Purchases and Sales Made in Q3 2021 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
650+ 7.6% |
$15.2K - $18.7K
|
9.2K
$698K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
629+ 786.25% |
$14.7K - $18.1K
|
709
$53.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
616New |
$14.4K - $17.8K
|
616
$46.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
613+ 53.54% |
$14.4K - $17.7K
|
1.76K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
588+ 206.32% |
$13.8K - $17K
|
873
$66.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
582New |
$13.6K - $16.8K
|
582
$44.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
580+ 110.48% |
$13.6K - $16.7K
|
1.11K
$83.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
574+ 3.78% |
$13.4K - $16.5K
|
15.8K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
563New |
$13.2K - $16.2K
|
563
$42.7K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 16.06% |
$11.7K - $14.4K
|
3.61K
$274K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
495+ 33.63% |
$11.6K - $14.3K
|
1.97K
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
490New |
$11.5K - $14.1K
|
490
$37.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
400+ 0.96% |
$9.37K - $11.5K
|
42.2K
$3.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
351+ 1.02% |
$8.22K - $10.1K
|
34.6K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
331+ 2.76% |
$7.75K - $9.54K
|
12.3K
$934K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
309+ 0.6% |
$7.24K - $8.91K
|
51.5K
$3.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
287New |
$6.72K - $8.27K
|
287
$21.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
277+ 31.84% |
$6.49K - $7.99K
|
1.15K
$87K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
260+ 119.82% |
$6.09K - $7.5K
|
477
$36.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
258+ 0.59% |
$6.04K - $7.44K
|
43.9K
$3.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
253+ 0.46% |
$5.93K - $7.29K
|
55.6K
$4.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
197+ 6.01% |
$4.61K - $5.68K
|
3.48K
$264K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
183+ 11.47% |
$4.29K - $5.28K
|
1.78K
$135K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
176New |
$4.12K - $5.07K
|
176
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
171+ 2.15% |
$4K - $4.93K
|
8.14K
$617K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
167+ 1.52% |
$3.91K - $4.81K
|
11.2K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
166+ 0.97% |
$3.89K - $4.79K
|
17.4K
$1.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
153+ 0.69% |
$3.58K - $4.41K
|
22.2K
$1.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
149New |
$3.49K - $4.3K
|
149
$11.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
146+ 3650.0% |
$3.42K - $4.21K
|
150
$11.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
140New |
$3.28K - $4.04K
|
140
$10.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
134+ 0.99% |
$3.14K - $3.86K
|
13.7K
$1.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 1.07% |
$2.86K - $3.52K
|
11.5K
$871K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100+ 2.14% |
$2.34K - $2.88K
|
4.78K
$363K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
94New |
$2.2K - $2.71K
|
94
$7.13K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
88New |
$2.06K - $2.54K
|
88
$6.67K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83+ 5.76% |
$1.94K - $2.39K
|
1.52K
$116K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45+ 0.39% |
$1.05K - $1.3K
|
11.6K
$878K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36+ 0.44% |
$843 - $1.04K
|
8.22K
$624K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29New |
$679 - $836
|
29
$2.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
23+ 0.15% |
$539 - $663
|
15.8K
$1.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
22New |
$515 - $634
|
22
$1.67K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 0.72% |
$515 - $634
|
3.08K
$234K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 10.0% |
$468 - $577
|
220
$16.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.92% |
$398 - $490
|
1.86K
$141K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
13+ 6.28% |
$304 - $375
|
220
$16.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
8New |
$187 - $231
|
8
$607
|
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3+ 0.01% |
$70.3 - $86.5
|
21.9K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.27% |
$46.8 - $57.7
|
733
$55.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.19% |
$23.4 - $28.8
|
85
$6.45K
|