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 $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
58
shares
|
$4,267
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
57
shares
|
$4,194
0.0% of portfolio
|
Q3 2024
Added 42.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$4,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
53
shares
|
$3,899
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
53
shares
|
$3,899
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
43
shares
|
$3,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
42
shares
|
$3,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
42
shares
|
$3,090
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
42
shares
|
$3,090
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
40
shares
|
$2,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
29
shares
|
$2,133
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,060
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
26
shares
|
$1,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
22
shares
|
$1,618
0.0% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
20
shares
|
$1,471
0.0% of portfolio
|
Q1 2024
Reduced 96.28%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,324
0.0% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,103
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
14
shares
|
$1,030
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
13
shares
|
$956
0.0% of portfolio
|
Q4 2023
Reduced 70.45%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
10
shares
|
$735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$662
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$515
0.0% of portfolio
|
Q1 2022
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
2
shares
|
$147
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$73
0.0% of portfolio
|
Q2 2024
New holding
|