Purchases and Sales Made in Q1 2023 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
393+ 6.55% |
$14.4K - $17.9K
|
6.39K
$487K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
351+ 4.89% |
$12.9K - $16K
|
7.53K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
332+ 7.64% |
$12.2K - $15.1K
|
4.68K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
326+ 1.74% |
$11.9K - $14.9K
|
19K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
310New |
$11.4K - $14.1K
|
310
$23.6K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
303+ 4.22% |
$11.1K - $13.8K
|
7.49K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
300+ 3.43% |
$11K - $13.7K
|
9.06K
$690K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
292+ 0.0% |
$10.7K - $13.3K
|
20.6M
$1.57B
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
274+ 9.1% |
$10K - $12.5K
|
3.29K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
250New |
$9.16K - $11.4K
|
250
$19.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
230+ 7.53% |
$8.43K - $10.5K
|
3.29K
$250K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
209New |
$7.66K - $9.52K
|
209
$15.9K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
208+ 2.25% |
$7.62K - $9.48K
|
9.44K
$719K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 22.75% |
$7.33K - $9.11K
|
1.08K
$82.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
191+ 4.57% |
$7K - $8.7K
|
4.37K
$333K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
175+ 3.56% |
$6.41K - $7.97K
|
5.09K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
171+ 1.14% |
$6.27K - $7.79K
|
15.2K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
152+ 0.28% |
$5.57K - $6.93K
|
53.6K
$4.09M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
151+ 1.4% |
$5.53K - $6.88K
|
10.9K
$832K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147+ 110.53% |
$5.39K - $6.7K
|
280
$21.3K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
141+ 146.88% |
$5.17K - $6.43K
|
237
$18.1K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
139+ 24.82% |
$5.09K - $6.33K
|
699
$53.3K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
139+ 0.83% |
$5.09K - $6.33K
|
16.9K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
127+ 0.51% |
$4.65K - $5.79K
|
25.1K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
124+ 0.62% |
$4.54K - $5.65K
|
20.1K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 33.06% |
$4.36K - $5.42K
|
479
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
116+ 0.97% |
$4.25K - $5.29K
|
12.1K
$924K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
105+ 1.57% |
$3.85K - $4.78K
|
6.8K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
102+ 0.12% |
$3.74K - $4.65K
|
84.2K
$6.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
95+ 55.88% |
$3.48K - $4.33K
|
265
$20.2K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
92New |
$3.37K - $4.19K
|
92
$7.01K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
82+ 455.56% |
$3K - $3.74K
|
100
$7.62K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
79+ 0.72% |
$2.89K - $3.6K
|
11.1K
$843K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
72+ 1.17% |
$2.64K - $3.28K
|
6.22K
$474K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
70New |
$2.56K - $3.19K
|
70
$5.33K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.37% |
$2.2K - $2.73K
|
16.2K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
59+ 0.23% |
$2.16K - $2.69K
|
25.2K
$1.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55New |
$2.02K - $2.51K
|
55
$4.19K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54+ 46.15% |
$1.98K - $2.46K
|
171
$13K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50New |
$1.83K - $2.28K
|
50
$3.81K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
50+ 0.89% |
$1.83K - $2.28K
|
5.64K
$430K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
45+ 0.74% |
$1.65K - $2.05K
|
6.11K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
43+ 0.77% |
$1.58K - $1.96K
|
5.63K
$429K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 18.32% |
$1.28K - $1.59K
|
226
$17.2K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.57% |
$1.1K - $1.37K
|
5.27K
$401K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
30+ 33.71% |
$1.1K - $1.37K
|
119
$9.07K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
29New |
$1.06K - $1.32K
|
29
$2.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 0.53% |
$916 - $1.14K
|
4.76K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 10.95% |
$550 - $684
|
152
$11.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$513 - $638
|
14
$1.07K
|