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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
731
shares
|
$53,260
0.0% of portfolio
|
Q3 2024
Added 36450.0%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
702
shares
|
$51,147
0.01% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
679
shares
|
$49,471
0.0% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
679
shares
|
$49,471
0.0% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
650
shares
|
$47,359
0.01% of portfolio
|
Q3 2024
Added 148.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
621
shares
|
$45,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
614
shares
|
$44,736
0.0% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
606
shares
|
$44,153
0.01% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
600
shares
|
$43,716
0.02% of portfolio
|
Q2 2024
Reduced 70.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
573
shares
|
$41,748
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
560
shares
|
$40,801
0.0% of portfolio
|
Q4 2021
Reduced 99.06%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
555
shares
|
$40,437
0.01% of portfolio
|
Q3 2023
Reduced 17.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
529
shares
|
$38,542
0.0% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
527
shares
|
$38,397
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
527
shares
|
$38,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
516
shares
|
$37,595
0.0% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
500
shares
|
$36,430
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
500
shares
|
$36,430
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
493
shares
|
$35,919
0.01% of portfolio
|
Q1 2024
Reduced 18.38%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
421
shares
|
$30,674
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
419
shares
|
$30,528
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
410
shares
|
$29,872
0.0% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
406
shares
|
$29,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
399
shares
|
$29,071
0.0% of portfolio
|
Q1 2023
Reduced 51.04%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
397
shares
|
$28,925
0.01% of portfolio
|
Q3 2024
Added 0.76%
|