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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.44K+ 4.22% |
$103K - $120K
|
35.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.27K+ 10.22% |
$91K - $106K
|
13.7K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
770+ 8.5% |
$55.3K - $64.2K
|
9.83K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
604New |
$43.4K - $50.3K
|
604
$46.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
427New |
$30.7K - $35.6K
|
427
$32.9K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
317+ 196.89% |
$22.8K - $26.4K
|
478
$36.8K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
155+ 2.66% |
$11.1K - $12.9K
|
5.99K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
118New |
$8.47K - $9.83K
|
118
$9.08K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
79+ 2.83% |
$5.67K - $6.58K
|
2.87K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
75New |
$5.39K - $6.25K
|
75
$5.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
72New |
$5.17K - $6K
|
72
$5.54K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
47New |
$3.37K - $3.92K
|
47
$3.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 266.67% |
$2.3K - $2.67K
|
44
$3.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 25.96% |
$1.94K - $2.25K
|
131
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
24+ 0.54% |
$1.72K - $2K
|
4.44K
$342K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 0.89% |
$1.58K - $1.83K
|
2.49K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
19+ 0.03% |
$1.36K - $1.58K
|
65.1K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.08K - $1.25K
|
15
$1.15K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$790 - $917
|
11
$847
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 2.21% |
$503 - $583
|
324
$24.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
5New |
$359 - $417
|
5
$385
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
5New |
$359 - $417
|
5
$385
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $83.3
|
1
$77
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
70KNew |
$4.12M - $5.39M
|
70K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
51.7KNew |
$3.04M - $3.98M
|
51.7K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
50KNew |
$2.94M - $3.85M
|
50K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.58M - $2.07M
|
26.9K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 2.04% |
$1.44M - $1.89M
|
1.22M
$94M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.5KNew |
$1.38M - $1.81M
|
23.5K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
22.1K+ 2009.09% |
$1.3M - $1.7M
|
23.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
16KNew |
$941K - $1.23M
|
16K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.25KNew |
$545K - $713K
|
9.25K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.44KNew |
$438K - $573K
|
7.44K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
5.5KNew |
$324K - $424K
|
5.5K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
5.32KNew |
$313K - $410K
|
5.32K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.05KNew |
$297K - $389K
|
5.05K
$389K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.79KNew |
$223K - $292K
|
3.79K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.67KNew |
$216K - $282K
|
3.67K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.41KNew |
$201K - $263K
|
3.41K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.27KNew |
$193K - $252K
|
3.27K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$185K - $242K
|
3.14K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.12KNew |
$183K - $240K
|
3.12K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $231K
|
3K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.9K+ 4.45% |
$171K - $224K
|
68.1K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
1.5KNew |
$88.3K - $116K
|
1.5K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.4KNew |
$82.3K - $108K
|
1.4K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$47.1K - $61.7K
|
800
$61.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
800+ 21.51% |
$47.1K - $61.7K
|
4.52K
$348K
|
|