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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.06K+ 154.29% |
$475K - $621K
|
13.3K
$1.09M
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.94K+ 30.37% |
$468K - $612K
|
34.1K
$2.8M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.44KNew |
$438K - $573K
|
7.44K
$611K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.28KNew |
$428K - $561K
|
7.28K
$598K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.22K+ 10.07% |
$425K - $556K
|
78.9K
$6.48M
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.04KNew |
$415K - $543K
|
7.04K
$578K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.63KNew |
$390K - $511K
|
6.63K
$544K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.56K+ 9.03% |
$386K - $505K
|
79.1K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.39KNew |
$376K - $493K
|
6.39K
$525K
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.37K+ 7.19% |
$375K - $491K
|
94.9K
$7.8M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.67KNew |
$334K - $437K
|
5.67K
$466K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.62K+ 37.27% |
$331K - $433K
|
20.7K
$1.7M
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
5.5KNew |
$324K - $424K
|
5.5K
$452K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.35KNew |
$315K - $412K
|
5.35K
$439K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
5.32KNew |
$313K - $410K
|
5.32K
$437K
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.05KNew |
$297K - $389K
|
5.05K
$415K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.05K+ 44.09% |
$297K - $389K
|
16.5K
$1.35M
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$384K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.67KNew |
$275K - $360K
|
4.67K
$383K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.66K+ 13.24% |
$274K - $359K
|
39.8K
$3.27M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.5KNew |
$265K - $347K
|
4.5K
$369K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.45K+ 48.85% |
$262K - $343K
|
13.6K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.2K+ 61.01% |
$247K - $323K
|
11.1K
$909K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.11KNew |
$242K - $317K
|
4.11K
$338K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 83.16% |
$240K - $314K
|
8.96K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.87K+ 10.33% |
$228K - $298K
|
41.4K
$3.4M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.83K+ 80.77% |
$226K - $295K
|
8.58K
$705K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.79KNew |
$223K - $292K
|
3.79K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 15.69% |
$219K - $287K
|
27.5K
$2.26M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.7K+ 22.64% |
$218K - $285K
|
20K
$1.64M
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.67KNew |
$216K - $282K
|
3.67K
$301K
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.59K+ 4.04% |
$211K - $276K
|
92.3K
$7.58M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.55K+ 8.52% |
$209K - $274K
|
45.3K
$3.72M
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3.53KNew |
$208K - $272K
|
3.53K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.51K+ 95.71% |
$206K - $270K
|
7.17K
$589K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 11.29% |
$205K - $269K
|
34.4K
$2.82M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.43KNew |
$202K - $265K
|
3.43K
$282K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.41KNew |
$201K - $263K
|
3.41K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.4KNew |
$200K - $262K
|
3.4K
$280K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.39KNew |
$199K - $261K
|
3.39K
$278K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.35K+ 25.94% |
$197K - $258K
|
16.3K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
3.33KNew |
$196K - $256K
|
3.33K
$273K
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.3K+ 9.27% |
$194K - $254K
|
38.9K
$3.19M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.29KNew |
$193K - $253K
|
3.29K
$270K
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.28KNew |
$193K - $253K
|
3.28K
$270K
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
3.27KNew |
$193K - $252K
|
3.27K
$269K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.26KNew |
$192K - $251K
|
3.26K
$268K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.23K+ 5.95% |
$190K - $249K
|
57.5K
$4.72M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19KNew |
$188K - $246K
|
3.19K
$262K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$185K - $242K
|
3.14K
$258K
|