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 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
538+ 5.05% |
$31.7K - $41.5K
|
11.2K
$854K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
517New |
$30.4K - $39.8K
|
517
$39.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
476+ 1.04% |
$28K - $36.7K
|
46.3K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
444+ 8.99% |
$26.1K - $34.2K
|
5.39K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 27.71% |
$19.8K - $26K
|
1.55K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324+ 2.4% |
$19.1K - $25K
|
13.8K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
319+ 8.47% |
$18.8K - $24.6K
|
4.08K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
297+ 300.0% |
$17.5K - $22.9K
|
396
$30.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
287+ 5.17% |
$16.9K - $22.1K
|
5.84K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
280New |
$16.5K - $21.6K
|
280
$21.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
278+ 29.96% |
$16.4K - $21.4K
|
1.21K
$92K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
256+ 36.47% |
$15.1K - $19.7K
|
958
$73K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
235+ 3.45% |
$13.8K - $18.1K
|
7.04K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
209+ 3.88% |
$12.3K - $16.1K
|
5.59K
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
203+ 0.57% |
$12K - $15.6K
|
36.1K
$2.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.58% |
$11.9K - $15.6K
|
35.2K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179+ 28.82% |
$10.5K - $13.8K
|
800
$61K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 26.4% |
$9.42K - $12.3K
|
766
$58.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
135New |
$7.95K - $10.4K
|
135
$10.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 0.98% |
$7.12K - $9.33K
|
12.5K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
96+ 2.7% |
$5.65K - $7.4K
|
3.66K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.28% |
$5.12K - $6.71K
|
6.89K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.68% |
$4.95K - $6.47K
|
12.4K
$945K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
66+ 21.09% |
$3.89K - $5.09K
|
379
$28.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64New |
$3.77K - $4.93K
|
64
$4.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52+ 1.17% |
$3.06K - $4.01K
|
4.49K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
36New |
$2.12K - $2.77K
|
36
$2.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 8.29% |
$2K - $2.62K
|
444
$33.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$1.71K - $2.24K
|
8.32K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$1.53K - $2K
|
26
$1.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 0.95% |
$1.24K - $1.62K
|
2.22K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21New |
$1.24K - $1.62K
|
21
$1.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
20+ 0.22% |
$1.18K - $1.54K
|
9.26K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.28% |
$1.12K - $1.46K
|
6.73K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18New |
$1.06K - $1.39K
|
18
$1.37K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.23% |
$824 - $1.08K
|
6.01K
$458K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.4% |
$707 - $925
|
3.02K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12New |
$707 - $925
|
12
$915
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 84.62% |
$648 - $848
|
24
$1.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.18% |
$471 - $617
|
4.34K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 13.11% |
$471 - $617
|
69
$5.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$353 - $462
|
6
$458
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$294 - $385
|
5
$381
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.12% |
$294 - $385
|
4.31K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.4% |
$236 - $308
|
996
$75.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 3.95% |
$177 - $231
|
79
$6.02K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$118 - $154
|
399
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 3.28% |
$118 - $154
|
63
$4.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.48% |
$118 - $154
|
421
$32.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$58.9 - $77.1
|
5.01K
$382K
|