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 14, 2024
Q4 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-723- 3.9% |
$30.4K - $37.4K
|
17.8K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-753- 2.86% |
$31.7K - $38.9K
|
25.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-760- 9.35% |
$32K - $39.3K
|
7.37K
$539K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-771- 3.61% |
$32.4K - $39.8K
|
20.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-833- 5.79% |
$35.1K - $43K
|
13.6K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-870- 3.59% |
$36.6K - $45K
|
23.3K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-905- 12.35% |
$38.1K - $46.8K
|
6.42K
$470K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-915- 2.78% |
$38.5K - $47.3K
|
32K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-926- 6.25% |
$39K - $47.8K
|
13.9K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-935- 2.12% |
$39.3K - $48.3K
|
43.2K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-988- 4.82% |
$41.6K - $51K
|
19.5K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-995- 3.25% |
$41.9K - $51.4K
|
29.6K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.01K- 4.35% |
$42.3K - $52K
|
22.1K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.04K- 14.66% |
$43.9K - $53.9K
|
6.07K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.08K- 4.74% |
$45.4K - $55.7K
|
21.6K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.09K- 2.94% |
$46K - $56.4K
|
36.1K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.65% |
$47.2K - $57.9K
|
29.6K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.2K- 3.23% |
$50.7K - $62.2K
|
36K
$2.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.26K- 6.09% |
$53.1K - $65.2K
|
19.5K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.28K- 26.9% |
$53.9K - $66.1K
|
3.48K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.34K- 0.09% |
$56.5K - $69.4K
|
1.55M
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.43K- 2.54% |
$60K - $73.6K
|
54.7K
$4M
|
|
|
Jan 09, 2024
Q4 2023
|
Polianta LTD
|
SELL
|
- |
-1.5K- 6.88% |
$63.1K - $77.5K
|
20.3K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.57K- 0.58% |
$66K - $81K
|
268K
$19.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.6K- 6.24% |
$67.2K - $82.5K
|
24K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.74K- 1.77% |
$73.3K - $90K
|
96.4K
$7.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.76K- 12.66% |
$74.2K - $91.1K
|
12.2K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2K- 1.89% |
$84K - $103K
|
104K
$7.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.04K- 15.24% |
$85.9K - $106K
|
11.4K
$830K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.06K- 9.4% |
$86.5K - $106K
|
19.8K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.13K- 7.95% |
$89.6K - $110K
|
24.6K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.35K- 2.42% |
$99K - $122K
|
94.7K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.35K- 10.36% |
$99K - $122K
|
20.4K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.43K- 21.67% |
$102K - $125K
|
8.77K
$641K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.45K- 2.61% |
$103K - $127K
|
91.5K
$6.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.46K- 5.95% |
$103K - $127K
|
38.8K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.75K- 3.02% |
$116K - $142K
|
88.4K
$6.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 17.24% |
$121K - $149K
|
13.8K
$1.01M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.9K- 4.54% |
$122K - $150K
|
60.9K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.92K- 7.1% |
$123K - $151K
|
38.2K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.06K- 25.01% |
$129K - $158K
|
9.19K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.09K- 21.6% |
$130K - $160K
|
11.2K
$820K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.21K- 39.2% |
$135K - $166K
|
4.98K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.23K- 11.71% |
$136K - $167K
|
24.4K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.32K- 3.43% |
$140K - $172K
|
93.5K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.8K- 0.9% |
$160K - $196K
|
419K
$30.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.82K- 14.32% |
$161K - $197K
|
22.8K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.86K- 44.45% |
$162K - $199K
|
4.82K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-3.99K- 39.92% |
$168K - $206K
|
6.01K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.27K- 1.17% |
$180K - $221K
|
360K
$26.3M
|