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 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-128- 0.94% |
$5.78K - $6.87K
|
13.4K
$982K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-142- 0.33% |
$6.42K - $7.63K
|
42.6K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-148- 1.14% |
$6.69K - $7.95K
|
12.9K
$942K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-160- 4.44% |
$7.23K - $8.59K
|
3.44K
$252K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-178- 12.95% |
$8.04K - $9.56K
|
1.2K
$87.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-180- 3.23% |
$8.13K - $9.67K
|
5.39K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-181- 2.21% |
$8.18K - $9.72K
|
8.01K
$585K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-204- 67.11% |
$9.22K - $11K
|
100
$7.31K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-206- 45.08% |
$9.31K - $11.1K
|
251
$18.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-218- 13.65% |
$9.85K - $11.7K
|
1.38K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-227- 38.02% |
$10.3K - $12.2K
|
370
$27K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-229- 4.6% |
$10.3K - $12.3K
|
4.75K
$347K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-235- 2.54% |
$10.6K - $12.6K
|
9.02K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-241- 0.59% |
$10.9K - $12.9K
|
40.5K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-242- 0.6% |
$10.9K - $13K
|
40.2K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-258- 3.88% |
$11.7K - $13.9K
|
6.4K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-265- 3.28% |
$12K - $14.2K
|
7.82K
$572K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-270- 9.28% |
$12.2K - $14.5K
|
2.64K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-290- 0.12% |
$13.1K - $15.6K
|
251K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-320- 7.73% |
$14.5K - $17.2K
|
3.82K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-324- 5.6% |
$14.6K - $17.4K
|
5.46K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-343- 1.07% |
$15.5K - $18.4K
|
31.6K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-393- 0.6% |
$17.8K - $21.1K
|
65.3K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-397- 3.49% |
$17.9K - $21.3K
|
11K
$801K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.1% |
$18.1K - $21.5K
|
385K
$28.2M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-446- 7.27% |
$20.2K - $24K
|
5.69K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-483- 2.44% |
$21.8K - $25.9K
|
19.3K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-484- 2.85% |
$21.9K - $26K
|
16.5K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-485- 9.5% |
$21.9K - $26K
|
4.62K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-517- 96.28% |
$23.4K - $27.8K
|
20
$1.46K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-522- 0.14% |
$23.6K - $28K
|
360K
$26.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-522- 3.37% |
$23.6K - $28K
|
15K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-573- 15.98% |
$25.9K - $30.8K
|
3.01K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-577- 11.81% |
$26.1K - $31K
|
4.31K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-585- 2.64% |
$26.4K - $31.4K
|
21.6K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-590- 8.15% |
$26.7K - $31.7K
|
6.65K
$486K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-597- 13.46% |
$27K - $32.1K
|
3.84K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-600- 1.01% |
$27.1K - $32.2K
|
58.7K
$4.29M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-706- 0.62% |
$31.9K - $37.9K
|
114K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-708- 10.55% |
$32K - $38K
|
6K
$439K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-708- 3.1% |
$32K - $38K
|
22.1K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-732- 3.29% |
$33.1K - $39.3K
|
21.5K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-754- 8.29% |
$34.1K - $40.5K
|
8.34K
$610K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-776- 3.7% |
$35.1K - $41.7K
|
20.2K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-831- 7.59% |
$37.5K - $44.6K
|
10.1K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-836- 0.22% |
$37.8K - $44.9K
|
384K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-862- 18.97% |
$38.9K - $46.3K
|
3.68K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-891- 2.83% |
$40.3K - $47.8K
|
30.6K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-921- 5.82% |
$41.6K - $49.5K
|
14.9K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-934- 1.36% |
$42.2K - $50.2K
|
67.5K
$4.93M
|