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 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
500New |
$22.6K - $26.9K
|
500
$36.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447+ 131.09% |
$20.2K - $24K
|
788
$57.6K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
438+ 1.9% |
$19.8K - $23.5K
|
23.4K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
431+ 27.37% |
$19.5K - $23.1K
|
2.01K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
422+ 7.48% |
$19.1K - $22.7K
|
6.06K
$443K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
420+ 6.8% |
$19K - $22.6K
|
6.6K
$482K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
394+ 93.81% |
$17.8K - $21.2K
|
814
$59.5K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
381+ 2.15% |
$17.2K - $20.5K
|
18.1K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377+ 16.79% |
$17K - $20.2K
|
2.62K
$192K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
375+ 3.08% |
$16.9K - $20.1K
|
12.6K
$918K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
368+ 4.38% |
$16.6K - $19.8K
|
8.76K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
360+ 1.77% |
$16.3K - $19.3K
|
20.7K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
283+ 5.28% |
$12.8K - $15.2K
|
5.65K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
275+ 5.14% |
$12.4K - $14.8K
|
5.63K
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
253+ 8.97% |
$11.4K - $13.6K
|
3.08K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
250+ 1.29% |
$11.3K - $13.4K
|
19.6K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
247+ 20.41% |
$11.2K - $13.3K
|
1.46K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
235New |
$10.6K - $12.6K
|
235
$17.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
205+ 1.33% |
$9.26K - $11K
|
15.6K
$1.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
204+ 7.12% |
$9.22K - $11K
|
3.07K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
198+ 2.26% |
$8.95K - $10.6K
|
8.98K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
195+ 0.45% |
$8.81K - $10.5K
|
43.4K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
194+ 4.72% |
$8.76K - $10.4K
|
4.3K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
185+ 3.0% |
$8.36K - $9.93K
|
6.35K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
185+ 7.76% |
$8.36K - $9.93K
|
2.57K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
172+ 3.38% |
$7.77K - $9.24K
|
5.26K
$384K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
158+ 1.14% |
$7.14K - $8.48K
|
14K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
150+ 1.08% |
$6.78K - $8.06K
|
14K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
148+ 0.63% |
$6.69K - $7.95K
|
23.5K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
146New |
$6.6K - $7.84K
|
146
$10.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
135New |
$6.1K - $7.25K
|
135
$9.87K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
132+ 48.18% |
$5.96K - $7.09K
|
406
$29.7K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
120New |
$5.42K - $6.44K
|
120
$8.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
110+ 2.27% |
$4.97K - $5.91K
|
4.96K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
105+ 0.86% |
$4.74K - $5.64K
|
12.3K
$897K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.05% |
$4.52K - $5.37K
|
218K
$16M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
90+ 4.83% |
$4.07K - $4.83K
|
1.96K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
86+ 1720.0% |
$3.89K - $4.62K
|
91
$6.65K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
86+ 1.89% |
$3.89K - $4.62K
|
4.63K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
78+ 0.69% |
$3.52K - $4.19K
|
11.4K
$832K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
71+ 40.8% |
$3.21K - $3.81K
|
245
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
68New |
$3.07K - $3.65K
|
68
$4.97K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
65New |
$2.94K - $3.49K
|
65
$4.75K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 16.37% |
$2.89K - $3.44K
|
455
$33.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62New |
$2.8K - $3.33K
|
62
$4.53K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.71K - $3.22K
|
60
$4.39K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
58New |
$2.62K - $3.11K
|
58
$4.24K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
57+ 40.71% |
$2.58K - $3.06K
|
197
$14.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55New |
$2.48K - $2.95K
|
55
$4.02K
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
53+ 0.37% |
$2.39K - $2.85K
|
14.5K
$1.06M
|