Purchases and Sales Made in Q3 2022 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-48- 1.35% |
$1.17K - $1.96K
|
3.51K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48- 0.48% |
$1.17K - $1.96K
|
10K
$731K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-48- 0.45% |
$1.17K - $1.96K
|
10.5K
$771K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-55- 0.75% |
$1.34K - $2.25K
|
7.24K
$529K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-64- 8.47% |
$1.56K - $2.62K
|
692
$50.6K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-83- 21.45% |
$2.02K - $3.39K
|
304
$22.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-100- 12.2% |
$2.43K - $4.09K
|
720
$52.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.78% |
$2.43K - $4.09K
|
12.8K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-165- 3.71% |
$4.01K - $6.75K
|
4.28K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-174- 2.54% |
$4.23K - $7.12K
|
6.68K
$489K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-175- 1.38% |
$4.26K - $7.16K
|
12.6K
$917K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-198- 2.84% |
$4.82K - $8.1K
|
6.78K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-209- 0.7% |
$5.08K - $8.55K
|
29.6K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-227- 0.66% |
$5.52K - $9.28K
|
34.2K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-236- 0.61% |
$5.74K - $9.65K
|
38.2K
$2.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-240- 1.89% |
$5.84K - $9.82K
|
12.5K
$913K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-260- 0.67% |
$6.33K - $10.6K
|
38.8K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-290- 3.66% |
$7.06K - $11.9K
|
7.62K
$557K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-300- 1.92% |
$7.3K - $12.3K
|
15.3K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-305- 3.91% |
$7.42K - $12.5K
|
7.5K
$548K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-307- 1.64% |
$7.47K - $12.6K
|
18.4K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-311- 1.86% |
$7.57K - $12.7K
|
16.4K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-400- 0.58% |
$9.73K - $16.4K
|
68.3K
$4.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-440- 8.51% |
$10.7K - $18K
|
4.73K
$346K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-501- 2.71% |
$12.2K - $20.5K
|
18K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-520- 0.88% |
$12.7K - $21.3K
|
58.6K
$4.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-550- 5.7% |
$13.4K - $22.5K
|
9.1K
$665K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-553- 4.31% |
$13.5K - $22.6K
|
12.3K
$896K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-594- 7.8% |
$14.5K - $24.3K
|
7.03K
$514K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-598- 4.86% |
$14.5K - $24.5K
|
11.7K
$855K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-636- 4.48% |
$15.5K - $26K
|
13.6K
$992K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-694- 2.64% |
$16.9K - $28.4K
|
25.6K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-705- 3.73% |
$17.2K - $28.8K
|
18.2K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-760- 1.37% |
$18.5K - $31.1K
|
54.6K
$3.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-818- 27.03% |
$19.9K - $33.5K
|
2.21K
$161K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-850- 4.86% |
$20.7K - $34.8K
|
16.6K
$1.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-872- 1.93% |
$21.2K - $35.7K
|
44.2K
$3.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-929- 8.24% |
$22.6K - $38K
|
10.3K
$756K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1K- 12.5% |
$24.3K - $40.9K
|
7K
$512K
|
|
|
Nov 01, 2022
Q3 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.02K- 8.38% |
$24.7K - $41.5K
|
11.1K
$811K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.08K- 5.91% |
$26.2K - $44.1K
|
17.2K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.1K- 7.95% |
$26.8K - $45K
|
12.7K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.2K- 25.34% |
$29.1K - $48.9K
|
3.52K
$257K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 7.95% |
$30.9K - $52K
|
14.7K
$1.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.35K- 3.11% |
$32.8K - $55.2K
|
42K
$3.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-1.38K- 5.77% |
$33.6K - $56.5K
|
22.5K
$1.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.54K- 5.64% |
$37.4K - $62.9K
|
25.7K
$1.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 78.51% |
$38.1K - $64K
|
428
$31.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.57K- 1.45% |
$38.2K - $64.3K
|
107K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.59KClosed |
$38.8K - $65.2K
|
0
$0
|