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 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 24.0% |
$932 - $1.14K
|
124
$9.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 15.79% |
$932 - $1.14K
|
176
$13.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20New |
$777 - $954
|
20
$1.49K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 38.46% |
$583 - $716
|
54
$4.02K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.28% |
$544 - $668
|
5.1K
$379K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
10+ 90.91% |
$388 - $477
|
21
$1.56K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
10New |
$388 - $477
|
10
$744
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$311 - $382
|
6.12K
$455K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 1.17% |
$311 - $382
|
690
$51.3K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$311 - $382
|
6.12K
$455K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$311 - $382
|
8
$595
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 20.0% |
$311 - $382
|
48
$3.57K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$233 - $286
|
6
$446
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$194 - $239
|
5
$372
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.73% |
$117 - $143
|
413
$30.7K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.24% |
$77.7 - $95.4
|
828
$61.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2New |
$77.7 - $95.4
|
2
$149
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.89% |
$77.7 - $95.4
|
226
$16.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$38.8 - $47.7
|
1
$74.4
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.78% |
$38.8 - $47.7
|
129
$9.59K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.92% |
$38.8 - $47.7
|
51
$3.79K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 10.53% |
$311 - $382
|
68
$5.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 4.29% |
$466 - $572
|
268
$19.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-12- 5.06% |
$466 - $572
|
225
$16.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-20- 0.39% |
$777 - $954
|
5.05K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-22- 0.02% |
$854 - $1.05K
|
100K
$7.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25- 0.4% |
$971 - $1.19K
|
6.2K
$461K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-25- 3.57% |
$971 - $1.19K
|
675
$50.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-29Closed |
$1.13K - $1.38K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32- 7.92% |
$1.24K - $1.53K
|
372
$27.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-34- 0.57% |
$1.32K - $1.62K
|
5.95K
$442K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-41- 15.47% |
$1.59K - $1.96K
|
224
$16.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 32.33% |
$1.67K - $2.05K
|
90
$6.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-58- 0.06% |
$2.25K - $2.77K
|
92.5K
$6.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-82- 11.73% |
$3.18K - $3.91K
|
617
$45.9K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-83- 21.45% |
$3.22K - $3.96K
|
304
$22.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-112- 1.73% |
$4.35K - $5.34K
|
6.35K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-123- 1.57% |
$4.78K - $5.87K
|
7.72K
$574K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-125- 0.37% |
$4.86K - $5.96K
|
33.4K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-134- 2.17% |
$5.2K - $6.39K
|
6.03K
$448K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-140- 0.94% |
$5.44K - $6.68K
|
14.8K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-150- 0.41% |
$5.83K - $7.16K
|
36.4K
$2.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-170- 0.42% |
$6.6K - $8.11K
|
40.4K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-189- 4.9% |
$7.34K - $9.02K
|
3.67K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-195- 18.84% |
$7.57K - $9.3K
|
840
$62.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-203- 2.16% |
$7.88K - $9.68K
|
9.19K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-223- 1.08% |
$8.66K - $10.6K
|
20.5K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-247- 9.45% |
$9.59K - $11.8K
|
2.37K
$176K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-250- 1.98% |
$9.71K - $11.9K
|
12.4K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-279- 5.3% |
$10.8K - $13.3K
|
4.99K
$371K
|