Purchases and Sales Made in Q4 2022 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q4 2022. 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 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
10+ 5.49% |
$390 - $461
|
192
$14K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
10+ 0.55% |
$390 - $461
|
1.81K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.31% |
$390 - $461
|
3.29K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.23% |
$273 - $323
|
3.01K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7+ 0.07% |
$273 - $323
|
10K
$732K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$117 - $138
|
407
$29.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.14% |
$39 - $46.1
|
89
$6.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1+ 0.03% |
$39 - $46.1
|
3.6K
$263K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.1% |
$39 - $46.1
|
1K
$73.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.12% |
$39 - $46.1
|
803
$58.7K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.06% |
$117 - $138
|
5.19K
$379K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 5.0% |
$117 - $138
|
57
$4.17K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.24% |
$156 - $184
|
1.67K
$122K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 40.0% |
$312 - $369
|
12
$877
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12- 3.55% |
$468 - $553
|
326
$23.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-14- 0.14% |
$545 - $645
|
9.72K
$710K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-17- 0.42% |
$662 - $784
|
4K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-18- 0.14% |
$701 - $830
|
12.7K
$930K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-18- 2.6% |
$701 - $830
|
674
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 2.78% |
$779 - $922
|
700
$51.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-22- 0.52% |
$857 - $1.01K
|
4.18K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-31- 2.27% |
$1.21K - $1.43K
|
1.34K
$97.7K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35- 7.97% |
$1.36K - $1.61K
|
404
$29.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 1.23% |
$1.48K - $1.75K
|
3.06K
$223K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-44- 0.68% |
$1.71K - $2.03K
|
6.47K
$473K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.62% |
$1.95K - $2.3K
|
8.06K
$589K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-50- 0.25% |
$1.95K - $2.3K
|
20.1K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-57- 25.11% |
$2.22K - $2.63K
|
170
$12.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-68- 15.89% |
$2.65K - $3.13K
|
360
$26.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-89- 75.42% |
$3.47K - $4.1K
|
29
$2.12K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-90- 13.85% |
$3.51K - $4.15K
|
560
$40.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-93- 8.22% |
$3.62K - $4.29K
|
1.04K
$75.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-94- 0.81% |
$3.66K - $4.33K
|
11.6K
$846K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-95- 0.53% |
$3.7K - $4.38K
|
17.8K
$1.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-100- 0.97% |
$3.9K - $4.61K
|
10.2K
$749K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-109- 3.11% |
$4.25K - $5.02K
|
3.4K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-110- 5.68% |
$4.29K - $5.07K
|
1.83K
$134K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-128- 50.0% |
$4.99K - $5.9K
|
128
$9.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-145- 55.34% |
$5.65K - $6.68K
|
117
$8.55K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-146- 1.34% |
$5.69K - $6.73K
|
10.8K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-147- 0.7% |
$5.73K - $6.78K
|
20.8K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-163- 1.55% |
$6.35K - $7.51K
|
10.4K
$759K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-196- 0.79% |
$7.64K - $9.03K
|
24.6K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 1.99% |
$7.79K - $9.22K
|
9.83K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-211- 1.17% |
$8.22K - $9.72K
|
17.8K
$1.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-218- 25.86% |
$8.49K - $10K
|
625
$45.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-238- 1.07% |
$9.27K - $11K
|
22K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-247- 1.1% |
$9.62K - $11.4K
|
22.1K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-270- 0.09% |
$10.5K - $12.4K
|
292K
$21.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-288- 1.88% |
$11.2K - $13.3K
|
15K
$1.1M
|