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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-199- 1.28% |
$7.29K - $9.07K
|
15.3K
$1.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-224- 62.75% |
$8.21K - $10.2K
|
133
$10.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-236- 15.29% |
$8.65K - $10.8K
|
1.31K
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-241- 3.24% |
$8.83K - $11K
|
7.19K
$545K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-245- 7.54% |
$8.98K - $11.2K
|
3.01K
$228K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
SELL
|
- |
-250- 0.04% |
$9.16K - $11.4K
|
561K
$42.5M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-251Closed |
$9.2K - $11.4K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-274- 4.05% |
$10K - $12.5K
|
6.5K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-279- 2.55% |
$10.2K - $12.7K
|
10.7K
$808K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-286- 1.93% |
$10.5K - $13K
|
14.5K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-295- 9.8% |
$10.8K - $13.4K
|
2.71K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-325- 1.25% |
$11.9K - $14.8K
|
25.8K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-337- 0.61% |
$12.3K - $15.4K
|
54.6K
$4.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-342- 18.99% |
$12.5K - $15.6K
|
1.46K
$111K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-344- 5.17% |
$12.6K - $15.7K
|
6.31K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-351- 3.6% |
$12.9K - $16K
|
9.39K
$712K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-359- 3.7% |
$13.2K - $16.4K
|
9.36K
$710K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.84% |
$14.7K - $18.2K
|
47.2K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-407- 0.24% |
$14.9K - $18.5K
|
170K
$12.9M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-407- 6.24% |
$14.9K - $18.5K
|
6.11K
$464K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-416- 51.04% |
$15.2K - $19K
|
399
$30.3K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-425- 1.15% |
$15.6K - $19.4K
|
36.5K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-464- 34.73% |
$17K - $21.1K
|
872
$66.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.0% |
$18.3K - $22.8K
|
49.6K
$3.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-516- 5.04% |
$18.9K - $23.5K
|
9.73K
$738K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-543- 3.92% |
$19.9K - $24.7K
|
13.3K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-560- 29.41% |
$20.5K - $25.5K
|
1.34K
$102K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-638- 35.76% |
$23.4K - $29.1K
|
1.15K
$86.9K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-741- 1.53% |
$27.2K - $33.8K
|
47.6K
$3.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-759- 11.58% |
$27.8K - $34.6K
|
5.8K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-765- 6.92% |
$28K - $34.9K
|
10.3K
$781K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-837- 2.52% |
$30.7K - $38.1K
|
32.3K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-852- 9.6% |
$31.2K - $38.8K
|
8.03K
$609K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-892- 8.54% |
$32.7K - $40.6K
|
9.55K
$724K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-894- 8.21% |
$32.8K - $40.7K
|
9.99K
$758K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-937- 2.58% |
$34.3K - $42.7K
|
35.4K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-950- 4.73% |
$34.8K - $43.3K
|
19.2K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-952- 1.7% |
$34.9K - $43.4K
|
55.1K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-963- 6.31% |
$35.3K - $43.9K
|
14.3K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.1K- 2.86% |
$40.3K - $50.1K
|
37.4K
$2.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.11K- 0.77% |
$40.7K - $50.6K
|
143K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.19K- 1.88% |
$43.4K - $54K
|
61.9K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.23K- 3.65% |
$45K - $56K
|
32.4K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.25K- 15.73% |
$45.9K - $57.1K
|
6.71K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.36K- 12.87% |
$49.7K - $61.8K
|
9.19K
$697K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.45K- 0.31% |
$53.2K - $66.2K
|
463K
$35.1M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.5K- 9.13% |
$55K - $68.4K
|
14.9K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.5K- 21.43% |
$55K - $68.4K
|
5.5K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.53K- 27.87% |
$56K - $69.7K
|
3.96K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 19.49% |
$57.9K - $72K
|
6.52K
$495K
|