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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 33.01% |
$9.84K - $11K
|
818
$59.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
178+ 14.87% |
$8.63K - $9.66K
|
1.38K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
175+ 0.4% |
$8.48K - $9.5K
|
43.6K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
173+ 157.27% |
$8.39K - $9.39K
|
283
$20.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
160+ 0.81% |
$7.76K - $8.68K
|
19.9K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
154+ 0.76% |
$7.47K - $8.36K
|
20.4K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 32.53% |
$7.18K - $8.03K
|
603
$44.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
132+ 2.2% |
$6.4K - $7.16K
|
6.13K
$448K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 0.21% |
$6.06K - $6.79K
|
60.3K
$4.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
120New |
$5.82K - $6.51K
|
120
$8.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
114+ 154.05% |
$5.53K - $6.19K
|
188
$13.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
110+ 174.6% |
$5.33K - $5.97K
|
173
$12.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
105+ 2.31% |
$5.09K - $5.7K
|
4.65K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
89+ 1.92% |
$4.31K - $4.83K
|
4.71K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62New |
$3.01K - $3.37K
|
62
$4.53K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
61New |
$2.96K - $3.31K
|
61
$4.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 0.75% |
$2.91K - $3.26K
|
8.07K
$590K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 2.1% |
$2.67K - $2.99K
|
2.68K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
54+ 0.36% |
$2.62K - $2.93K
|
15K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
52+ 0.83% |
$2.52K - $2.82K
|
6.35K
$464K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 0.8% |
$2.33K - $2.61K
|
6.07K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
48+ 0.89% |
$2.33K - $2.61K
|
5.44K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40New |
$1.94K - $2.17K
|
40
$2.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$1.94K - $2.17K
|
40
$2.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35+ 35.0% |
$1.7K - $1.9K
|
135
$9.87K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
34+ 0.51% |
$1.65K - $1.85K
|
6.67K
$488K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
32+ 0.49% |
$1.55K - $1.74K
|
6.55K
$479K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
24+ 0.21% |
$1.16K - $1.3K
|
11.6K
$845K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 42.59% |
$1.12K - $1.25K
|
77
$5.63K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 0.72% |
$1.07K - $1.19K
|
3.1K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.4% |
$1.02K - $1.14K
|
5.24K
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 6.76% |
$970 - $1.09K
|
316
$23.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$921 - $1.03K
|
3.03K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$727 - $814
|
15
$1.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 1.4% |
$727 - $814
|
1.09K
$79.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
14+ 0.03% |
$679 - $760
|
53.6K
$3.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 40.0% |
$582 - $651
|
42
$3.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11+ 0.04% |
$533 - $597
|
24.6K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 10.87% |
$485 - $543
|
102
$7.46K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.15% |
$436 - $489
|
6.2K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.12% |
$339 - $380
|
5.64K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 13.04% |
$291 - $326
|
52
$3.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$242 - $271
|
5
$366
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.51% |
$194 - $217
|
792
$57.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4New |
$194 - $217
|
4
$292
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.2% |
$194 - $217
|
2.01K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.73% |
$145 - $163
|
416
$30.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3+ 1.16% |
$145 - $163
|
262
$19.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.47% |
$145 - $163
|
643
$47K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.87% |
$97 - $109
|
233
$17K
|