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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
896+ 3.67% |
$52.8K - $69.1K
|
25.3K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
860+ 18.59% |
$50.6K - $66.3K
|
5.49K
$416K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$47.1K - $61.7K
|
800
$60.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
800+ 21.51% |
$47.1K - $61.7K
|
4.52K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
770+ 20.51% |
$45.3K - $59.3K
|
4.53K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
767+ 5.08% |
$45.2K - $59.1K
|
15.9K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
715+ 1.93% |
$42.1K - $55.1K
|
37.7K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
707+ 0.47% |
$41.6K - $54.5K
|
150K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
620New |
$36.5K - $47.8K
|
620
$47K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
589+ 1.8% |
$34.7K - $45.4K
|
33.3K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
574+ 29.2% |
$33.8K - $44.2K
|
2.54K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
553+ 49.46% |
$32.6K - $42.6K
|
1.67K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
517New |
$30.4K - $39.8K
|
517
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
500New |
$29.4K - $38.5K
|
500
$37.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
476+ 1.04% |
$28K - $36.7K
|
46.3K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
444+ 8.99% |
$26.1K - $34.2K
|
5.39K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
430+ 6.72% |
$25.3K - $33.1K
|
6.83K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.11% |
$23.6K - $30.8K
|
13.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
342+ 8.43% |
$20.1K - $26.4K
|
4.4K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
340New |
$20K - $26.2K
|
340
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 27.71% |
$19.8K - $26K
|
1.55K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
326+ 5.73% |
$19.2K - $25.1K
|
6.01K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
324+ 3.64% |
$19.1K - $25K
|
9.23K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
323+ 5.52% |
$19K - $24.9K
|
6.17K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
297+ 300.0% |
$17.5K - $22.9K
|
396
$30K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
287+ 5.17% |
$16.9K - $22.1K
|
5.84K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
280New |
$16.5K - $21.6K
|
280
$21.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
278+ 29.96% |
$16.4K - $21.4K
|
1.21K
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
256+ 36.47% |
$15.1K - $19.7K
|
958
$72.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
235+ 3.45% |
$13.8K - $18.1K
|
7.04K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
213+ 4.91% |
$12.5K - $16.4K
|
4.55K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
209+ 3.88% |
$12.3K - $16.1K
|
5.59K
$424K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 2.11% |
$11.1K - $14.6K
|
9.15K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$8.83K - $11.6K
|
150
$11.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
147+ 0.81% |
$8.66K - $11.3K
|
18.2K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 2.24% |
$8.42K - $11K
|
6.54K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
135New |
$7.95K - $10.4K
|
135
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 4.33% |
$7.83K - $10.3K
|
3.2K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 1.46% |
$7.77K - $10.2K
|
9.2K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 23.63% |
$7.36K - $9.63K
|
654
$49.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124New |
$7.3K - $9.56K
|
124
$9.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
120+ 63.83% |
$7.07K - $9.25K
|
308
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117New |
$6.89K - $9.02K
|
117
$8.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
112+ 0.88% |
$6.59K - $8.63K
|
12.9K
$978K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 13.14% |
$6.36K - $8.32K
|
930
$70.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 1.03% |
$5.89K - $7.71K
|
9.84K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
100+ 1.14% |
$5.89K - $7.71K
|
8.9K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
100+ 1.92% |
$5.89K - $7.71K
|
5.31K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
96+ 2.7% |
$5.65K - $7.4K
|
3.66K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
91+ 0.28% |
$5.36K - $7.01K
|
32.2K
$2.44M
|