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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
5,217
shares
|
$380,110
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$378,726
0.18% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
5,189
shares
|
$378,070
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,116
shares
|
$372,751
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
5,066
shares
|
$369,108
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,047
shares
|
$367,724
0.03% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,045
shares
|
$367,578
0.01% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,004
shares
|
$364,591
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,993
shares
|
$363,789
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,941
shares
|
$360,001
0.01% of portfolio
|
Q3 2024
Added 23.49%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
4,915
shares
|
$358,106
0.06% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,893
shares
|
$356,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,892
shares
|
$356,431
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
4,830
shares
|
$351,913
0.0% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,768
shares
|
$347,396
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,747
shares
|
$345,866
0.01% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,670
shares
|
$340,256
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
4,640
shares
|
$338,070
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,626
shares
|
$337,050
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,579
shares
|
$333,625
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,522
shares
|
$329,472
0.12% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
4,500
shares
|
$327,870
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,497
shares
|
$327,651
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,470
shares
|
$325,684
0.03% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
4,468
shares
|
$325,538
0.02% of portfolio
|
Q1 2024
Reduced 21.17%
|