Purchases and Sales Made in Q3 2023 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q3 2023. 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 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.97KNew |
$377K - $402K
|
7.97K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.75K+ 14.24% |
$366K - $391K
|
62.2K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.57KNew |
$358K - $381K
|
7.57K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.54K+ 12.41% |
$356K - $380K
|
68.3K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.35K+ 47.79% |
$347K - $370K
|
22.7K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
6.93K+ 3.28% |
$327K - $349K
|
218K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.74K+ 14.47% |
$318K - $340K
|
53.3K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.2KNew |
$293K - $313K
|
6.2K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Boxwood Ventures, Inc.
|
BUY
|
- |
5.9K+ 46.62% |
$279K - $297K
|
18.6K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.71KNew |
$270K - $288K
|
5.71K
$428K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
5.63K+ 3.63% |
$266K - $284K
|
161K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.54KNew |
$262K - $279K
|
5.54K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.53KNew |
$261K - $279K
|
5.53K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.12KNew |
$242K - $258K
|
5.12K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.06K+ 20.34% |
$239K - $255K
|
29.9K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.03KNew |
$238K - $253K
|
5.03K
$377K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.6K+ 13.96% |
$218K - $232K
|
37.6K
$2.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.44KNew |
$210K - $224K
|
4.44K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.38KNew |
$207K - $221K
|
4.38K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.37K+ 1.79% |
$207K - $220K
|
248K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.21K+ 60.79% |
$199K - $212K
|
11.1K
$835K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.17KNew |
$197K - $210K
|
4.17K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.14KNew |
$196K - $209K
|
4.14K
$311K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.05K+ 23.45% |
$191K - $204K
|
21.3K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
4.04K+ 0.98% |
$191K - $204K
|
416K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
4.02K+ 81.53% |
$190K - $202K
|
8.94K
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
3.89K+ 36.71% |
$184K - $196K
|
14.5K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.87K+ 42.4% |
$183K - $195K
|
13K
$973K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.79K+ 4.34% |
$179K - $191K
|
91.1K
$6.83M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.79KNew |
$179K - $191K
|
3.79K
$284K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.77KNew |
$178K - $190K
|
3.77K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.73K+ 15.62% |
$176K - $188K
|
27.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.69K+ 39.37% |
$174K - $186K
|
13K
$978K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.57K+ 27.21% |
$169K - $180K
|
16.7K
$1.25M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
3.5K+ 85.37% |
$165K - $176K
|
7.6K
$570K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.34K+ 31.49% |
$158K - $168K
|
13.9K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
3.26K+ 48.95% |
$154K - $164K
|
9.92K
$744K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
3.25K+ 67.96% |
$154K - $164K
|
8.04K
$603K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.1K+ 0.72% |
$147K - $156K
|
433K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.76K+ 11.48% |
$130K - $139K
|
26.8K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.68K+ 2.5% |
$127K - $135K
|
110K
$8.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
2.53K+ 6.06% |
$119K - $127K
|
44.2K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.44K+ 10.72% |
$115K - $123K
|
25.2K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.81K+ 65.3% |
$85.7K - $91.4K
|
4.59K
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.81K+ 3.7% |
$85.3K - $91K
|
50.6K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.63K+ 1.12% |
$77K - $82.1K
|
147K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.55K+ 3.55% |
$73.2K - $78.1K
|
45.2K
$3.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.38K+ 9.55% |
$65K - $69.4K
|
15.8K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 2.65% |
$62.3K - $66.4K
|
51K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.3K+ 11.9% |
$61.6K - $65.7K
|
12.2K
$918K
|