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 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
203+ 0.57% |
$12K - $15.6K
|
36.1K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.58% |
$11.9K - $15.6K
|
35.2K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 1.44% |
$11.1K - $14.6K
|
13.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 2.11% |
$11.1K - $14.6K
|
9.15K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179+ 28.82% |
$10.5K - $13.8K
|
800
$65.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 26.4% |
$9.42K - $12.3K
|
766
$62.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$8.83K - $11.6K
|
150
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
147+ 0.81% |
$8.66K - $11.3K
|
18.2K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
143+ 2.24% |
$8.42K - $11K
|
6.54K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
135New |
$7.95K - $10.4K
|
135
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 4.33% |
$7.83K - $10.3K
|
3.2K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 1.46% |
$7.77K - $10.2K
|
9.2K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 23.63% |
$7.36K - $9.63K
|
654
$53.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
124New |
$7.3K - $9.56K
|
124
$10.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 0.98% |
$7.12K - $9.33K
|
12.5K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
120+ 63.83% |
$7.07K - $9.25K
|
308
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
117New |
$6.89K - $9.02K
|
117
$9.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
112+ 0.88% |
$6.59K - $8.63K
|
12.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 13.14% |
$6.36K - $8.32K
|
930
$76.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
100+ 1.14% |
$5.89K - $7.71K
|
8.9K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
100+ 1.03% |
$5.89K - $7.71K
|
9.84K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
96+ 2.7% |
$5.65K - $7.4K
|
3.66K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
91+ 0.28% |
$5.36K - $7.01K
|
32.2K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
89+ 1.43% |
$5.24K - $6.86K
|
6.29K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
87+ 1.28% |
$5.12K - $6.71K
|
6.89K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.68% |
$4.95K - $6.47K
|
12.4K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 2.63% |
$4.71K - $6.17K
|
3.12K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
78New |
$4.59K - $6.01K
|
78
$6.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
77+ 0.53% |
$4.53K - $5.93K
|
14.6K
$1.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$4.42K - $5.78K
|
75
$6.16K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
66+ 21.09% |
$3.89K - $5.09K
|
379
$31.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
65+ 0.74% |
$3.83K - $5.01K
|
8.81K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
64New |
$3.77K - $4.93K
|
64
$5.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
63+ 1.19% |
$3.71K - $4.86K
|
5.37K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
62+ 0.58% |
$3.65K - $4.78K
|
10.8K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
53New |
$3.12K - $4.08K
|
53
$4.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52+ 1.17% |
$3.06K - $4.01K
|
4.49K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
41+ 2.61% |
$2.41K - $3.16K
|
1.61K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
41New |
$2.41K - $3.16K
|
41
$3.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
40+ 0.81% |
$2.36K - $3.08K
|
4.96K
$407K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
40New |
$2.36K - $3.08K
|
40
$3.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
37+ 0.8% |
$2.18K - $2.85K
|
4.68K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
36New |
$2.12K - $2.77K
|
36
$2.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
35New |
$2.06K - $2.7K
|
35
$2.87K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 8.29% |
$2K - $2.62K
|
444
$36.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
31+ 0.96% |
$1.83K - $2.39K
|
3.27K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 0.51% |
$1.77K - $2.31K
|
5.94K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 0.35% |
$1.71K - $2.24K
|
8.32K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.25% |
$1.53K - $2K
|
10.4K
$854K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
26New |
$1.53K - $2K
|
26
$2.14K
|