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 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 0.94% |
$63.5K - $83.1K
|
116K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
996+ 12.35% |
$58.6K - $76.8K
|
9.06K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
995+ 1.36% |
$58.6K - $76.7K
|
74.4K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
964+ 7.94% |
$56.8K - $74.3K
|
13.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
896+ 3.67% |
$52.8K - $69.1K
|
25.3K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
860+ 18.59% |
$50.6K - $66.3K
|
5.49K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
800New |
$47.1K - $61.7K
|
800
$65.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
800+ 21.51% |
$47.1K - $61.7K
|
4.52K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
770+ 20.51% |
$45.3K - $59.3K
|
4.53K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
767+ 5.08% |
$45.2K - $59.1K
|
15.9K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
715+ 1.93% |
$42.1K - $55.1K
|
37.7K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
707+ 0.47% |
$41.6K - $54.5K
|
150K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
689+ 2.84% |
$40.6K - $53.1K
|
24.9K
$2.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
680+ 9.43% |
$40K - $52.4K
|
7.89K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
651+ 12.48% |
$38.3K - $50.2K
|
5.87K
$478K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
637+ 1.9% |
$37.5K - $49.1K
|
34.2K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
620New |
$36.5K - $47.8K
|
620
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
589+ 1.8% |
$34.7K - $45.4K
|
33.3K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
574+ 29.2% |
$33.8K - $44.2K
|
2.54K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
553+ 49.46% |
$32.6K - $42.6K
|
1.67K
$136K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
538+ 5.05% |
$31.7K - $41.5K
|
11.2K
$912K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
517New |
$30.4K - $39.8K
|
517
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
476+ 1.04% |
$28K - $36.7K
|
46.3K
$3.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
444+ 8.99% |
$26.1K - $34.2K
|
5.39K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
430+ 6.72% |
$25.3K - $33.1K
|
6.83K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 3.11% |
$23.6K - $30.8K
|
13.3K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
342+ 8.43% |
$20.1K - $26.4K
|
4.4K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
340New |
$20K - $26.2K
|
340
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 27.71% |
$19.8K - $26K
|
1.55K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
326+ 5.73% |
$19.2K - $25.1K
|
6.01K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324+ 2.4% |
$19.1K - $25K
|
13.8K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
324+ 3.64% |
$19.1K - $25K
|
9.23K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
323+ 5.52% |
$19K - $24.9K
|
6.17K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
319+ 8.47% |
$18.8K - $24.6K
|
4.08K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
305New |
$18K - $23.5K
|
305
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
297+ 300.0% |
$17.5K - $22.9K
|
396
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
287+ 5.17% |
$16.9K - $22.1K
|
5.84K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
280New |
$16.5K - $21.6K
|
280
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
278+ 29.96% |
$16.4K - $21.4K
|
1.21K
$98.2K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
256+ 36.47% |
$15.1K - $19.7K
|
958
$78K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
235+ 3.45% |
$13.8K - $18.1K
|
7.04K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
213+ 4.91% |
$12.5K - $16.4K
|
4.55K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
209+ 3.88% |
$12.3K - $16.1K
|
5.59K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
203+ 0.57% |
$12K - $15.6K
|
36.1K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.58% |
$11.9K - $15.6K
|
35.2K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
189+ 1.44% |
$11.1K - $14.6K
|
13.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
189+ 2.11% |
$11.1K - $14.6K
|
9.15K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179+ 28.82% |
$10.5K - $13.8K
|
800
$65.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 26.4% |
$9.42K - $12.3K
|
766
$62.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
150New |
$8.83K - $11.6K
|
150
$12.2K
|