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 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.18% |
$22.4 - $28.6
|
86
$6.29K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$22.4 - $28.6
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11Closed |
$246 - $315
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 10.71% |
$336 - $429
|
125
$9.14K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31Closed |
$694 - $888
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-32- 49.23% |
$716 - $916
|
33
$2.41K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35Closed |
$783 - $1K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-41- 20.81% |
$918 - $1.17K
|
156
$11.4K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-46- 21.1% |
$1.03K - $1.32K
|
172
$12.6K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 5.22% |
$1.12K - $1.43K
|
907
$66.3K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-53Closed |
$1.19K - $1.52K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-72- 0.03% |
$1.61K - $2.06K
|
263K
$19.2M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-96Closed |
$2.15K - $2.75K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-99- 58.58% |
$2.22K - $2.83K
|
70
$5.12K
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.55% |
$2.24K - $2.86K
|
18.2K
$1.33M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-127Closed |
$2.84K - $3.64K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-148Closed |
$3.31K - $4.24K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-149Closed |
$3.33K - $4.27K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-150Closed |
$3.36K - $4.29K
|
0
$0
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 4.15% |
$3.36K - $4.29K
|
3.46K
$253K
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-175- 1.66% |
$3.92K - $5.01K
|
10.4K
$760K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-186- 3.31% |
$4.16K - $5.33K
|
5.43K
$397K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-192- 0.45% |
$4.3K - $5.5K
|
42.1K
$3.08M
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-207- 0.89% |
$4.63K - $5.93K
|
23.1K
$1.69M
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-215- 0.31% |
$4.81K - $6.16K
|
68.7K
$5.02M
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-253- 1.98% |
$5.66K - $7.24K
|
12.6K
$918K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-287Closed |
$6.42K - $8.22K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-290- 2.35% |
$6.49K - $8.3K
|
12K
$880K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-302- 8.69% |
$6.76K - $8.65K
|
3.17K
$232K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-316Closed |
$7.07K - $9.05K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-321- 3.33% |
$7.18K - $9.19K
|
9.31K
$681K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-353- 1.38% |
$7.9K - $10.1K
|
25.2K
$1.84M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-392Closed |
$8.77K - $11.2K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-448- 25.2% |
$10K - $12.8K
|
1.33K
$97.2K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-450- 4.97% |
$10.1K - $12.9K
|
8.6K
$629K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-462- 2.06% |
$10.3K - $13.2K
|
21.9K
$1.6M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-477Closed |
$10.7K - $13.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-490Closed |
$11K - $14K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-525- 3.83% |
$11.7K - $15K
|
13.2K
$963K
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-528- 3.94% |
$11.8K - $15.1K
|
12.9K
$941K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-530- 31.32% |
$11.9K - $15.2K
|
1.16K
$84.9K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-538- 13.82% |
$12K - $15.4K
|
3.36K
$245K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-550- 4.28% |
$12.3K - $15.7K
|
12.3K
$899K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-580- 52.49% |
$13K - $16.6K
|
525
$38.4K
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-582Closed |
$13K - $16.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-591- 4.91% |
$13.2K - $16.9K
|
11.4K
$837K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-600- 6.83% |
$13.4K - $17.2K
|
8.19K
$598K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-615- 31.27% |
$13.8K - $17.6K
|
1.35K
$98.8K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-616Closed |
$13.8K - $17.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-621- 1.12% |
$13.9K - $17.8K
|
55K
$4.02M
|