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 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
932+ 6.64% |
$45.2K - $50.6K
|
15K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
873+ 3.3% |
$42.3K - $47.4K
|
27.3K
$2M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
855New |
$41.5K - $46.4K
|
855
$62.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
816+ 12.84% |
$39.6K - $44.3K
|
7.17K
$524K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
806New |
$39.1K - $43.7K
|
806
$58.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
781New |
$37.9K - $42.4K
|
781
$57.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
772+ 4.68% |
$37.4K - $41.9K
|
17.3K
$1.26M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
765+ 2.21% |
$37.1K - $41.5K
|
35.4K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
765+ 8.73% |
$37.1K - $41.5K
|
9.53K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
710+ 3.03% |
$34.4K - $38.5K
|
24.1K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
675+ 1.64% |
$32.7K - $36.6K
|
41.7K
$3.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
662+ 11.73% |
$32.1K - $35.9K
|
6.31K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
662+ 11.73% |
$32.1K - $35.9K
|
6.31K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
645+ 7.75% |
$31.3K - $35K
|
8.97K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
616New |
$29.9K - $33.4K
|
616
$45K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
615+ 3.69% |
$29.8K - $33.4K
|
17.3K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
595+ 2.95% |
$28.8K - $32.3K
|
20.8K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
578+ 15.69% |
$28K - $31.4K
|
4.26K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
573+ 1.87% |
$27.8K - $31.1K
|
31.2K
$2.28M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
573New |
$27.8K - $31.1K
|
573
$41.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
543+ 3.42% |
$26.3K - $29.5K
|
16.4K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
531+ 3.87% |
$25.7K - $28.8K
|
14.3K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
508New |
$24.6K - $27.6K
|
508
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
502New |
$24.3K - $27.2K
|
502
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$24.2K - $27.1K
|
500
$36.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
500+ 100.0% |
$24.2K - $27.1K
|
1K
$73.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500+ 1.21% |
$24.2K - $27.1K
|
41.8K
$3.06M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
490+ 5.59% |
$23.8K - $26.6K
|
9.25K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
479+ 7.2% |
$23.2K - $26K
|
7.13K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
478+ 0.5% |
$23.2K - $25.9K
|
95.9K
$7.01M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
477+ 4.67% |
$23.1K - $25.9K
|
10.7K
$782K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
437+ 1.5% |
$21.2K - $23.7K
|
29.5K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
429+ 0.73% |
$20.8K - $23.3K
|
59.1K
$4.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
396+ 9.92% |
$19.2K - $21.5K
|
4.39K
$321K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
394+ 361.47% |
$19.1K - $21.4K
|
503
$36.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
357+ 7.88% |
$17.3K - $19.4K
|
4.89K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
340+ 4.02% |
$16.5K - $18.5K
|
8.8K
$643K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
317New |
$15.4K - $17.2K
|
317
$23.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
315+ 9.15% |
$15.3K - $17.1K
|
3.76K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
312+ 0.87% |
$15.1K - $16.9K
|
36.1K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 5.17% |
$14.5K - $16.3K
|
6.1K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
297+ 121.22% |
$14.4K - $16.1K
|
542
$39.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
287+ 1.84% |
$13.9K - $15.6K
|
15.9K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
280+ 24.1% |
$13.6K - $15.2K
|
1.44K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
258+ 1.81% |
$12.5K - $14K
|
14.5K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
228+ 12.82% |
$11.1K - $12.4K
|
2.01K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
226+ 1.8% |
$11K - $12.3K
|
12.8K
$935K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
217+ 2.19% |
$10.5K - $11.8K
|
10.1K
$740K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
209New |
$10.1K - $11.3K
|
209
$15.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
204+ 204.0% |
$9.89K - $11.1K
|
304
$22.2K
|