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 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-133- 2.49% |
$5.6K - $6.87K
|
5.2K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 3.6% |
$5.64K - $6.92K
|
3.59K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 26.92% |
$6.06K - $7.44K
|
391
$28.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-150- 2.37% |
$6.31K - $7.75K
|
6.18K
$451K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-156- 1.4% |
$6.56K - $8.06K
|
11K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-156- 0.17% |
$6.56K - $8.06K
|
93K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-166- 21.56% |
$6.99K - $8.58K
|
604
$44.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-180- 1.36% |
$7.57K - $9.3K
|
13K
$952K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-182- 1.64% |
$7.66K - $9.4K
|
10.9K
$798K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-200- 0.97% |
$8.42K - $10.3K
|
20.5K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-219- 0.9% |
$9.22K - $11.3K
|
24.2K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-219- 1.39% |
$9.22K - $11.3K
|
15.5K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-226- 0.1% |
$9.51K - $11.7K
|
218K
$15.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-235- 1.4% |
$9.89K - $12.1K
|
16.6K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-245- 2.71% |
$10.3K - $12.7K
|
8.78K
$642K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-250Closed |
$10.5K - $12.9K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-261- 1.08% |
$11K - $13.5K
|
23.9K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-264- 2.23% |
$11.1K - $13.6K
|
11.6K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-271- 41.95% |
$11.4K - $14K
|
375
$27.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-273- 5.15% |
$11.5K - $14.1K
|
5.03K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-287- 2.89% |
$12.1K - $14.8K
|
9.64K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-302- 3.1% |
$12.7K - $15.6K
|
9.45K
$691K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-306- 2.7% |
$12.9K - $15.8K
|
11K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-310- 1.57% |
$13K - $16K
|
19.4K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-323- 1.96% |
$13.6K - $16.7K
|
16.1K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-326- 4.11% |
$13.7K - $16.8K
|
7.6K
$556K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-328- 0.37% |
$13.8K - $16.9K
|
89.4K
$6.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-343- 3.63% |
$14.4K - $17.7K
|
9.1K
$665K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-365- 0.61% |
$15.4K - $18.9K
|
59.3K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-365- 6.15% |
$15.4K - $18.9K
|
5.57K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-385- 2.97% |
$16.2K - $19.9K
|
12.6K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-387- 2.01% |
$16.3K - $20K
|
18.9K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-392Closed |
$16.5K - $20.3K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-394- 0.46% |
$16.6K - $20.4K
|
85.4K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-422- 6.25% |
$17.8K - $21.8K
|
6.33K
$463K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-464- 9.52% |
$19.5K - $24K
|
4.41K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-493- 42.39% |
$20.7K - $25.5K
|
670
$49K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-494- 1.47% |
$20.8K - $25.5K
|
33.1K
$2.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-494- 0.2% |
$20.8K - $25.5K
|
251K
$18.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-496- 12.1% |
$20.9K - $25.6K
|
3.6K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-500- 7.56% |
$21K - $25.8K
|
6.12K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-536- 0.41% |
$22.6K - $27.7K
|
130K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-550- 5.81% |
$23.1K - $28.4K
|
8.92K
$652K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-589- 9.5% |
$24.8K - $30.4K
|
5.61K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-594- 9.97% |
$25K - $30.7K
|
5.36K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-594- 9.97% |
$25K - $30.7K
|
5.36K
$392K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 1.15% |
$25.2K - $31K
|
51.5K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-620- 9.68% |
$26.1K - $32K
|
5.79K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-687- 2.88% |
$28.9K - $35.5K
|
23.1K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-720- 8.35% |
$30.3K - $37.2K
|
7.91K
$578K
|