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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.3% |
$149 - $178
|
992
$75.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.76% |
$149 - $178
|
397
$30.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.03% |
$149 - $178
|
9.53K
$726K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.48% |
$99.6 - $119
|
421
$32.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.74% |
$49.8 - $59.4
|
137
$10.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$49.8 - $59.4
|
1.46K
$111K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.43% |
$49.8 - $59.4
|
234
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$49.8 - $59.4
|
6.21K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.92% |
$49.8 - $59.4
|
53
$4.04K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 2.33% |
$49.8 - $59.4
|
42
$3.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 50.0% |
$99.6 - $119
|
2
$152
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.06% |
$149 - $178
|
5.31K
$405K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.08% |
$448 - $535
|
11.1K
$848K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 0.18% |
$448 - $535
|
5K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 3.16% |
$498 - $594
|
306
$23.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 26.32% |
$498 - $594
|
28
$2.13K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 2.77% |
$747 - $892
|
527
$40.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.65% |
$797 - $951
|
2.44K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.06% |
$946 - $1.13K
|
30.9K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-26- 21.31% |
$1.3K - $1.55K
|
96
$7.32K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-27- 0.29% |
$1.34K - $1.6K
|
9.24K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31- 0.35% |
$1.54K - $1.84K
|
8.9K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 0.45% |
$1.69K - $2.02K
|
7.57K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-36- 0.29% |
$1.79K - $2.14K
|
12.5K
$955K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-41- 40.2% |
$2.04K - $2.44K
|
61
$4.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 18.31% |
$2.59K - $3.09K
|
232
$17.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-56- 1.03% |
$2.79K - $3.33K
|
5.39K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-56- 1.05% |
$2.79K - $3.33K
|
5.27K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-60- 0.93% |
$2.99K - $3.57K
|
6.37K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-71- 0.37% |
$3.54K - $4.22K
|
18.9K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-74- 12.27% |
$3.69K - $4.4K
|
529
$40.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-85- 0.62% |
$4.23K - $5.05K
|
13.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-97- 2.28% |
$4.83K - $5.77K
|
4.16K
$317K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-114- 0.12% |
$5.68K - $6.78K
|
93.2K
$7.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 0.36% |
$6.23K - $7.43K
|
34.6K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-128- 2.44% |
$6.38K - $7.61K
|
5.12K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-129- 1.23% |
$6.43K - $7.67K
|
10.4K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-135- 1.22% |
$6.72K - $8.02K
|
10.9K
$832K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-139- 0.68% |
$6.92K - $8.26K
|
20.2K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-142- 50.18% |
$7.07K - $8.44K
|
141
$10.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-146- 0.73% |
$7.27K - $8.68K
|
19.8K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-164- 1.25% |
$8.17K - $9.75K
|
12.9K
$984K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-171- 3.31% |
$8.52K - $10.2K
|
4.99K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-191- 2.67% |
$9.51K - $11.4K
|
6.97K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 1.98% |
$9.96K - $11.9K
|
9.9K
$754K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-223- 0.42% |
$11.1K - $13.3K
|
52.8K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-250- 6.17% |
$12.5K - $14.9K
|
3.8K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-271- 3.64% |
$13.5K - $16.1K
|
7.18K
$547K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-272- 1.99% |
$13.5K - $16.2K
|
13.4K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-280- 6.24% |
$13.9K - $16.6K
|
4.21K
$320K
|