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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
387
shares
|
$28,196
0.0% of portfolio
|
Q2 2023
Reduced 21.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
370
shares
|
$26,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
370
shares
|
$26,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
370
shares
|
$26,958
0.01% of portfolio
|
Q1 2024
Reduced 38.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
342
shares
|
$24,918
0.01% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
325
shares
|
$23,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
317
shares
|
$23,096
0.0% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
313
shares
|
$22,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
306
shares
|
$22,295
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
300
shares
|
$21,858
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
290
shares
|
$21,129
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
277
shares
|
$20,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
234
shares
|
$17,049
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
232
shares
|
$16,903
0.0% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
230
shares
|
$16,757
0.0% of portfolio
|
Q3 2023
Added 2.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
230
shares
|
$16,757
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
224
shares
|
$16,320
0.0% of portfolio
|
Q2 2023
Reduced 15.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
209
shares
|
$15,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
203
shares
|
$14,790
0.0% of portfolio
|
Q3 2023
Added 515.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
196
shares
|
$14,280
0.0% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
188
shares
|
$13,697
0.0% of portfolio
|
Q2 2024
Added 154.05%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
183
shares
|
$13,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
178
shares
|
$12,969
0.0% of portfolio
|
Q3 2023
Reduced 12.32%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
173
shares
|
$12,604
0.0% of portfolio
|
Q2 2024
Added 174.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
173
shares
|
$12,604
0.0% of portfolio
|
Q2 2022
Reduced 28.51%
|