Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 678 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $9.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
13,592
shares
|
$990,313
0.06% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
13,501
shares
|
$983,682
0.02% of portfolio
|
Q3 2024
Added 9900.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,466
shares
|
$981,132
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
13,366
shares
|
$973,846
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
13,321
shares
|
$970,568
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
13,290
shares
|
$968,309
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
13,221
shares
|
$963,282
0.01% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
13,147
shares
|
$957,890
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
13,129
shares
|
$956,578
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
13,083
shares
|
$953,227
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,036
shares
|
$949,802
0.11% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
12,922
shares
|
$941,496
0.22% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
12,910
shares
|
$940,622
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,850
shares
|
$936,251
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,778
shares
|
$931,005
0.02% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
12,615
shares
|
$919,128
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,581
shares
|
$916,651
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,537
shares
|
$913,445
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
12,357
shares
|
$900,331
0.01% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,308
shares
|
$896,760
0.03% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,136
shares
|
$884,228
0.01% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
11,653
shares
|
$849,037
0.1% of portfolio
|
Q3 2024
Reduced 44.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,448
shares
|
$834,101
0.01% of portfolio
|
Q3 2024
Added 135.51%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
11,365
shares
|
$828,053
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
11,170
shares
|
$813,846
0.02% of portfolio
|
Q3 2024
Reduced 21.65%
|