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 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
146New |
$7.27K - $8.68K
|
146
$10.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
143+ 10.2% |
$7.12K - $8.5K
|
1.55K
$116K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138+ 12.8% |
$6.87K - $8.2K
|
1.22K
$90.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
133+ 1.26% |
$6.62K - $7.91K
|
10.7K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
133+ 2.12% |
$6.62K - $7.91K
|
6.39K
$478K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
129+ 0.46% |
$6.43K - $7.67K
|
28.1K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
127+ 8.81% |
$6.33K - $7.55K
|
1.57K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125New |
$6.23K - $7.43K
|
125
$9.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
116+ 29.0% |
$5.78K - $6.9K
|
516
$38.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
116+ 0.77% |
$5.78K - $6.9K
|
15.1K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
106+ 16.11% |
$5.28K - $6.3K
|
764
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
105+ 0.25% |
$5.23K - $6.24K
|
41.8K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
103+ 20.48% |
$5.13K - $6.12K
|
606
$45.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
97New |
$4.83K - $5.77K
|
97
$7.25K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
91New |
$4.53K - $5.41K
|
91
$6.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
86+ 10.21% |
$4.28K - $5.11K
|
928
$69.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
83+ 27.3% |
$4.13K - $4.93K
|
387
$28.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81+ 0.76% |
$4.03K - $4.81K
|
10.8K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
75+ 208.33% |
$3.74K - $4.46K
|
111
$8.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
75+ 0.1% |
$3.74K - $4.46K
|
73.4K
$5.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73+ 21.66% |
$3.64K - $4.34K
|
410
$30.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
72+ 1.92% |
$3.59K - $4.28K
|
3.83K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
62New |
$3.09K - $3.69K
|
62
$4.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
61+ 0.1% |
$3.04K - $3.63K
|
59.2K
$4.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55New |
$2.74K - $3.27K
|
55
$4.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
54+ 0.85% |
$2.69K - $3.21K
|
6.38K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
45+ 0.1% |
$2.24K - $2.67K
|
43.6K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$2.14K - $2.56K
|
43
$3.21K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42New |
$2.09K - $2.5K
|
42
$3.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
40+ 0.76% |
$1.99K - $2.38K
|
5.3K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
39+ 0.58% |
$1.94K - $2.32K
|
6.71K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
37+ 0.76% |
$1.84K - $2.2K
|
4.92K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 5.6% |
$1.79K - $2.14K
|
679
$50.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 1.27% |
$1.69K - $2.02K
|
2.71K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 3.79% |
$1.49K - $1.78K
|
822
$61.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
28+ 0.07% |
$1.39K - $1.66K
|
38K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28+ 0.6% |
$1.39K - $1.66K
|
4.67K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
26New |
$1.3K - $1.55K
|
26
$1.94K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
25+ 0.48% |
$1.25K - $1.49K
|
5.28K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.42% |
$1.25K - $1.49K
|
6K
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
21+ 0.32% |
$1.05K - $1.25K
|
6.57K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.19% |
$1.05K - $1.25K
|
10.9K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
17+ 42.5% |
$847 - $1.01K
|
57
$4.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 22.58% |
$697 - $832
|
76
$5.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
12+ 0.28% |
$598 - $713
|
4.34K
$324K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 0.4% |
$598 - $713
|
3.04K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
10New |
$498 - $594
|
10
$748
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
9+ 0.21% |
$448 - $535
|
4.33K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7+ 0.7% |
$349 - $416
|
1.01K
$75.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7+ 0.11% |
$349 - $416
|
6.21K
$464K
|