Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 710 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
53
shares
|
$4,057
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
53
shares
|
$4,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
53
shares
|
$4,057
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$3,827
0.0% of portfolio
|
Q4 2024
Reduced 98.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
42
shares
|
$3,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
42
shares
|
$3,215
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
42
shares
|
$3,215
0.0% of portfolio
|
Q4 2024
Reduced 39.13%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
40
shares
|
$3,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
40
shares
|
$3,062
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$2,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
29
shares
|
$2,219
0.0% of portfolio
|
Q3 2023
Reduced 95.77%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
28
shares
|
$2,143
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
26
shares
|
$1,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
26
shares
|
$1,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
24
shares
|
$1,837
0.0% of portfolio
|
Q4 2024
Added 84.62%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
21
shares
|
$1,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
20
shares
|
$1,531
0.0% of portfolio
|
Q1 2024
Reduced 96.28%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
18
shares
|
$1,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
18
shares
|
$1,377
0.0% of portfolio
|
Q3 2024
Reduced 98.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
15
shares
|
$1,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
12
shares
|
$918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
11
shares
|
$842
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$688
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$535
0.0% of portfolio
|
Q1 2022
Added 16.67%
|