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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-963- 5.05% |
$43.5K - $51.7K
|
18.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-964- 6.45% |
$43.6K - $51.8K
|
14K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-971- 2.67% |
$43.9K - $52.1K
|
35.5K
$2.59M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-979- 5.93% |
$44.2K - $52.6K
|
15.5K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-988- 3.33% |
$44.6K - $53.1K
|
28.7K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1KClosed |
$45.2K - $53.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.07K- 11.62% |
$48.2K - $57.3K
|
8.12K
$593K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.08K- 1.98% |
$48.9K - $58.2K
|
53.6K
$3.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.1K- 19.75% |
$49.7K - $59.1K
|
4.47K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.15K- 1.07% |
$52.1K - $62K
|
106K
$7.76M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.17K- 6.53% |
$52.6K - $62.6K
|
16.7K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.17K- 4.65% |
$52.8K - $62.7K
|
24K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.2K- 21.17% |
$54.2K - $64.4K
|
4.47K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 41.24% |
$56.3K - $66.9K
|
1.78K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.25K- 8.6% |
$56.6K - $67.2K
|
13.3K
$973K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.25K- 1.39% |
$56.7K - $67.3K
|
88.7K
$6.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.28K- 15.98% |
$57.8K - $68.7K
|
6.73K
$492K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.3K- 17.36% |
$58.7K - $69.8K
|
6.19K
$452K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 3.68% |
$59.9K - $71.2K
|
34.7K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.34K- 0.26% |
$60.4K - $71.8K
|
520K
$38M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.39K- 8.94% |
$62.6K - $74.4K
|
14.1K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 4.73% |
$63.2K - $75.1K
|
28.2K
$2.06M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 34.47% |
$68.7K - $81.6K
|
2.89K
$211K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.55K- 25.99% |
$70K - $83.2K
|
4.41K
$323K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.57K- 1.21% |
$70.7K - $84K
|
128K
$9.37M
|
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.62K- 1.1% |
$73.1K - $86.9K
|
146K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.63K- 17.2% |
$73.5K - $87.3K
|
7.83K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.7K- 5.01% |
$76.8K - $91.3K
|
32.2K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.73K- 25.84% |
$78.3K - $93.1K
|
4.97K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.76K- 7.34% |
$79.6K - $94.6K
|
22.3K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.11K- 20.52% |
$95.5K - $114K
|
8.19K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.12K- 7.23% |
$95.6K - $114K
|
27.1K
$1.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.21K- 25.13% |
$99.6K - $118K
|
6.57K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.21K- 6.56% |
$99.8K - $119K
|
31.5K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.35K- 34.18% |
$106K - $126K
|
4.52K
$331K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.45K- 19.31% |
$111K - $132K
|
10.2K
$749K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.48K- 5.59% |
$112K - $133K
|
41.9K
$3.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.5K- 2.64% |
$113K - $134K
|
92.2K
$6.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.59K- 6.1% |
$117K - $139K
|
39.9K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62KClosed |
$119K - $141K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.71K- 29.53% |
$122K - $146K
|
6.47K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.75K- 3.11% |
$124K - $147K
|
85.6K
$6.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.83K- 3.16% |
$128K - $152K
|
86.5K
$6.33M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.94K- 14.69% |
$133K - $158K
|
17K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.94K- 3.96% |
$133K - $158K
|
71.4K
$5.22M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.01K- 3.12% |
$136K - $162K
|
93.4K
$6.83M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.04K- 0.73% |
$137K - $163K
|
413K
$30.2M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.24K- 19.15% |
$146K - $174K
|
13.7K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 14.54% |
$152K - $181K
|
19.8K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.76K- 2.77% |
$170K - $202K
|
132K
$9.65M
|