Purchases and Sales Made in Q3 2024 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q3 2024. 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, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
883+ 14.99% |
$44K - $52.5K
|
6.77K
$506K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
881+ 9.01% |
$43.9K - $52.4K
|
10.7K
$797K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
859+ 5.23% |
$42.8K - $51.1K
|
17.3K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
830+ 18.89% |
$41.3K - $49.3K
|
5.22K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
729+ 36450.0% |
$36.3K - $43.3K
|
731
$54.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
717+ 0.82% |
$35.7K - $42.6K
|
87.7K
$6.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
674+ 3.9% |
$33.6K - $40.1K
|
18K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
649+ 3.44% |
$32.3K - $38.6K
|
19.5K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
621New |
$30.9K - $36.9K
|
621
$46.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
611+ 10.36% |
$30.4K - $36.3K
|
6.51K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
606+ 12.4% |
$30.2K - $36K
|
5.49K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
591+ 42.98% |
$29.4K - $35.1K
|
1.97K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
574+ 13.76% |
$28.6K - $34.1K
|
4.75K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
564+ 12.12% |
$28.1K - $33.5K
|
5.22K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
538+ 6.0% |
$26.8K - $32K
|
9.51K
$711K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
527New |
$26.2K - $31.3K
|
527
$39.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
502+ 7.96% |
$25K - $29.8K
|
6.81K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
500+ 2.58% |
$24.9K - $29.7K
|
19.9K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
499+ 24.83% |
$24.9K - $29.7K
|
2.51K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
452+ 7.11% |
$22.5K - $26.9K
|
6.81K
$509K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
444+ 10.12% |
$22.1K - $26.4K
|
4.83K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
406New |
$20.2K - $24.1K
|
406
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
388+ 148.09% |
$19.3K - $23.1K
|
650
$48.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
377+ 11.13% |
$18.8K - $22.4K
|
3.77K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
370New |
$18.4K - $22K
|
370
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
370New |
$18.4K - $22K
|
370
$27.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
361+ 2.82% |
$18K - $21.5K
|
13.1K
$983K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
347+ 1.99% |
$17.3K - $20.6K
|
17.8K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
347+ 8.11% |
$17.3K - $20.6K
|
4.63K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
334+ 0.3% |
$16.6K - $19.9K
|
113K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
331+ 7.02% |
$16.5K - $19.7K
|
5.05K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
325New |
$16.2K - $19.3K
|
325
$24.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
313New |
$15.6K - $18.6K
|
313
$23.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
300+ 2.06% |
$14.9K - $17.8K
|
14.8K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
291+ 5.91% |
$14.5K - $17.3K
|
5.22K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 4.76% |
$14.4K - $17.2K
|
6.36K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
285+ 10.95% |
$14.2K - $16.9K
|
2.89K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
277New |
$13.8K - $16.5K
|
277
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
269+ 4.77% |
$13.4K - $16K
|
5.91K
$442K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
265+ 0.99% |
$13.2K - $15.8K
|
27.1K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
240+ 0.99% |
$12K - $14.3K
|
24.4K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
233+ 8.21% |
$11.6K - $13.8K
|
3.07K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
224+ 2.78% |
$11.2K - $13.3K
|
8.29K
$620K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
221+ 1.83% |
$11K - $13.1K
|
12.3K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
197+ 3.08% |
$9.81K - $11.7K
|
6.59K
$493K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
194+ 38.19% |
$9.66K - $11.5K
|
702
$52.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
183New |
$9.12K - $10.9K
|
183
$13.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
180+ 3.35% |
$8.97K - $10.7K
|
5.55K
$415K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
155+ 5.47% |
$7.72K - $9.21K
|
2.99K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 28.36% |
$7.47K - $8.92K
|
679
$50.8K
|