Purchases and Sales Made in Q2 2024 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.52K+ 78.16% |
$219K - $245K
|
10.3K
$753K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.43K+ 82.94% |
$215K - $241K
|
9.78K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.39KNew |
$213K - $238K
|
4.39K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.34K+ 6.3% |
$211K - $236K
|
73.3K
$5.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.28KNew |
$207K - $232K
|
4.28K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.17KNew |
$202K - $227K
|
4.17K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.12KNew |
$200K - $223K
|
4.12K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.06K+ 694.86% |
$197K - $220K
|
4.64K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4KNew |
$194K - $217K
|
4K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.66K+ 12.06% |
$177K - $199K
|
34K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.59K+ 30.38% |
$174K - $195K
|
15.4K
$1.13M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.14K+ 9.53% |
$152K - $171K
|
36.1K
$2.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.09K+ 173.86% |
$150K - $168K
|
4.86K
$355K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89K+ 7.96% |
$140K - $157K
|
39.3K
$2.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.83KNew |
$137K - $154K
|
2.83K
$207K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.8K+ 91.05% |
$136K - $152K
|
5.87K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.75K+ 10.11% |
$133K - $149K
|
29.9K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.73K+ 48.3% |
$132K - $148K
|
8.38K
$613K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.61K+ 33.83% |
$126K - $141K
|
10.3K
$753K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.6KNew |
$126K - $141K
|
2.6K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.56K+ 17.16% |
$124K - $139K
|
17.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.53K+ 5.09% |
$123K - $137K
|
52.3K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.47K+ 60.73% |
$120K - $134K
|
6.53K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.35K+ 3.02% |
$114K - $128K
|
80K
$5.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.31K+ 6.49% |
$112K - $125K
|
37.9K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3K+ 430.47% |
$112K - $125K
|
2.84K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.16K+ 5.41% |
$105K - $117K
|
42K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.15K+ 9.99% |
$104K - $117K
|
23.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 2.41% |
$88.7K - $99.3K
|
77.9K
$5.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.74KNew |
$84.2K - $94.2K
|
1.74K
$127K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.7K+ 44.76% |
$82.4K - $92.3K
|
5.5K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7KNew |
$82.4K - $92.3K
|
1.7K
$124K
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.7K+ 16.36% |
$82.3K - $92.1K
|
12.1K
$883K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.55K+ 35.11% |
$75.1K - $84.1K
|
5.96K
$436K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.52K+ 1.33% |
$73.8K - $82.6K
|
116K
$8.49M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.48K+ 38.59% |
$71.8K - $80.4K
|
5.32K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 37.32% |
$70K - $78.4K
|
5.31K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.4KNew |
$68K - $76.1K
|
1.4K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.4K+ 4.35% |
$67.9K - $76K
|
33.6K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1.32K+ 33.36% |
$63.8K - $71.4K
|
5.26K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.31KNew |
$63.7K - $71.3K
|
1.31K
$96K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.3K+ 13.64% |
$62.8K - $70.3K
|
10.8K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.29K+ 10.9% |
$62.3K - $69.7K
|
13.1K
$956K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.25K+ 13.92% |
$60.6K - $67.9K
|
10.2K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.24K+ 0.29% |
$59.9K - $67.1K
|
425K
$31.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1.05K+ 2.48% |
$50.9K - $56.9K
|
43.3K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$48.5K - $54.3K
|
1K
$73.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
982New |
$47.6K - $53.3K
|
982
$71.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
944+ 6.75% |
$45.8K - $51.2K
|
14.9K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
937+ 18.88% |
$45.4K - $50.9K
|
5.9K
$431K
|