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 $9.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,906
shares
|
$430,311
0.01% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
5,863
shares
|
$427,178
0.01% of portfolio
|
Q4 2022
Added 12.04%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,849
shares
|
$426,158
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,846
shares
|
$425,939
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,823
shares
|
$424,263
0.0% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,751
shares
|
$419,017
0.12% of portfolio
|
Q3 2023
Reduced 42.89%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
5,725
shares
|
$417,123
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,688
shares
|
$414,427
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,684
shares
|
$414,136
0.02% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,634
shares
|
$410,493
0.07% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
5,600
shares
|
$408,016
0.07% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
5,551
shares
|
$404,445
0.0% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,494
shares
|
$400,292
0.01% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,488
shares
|
$399,855
0.24% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
5,481
shares
|
$399,345
0.03% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,435
shares
|
$395,994
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
5,385
shares
|
$392,351
0.1% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
5,362
shares
|
$390,675
0.01% of portfolio
|
Q4 2023
Reduced 9.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,310
shares
|
$386,886
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,309
shares
|
$386,813
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
5,301
shares
|
$386,230
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
5,283
shares
|
$384,919
0.08% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,266
shares
|
$383,680
0.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,224
shares
|
$380,620
0.01% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
5,217
shares
|
$380,110
0.17% of portfolio
|
Q3 2024
Added 12.12%
|