Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 621 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $6.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2024 Q1 2024 |
4,657
shares
|
$238,019
0.01% of portfolio
|
Q1 2024
New holding
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
4,625
shares
|
$236,383
0.01% of portfolio
|
Q1 2024
Added 1.89%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 14, 2024 Q1 2024 |
4,622
shares
|
$236,230
0.03% of portfolio
|
Q1 2024
Reduced 9.5%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
4,595
shares
|
$234,850
0.01% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
Ndvr, Inc.
Boston, MA |
May 07, 2024 Q1 2024 |
4,585
shares
|
$234,339
0.23% of portfolio
|
Q1 2024
New holding
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,579
shares
|
$234,032
0.01% of portfolio
|
Q2 2023
New holding
|
|
Lane & Associates LLC
Moorestown, NJ |
Apr 12, 2024 Q1 2024 |
4,548
shares
|
$232,448
0.15% of portfolio
|
Q1 2024
New holding
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 23, 2024 Q1 2024 |
4,531
shares
|
$231,579
0.01% of portfolio
|
Q1 2024
Added 0.62%
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,522
shares
|
$231,119
0.12% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
Coastline Trust CO
|
Apr 26, 2024 Q1 2024 |
4,470
shares
|
$228,461
0.03% of portfolio
|
Q1 2024
Reduced 19.75%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 03, 2024 Q1 2024 |
4,468
shares
|
$228,359
0.02% of portfolio
|
Q1 2024
Reduced 21.17%
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
4,462
shares
|
$228,052
0.11% of portfolio
|
Q1 2024
Reduced 87.85%
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,447
shares
|
$227,286
0.01% of portfolio
|
Q1 2024
New holding
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 14, 2024 Q1 2024 |
4,438
shares
|
$226,826
0.1% of portfolio
|
Q1 2024
New holding
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
4,412
shares
|
$225,497
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
4,409
shares
|
$225,343
0.01% of portfolio
|
Q4 2023
Reduced 9.52%
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
4,325
shares
|
$221,050
0.02% of portfolio
|
Q2 2023
New holding
|
|
Svb Wealth LLC
Boston, MA |
May 15, 2024 Q1 2024 |
4,308
shares
|
$220,181
0.01% of portfolio
|
Q1 2024
Reduced 11.81%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
4,304
shares
|
$219,977
0.04% of portfolio
|
Q1 2024
Added 4.72%
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
May 15, 2024 Q1 2024 |
4,085
shares
|
$208,784
0.05% of portfolio
|
Q1 2024
Added 219.39%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2024 Q1 2024 |
4,062
shares
|
$207,608
0.02% of portfolio
|
Q1 2024
New holding
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 14, 2024 Q1 2024 |
4,050
shares
|
$206,995
0.0% of portfolio
|
Q1 2024
New holding
|
|
Schulhoff & CO Inc
|
May 01, 2024 Q1 2024 |
4,000
shares
|
$204,440
0.1% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,000
shares
|
$204,440
0.01% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
Kbc Group Nv
|
May 08, 2024 Q1 2024 |
3,990
shares
|
$203,928
0.0% of portfolio
|
Q1 2024
Reduced 54.67%
|