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Get Institutions for : 
Unum Group (UNM)  
$51.62 0.07 (0.14%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 545    35
Total shares held : 
165,429,213  
% of shares held : 
81.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -47  
Amount of shares held : 
13,250,266  
% of shares held change : 
  6.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.09  
Last Quarter's Ending Price : 
$45.22  
Last Quarter's Average Price
$45.55  
Change from last quarter's     
avg. price to the last closing  : 
6.07 (13.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 14,079,336
 8.51%
 
Increased Positions :
201
 14,149,582
 8.55%
 
Unchanged Positions :
97
 1,118,371
 0.68%
 
Decreased Positions :
213
-6,646,367
-4.02%
 
Closed Positions :
69
-8,332,285
-5.04%
 
Guru Positions :
1
8,928
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ALGERT COLDIRON INVESTORS LLC 117 - 2023-12-31 121,694 $5,503,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 688 - 2023-12-31 104,911 $4,744,000 0
   CANADA PENSION PLAN INVESTMENT BOARD 702 - 2023-12-31 88,000 $3,979,000 0
   Illinois Municipal Retirement Fund 377 - 2023-12-31 65,768 $2,974,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 96 - 2024-03-31 54,100 $2,902,000 0
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 427 - 2023-12-31 51,612 $2,334,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 286 - 2024-03-31 38,200 $2,050,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 144 - 2023-12-31 40,000 $1,809,000 0
   Investors Research Corp 51 - 2023-12-31 36,050 $1,630,000 0
   CLEARBRIDGE ADVISORS LLC 642 - 2023-12-31 34,343 $1,553,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN 131 - 2023-12-31 28,000 $1,266,000 0
   ALASKA RETIREMENT MANAGEMENT BOARD 998 - 2024-03-31 19,802 $1,062,000 0
   Pictet Asset Management Holding SA 981 - 2023-12-31 22,996 $1,040,000 0
   ATLAS CAPITAL ADVISORS LLC 148 - 2024-03-31 15,266 $819,000 0
   Maryland State Retirement & Pension System 843 - 2024-03-31 14,997 $751,000 0
   LINGOHR & PARTNER ASSET MANAGEMENT GMBH 30 - 2023-12-31 14,491 $650,000 0
   Neumann Capital Management LLC 66 - 2023-12-31 13,883 $628,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 12,211 $552,000 0
   Newport Capital Group LLC 33 - 2023-09-30 8,788 $432,000 0
   Patten Group Inc. 191 - 2024-03-31 7,231 $388,000 0
   BANCORPSOUTH BANK 255 - 2023-12-31 8,027 $363,000 0
   REGIONS FINANCIAL CORP 674 - 2024-03-31 6,328 $340,000 0
   DORSEY & WHITNEY TRUST CO LLC 425 - 2023-12-31 7,240 $327,000 0
   Kingsview Wealth Management LLC 762 - 2023-12-31 6,707 $303,000 0
   Forum Financial Management LP 479 - 2023-12-31 6,195 $280,000 0
   J. W. Coons Advisors LLC 204 - 2023-12-31 5,915 $267,000 0
   Glenview Trust Co 415 - 2023-12-31 5,863 $265,000 0
   Lion Street Advisors LLC 201 - 2024-03-31 5,751 $260,000 0
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 241 - 2023-12-31 5,668 $256,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 872 - 2023-12-31 5,650 $255,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 254 - 2023-09-30 4,579 $225,000 0
   BAILARD BIEHL & KAISER INC 650 - 2023-12-31 4,600 $208,000 0
   DELTA ASSET MANAGEMENT LLC/TN 140 - 2023-12-31 4,325 $196,000 0
   HANSON INVESTMENT MANAGEMENT 184 - 2024-03-31 3,559 $191,000 0
