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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.26K+ 1.36% |
$59.4K - $63.4K
|
94K
$6.87M
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.25K+ 3.09% |
$59K - $62.9K
|
41.6K
$3.04M
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 4.24% |
$56.7K - $60.5K
|
29.5K
$2.16M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.19K+ 15.58% |
$56.3K - $60K
|
8.83K
$645K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 3.51% |
$55.7K - $59.4K
|
34.7K
$2.54M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 3.95% |
$55K - $58.6K
|
30.6K
$2.24M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.16KNew |
$55K - $58.6K
|
1.16K
$85K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.13K+ 16.08% |
$53.2K - $56.8K
|
8.13K
$594K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 9.19% |
$50.8K - $54.1K
|
12.8K
$933K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.07K+ 10.89% |
$50.6K - $53.9K
|
10.9K
$797K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.07K+ 7.26% |
$50.4K - $53.8K
|
15.8K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 6.62% |
$49.9K - $53.2K
|
17K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 7.84% |
$49.4K - $52.7K
|
14.4K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1KNew |
$47.3K - $50.4K
|
1K
$73.1K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
969+ 3.64% |
$45.8K - $48.8K
|
27.6K
$2.02M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
930+ 2.49% |
$44K - $46.9K
|
38.3K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
917+ 11.25% |
$43.3K - $46.2K
|
9.07K
$663K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
896+ 120.59% |
$42.4K - $45.2K
|
1.64K
$120K
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
862+ 7.12% |
$40.7K - $43.4K
|
13K
$948K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
853+ 6.8% |
$40.3K - $43K
|
13.4K
$980K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
794+ 7.54% |
$37.5K - $40K
|
11.3K
$827K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
788+ 13.72% |
$37.2K - $39.7K
|
6.53K
$478K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
774New |
$36.6K - $39K
|
774
$56.6K
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
751+ 13.28% |
$35.5K - $37.9K
|
6.41K
$468K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
745+ 27.45% |
$35.2K - $37.5K
|
3.46K
$253K
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
728New |
$34.4K - $36.7K
|
728
$53.2K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
718+ 7.16% |
$33.9K - $36.2K
|
10.7K
$785K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
707+ 0.76% |
$33.4K - $35.6K
|
93.2K
$6.81M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
685+ 125.92% |
$32.4K - $34.5K
|
1.23K
$89.8K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
640+ 45.78% |
$30.3K - $32.3K
|
2.04K
$149K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
617+ 7.65% |
$29.2K - $31.1K
|
8.68K
$635K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
615+ 1.11% |
$29.1K - $31K
|
56.1K
$4.1M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
559+ 1.65% |
$26.4K - $28.2K
|
34.4K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
541+ 5.13% |
$25.6K - $27.3K
|
11.1K
$811K
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
517+ 7.59% |
$24.4K - $26.1K
|
7.33K
$536K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
500New |
$23.6K - $25.2K
|
500
$36.6K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
451+ 0.51% |
$21.3K - $22.7K
|
89.1K
$6.51M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
425+ 2.73% |
$20.1K - $21.4K
|
16K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
422+ 57.41% |
$19.9K - $21.3K
|
1.16K
$84.6K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
422+ 6.67% |
$19.9K - $21.3K
|
6.75K
$493K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
357+ 0.22% |
$16.9K - $18K
|
164K
$12M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
336+ 28.99% |
$15.9K - $16.9K
|
1.5K
$109K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
332+ 100.0% |
$15.7K - $16.7K
|
664
$48.5K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
266+ 3.47% |
$12.6K - $13.4K
|
7.93K
$579K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250New |
$11.8K - $12.6K
|
250
$18.3K
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
239+ 1.94% |
$11.3K - $12K
|
12.5K
$916K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
223+ 3.9% |
$10.5K - $11.2K
|
5.94K
$434K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
209+ 1.02% |
$9.88K - $10.5K
|
20.7K
$1.51M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
195+ 4.99% |
$9.22K - $9.83K
|
4.1K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
194New |
$9.17K - $9.78K
|
194
$14.2K
|