Institutional Ownership Unum Group (UNM)
This table provides information about the institutional ownership of Unum Group (UNM). We have compiled data on the 746 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$711
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$553
0.0% of portfolio
|
Q1 2022
Added 16.67%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
6
shares
|
$474
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$395
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
5
shares
|
$395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3
shares
|
$237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3
shares
|
$237
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
2
shares
|
$158
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$79
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1
shares
|
$79
0.0% of portfolio
|
Q4 2024
New holding
|