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 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.73% |
$142 - $151
|
416
$30.4K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 4.17% |
$47.3 - $50.4
|
25
$1.83K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 4.35% |
$47.3 - $50.4
|
24
$1.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.45% |
$47.3 - $50.4
|
222
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.44% |
$47.3 - $50.4
|
227
$16.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.78% |
$47.3 - $50.4
|
130
$9.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 1.18% |
$142 - $151
|
251
$18.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-3- 0.01% |
$142 - $151
|
23.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.57% |
$142 - $151
|
519
$37.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5- 0.01% |
$236 - $252
|
34.3K
$2.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9- 0.21% |
$425 - $454
|
4.22K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.15% |
$425 - $454
|
776
$56.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 11.76% |
$473 - $504
|
75
$5.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 30.0% |
$567 - $605
|
28
$2.05K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$615 - $655
|
22.1K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 2.16% |
$662 - $706
|
633
$46.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 1.15% |
$709 - $756
|
1.29K
$94.4K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 4.57% |
$804 - $857
|
355
$26K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25- 12.32% |
$1.18K - $1.26K
|
178
$13K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-33- 25.78% |
$1.56K - $1.66K
|
95
$6.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 1.09% |
$1.94K - $2.07K
|
3.72K
$272K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 1.09% |
$1.94K - $2.07K
|
3.72K
$272K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 89.58% |
$2.03K - $2.17K
|
5
$366
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-44- 6.38% |
$2.08K - $2.22K
|
646
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-45- 0.31% |
$2.13K - $2.27K
|
14.4K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-50- 1.0% |
$2.36K - $2.52K
|
4.94K
$361K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 1.39% |
$2.41K - $2.57K
|
3.62K
$265K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-52- 0.91% |
$2.46K - $2.62K
|
5.65K
$413K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 0.22% |
$2.65K - $2.82K
|
25.6K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-58- 0.24% |
$2.74K - $2.92K
|
23.8K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-61- 17.68% |
$2.88K - $3.07K
|
284
$20.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67- 0.93% |
$3.17K - $3.38K
|
7.12K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-70- 8.33% |
$3.31K - $3.53K
|
770
$56.3K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-72- 0.32% |
$3.4K - $3.63K
|
22.7K
$1.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-73- 2.73% |
$3.45K - $3.68K
|
2.6K
$190K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-74- 0.69% |
$3.5K - $3.73K
|
10.6K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 4.5% |
$3.69K - $3.93K
|
1.65K
$121K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-81- 0.24% |
$3.83K - $4.08K
|
33.6K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-83- 3.75% |
$3.92K - $4.18K
|
2.13K
$156K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-88- 0.36% |
$4.16K - $4.44K
|
24.3K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-91- 1.53% |
$4.3K - $4.59K
|
5.86K
$428K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
SELL
|
- |
-100- 0.46% |
$4.73K - $5.04K
|
21.8K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-110- 0.83% |
$5.2K - $5.54K
|
13.2K
$966K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 17.78% |
$5.67K - $6.05K
|
555
$40.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-125- 0.08% |
$5.91K - $6.3K
|
164K
$12M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-140- 1.13% |
$6.62K - $7.06K
|
12.2K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-152- 1.03% |
$7.19K - $7.66K
|
14.5K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-169- 0.13% |
$7.99K - $8.52K
|
130K
$9.52M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-170- 2.79% |
$8.04K - $8.57K
|
5.92K
$432K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-177- 0.3% |
$8.37K - $8.92K
|
59.7K
$4.36M
|