Purchases and Sales Made in Q2 2023 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 9.93% |
$73.4K - $90.2K
|
20.9K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.88K+ 6.05% |
$73.1K - $89.8K
|
33K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.7K+ 2.77% |
$66K - $81.1K
|
63K
$4.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 3364.0% |
$65.3K - $80.2K
|
1.73K
$131K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.48K+ 11.48% |
$57.6K - $70.8K
|
14.4K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 1.68% |
$56.2K - $69K
|
87.4K
$6.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 21.1% |
$54.6K - $67K
|
8.07K
$612K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.36K+ 14.54% |
$52.8K - $64.9K
|
10.7K
$813K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25K+ 12.14% |
$48.6K - $59.6K
|
11.5K
$876K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.24K+ 13.27% |
$48.3K - $59.3K
|
10.6K
$805K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.23K+ 11.09% |
$47.7K - $58.5K
|
12.3K
$932K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.03K+ 0.8% |
$40.1K - $49.2K
|
130K
$9.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
984+ 4.3% |
$38.2K - $46.9K
|
23.9K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
962New |
$37.4K - $45.9K
|
962
$73K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
924+ 3.59% |
$35.9K - $44.1K
|
26.6K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
886+ 13.04% |
$34.4K - $42.3K
|
7.68K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
880+ 0.37% |
$34.2K - $42K
|
237K
$17.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
856+ 2.34% |
$33.2K - $40.8K
|
37.4K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
825+ 10.29% |
$32K - $39.4K
|
8.85K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
813+ 11.08% |
$31.6K - $38.8K
|
8.15K
$618K
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.19% |
$31.1K - $38.2K
|
430K
$32.6M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
777+ 7.12% |
$30.2K - $37.1K
|
11.7K
$886K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
740+ 3.86% |
$28.7K - $35.3K
|
19.9K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
715+ 11.19% |
$27.8K - $34.1K
|
7.1K
$539K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
656+ 2262.07% |
$25.5K - $31.3K
|
685
$52K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
649+ 10.16% |
$25.2K - $31K
|
7.04K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
627+ 10.61% |
$24.4K - $29.9K
|
6.54K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
626+ 4.24% |
$24.3K - $29.9K
|
15.4K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
596+ 32.04% |
$23.1K - $28.4K
|
2.46K
$186K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
592+ 1076.36% |
$23K - $28.2K
|
647
$49.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
587+ 2.36% |
$22.8K - $28K
|
25.5K
$1.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
560New |
$21.8K - $26.7K
|
560
$42.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
558+ 5.21% |
$21.7K - $26.6K
|
11.3K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
549+ 64.66% |
$21.3K - $26.2K
|
1.4K
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
549+ 32.99% |
$21.3K - $26.2K
|
2.21K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
548+ 4.05% |
$21.3K - $26.1K
|
14.1K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
541+ 0.1% |
$21K - $25.8K
|
544K
$41.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
527+ 0.85% |
$20.5K - $25.1K
|
62.4K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
522New |
$20.3K - $24.9K
|
522
$39.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
517+ 228.76% |
$20.1K - $24.7K
|
743
$56.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
504+ 7.99% |
$19.6K - $24K
|
6.81K
$517K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
474+ 14.42% |
$18.4K - $22.6K
|
3.76K
$285K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
474+ 14.42% |
$18.4K - $22.6K
|
3.76K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
460+ 1.23% |
$17.9K - $21.9K
|
37.9K
$2.87M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
449+ 2.95% |
$17.4K - $21.4K
|
15.7K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
415+ 4.58% |
$16.1K - $19.8K
|
9.47K
$718K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
404+ 1.21% |
$15.7K - $19.3K
|
33.7K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
394+ 6.57% |
$15.3K - $18.8K
|
6.39K
$485K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
384+ 0.09% |
$14.9K - $18.3K
|
417K
$31.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
381+ 10.18% |
$14.8K - $18.2K
|
4.12K
$313K
|