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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
358New |
$13.9K - $17.1K
|
358
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
345New |
$13.4K - $16.5K
|
345
$25.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
341+ 0.79% |
$13.2K - $16.3K
|
43.7K
$3.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
332New |
$12.9K - $15.8K
|
332
$24.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
300+ 3.18% |
$11.7K - $14.3K
|
9.74K
$724K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
295+ 37.82% |
$11.5K - $14.1K
|
1.08K
$79.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
290New |
$11.3K - $13.8K
|
290
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
288+ 2.7% |
$11.2K - $13.7K
|
10.9K
$814K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
287+ 0.76% |
$11.1K - $13.7K
|
38.2K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
277+ 0.05% |
$10.8K - $13.2K
|
606K
$45.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
254New |
$9.87K - $12.1K
|
254
$18.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
244+ 2.5% |
$9.48K - $11.6K
|
10K
$743K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
234+ 4.36% |
$9.09K - $11.2K
|
5.61K
$417K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
210+ 11.51% |
$8.16K - $10K
|
2.03K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
199New |
$7.73K - $9.49K
|
199
$14.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
171+ 2.28% |
$6.64K - $8.16K
|
7.66K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
168+ 1.62% |
$6.53K - $8.01K
|
10.6K
$785K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
160+ 0.04% |
$6.21K - $7.63K
|
425K
$31.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
159+ 0.98% |
$6.18K - $7.58K
|
16.3K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
141+ 0.97% |
$5.48K - $6.73K
|
14.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
128+ 0.89% |
$4.97K - $6.11K
|
14.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
120+ 0.17% |
$4.66K - $5.72K
|
72.8K
$5.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
120New |
$4.66K - $5.72K
|
120
$8.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
110+ 1.42% |
$4.27K - $5.25K
|
7.84K
$583K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
103New |
$4K - $4.91K
|
103
$7.66K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
101+ 1.79% |
$3.92K - $4.82K
|
5.75K
$427K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101+ 0.45% |
$3.92K - $4.82K
|
22.8K
$1.69M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$3.88K - $4.77K
|
100
$7.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
93+ 14.49% |
$3.61K - $4.44K
|
735
$54.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$3.5K - $4.29K
|
90
$6.69K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
90New |
$3.5K - $4.29K
|
90
$6.69K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73+ 0.66% |
$2.84K - $3.48K
|
11.1K
$828K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73+ 132.73% |
$2.84K - $3.48K
|
128
$9.52K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71+ 0.9% |
$2.76K - $3.39K
|
8K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
57+ 61.96% |
$2.21K - $2.72K
|
149
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
52+ 0.92% |
$2.02K - $2.48K
|
5.7K
$424K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$1.94K - $2.39K
|
10.1K
$749K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
43+ 0.74% |
$1.67K - $2.05K
|
5.84K
$434K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
42+ 0.57% |
$1.63K - $2K
|
7.44K
$553K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
40+ 0.66% |
$1.55K - $1.91K
|
6.09K
$452K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
40+ 0.71% |
$1.55K - $1.91K
|
5.67K
$421K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 7.72% |
$1.44K - $1.76K
|
516
$38.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
37+ 2.36% |
$1.44K - $1.76K
|
1.61K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.54% |
$1.2K - $1.48K
|
5.76K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
30+ 0.29% |
$1.17K - $1.43K
|
10.3K
$766K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
28+ 16.37% |
$1.09K - $1.34K
|
199
$14.8K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 2.27% |
$1.01K - $1.24K
|
1.17K
$87.1K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 2.27% |
$1.01K - $1.24K
|
1.17K
$87.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$971 - $1.19K
|
25
$1.86K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$932 - $1.14K
|
24
$1.78K
|