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 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13New |
$476 - $592
|
13
$986
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13New |
$476 - $592
|
13
$986
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11New |
$403 - $501
|
11
$834
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11New |
$403 - $501
|
11
$834
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
10+ 0.55% |
$366 - $456
|
1.82K
$138K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.19% |
$293 - $365
|
682
$51.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 11.76% |
$293 - $365
|
76
$5.76K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$183 - $228
|
5
$379
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.06% |
$183 - $228
|
7.93K
$601K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.52% |
$183 - $228
|
966
$73.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3+ 0.06% |
$110 - $137
|
5.37K
$407K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$110 - $137
|
410
$31.1K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.9% |
$73.3 - $91.1
|
224
$17K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.24% |
$73.3 - $91.1
|
826
$62.6K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2+ 0.02% |
$73.3 - $91.1
|
10.4K
$788K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 2.7% |
$36.6 - $45.6
|
38
$2.88K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.44% |
$36.6 - $45.6
|
40
$3.03K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.3% |
$183 - $228
|
1.66K
$126K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 8.77% |
$183 - $228
|
52
$3.94K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.24% |
$256 - $319
|
209
$15.9K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 7.61% |
$256 - $319
|
85
$6.45K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.63% |
$366 - $456
|
1.57K
$119K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-11- 0.94% |
$403 - $501
|
1.16K
$88.1K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 0.66% |
$513 - $638
|
2.1K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-15- 27.27% |
$550 - $684
|
40
$3.03K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-16- 0.31% |
$586 - $729
|
5.07K
$385K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-18- 2.24% |
$660 - $820
|
785
$59.5K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-21- 0.35% |
$769 - $957
|
5.98K
$454K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-24- 63.16% |
$879 - $1.09K
|
14
$1.06K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-26- 40.0% |
$953 - $1.18K
|
39
$2.96K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-28- 12.12% |
$1.03K - $1.28K
|
203
$15.4K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-29Closed |
$1.06K - $1.32K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-33- 17.19% |
$1.21K - $1.5K
|
159
$12.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-35- 0.52% |
$1.28K - $1.59K
|
6.65K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-46- 0.57% |
$1.69K - $2.1K
|
8.02K
$608K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-53- 0.66% |
$1.94K - $2.42K
|
8.01K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-79- 0.76% |
$2.89K - $3.6K
|
10.3K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-89- 0.64% |
$3.26K - $4.06K
|
13.8K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-91- 0.37% |
$3.33K - $4.15K
|
24.2K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 1.35% |
$3.66K - $4.56K
|
7.33K
$556K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 32.21% |
$3.85K - $4.78K
|
221
$16.8K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-106- 0.51% |
$3.88K - $4.83K
|
20.7K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-113- 1.42% |
$4.14K - $5.15K
|
7.84K
$595K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-133- 0.54% |
$4.87K - $6.06K
|
24.4K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-136- 0.79% |
$4.98K - $6.2K
|
17K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-137- 2.12% |
$5.02K - $6.24K
|
6.33K
$480K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-170- 1.33% |
$6.23K - $7.75K
|
12.6K
$956K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-177- 1.28% |
$6.49K - $8.07K
|
13.7K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-185- 7.18% |
$6.78K - $8.43K
|
2.39K
$181K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-189- 18.21% |
$6.92K - $8.61K
|
849
$64.4K
|