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 |
---|---|---|---|---|---|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
714
shares
|
$36,492
0.0% of portfolio
|
Q1 2024
Reduced 95.57%
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
664
shares
|
$33,937
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
658
shares
|
$33,630
0.0% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
640
shares
|
$32,710
0.0% of portfolio
|
Q1 2024
Reduced 13.63%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
615
shares
|
$31,432
0.0% of portfolio
|
Q1 2024
Added 0.49%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
594
shares
|
$30,359
0.01% of portfolio
|
Q1 2024
Added 828.13%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
584
shares
|
$29,848
0.0% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$28,621
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
555
shares
|
$28,366
0.01% of portfolio
|
Q3 2023
Reduced 17.78%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
535
shares
|
$27,343
0.0% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
529
shares
|
$27,037
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
523
shares
|
$26,730
0.01% of portfolio
|
Q4 2023
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
515
shares
|
$26,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
500
shares
|
$25,555
0.02% of portfolio
|
Q1 2023
New holding
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 15, 2024 Q1 2024 |
500
shares
|
$25,555
0.01% of portfolio
|
Q1 2024
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
500
shares
|
$25,555
0.01% of portfolio
|
Q4 2023
New holding
|
|
Deseret Mutual Benefit Administrators
|
May 09, 2024 Q1 2024 |
493
shares
|
$25,197
0.01% of portfolio
|
Q1 2024
Reduced 18.38%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
455
shares
|
$23,255
0.0% of portfolio
|
Q1 2024
Added 16.37%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
418
shares
|
$21,363
0.0% of portfolio
|
Q1 2024
Added 0.48%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
413
shares
|
$21,108
0.0% of portfolio
|
Q1 2024
Added 0.73%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
406
shares
|
$20,750
0.0% of portfolio
|
Q1 2024
Added 48.18%
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
400
shares
|
$20,444
0.0% of portfolio
|
Q3 2017
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
399
shares
|
$20,392
0.0% of portfolio
|
Q1 2023
Reduced 51.04%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
370
shares
|
$18,910
0.01% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
341
shares
|
$17,428
0.0% of portfolio
|
Q4 2023
Reduced 9.55%
|