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 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
187+ 4.35% |
$8.84K - $9.42K
|
4.48K
$328K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
179+ 2.02% |
$8.46K - $9.02K
|
9.02K
$660K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170+ 0.63% |
$8.04K - $8.57K
|
27.1K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
170+ 515.15% |
$8.04K - $8.57K
|
203
$14.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
167+ 0.17% |
$7.89K - $8.42K
|
96.8K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
152+ 0.15% |
$7.19K - $7.66K
|
104K
$7.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
145+ 0.89% |
$6.85K - $7.31K
|
16.5K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
143+ 715.0% |
$6.76K - $7.21K
|
163
$11.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
98+ 55.68% |
$4.63K - $4.94K
|
274
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$4.59K - $4.89K
|
97
$7.09K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
91+ 1.18% |
$4.3K - $4.59K
|
7.77K
$568K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
91+ 31.82% |
$4.3K - $4.59K
|
377
$27.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90+ 0.78% |
$4.25K - $4.54K
|
11.6K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 6.83% |
$3.78K - $4.03K
|
1.25K
$91.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
80+ 1.22% |
$3.78K - $4.03K
|
6.62K
$484K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
79+ 1.92% |
$3.73K - $3.98K
|
4.2K
$307K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
78+ 0.7% |
$3.69K - $3.93K
|
11.2K
$820K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
68+ 0.43% |
$3.21K - $3.43K
|
15.9K
$1.16M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
65+ 812.5% |
$3.07K - $3.28K
|
73
$5.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 0.57% |
$2.98K - $3.18K
|
11.2K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
58+ 0.37% |
$2.74K - $2.92K
|
15.7K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.51K - $2.67K
|
53
$3.87K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
43New |
$2.03K - $2.17K
|
43
$3.14K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
42+ 0.74% |
$1.99K - $2.12K
|
5.71K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39+ 8.65% |
$1.84K - $1.97K
|
490
$35.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
39+ 0.82% |
$1.84K - $1.97K
|
4.82K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 0.65% |
$1.61K - $1.71K
|
5.3K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
32+ 0.57% |
$1.51K - $1.61K
|
5.6K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
31+ 0.74% |
$1.47K - $1.56K
|
4.23K
$309K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 3.93% |
$1.04K - $1.11K
|
582
$42.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 0.4% |
$945 - $1.01K
|
5.07K
$371K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 83.33% |
$945 - $1.01K
|
44
$3.22K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 3.68% |
$898 - $958
|
535
$39.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
18New |
$851 - $907
|
18
$1.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.16% |
$756 - $806
|
9.75K
$713K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 1.0% |
$756 - $806
|
1.62K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15New |
$709 - $756
|
15
$1.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.57% |
$662 - $706
|
2.47K
$181K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 7.04% |
$662 - $706
|
213
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14+ 0.17% |
$662 - $706
|
8.41K
$615K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
13+ 17.57% |
$615 - $655
|
87
$6.36K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
11+ 0.54% |
$520 - $554
|
2.05K
$149K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8+ 0.83% |
$378 - $403
|
974
$71.2K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8+ 0.1% |
$378 - $403
|
8K
$585K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$378 - $403
|
6.13K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$378 - $403
|
6.13K
$448K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
6+ 0.1% |
$284 - $302
|
5.84K
$427K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 2.22% |
$236 - $252
|
230
$16.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 5.88% |
$189 - $202
|
72
$5.26K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 28.57% |
$189 - $202
|
18
$1.32K
|