Purchases and Sales Made in Q4 2023 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q4 2023. 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 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.65K+ 2.27% |
$69.4K - $85.3K
|
74.3K
$5.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
1.64K+ 32.57% |
$69K - $84.7K
|
6.67K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 102.07% |
$64.2K - $78.8K
|
3.02K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.48K+ 16.84% |
$62.1K - $76.3K
|
10.2K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 10.17% |
$61.5K - $75.5K
|
15.8K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.35K+ 6.46% |
$56.8K - $69.7K
|
22.2K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.3K+ 4.72% |
$54.8K - $67.3K
|
28.9K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.25K+ 22.96% |
$52.4K - $64.3K
|
6.67K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.2K+ 9.55% |
$50.3K - $61.8K
|
13.7K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 4.27% |
$48.6K - $59.7K
|
28.3K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.13K+ 2.73% |
$47.7K - $58.6K
|
42.7K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13KNew |
$47.4K - $58.2K
|
1.13K
$82.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.08KNew |
$45.2K - $55.5K
|
1.08K
$78.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 14.3% |
$42.8K - $52.5K
|
8.13K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
989+ 5.82% |
$41.6K - $51.1K
|
18K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
924+ 25.52% |
$38.9K - $47.7K
|
4.55K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
865+ 0.97% |
$36.4K - $44.7K
|
90K
$6.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800New |
$33.7K - $41.3K
|
800
$58.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
708+ 4.86% |
$29.8K - $36.6K
|
15.3K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
648+ 1.87% |
$27.3K - $33.5K
|
35.4K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
619+ 4.03% |
$26K - $32K
|
16K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
615+ 5.32% |
$25.9K - $31.8K
|
12.2K
$891K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
597New |
$25.1K - $30.8K
|
597
$43.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
592+ 35.79% |
$24.9K - $30.6K
|
2.25K
$164K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
554New |
$23.3K - $28.6K
|
554
$40.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
540+ 10.93% |
$22.7K - $27.9K
|
5.48K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
532+ 42.49% |
$22.4K - $27.5K
|
1.78K
$130K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
523New |
$22K - $27K
|
523
$38.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
500New |
$21K - $25.8K
|
500
$36.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
483+ 9.43% |
$20.3K - $25K
|
5.6K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
462+ 2.09% |
$19.4K - $23.9K
|
22.6K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
433+ 7.06% |
$18.2K - $22.4K
|
6.56K
$480K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
433+ 7.06% |
$18.2K - $22.4K
|
6.56K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
410New |
$17.3K - $21.2K
|
410
$30K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
409+ 2.02% |
$17.2K - $21.1K
|
20.7K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
391+ 2.35% |
$16.5K - $20.2K
|
17.1K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
372+ 0.91% |
$15.7K - $19.2K
|
41.1K
$3.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
352+ 14.25% |
$14.8K - $18.2K
|
2.82K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
330+ 0.93% |
$13.9K - $17.1K
|
35.8K
$2.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
330+ 0.88% |
$13.9K - $17.1K
|
37.7K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
310New |
$13K - $16K
|
310
$22.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
307+ 2.82% |
$12.9K - $15.9K
|
11.2K
$819K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
300New |
$12.6K - $15.5K
|
300
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
289+ 1.66% |
$12.2K - $14.9K
|
17.7K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
280+ 6.63% |
$11.8K - $14.5K
|
4.5K
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
274+ 6.25% |
$11.5K - $14.2K
|
4.66K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
263+ 3.23% |
$11.1K - $13.6K
|
8.39K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
261+ 4.42% |
$11K - $13.5K
|
6.17K
$451K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
255+ 11.97% |
$10.7K - $13.2K
|
2.39K
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
251+ 1.66% |
$10.6K - $13K
|
15.4K
$1.12M
|