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 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.23% |
$824 - $1.08K
|
6.01K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12New |
$707 - $925
|
12
$978
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.4% |
$707 - $925
|
3.02K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
12New |
$707 - $925
|
12
$978
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 84.62% |
$648 - $848
|
24
$1.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$589 - $771
|
10
$815
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$589 - $771
|
10
$815
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 13.11% |
$471 - $617
|
69
$5.62K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$471 - $617
|
8
$652
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.18% |
$471 - $617
|
4.34K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 8.33% |
$471 - $617
|
104
$8.47K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.1% |
$353 - $462
|
6.21K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$353 - $462
|
6
$489
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$294 - $385
|
5
$407
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.12% |
$294 - $385
|
4.31K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4+ 0.03% |
$236 - $308
|
12.5K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.4% |
$236 - $308
|
996
$81.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.31% |
$236 - $308
|
310
$25.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3New |
$177 - $231
|
3
$244
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 3.95% |
$177 - $231
|
79
$6.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 3.28% |
$118 - $154
|
63
$5.13K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.85% |
$118 - $154
|
236
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.48% |
$118 - $154
|
421
$34.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$118 - $154
|
9.53K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$118 - $154
|
3
$244
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 1.8% |
$118 - $154
|
113
$9.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2+ 0.03% |
$118 - $154
|
6.97K
$568K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$118 - $154
|
399
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$58.9 - $77.1
|
5.01K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$58.9 - $77.1
|
5.31K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$58.9 - $77.1
|
422
$34.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.73% |
$58.9 - $77.1
|
138
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$58.9 - $77.1
|
1
$81.5
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$58.9 - $77.1
|
1
$81.5
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 4.76% |
$118 - $154
|
40
$3.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.67% |
$294 - $385
|
70
$5.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.01% |
$412 - $539
|
84.9K
$6.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 0.7% |
$412 - $539
|
1K
$81.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 57.14% |
$471 - $617
|
6
$489
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-11- 0.11% |
$648 - $848
|
9.83K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 50.0% |
$648 - $848
|
11
$896
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16- 0.1% |
$942 - $1.23K
|
15.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-20- 16.67% |
$1.18K - $1.54K
|
100
$8.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 6.14% |
$1.24K - $1.62K
|
321
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22- 0.2% |
$1.3K - $1.7K
|
10.8K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 39.13% |
$1.59K - $2.08K
|
42
$3.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 3.56% |
$1.88K - $2.47K
|
867
$70.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-34- 0.68% |
$2K - $2.62K
|
4.96K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 0.75% |
$2.3K - $3.01K
|
5.15K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44- 2.2% |
$2.59K - $3.39K
|
1.96K
$160K
|