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
|
Profund Advisors LLC
|
SELL
|
- |
-283- 6.13% |
$14.1K - $16.8K
|
4.33K
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-289- 2.85% |
$14.4K - $17.2K
|
9.84K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-298- 4.98% |
$14.8K - $17.7K
|
5.69K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 5.46% |
$14.9K - $17.8K
|
5.2K
$396K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-300- 1.53% |
$14.9K - $17.8K
|
19.3K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-308- 6.07% |
$15.3K - $18.3K
|
4.77K
$363K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-310- 1.26% |
$15.4K - $18.4K
|
24.2K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-320- 0.48% |
$15.9K - $19K
|
66.4K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-322- 1.03% |
$16K - $19.1K
|
30.9K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-329- 0.78% |
$16.4K - $19.6K
|
41.7K
$3.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-390- 7.38% |
$19.4K - $23.2K
|
4.89K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-391- 9.5% |
$19.5K - $23.2K
|
3.73K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-392- 29.63% |
$19.5K - $23.3K
|
931
$71K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-410- 0.16% |
$20.4K - $24.4K
|
250K
$19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-412- 1.4% |
$20.5K - $24.5K
|
29.1K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-427- 8.87% |
$21.3K - $25.4K
|
4.39K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-431- 2.88% |
$21.5K - $25.6K
|
14.5K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-440- 2.66% |
$21.9K - $26.2K
|
16.1K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-449- 10.23% |
$22.4K - $26.7K
|
3.94K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-520- 5.83% |
$25.9K - $30.9K
|
8.4K
$640K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-522- 0.79% |
$26K - $31K
|
65.8K
$5.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-536- 0.63% |
$26.7K - $31.9K
|
84.9K
$6.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-564- 5.92% |
$28.1K - $33.5K
|
8.96K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-578- 5.77% |
$28.8K - $34.4K
|
9.44K
$720K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-595- 2.86% |
$29.6K - $35.4K
|
20.2K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-607- 25.37% |
$30.2K - $36.1K
|
1.79K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-623- 0.64% |
$31K - $37K
|
96.2K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-644- 10.26% |
$32.1K - $38.3K
|
5.63K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-652- 10.63% |
$32.5K - $38.8K
|
5.48K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-653- 1.86% |
$32.5K - $38.8K
|
34.5K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-659- 3.32% |
$32.8K - $39.2K
|
19.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-669- 3.1% |
$33.3K - $39.8K
|
20.9K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-677- 6.95% |
$33.7K - $40.2K
|
9.06K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-680- 3.99% |
$33.9K - $40.4K
|
16.4K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-682- 1.99% |
$34K - $40.5K
|
33.5K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-684- 3.47% |
$34.1K - $40.7K
|
19K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-730- 4.22% |
$36.4K - $43.4K
|
16.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-740- 7.05% |
$36.9K - $44K
|
9.76K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-745- 16.3% |
$37.1K - $44.3K
|
3.83K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-897- 2.44% |
$44.7K - $53.3K
|
35.9K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-898- 29.0% |
$44.7K - $53.4K
|
2.2K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-905- 2.13% |
$45.1K - $53.8K
|
41.5K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-906- 0.75% |
$45.1K - $53.9K
|
120K
$9.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-908- 6.4% |
$45.2K - $54K
|
13.3K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-949- 7.13% |
$47.3K - $56.4K
|
12.4K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 7.14% |
$51.6K - $61.5K
|
13.5K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 14.89% |
$52.9K - $63.1K
|
6.07K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.11K- 0.58% |
$55.2K - $65.9K
|
189K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.15K- 3.44% |
$57K - $68.1K
|
32.1K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.24K- 3.78% |
$61.6K - $73.5K
|
31.5K
$2.4M
|