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 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$97 - $109
|
6.43K
$482K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$48.5 - $54.3
|
1.46K
$109K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$48.5 - $54.3
|
1
$75
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$48.5 - $54.3
|
1
$75
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.74% |
$48.5 - $54.3
|
136
$10.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$48.5 - $54.3
|
1
$75
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.76% |
$48.5 - $54.3
|
133
$9.97K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$48.5 - $54.3
|
419
$31.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.11% |
$48.5 - $54.3
|
899
$67.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 3.85% |
$97 - $109
|
50
$3.75K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.32% |
$145 - $163
|
224
$16.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-5- 10.42% |
$242 - $271
|
43
$3.22K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 29.03% |
$436 - $489
|
22
$1.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 10.29% |
$679 - $760
|
122
$9.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20- 0.33% |
$970 - $1.09K
|
6.04K
$453K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 11.71% |
$1.26K - $1.41K
|
196
$14.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-36- 60.0% |
$1.75K - $1.95K
|
24
$1.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-45- 0.42% |
$2.18K - $2.44K
|
10.5K
$791K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-49- 4.35% |
$2.38K - $2.66K
|
1.08K
$80.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 1.99% |
$2.42K - $2.71K
|
2.46K
$184K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 1.77% |
$2.47K - $2.77K
|
2.84K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-56- 4.06% |
$2.71K - $3.04K
|
1.32K
$99.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-64- 0.07% |
$3.1K - $3.47K
|
93.3K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-65Closed |
$3.15K - $3.53K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-67- 0.34% |
$3.25K - $3.64K
|
19.7K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-69- 0.62% |
$3.35K - $3.75K
|
11.1K
$835K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-69- 17.0% |
$3.35K - $3.75K
|
337
$25.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-80- 1.32% |
$3.88K - $4.34K
|
5.97K
$448K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 1.61% |
$4.75K - $5.32K
|
5.99K
$449K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-98- 2.13% |
$4.75K - $5.32K
|
4.5K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 14.01% |
$4.85K - $5.43K
|
614
$46K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.99% |
$4.85K - $5.43K
|
10K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-104- 10.99% |
$5.04K - $5.65K
|
842
$63.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 1.62% |
$5.09K - $5.7K
|
6.37K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 54.31% |
$5.19K - $5.81K
|
90
$6.75K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-115- 0.86% |
$5.58K - $6.24K
|
13.3K
$999K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 1.23% |
$5.87K - $6.57K
|
9.74K
$730K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-122- 0.29% |
$5.91K - $6.62K
|
41.7K
$3.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-131- 62.68% |
$6.35K - $7.11K
|
78
$5.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 1.34% |
$7.27K - $8.14K
|
11.1K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-172- 3.69% |
$8.34K - $9.34K
|
4.49K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-180- 9.21% |
$8.73K - $9.77K
|
1.78K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-181- 34.61% |
$8.77K - $9.82K
|
342
$25.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-186- 1.97% |
$9.02K - $10.1K
|
9.26K
$694K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-204- 0.24% |
$9.89K - $11.1K
|
85.4K
$6.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-205- 3.75% |
$9.94K - $11.1K
|
5.26K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 0.75% |
$10.2K - $11.5K
|
28K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-219- 2.8% |
$10.6K - $11.9K
|
7.61K
$570K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-245- 3.62% |
$11.9K - $13.3K
|
6.52K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-252- 3.87% |
$12.2K - $13.7K
|
6.26K
$469K
|