   TOTH FINANCIAL ADVISORY CORP 202 - 2024-03-31 3,478 $187,000 0
   HHM Wealth Advisors LLC 146 - 2023-12-31 4,110 $186,000 0
   CAMBRIDGE TRUST CO 279 - 2023-12-31 4,000 $181,000 0
   West Branch Capital LLC 99 - 2024-03-31 2,709 $145,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 740 - 2023-12-31 2,980 $135,000 0
   NOMURA ASSET MANAGEMENT CO LTD 929 - 2023-12-31 2,910 $132,000 0
   PROFFITT & GOODSON INC 120 - 2024-03-31 2,393 $128,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 443 - 2023-12-31 2,367 $107,000 0
   CULLEN FROST BANKERS INC 576 - 2023-12-31 2,100 $95,000 0
   New England Capital Financial Advisors LLC 83 - 2023-12-31 1,904 $86,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1158 - 2023-12-31 1,540 $70,000 0
   WHITTIER TRUST CO OF NEVADA INC 656 - 2023-12-31 1,292 $58,000 0
   CVA Family Office LLC 464 - 2024-03-31 1,075 $58,000 0
   Cranbrook Wealth Management LLC 148 - 2024-03-31 1,082 $58,000 0
   Addison Advisors LLC 342 - 2023-12-31 1,162 $53,000 0
   HOEY INVESTMENTS INC 123 - 2023-12-31 1,050 $47,000 0
   TD Waterhouse Canada Inc. 965 - 2023-12-31 1,001 $46,000 0
   RidgeWorth Capital Management LLC 56 - 2023-12-31 962 $44,000 0
   BANGOR SAVINGS BANK 315 - 2024-03-31 664 $36,000 0
   BDO Wealth Advisors LLC 531 - 2023-06-30 560 $27,000 0
   McIlrath & Eck LLC 374 - 2023-12-31 555 $25,000 0
   Nalls Sherbakoff Group LLC 226 - 2023-12-31 500 $23,000 0
   BALDWIN BROTHERS INC/MA 476 - 2024-03-31 400 $21,000 0
   Sugarloaf Wealth Management LLC 398 - 2024-03-31 399 $21,000 0
   Northwest Capital Management Inc 334 - 2024-03-31 290 $16,000 0
   Heritage Wealth Advisors 420 - 2023-12-31 304 $14,000 0
   Cherry Tree Wealth Management LLC 331 - 2023-12-31 284 $13,000 0
   Coston McIsaac & Partners 355 - 2024-03-31 224 $12,000 0
   SOA Wealth Advisors LLC. 510 - 2024-03-31 222 $12,000 0
   Private Ocean LLC 354 - 2024-03-31 209 $11,000 0
   Asset Dedication LLC 675 - 2024-03-31 203 $11,000 0
   GRADIENT INVESTMENTS LLC 648 - 2024-03-31 167 $9,000 0
   ARMSTRONG ADVISORY GROUP INC 588 - 2024-03-31 167 $8,000 0
   DT INVESTMENT PARTNERS, LLC 364 - 2023-12-31 116 $6,000 0
   Lee Financial CORP 531 - 2023-12-31 120 $5,000 0
   BARRETT & COMPANY INC. 474 - 2024-03-31 99 $5,000 0
   Beacon Capital Management LLC 666 - 2023-12-31 111 $5,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 817 - 2024-03-31 75 $4,000 0
   Planning Capital Management Corp 525 - 2024-03-31 53 $3,000 0
   Capital Advisors Ltd. LLC 959 - 2024-03-31 54 $3,000 0
   Beaird Harris Wealth Management LLC 430 - 2023-12-31 60 $3,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 760 - 2024-03-31 29 $2,000 0
   Annis Gardner Whiting Capital Advisors LLC 648 - 2023-12-31 53 $2,000 0
   M&R CAPITAL MANAGEMENT INC 500 - 2024-03-31 38 $2,000 0
   Focused Wealth Management Inc 812 - 2023-12-31 24 $1,000 0
   COLONIAL ASSET MANAGEMENT, INC. 805 - 2023-12-31 28 $1,000 0
   RFP Financial Group LLC 718 - 2023-12-31 24 $1,000 0
   AdvisorNet Financial Inc 1787 - 2024-03-31 14 $1,000 0
   Financial Gravity Wealth Inc. 679 - 2023-12-31 5 $0 0
   TRUST CO OF VERMONT 726 - 2023-12-31 2 $0 0
   Retirement Group LLC 814 - 2023-12-31 10 $0 0

  85 Records found
  1    
  Page 1 of 1
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