Purchases and Sales Made in Q4 2024 in Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM) during Q4 2024. 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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
386KNew |
$22.8M - $29.8M
|
386K
$29.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
79.6K+ 156.98% |
$4.69M - $6.13M
|
130K
$9.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
70.5K+ 31.12% |
$4.15M - $5.43M
|
297K
$22.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
70KNew |
$4.12M - $5.39M
|
70K
$5.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
67.5KNew |
$3.97M - $5.2M
|
67.5K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
48.4K+ 1002.84% |
$2.85M - $3.73M
|
53.3K
$4.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
31.8K+ 135.61% |
$1.87M - $2.45M
|
55.2K
$4.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
23.9K+ 22.07% |
$1.4M - $1.84M
|
132K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
23.3K+ 8.03% |
$1.37M - $1.79M
|
313K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
17KNew |
$1M - $1.31M
|
17K
$1.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
15.7K+ 442.52% |
$925K - $1.21M
|
19.3K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
15.3K+ 362.92% |
$898K - $1.18M
|
19.5K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.9K+ 13.26% |
$877K - $1.15M
|
127K
$9.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
11.4K+ 19.64% |
$670K - $877K
|
69.3K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
10.9KNew |
$642K - $841K
|
10.9K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
9.25KNew |
$545K - $713K
|
9.25K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
9.18KNew |
$541K - $708K
|
9.18K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.94K+ 30.37% |
$468K - $612K
|
34.1K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.44KNew |
$438K - $573K
|
7.44K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.28KNew |
$428K - $561K
|
7.28K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
5.32KNew |
$313K - $410K
|
5.32K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.05K+ 44.09% |
$297K - $389K
|
16.5K
$1.26M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.5KNew |
$265K - $347K
|
4.5K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.79KNew |
$223K - $292K
|
3.79K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 11.29% |
$205K - $269K
|
34.4K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.43KNew |
$202K - $265K
|
3.43K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.41KNew |
$201K - $263K
|
3.41K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.39KNew |
$199K - $261K
|
3.39K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19KNew |
$188K - $246K
|
3.19K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$185K - $242K
|
3.14K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
3.12KNew |
$183K - $240K
|
3.12K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.98KNew |
$175K - $230K
|
2.98K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.96KNew |
$175K - $228K
|
2.96K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.96KNew |
$175K - $228K
|
2.96K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.92KNew |
$172K - $225K
|
2.92K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.61K+ 57.89% |
$153K - $201K
|
7.11K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.6K+ 47.32% |
$153K - $200K
|
8.09K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.49K+ 0.71% |
$147K - $192K
|
351K
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 56.74% |
$126K - $165K
|
5.93K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.66K+ 10.33% |
$97.8K - $128K
|
17.7K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 3.15% |
$70.5K - $92.3K
|
39.2K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.14K+ 10.64% |
$66.9K - $87.6K
|
11.8K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.94% |
$63.5K - $83.1K
|
116K
$8.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
800+ 21.51% |
$47.1K - $61.7K
|
4.52K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
770+ 20.51% |
$45.3K - $59.3K
|
4.53K
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
715+ 1.93% |
$42.1K - $55.1K
|
37.7K
$2.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680+ 9.43% |
$40K - $52.4K
|
7.89K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
651+ 12.48% |
$38.3K - $50.2K
|
5.87K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
637+ 1.9% |
$37.5K - $49.1K
|
34.2K
$2.61M
|