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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
51+ 0.81% |
$2.3K - $2.74K
|
6.37K
$465K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
49+ 0.87% |
$2.21K - $2.63K
|
5.65K
$413K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
48New |
$2.17K - $2.58K
|
48
$3.51K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42New |
$1.9K - $2.26K
|
42
$3.07K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
37+ 0.56% |
$1.67K - $1.99K
|
6.64K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
36New |
$1.63K - $1.93K
|
36
$2.63K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 0.03% |
$1.31K - $1.56K
|
95.5K
$6.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28+ 0.62% |
$1.27K - $1.5K
|
4.53K
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
28+ 0.49% |
$1.27K - $1.5K
|
5.8K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 0.48% |
$1.13K - $1.34K
|
5.22K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
22New |
$994 - $1.18K
|
22
$1.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18+ 138.46% |
$813 - $967
|
31
$2.27K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
11+ 0.53% |
$497 - $591
|
2.07K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$452 - $537
|
10
$731
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$361 - $430
|
8
$585
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.03% |
$271 - $322
|
23.9K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.49% |
$136 - $161
|
615
$45K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.73% |
$136 - $161
|
413
$30.2K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.48% |
$90.4 - $107
|
418
$30.6K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.87% |
$90.4 - $107
|
231
$16.9K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 1.96% |
$45.2 - $53.7
|
52
$3.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$45.2 - $53.7
|
6
$439
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.76% |
$45.2 - $53.7
|
132
$9.65K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.09% |
$45.2 - $53.7
|
1.13K
$82.4K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$45.2 - $53.7
|
6.52K
$477K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-1- 10.0% |
$45.2 - $53.7
|
9
$658
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.43% |
$45.2 - $53.7
|
69
$5.04K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6- 1.02% |
$271 - $322
|
584
$42.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 1.21% |
$497 - $591
|
900
$65.8K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 3.58% |
$497 - $591
|
296
$21.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 9.92% |
$542 - $644
|
109
$7.97K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.3% |
$678 - $806
|
5.01K
$366K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 5.37% |
$813 - $967
|
317
$23.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 18.18% |
$904 - $1.07K
|
90
$6.58K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 3.78% |
$949 - $1.13K
|
535
$39.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-22- 42.31% |
$994 - $1.18K
|
30
$2.19K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-22- 0.19% |
$994 - $1.18K
|
11.5K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24Closed |
$1.08K - $1.29K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25- 0.38% |
$1.13K - $1.34K
|
6.51K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-37- 0.34% |
$1.67K - $1.99K
|
10.9K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-39- 26.17% |
$1.76K - $2.09K
|
110
$8.04K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 23.16% |
$1.85K - $2.2K
|
136
$9.94K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-42- 0.64% |
$1.9K - $2.26K
|
6.52K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-46- 0.43% |
$2.08K - $2.47K
|
10.6K
$774K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-52- 6.3% |
$2.35K - $2.79K
|
774
$56.6K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-79- 1.09% |
$3.57K - $4.24K
|
7.16K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.92% |
$4.52K - $5.37K
|
10.8K
$789K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-101- 13.63% |
$4.56K - $5.42K
|
640
$46.8K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-111- 18.38% |
$5.01K - $5.96K
|
493
$36K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-122- 1.9% |
$5.51K - $6.55K
|
6.3K
$461K
|