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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 25.45% |
$11.7K - $13.8K
|
879
$64.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-300- 2.12% |
$11.7K - $13.8K
|
13.9K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-342- 2.08% |
$13.3K - $15.8K
|
16.1K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-375- 1.01% |
$14.6K - $17.3K
|
36.9K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-387- 7.31% |
$15.1K - $17.8K
|
4.91K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-400- 6.59% |
$15.6K - $18.4K
|
5.67K
$414K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-412- 5.74% |
$16.1K - $19K
|
6.77K
$495K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-422- 30.51% |
$16.4K - $19.4K
|
961
$70.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-446- 7.67% |
$17.4K - $20.6K
|
5.37K
$393K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-496- 1.49% |
$19.3K - $22.9K
|
32.8K
$2.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-497- 8.75% |
$19.4K - $22.9K
|
5.19K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-528- 94.79% |
$20.6K - $24.3K
|
29
$2.12K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-530- 3.12% |
$20.6K - $24.4K
|
16.4K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-534- 5.83% |
$20.8K - $24.6K
|
8.63K
$630K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-563- 1.35% |
$21.9K - $25.9K
|
41.1K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-592- 0.05% |
$23.1K - $27.3K
|
1.09M
$79.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-597- 8.24% |
$23.3K - $27.5K
|
6.65K
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-643- 16.51% |
$25.1K - $29.6K
|
3.25K
$238K
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-653- 5.88% |
$25.4K - $30.1K
|
10.4K
$764K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-715- 7.64% |
$27.9K - $33K
|
8.64K
$632K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-880- 10.25% |
$34.3K - $40.6K
|
7.71K
$563K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-885- 6.01% |
$34.5K - $40.8K
|
13.8K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-899- 6.05% |
$35K - $41.4K
|
14K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-971- 3.2% |
$37.8K - $44.8K
|
29.4K
$2.15M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1K- 3.21% |
$39K - $46.1K
|
30.2K
$2.2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 16.94% |
$41.6K - $49.2K
|
5.24K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.09K- 10.04% |
$42.4K - $50.1K
|
9.75K
$712K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.16K- 4.59% |
$45.2K - $53.4K
|
24.1K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.17K- 15.45% |
$45.6K - $53.9K
|
6.41K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.17K- 53.13% |
$45.7K - $54.1K
|
1.04K
$75.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.2K- 9.81% |
$46.9K - $55.4K
|
11.1K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 3.45% |
$46.9K - $55.5K
|
33.7K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.21K- 6.39% |
$47.1K - $55.7K
|
17.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
SELL
|
- |
-1.25K- 12.21% |
$48.8K - $57.7K
|
9K
$658K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.27K- 17.43% |
$49.4K - $58.4K
|
6K
$439K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.29K- 1.24% |
$50.2K - $59.4K
|
103K
$7.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.32K- 5.19% |
$51.5K - $61K
|
24.1K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.41K- 5.49% |
$55.1K - $65.1K
|
24.3K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.59K- 18.77% |
$61.9K - $73.2K
|
6.87K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.59K- 20.9% |
$62.1K - $73.4K
|
6.03K
$441K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.6K- 66.27% |
$62.4K - $73.8K
|
815
$59.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.66K- 10.08% |
$64.8K - $76.6K
|
14.8K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 13.47% |
$65.5K - $77.5K
|
10.8K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.9K- 54.05% |
$74.1K - $87.7K
|
1.62K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.02K- 8.78% |
$78.5K - $92.9K
|
20.9K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.12K- 54.03% |
$82.5K - $97.6K
|
1.8K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.12K- 14.99% |
$82.5K - $97.6K
|
12K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.15K- 22.41% |
$83.6K - $98.9K
|
7.43K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.26K- 1.25% |
$87.9K - $104K
|
178K
$13M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.41K- 22.09% |
$94K - $111K
|
8.51K
$622K
|