Purchases and Sales Made in Q1 2024 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q1 2024. 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 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
10.4KNew |
$469K - $557K
|
10.4K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10K+ 39.1% |
$452K - $537K
|
35.6K
$2.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
9.81K+ 16.14% |
$443K - $527K
|
70.6K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.71KNew |
$439K - $522K
|
9.71K
$710K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.37K+ 543.44% |
$378K - $449K
|
9.91K
$724K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.13K+ 175.54% |
$367K - $437K
|
12.8K
$933K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.49K+ 22.45% |
$338K - $402K
|
40.9K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
6.8KNew |
$307K - $365K
|
6.8K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.67K+ 4.28% |
$302K - $358K
|
163K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.5K+ 44.83% |
$294K - $349K
|
21K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6KNew |
$271K - $322K
|
6K
$439K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.67K+ 124.88% |
$256K - $305K
|
10.2K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.65KNew |
$255K - $303K
|
5.65K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.55K+ 1.08% |
$251K - $298K
|
520K
$38M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.5KNew |
$248K - $295K
|
5.5K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.45K+ 8.79% |
$246K - $292K
|
67.4K
$4.93M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.44KNew |
$246K - $292K
|
5.44K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.42K+ 1.3% |
$245K - $291K
|
424K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.36K+ 5.33% |
$242K - $288K
|
106K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.27KNew |
$238K - $283K
|
5.27K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
5.21KNew |
$235K - $280K
|
5.21K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
5.1K+ 36.74% |
$230K - $274K
|
19K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.07KNew |
$229K - $272K
|
5.07K
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.04KNew |
$228K - $271K
|
5.04K
$368K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5K+ 625.0% |
$226K - $269K
|
5.8K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$224K - $266K
|
4.96K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.84KNew |
$219K - $260K
|
4.84K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.66KNew |
$210K - $250K
|
4.66K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.6KNew |
$208K - $247K
|
4.6K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.59KNew |
$207K - $246K
|
4.59K
$335K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.55KNew |
$205K - $244K
|
4.55K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.45KNew |
$201K - $239K
|
4.45K
$325K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.44K+ 270.07% |
$201K - $238K
|
6.08K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$201K - $238K
|
4.44K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.41KNew |
$199K - $237K
|
4.41K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.21K+ 6.5% |
$190K - $226K
|
69K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.06KNew |
$184K - $218K
|
4.06K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
4.05KNew |
$183K - $217K
|
4.05K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
4KNew |
$181K - $215K
|
4K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.98KNew |
$180K - $214K
|
3.98K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.95KNew |
$178K - $212K
|
3.95K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
3.9K+ 10.21% |
$176K - $209K
|
42.1K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.87KNew |
$175K - $208K
|
3.87K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
3.8KNew |
$172K - $204K
|
3.8K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.63K+ 75.33% |
$164K - $195K
|
8.46K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.39K+ 26.81% |
$153K - $182K
|
16.1K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.15K+ 7.92% |
$142K - $169K
|
43K
$3.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.06K+ 65.91% |
$138K - $164K
|
7.7K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.04K+ 8.58% |
$137K - $163K
|
38.4K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.03K+ 33.41% |
$137K - $163K
|
12.1K
$884K
|