Purchases and Sales Made in Q4 2021 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.96% |
$11.2K - $14.3K
|
52.6K
$3.85M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500+ 5.48% |
$11.2K - $14.3K
|
9.63K
$704K
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
480+ 0.65% |
$10.7K - $13.7K
|
73.9K
$5.4M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
478New |
$10.7K - $13.7K
|
478
$34.9K
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
474+ 2.5% |
$10.6K - $13.6K
|
19.4K
$1.42M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
465+ 40.72% |
$10.4K - $13.3K
|
1.61K
$117K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
449New |
$10K - $12.9K
|
449
$32.8K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
422+ 191.82% |
$9.44K - $12.1K
|
642
$46.9K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
410New |
$9.18K - $11.7K
|
410
$30K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
402+ 2.32% |
$9K - $11.5K
|
17.8K
$1.3M
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
393New |
$8.8K - $11.3K
|
393
$28.7K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
364+ 4.22% |
$8.15K - $10.4K
|
8.99K
$657K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
331+ 17.84% |
$7.41K - $9.48K
|
2.19K
$160K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
320New |
$7.16K - $9.16K
|
320
$23.4K
|
|
Feb 07, 2022
Q4 2021
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
314+ 0.01% |
$7.03K - $8.99K
|
5.21M
$381M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
283New |
$6.33K - $8.1K
|
283
$20.7K
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
260+ 0.39% |
$5.82K - $7.44K
|
67.8K
$4.96M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
219New |
$4.9K - $6.27K
|
219
$16K
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
202+ 0.08% |
$4.52K - $5.78K
|
262K
$19.1M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
186New |
$4.16K - $5.33K
|
186
$13.6K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
175+ 198.86% |
$3.92K - $5.01K
|
263
$19.2K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
157+ 22.46% |
$3.51K - $4.49K
|
856
$62.6K
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
156+ 0.5% |
$3.49K - $4.47K
|
31.3K
$2.29M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
128+ 0.38% |
$2.86K - $3.66K
|
33.9K
$2.48M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
127+ 1.11% |
$2.84K - $3.64K
|
11.6K
$849K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
119New |
$2.66K - $3.41K
|
119
$8.7K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
118+ 1.14% |
$2.64K - $3.38K
|
10.4K
$763K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
117+ 1.45% |
$2.62K - $3.35K
|
8.21K
$600K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
114New |
$2.55K - $3.26K
|
114
$8.33K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
110+ 6.02% |
$2.46K - $3.15K
|
1.94K
$142K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
107New |
$2.39K - $3.06K
|
107
$7.82K
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
101+ 0.46% |
$2.26K - $2.89K
|
22.3K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.94% |
$2.24K - $2.86K
|
10.7K
$782K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
100New |
$2.24K - $2.86K
|
100
$7.31K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100+ 2.09% |
$2.24K - $2.86K
|
4.88K
$357K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66New |
$1.48K - $1.89K
|
66
$4.82K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
60New |
$1.34K - $1.72K
|
60
$4.39K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 5.5% |
$1.23K - $1.57K
|
1.06K
$77.1K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
49+ 6.68% |
$1.1K - $1.4K
|
782
$57.2K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
43+ 0.41% |
$962 - $1.23K
|
10.5K
$767K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
41New |
$918 - $1.17K
|
41
$3K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
33New |
$739 - $945
|
33
$2.41K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 13.53% |
$627 - $802
|
235
$17.2K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 0.23% |
$515 - $658
|
10.1K
$738K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
15+ 187.5% |
$336 - $429
|
23
$1.68K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
14+ 0.8% |
$313 - $401
|
1.77K
$130K
|
|
Feb 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4+ 0.02% |
$89.5 - $115
|
21.9K
$1.6M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
3+ 0.34% |
$67.1 - $85.9
|
876
$64K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.25% |
$44.8 - $57.3
|
802
$58.6K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.06% |
$44.8 - $57.3
|
3.08K
$225K
|