45.4K - $49.5K
|
623
$48K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
600+ 1.65% |
$43.8K - $47.7K
|
36.9K
$2.84M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
454+ 1.06% |
$33.1K - $36.1K
|
43.3K
$3.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
373+ 3.4% |
$27.2K - $29.6K
|
11.3K
$872K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
330+ 3.03% |
$24.1K - $26.2K
|
11.2K
$864K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
323+ 7.12% |
$23.6K - $25.7K
|
4.86K
$374K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
259+ 60.37% |
$18.9K - $20.6K
|
688
$53K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
241+ 3.13% |
$17.6K - $19.1K
|
7.94K
$611K
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
232+ 6.04% |
$16.9K - $18.4K
|
4.07K
$313K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
227+ 2.41% |
$16.6K - $18K
|
9.63K
$741K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
184+ 2.92% |
$13.4K - $14.6K
|
6.48K
$498K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
180+ 3.51% |
$13.1K - $14.3K
|
5.32K
$409K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
122New |
$8.9K - $9.69K
|
122
$9.39K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
82+ 0.73% |
$5.98K - $6.51K
|
11.3K
$871K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.44% |
$5.76K - $6.27K
|
18.1K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
74+ 1.28% |
$5.4K - $5.88K
|
5.84K
$450K
|
|
|
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
|
Norden Group LLC
Provo, UT |
BUY
|
- |
49+ 1.89% |
$3.57K - $3.89K
|
2.64K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$3.21K - $3.49K
|
44
$3.39K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
35New |
$2.55K - $2.78K
|
35
$2.69K
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 0.42% |
$1.75K - $1.91K
|
5.77K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 3.58% |
$1.53K - $1.67K
|
608
$46.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
20New |
$1.46K - $1.59K
|
20
$1.54K
|
|