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 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 6.14% |
$1.24K - $1.62K
|
321
$26.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.2% |
$1.3K - $1.7K
|
10.8K
$890K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 39.13% |
$1.59K - $2.08K
|
42
$3.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 3.56% |
$1.88K - $2.47K
|
867
$71.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.68% |
$2K - $2.62K
|
4.96K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 0.75% |
$2.3K - $3.01K
|
5.15K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44- 2.2% |
$2.59K - $3.39K
|
1.96K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-53- 22.84% |
$3.12K - $4.08K
|
179
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-54- 0.85% |
$3.18K - $4.16K
|
6.33K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-58- 2.38% |
$3.42K - $4.47K
|
2.38K
$196K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-75- 4.23% |
$4.42K - $5.78K
|
1.7K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-75- 1.44% |
$4.42K - $5.78K
|
5.14K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-79- 2.22% |
$4.65K - $6.09K
|
3.48K
$286K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-85- 0.09% |
$5K - $6.55K
|
99.2K
$8.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-91- 1.72% |
$5.36K - $7.01K
|
5.21K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-94- 2.14% |
$5.53K - $7.24K
|
4.29K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-96- 3.54% |
$5.65K - $7.4K
|
2.62K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-100- 1.19% |
$5.89K - $7.71K
|
8.3K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-104- 2.64% |
$6.12K - $8.02K
|
3.84K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-105- 2.5% |
$6.18K - $8.09K
|
4.1K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-105- 2.66% |
$6.18K - $8.09K
|
3.84K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-109- 1.71% |
$6.42K - $8.4K
|
6.26K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-111- 0.76% |
$6.54K - $8.55K
|
14.5K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 9.29% |
$7.07K - $9.25K
|
1.17K
$96.2K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-128- 1.7% |
$7.54K - $9.86K
|
7.4K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-131- 1.99% |
$7.71K - $10.1K
|
6.44K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-131- 3.57% |
$7.71K - $10.1K
|
3.54K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-132- 19.44% |
$7.77K - $10.2K
|
547
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-139- 2.76% |
$8.18K - $10.7K
|
4.91K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-160- 21.89% |
$9.42K - $12.3K
|
571
$46.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-181- 0.95% |
$10.7K - $13.9K
|
18.8K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-182- 0.51% |
$10.7K - $14K
|
35.7K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-228- 6.56% |
$13.4K - $17.6K
|
3.25K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-247- 3.46% |
$14.5K - $19K
|
6.89K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-250- 1.84% |
$14.7K - $19.3K
|
13.3K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-252- 3.33% |
$14.8K - $19.4K
|
7.32K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-255- 6.35% |
$15K - $19.7K
|
3.76K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-286- 2.0% |
$16.8K - $22K
|
14K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-288- 2.16% |
$17K - $22.2K
|
13K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-330- 6.92% |
$19.4K - $25.4K
|
4.44K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-341- 3.95% |
$20.1K - $26.3K
|
8.3K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-350- 6.21% |
$20.6K - $27K
|
5.28K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-366- 8.14% |
$21.6K - $28.2K
|
4.13K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-371- 1.07% |
$21.8K - $28.6K
|
34.2K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-384- 2.9% |
$22.6K - $29.6K
|
12.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-384- 59.08% |
$22.6K - $29.6K
|
266
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-389- 10.03% |
$22.9K - $30K
|
3.49K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-409- 10.68% |
$24.1K - $31.5K
|
3.42K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-461- 2.82% |
$27.1K - $35.5K
|
15.9K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-463- 4.15% |
$27.3K - $35.7K
|
10.7K
$879K
|