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 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-593- 10.36% |
$34.9K - $45.7K
|
5.13K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-595- 61.34% |
$35K - $45.9K
|
375
$29.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-607- 3.11% |
$35.7K - $46.8K
|
18.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-621- 19.3% |
$36.6K - $47.9K
|
2.6K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-660- 0.45% |
$38.9K - $50.9K
|
146K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-663- 9.32% |
$39K - $51.1K
|
6.45K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-665- 17.38% |
$39.2K - $51.3K
|
3.16K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-678- 6.22% |
$39.9K - $52.3K
|
10.2K
$808K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-685- 4.11% |
$40.3K - $52.8K
|
16K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-691- 2.18% |
$40.7K - $53.3K
|
31K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-694- 3.46% |
$40.9K - $53.5K
|
19.4K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-700- 3.53% |
$41.2K - $53.9K
|
19.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-716- 2.32% |
$42.2K - $55.2K
|
30.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-728- 10.75% |
$42.9K - $56.1K
|
6.05K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-751- 10.39% |
$44.2K - $57.9K
|
6.48K
$512K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-781- 3.84% |
$46K - $60.2K
|
19.6K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-784- 1.85% |
$46.2K - $60.4K
|
41.7K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-787- 0.42% |
$46.3K - $60.7K
|
188K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.69% |
$47.1K - $61.7K
|
46.6K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 1.97% |
$47.1K - $61.7K
|
39.8K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-829- 6.16% |
$48.8K - $63.9K
|
12.6K
$999K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-850- 4.49% |
$50K - $65.5K
|
18.1K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-976- 2.34% |
$57.5K - $75.2K
|
40.8K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.01K- 1.53% |
$59.2K - $77.5K
|
64.8K
$5.12M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 24.53% |
$60K - $78.5K
|
3.14K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.07K- 0.54% |
$62.8K - $82.2K
|
196K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-1.07K- 19.46% |
$62.9K - $82.3K
|
4.42K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.09K- 8.35% |
$64.1K - $83.9K
|
11.9K
$944K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-1.11K- 2.53% |
$65.1K - $85.2K
|
42.5K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.15K- 27.91% |
$67.8K - $88.8K
|
2.98K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.19K- 49.18% |
$70.3K - $92K
|
1.23K
$97.5K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 5.99% |
$73.8K - $96.6K
|
19.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.26K- 12.33% |
$74.2K - $97.2K
|
8.97K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.29K- 4.73% |
$75.7K - $99.1K
|
25.9K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.29K- 9.62% |
$75.7K - $99.1K
|
12.1K
$955K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 27.23% |
$78.4K - $103K
|
3.56K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 1.14% |
$80.8K - $106K
|
119K
$9.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 4.01% |
$81.4K - $107K
|
33.1K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.41K- 2.35% |
$83.3K - $109K
|
58.9K
$4.65M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.44K- 2.42% |
$84.5K - $111K
|
57.8K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.46K- 27.65% |
$86K - $113K
|
3.82K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 2.53% |
$87.8K - $115K
|
57.4K
$4.53M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.5K- 0.61% |
$88.3K - $116K
|
246K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.54K- 16.71% |
$90.7K - $119K
|
7.68K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.68K- 20.54% |
$98.7K - $129K
|
6.49K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.7K- 20.0% |
$100K - $131K
|
6.8K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.72K- 1.52% |
$101K - $132K
|
112K
$8.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.73K- 13.4% |
$102K - $133K
|
11.2K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1.84K- 9.27% |
$108K - $141K
|
18K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.88K- 11.34% |
$111K - $145K
|
14.7K
$1.16M
|