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 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 3.56% |
$1.88K - $2.47K
|
867
$66.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.68% |
$2K - $2.62K
|
4.96K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-53- 22.84% |
$3.12K - $4.08K
|
179
$13.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-75- 1.44% |
$4.42K - $5.78K
|
5.14K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-75- 4.23% |
$4.42K - $5.78K
|
1.7K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-79- 2.22% |
$4.65K - $6.09K
|
3.48K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-91- 1.72% |
$5.36K - $7.01K
|
5.21K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-94- 2.14% |
$5.53K - $7.24K
|
4.29K
$330K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-105- 2.66% |
$6.18K - $8.09K
|
3.84K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-109- 1.71% |
$6.42K - $8.4K
|
6.26K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-111- 0.76% |
$6.54K - $8.55K
|
14.5K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-128- 1.7% |
$7.54K - $9.86K
|
7.4K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-131- 3.57% |
$7.71K - $10.1K
|
3.54K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-131- 1.99% |
$7.71K - $10.1K
|
6.44K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-160- 21.89% |
$9.42K - $12.3K
|
571
$43.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-182- 0.51% |
$10.7K - $14K
|
35.7K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-228- 6.56% |
$13.4K - $17.6K
|
3.25K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-247- 3.46% |
$14.5K - $19K
|
6.89K
$530K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-255- 6.35% |
$15K - $19.7K
|
3.76K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-286- 2.0% |
$16.8K - $22K
|
14K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-341- 3.95% |
$20.1K - $26.3K
|
8.3K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-350- 6.21% |
$20.6K - $27K
|
5.28K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-366- 8.14% |
$21.6K - $28.2K
|
4.13K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-371- 1.07% |
$21.8K - $28.6K
|
34.2K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-409- 10.68% |
$24.1K - $31.5K
|
3.42K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 1.62% |
$27.7K - $36.2K
|
28.6K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-475- 9.28% |
$28K - $36.6K
|
4.64K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-500- 8.08% |
$29.4K - $38.5K
|
5.69K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-533- 8.09% |
$31.4K - $41.1K
|
6.06K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-549- 7.65% |
$32.3K - $42.3K
|
6.63K
$510K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-562- 4.46% |
$33.1K - $43.3K
|
12.1K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-593- 10.36% |
$34.9K - $45.7K
|
5.13K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-595- 61.34% |
$35K - $45.9K
|
375
$28.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-607- 3.11% |
$35.7K - $46.8K
|
18.9K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-685- 4.11% |
$40.3K - $52.8K
|
16K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-691- 2.18% |
$40.7K - $53.3K
|
31K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-700- 3.53% |
$41.2K - $53.9K
|
19.2K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-716- 2.32% |
$42.2K - $55.2K
|
30.1K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-751- 10.39% |
$44.2K - $57.9K
|
6.48K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-787- 0.42% |
$46.3K - $60.7K
|
188K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 1.97% |
$47.1K - $61.7K
|
39.8K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.69% |
$47.1K - $61.7K
|
46.6K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-850- 4.49% |
$50K - $65.5K
|
18.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.07K- 19.46% |
$62.9K - $82.3K
|
4.42K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-1.11K- 2.53% |
$65.1K - $85.2K
|
42.5K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.15K- 27.91% |
$67.8K - $88.8K
|
2.98K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.19K- 49.18% |
$70.3K - $92K
|
1.23K
$95K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 5.99% |
$73.8K - $96.6K
|
19.7K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.29K- 9.62% |
$75.7K - $99.1K
|
12.1K
$930K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 27.23% |
$78.4K - $103K
|
3.56K
$274K
|