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 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-200- 1.01% |
$9.45K - $10.1K
|
19.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-202- 3.64% |
$9.55K - $10.2K
|
5.34K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-203- 3.9% |
$9.6K - $10.2K
|
5.01K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-203- 0.39% |
$9.6K - $10.2K
|
51.7K
$3.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-252- 4.88% |
$11.9K - $12.7K
|
4.91K
$359K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-276- 4.92% |
$13K - $13.9K
|
5.33K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-280- 2.88% |
$13.2K - $14.1K
|
9.45K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-296- 1.71% |
$14K - $14.9K
|
17K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-300- 0.83% |
$14.2K - $15.1K
|
36.1K
$2.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-313- 3.45% |
$14.8K - $15.8K
|
8.77K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-321- 0.35% |
$15.2K - $16.2K
|
92.5K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-334- 1.67% |
$15.8K - $16.8K
|
19.6K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-345- 6.61% |
$16.3K - $17.4K
|
4.87K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-379- 3.65% |
$17.9K - $19.1K
|
10K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-387- 0.94% |
$18.3K - $19.5K
|
40.8K
$2.98M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-399- 48.19% |
$18.9K - $20.1K
|
429
$31.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-400- 5.31% |
$18.9K - $20.2K
|
7.14K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-413- 7.17% |
$19.5K - $20.8K
|
5.35K
$391K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-456- 42.86% |
$21.6K - $23K
|
608
$44.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-480- 22.13% |
$22.7K - $24.2K
|
1.69K
$123K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-485- 9.72% |
$22.9K - $24.4K
|
4.5K
$329K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-517- 1.37% |
$24.4K - $26.1K
|
37.3K
$2.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-537- 7.02% |
$25.4K - $27.1K
|
7.11K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-564- 6.14% |
$26.7K - $28.4K
|
8.63K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-566- 2.05% |
$26.8K - $28.5K
|
27.1K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-571- 3.71% |
$27K - $28.8K
|
14.8K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-599- 10.73% |
$28.3K - $30.2K
|
4.99K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 4.05% |
$28.4K - $30.2K
|
14.2K
$1.04M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-619- 3.87% |
$29.3K - $31.2K
|
15.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-653- 3.12% |
$30.9K - $32.9K
|
20.3K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-656- 95.77% |
$31K - $33.1K
|
29
$2.12K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-684- 5.47% |
$32.3K - $34.5K
|
11.8K
$864K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-722- 9.71% |
$34.1K - $36.4K
|
6.72K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-735- 2.34% |
$34.7K - $37K
|
30.7K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-771- 0.42% |
$36.4K - $38.9K
|
185K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-780- 10.42% |
$36.9K - $39.3K
|
6.71K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-795- 5.18% |
$37.6K - $40.1K
|
14.6K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-798- 3.19% |
$37.7K - $40.2K
|
24.2K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-841- 3.06% |
$39.8K - $42.4K
|
26.7K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-879- 8.29% |
$41.6K - $44.3K
|
9.73K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-890- 8.22% |
$42.1K - $44.9K
|
9.93K
$726K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-927- 5.62% |
$43.8K - $46.7K
|
15.6K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-985- 2.58% |
$46.6K - $49.6K
|
37.2K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1K- 13.65% |
$47.3K - $50.4K
|
6.33K
$462K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.02K- 4.61% |
$48.1K - $51.3K
|
21.1K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.47% |
$49.4K - $52.7K
|
70.3K
$5.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.08K- 15.37% |
$51.1K - $54.5K
|
5.96K
$435K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.1K- 4.79% |
$52K - $55.4K
|
21.9K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.15K- 16.16% |
$54.3K - $57.9K
|
5.96K
$435K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.18K- 9.54% |
$55.7K - $59.4K
|
11.2K
$816K
|