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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
249+ 2.78% |
$10.5K - $12.9K
|
9.19K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
248+ 2.23% |
$10.4K - $12.8K
|
11.4K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
246+ 4.5% |
$10.4K - $12.7K
|
5.71K
$418K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
230+ 2.96% |
$9.68K - $11.9K
|
8K
$585K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
227+ 3.47% |
$9.55K - $11.7K
|
6.76K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
207+ 1.93% |
$8.71K - $10.7K
|
11K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 1.87% |
$8.42K - $10.3K
|
10.9K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
175New |
$7.36K - $9.04K
|
175
$12.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
164+ 1.03% |
$6.9K - $8.47K
|
16K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
162+ 3240.0% |
$6.82K - $8.37K
|
167
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
154+ 0.78% |
$6.48K - $7.96K
|
19.8K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
149New |
$6.27K - $7.7K
|
149
$10.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 17.4% |
$5.68K - $6.98K
|
911
$66.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
134+ 0.9% |
$5.64K - $6.92K
|
15K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
131New |
$5.51K - $6.77K
|
131
$9.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
114New |
$4.8K - $5.89K
|
114
$8.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 1.23% |
$4.71K - $5.79K
|
9.18K
$671K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
110New |
$4.63K - $5.68K
|
110
$8.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
108+ 17.06% |
$4.54K - $5.58K
|
741
$54.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
105New |
$4.42K - $5.43K
|
105
$7.68K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
104+ 148.57% |
$4.38K - $5.37K
|
174
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
101+ 2.03% |
$4.25K - $5.22K
|
5.09K
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
99New |
$4.17K - $5.12K
|
99
$7.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
93+ 1.3% |
$3.91K - $4.81K
|
7.23K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
92New |
$3.87K - $4.75K
|
92
$6.73K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
90+ 0.8% |
$3.79K - $4.65K
|
11.3K
$826K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
88+ 0.05% |
$3.7K - $4.55K
|
164K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
86+ 1.3% |
$3.62K - $4.44K
|
6.71K
$490K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85+ 1.06% |
$3.58K - $4.39K
|
8.09K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
84+ 1.52% |
$3.53K - $4.34K
|
5.61K
$410K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
77+ 0.33% |
$3.24K - $3.98K
|
23.2K
$1.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
64+ 1.12% |
$2.69K - $3.31K
|
5.77K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
53New |
$2.23K - $2.74K
|
53
$3.87K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
52New |
$2.19K - $2.69K
|
52
$3.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
52+ 6.72% |
$2.19K - $2.69K
|
826
$60.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50+ 55.56% |
$2.1K - $2.58K
|
140
$10.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
49+ 1.07% |
$2.06K - $2.53K
|
4.64K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
46New |
$1.94K - $2.38K
|
46
$3.36K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 25.15% |
$1.73K - $2.12K
|
204
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
38+ 0.68% |
$1.6K - $1.96K
|
5.64K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.84% |
$1.6K - $1.96K
|
4.54K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 0.69% |
$1.47K - $1.81K
|
5.11K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
33+ 0.68% |
$1.39K - $1.71K
|
4.85K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 12.04% |
$1.39K - $1.71K
|
307
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
30+ 0.21% |
$1.26K - $1.55K
|
14.6K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
25+ 0.16% |
$1.05K - $1.29K
|
16K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 3.93% |
$884 - $1.09K
|
556
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
20New |
$842 - $1.03K
|
20
$1.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18New |
$757 - $930
|
18
$1.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 8.61% |
$757 - $930
|
227
$16.6K
|