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 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18New |
$757 - $930
|
18
$1.48K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$757 - $930
|
18
$1.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 8.61% |
$757 - $930
|
227
$18.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16+ 0.33% |
$673 - $827
|
4.89K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14New |
$589 - $723
|
14
$1.15K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13New |
$547 - $672
|
13
$1.07K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
12+ 0.59% |
$505 - $620
|
2.06K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$421 - $517
|
10
$821
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 3.19% |
$337 - $413
|
259
$21.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.02% |
$295 - $362
|
40.8K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$252 - $310
|
5.36K
$440K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 2.24% |
$252 - $310
|
274
$22.5K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.51% |
$210 - $258
|
979
$80.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.96% |
$168 - $207
|
420
$34.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.66% |
$168 - $207
|
612
$50.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
$168 - $207
|
4
$328
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.88% |
$84.2 - $103
|
229
$18.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.77% |
$42.1 - $51.7
|
131
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$42.1 - $51.7
|
1
$82.1
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 4.0% |
$42.1 - $51.7
|
24
$1.97K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 4.0% |
$42.1 - $51.7
|
24
$1.97K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 2.78% |
$84.2 - $103
|
70
$5.75K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 2.42% |
$126 - $155
|
121
$9.94K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.05% |
$210 - $258
|
10.6K
$874K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-13- 14.94% |
$547 - $672
|
74
$6.08K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-13- 3.03% |
$547 - $672
|
416
$34.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-19- 1.55% |
$800 - $982
|
1.21K
$99.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20- 5.63% |
$842 - $1.03K
|
335
$27.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 30.14% |
$926 - $1.14K
|
51
$4.19K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-22- 0.48% |
$926 - $1.14K
|
4.57K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-26- 5.38% |
$1.09K - $1.34K
|
457
$37.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 1.6% |
$1.09K - $1.34K
|
1.6K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 4.38% |
$1.14K - $1.4K
|
590
$48.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28- 0.29% |
$1.18K - $1.45K
|
9.7K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-31- 70.45% |
$1.3K - $1.6K
|
13
$1.07K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 16.9% |
$1.51K - $1.86K
|
177
$14.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36- 9.55% |
$1.51K - $1.86K
|
341
$28K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-39- 0.61% |
$1.64K - $2.02K
|
6.32K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-45- 1.0% |
$1.89K - $2.33K
|
4.44K
$364K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-45- 7.73% |
$1.89K - $2.33K
|
537
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-48- 0.36% |
$2.02K - $2.48K
|
13.4K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 10.02% |
$2.19K - $2.69K
|
467
$38.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-59- 1.4% |
$2.48K - $3.05K
|
4.14K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-70- 0.79% |
$2.95K - $3.62K
|
8.76K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-86- 57.72% |
$3.62K - $4.44K
|
63
$5.17K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-86- 94.51% |
$3.62K - $4.44K
|
5
$411
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-103- 0.66% |
$4.33K - $5.32K
|
15.5K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-107- 9.25% |
$4.5K - $5.53K
|
1.05K
$86.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-112- 1.67% |
$4.71K - $5.79K
|
6.6K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-114- 6.75% |
$4.8K - $5.89K
|
1.58K
$129K
|