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 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.73% |
$58.9 - $77.1
|
138
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$58.9 - $77.1
|
1
$76.3
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 4.76% |
$118 - $154
|
40
$3.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.67% |
$294 - $385
|
70
$5.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 0.7% |
$412 - $539
|
1K
$76.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 57.14% |
$471 - $617
|
6
$458
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 50.0% |
$648 - $848
|
11
$839
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 6.14% |
$1.24K - $1.62K
|
321
$24.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.2% |
$1.3K - $1.7K
|
10.8K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 39.13% |
$1.59K - $2.08K
|
42
$3.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-75- 4.23% |
$4.42K - $5.78K
|
1.7K
$130K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-79- 2.22% |
$4.65K - $6.09K
|
3.48K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-91- 1.72% |
$5.36K - $7.01K
|
5.21K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-105- 2.66% |
$6.18K - $8.09K
|
3.84K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-128- 1.7% |
$7.54K - $9.86K
|
7.4K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-131- 1.99% |
$7.71K - $10.1K
|
6.44K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-160- 21.89% |
$9.42K - $12.3K
|
571
$43.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-182- 0.51% |
$10.7K - $14K
|
35.7K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-228- 6.56% |
$13.4K - $17.6K
|
3.25K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-247- 3.46% |
$14.5K - $19K
|
6.89K
$525K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-341- 3.95% |
$20.1K - $26.3K
|
8.3K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-350- 6.21% |
$20.6K - $27K
|
5.28K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-409- 10.68% |
$24.1K - $31.5K
|
3.42K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-475- 9.28% |
$28K - $36.6K
|
4.64K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-500- 8.08% |
$29.4K - $38.5K
|
5.69K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-533- 8.09% |
$31.4K - $41.1K
|
6.06K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-549- 7.65% |
$32.3K - $42.3K
|
6.63K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 4.46% |
$33.1K - $43.3K
|
12.1K
$919K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-593- 10.36% |
$34.9K - $45.7K
|
5.13K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-607- 3.11% |
$35.7K - $46.8K
|
18.9K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-685- 4.11% |
$40.3K - $52.8K
|
16K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-691- 2.18% |
$40.7K - $53.3K
|
31K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-700- 3.53% |
$41.2K - $53.9K
|
19.2K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.69% |
$47.1K - $61.7K
|
46.6K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-850- 4.49% |
$50K - $65.5K
|
18.1K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.07K- 19.46% |
$62.9K - $82.3K
|
4.42K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 5.99% |
$73.8K - $96.6K
|
19.7K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 27.23% |
$78.4K - $103K
|
3.56K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 2.53% |
$87.8K - $115K
|
57.4K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 20.54% |
$98.7K - $129K
|
6.49K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.4% |
$102K - $133K
|
11.2K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 19.32% |
$114K - $149K
|
8.06K
$614K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.39K- 4.2% |
$140K - $184K
|
54.4K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.59K- 3.9% |
$152K - $200K
|
63.8K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.84K- 98.27% |
$167K - $219K
|
50
$3.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-3.23K- 4.26% |
$190K - $249K
|
72.5K
$5.53M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.36K- 8.79% |
$198K - $259K
|
34.8K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.38K- 5.11% |
$199K - $260K
|
62.7K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.42K- 22.84% |
$260K - $340K
|
14.9K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.74K- 1.07% |
$338K - $442K
|
528K
$40.3M
|