Purchases and Sales Made in Q1 2022 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q1 2022. The information is specifically focused on institutions that hold shares of Unum Group.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
85+ 369.57% |
$2.12K - $2.7K
|
108
$8.23K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
78+ 0.72% |
$1.95K - $2.48K
|
11K
$835K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
73New |
$1.82K - $2.32K
|
73
$5.56K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
70+ 4.24% |
$1.75K - $2.23K
|
1.72K
$131K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
65+ 0.19% |
$1.62K - $2.07K
|
34K
$2.59M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
53+ 0.47% |
$1.32K - $1.69K
|
11.3K
$861K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48New |
$1.2K - $1.53K
|
48
$3.66K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45+ 2.06% |
$1.12K - $1.43K
|
2.23K
$170K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38New |
$950 - $1.21K
|
38
$2.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
BUY
|
- |
30New |
$750 - $954
|
30
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
25+ 0.26% |
$625 - $795
|
9.74K
$742K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 22.02% |
$600 - $763
|
133
$10.1K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
20+ 60.61% |
$500 - $636
|
53
$4.04K
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
BUY
|
- |
19+ 0.08% |
$475 - $604
|
23.1K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 0.13% |
$275 - $350
|
8.22K
$626K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$250 - $318
|
10
$762
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9New |
$225 - $286
|
9
$686
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.02% |
$100 - $127
|
397
$30.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.1% |
$75 - $95.4
|
3.08K
$235K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
3+ 0.34% |
$75 - $95.4
|
879
$67K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.25% |
$50 - $63.6
|
804
$61.3K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2New |
$50 - $63.6
|
2
$152
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.01% |
$50 - $63.6
|
22.3K
$1.7M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 16.67% |
$25 - $31.8
|
7
$533
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.16% |
$25 - $31.8
|
87
$6.63K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 18.75% |
$75 - $95.4
|
13
$991
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-3- 14.29% |
$75 - $95.4
|
18
$1.37K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.44% |
$100 - $127
|
903
$68.8K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.56% |
$175 - $223
|
442
$33.7K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-8- 1.02% |
$200 - $254
|
774
$59K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 10.0% |
$250 - $318
|
90
$6.86K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.04% |
$350 - $445
|
39.7K
$3.02M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-27- 3.15% |
$675 - $859
|
829
$63.2K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-41Closed |
$1.02K - $1.3K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.25K - $1.59K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-56- 6.75% |
$1.4K - $1.78K
|
774
$59K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-98- 0.34% |
$2.45K - $3.12K
|
28.9K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-107Closed |
$2.67K - $3.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-110- 2.25% |
$2.75K - $3.5K
|
4.77K
$364K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-114Closed |
$2.85K - $3.63K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-121- 3.58% |
$3.02K - $3.85K
|
3.26K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-149- 1.48% |
$3.72K - $4.74K
|
9.95K
$758K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-160- 2.38% |
$4K - $5.09K
|
6.56K
$500K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-161- 13.7% |
$4.02K - $5.12K
|
1.01K
$77.3K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-166- 0.57% |
$4.15K - $5.28K
|
28.8K
$2.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-183- 5.77% |
$4.57K - $5.82K
|
2.99K
$228K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-186Closed |
$4.65K - $5.91K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-207- 4.51% |
$5.17K - $6.58K
|
4.38K
$334K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-283Closed |
$7.07K - $9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-328- 9.78% |
$8.2K - $10.4K
|
3.03K
$231K
|