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 |
---|---|---|---|---|---|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
54
shares
|
$2,759
0.0% of portfolio
|
Q2 2023
Added 38.46%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
53
shares
|
$2,708
0.0% of portfolio
|
Q3 2023
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
53
shares
|
$2,708
0.0% of portfolio
|
Q4 2023
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
52
shares
|
$2,657
0.0% of portfolio
|
Q1 2024
Added 1.96%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
48
shares
|
$2,453
0.0% of portfolio
|
Q1 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
46
shares
|
$2,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
42
shares
|
$2,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
M&R Capital Management Inc
|
Apr 02, 2024 Q1 2024 |
38
shares
|
$1,942
0.0% of portfolio
|
Q1 2023
Added 2.7%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
36
shares
|
$1,839
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
31
shares
|
$1,584
0.0% of portfolio
|
Q1 2024
Added 138.46%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
30
shares
|
$1,533
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
29
shares
|
$1,482
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
24
shares
|
$1,226
0.0% of portfolio
|
Q4 2022
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
22
shares
|
$1,124
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
20
shares
|
$1,022
0.0% of portfolio
|
Q1 2024
Reduced 96.28%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
18
shares
|
$919
0.0% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
14
shares
|
$715
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
14
shares
|
$715
0.0% of portfolio
|
Q1 2024
Reduced 99.9%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
13
shares
|
$664
0.0% of portfolio
|
Q4 2023
Reduced 70.45%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
10
shares
|
$511
0.0% of portfolio
|
Q1 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$459
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$357
0.0% of portfolio
|
Q1 2022
Added 16.67%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
6
shares
|
$306
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
2
shares
|
$102
0.0% of portfolio
|
Q3 2022
New holding
|