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This page summarizes the UNM holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether UNM is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing UNM Share Count |
|---|
| Ibex Wealth Advisors |
113 |
94,545 |
+94,432 |
+83568.14% |
| Rise Advisors LLC |
420 |
814 |
+394 |
+93.81% |
| CWM LLC |
4,641 |
7,700 |
+3,059 |
+65.91% |
| Allspring Global Investments Holdings LLC |
210,566 |
328,063 |
+117,497 |
+55.80% |
| Massmutual Trust Co. FSB ADV |
274 |
406 |
+132 |
+48.18% |
| Artemis Investment Management LLP |
112,195 |
161,841 |
+49,646 |
+44.25% |
| Hennessy Advisors Inc. |
73,600 |
106,000 |
+32,400 |
+44.02% |
| Raymond James & Associates |
125,138 |
175,850 |
+50,712 |
+40.52% |
| Alaska Permanent Fund Corp |
60,803 |
70,617 |
+9,814 |
+16.14% |
| Wedmont Private Capital |
4,655 |
5,346 |
+691 |
+14.84% |
| First Citizens Bank & Trust Co. |
11,012 |
12,181 |
+1,169 |
+10.62% |
| New Mexico Educational Retirement Board |
38,200 |
42,100 |
+3,900 |
+10.21% |
| Polianta Ltd |
20,300 |
21,900 |
+1,600 |
+7.88% |
| GAMMA Investing LLC |
2,867 |
3,071 |
+204 |
+7.12% |
| Investors Asset Management of Georgia Inc. GA ADV |
6,175 |
6,595 |
+420 |
+6.80% |
| Aviance Capital Partners LLC |
36,015 |
38,298 |
+2,283 |
+6.34% |
| DGS Capital Management LLC |
33,149 |
34,586 |
+1,437 |
+4.33% |
| Veriti Management LLC |
6,168 |
6,353 |
+185 |
+3.00% |
| Foster & Motley Inc. |
112,389 |
114,560 |
+2,171 |
+1.93% |
| Lifestyle Asset Management Inc. |
20,354 |
20,714 |
+360 |
+1.77% |
| State of Michigan Retirement System |
44,000 |
44,600 |
+600 |
+1.36% |
| SummerHaven Investment Management LLC |
15,373 |
15,578 |
+205 |
+1.33% |
| Park Avenue Securities LLC |
13,814 |
13,972 |
+158 |
+1.14% |
| Newton One Investments LLC |
131 |
132 |
+1 |
+0.76% |
| Sound Income Strategies LLC |
410 |
413 |
+3 |
+0.73% |
| Means Investment CO. Inc. |
6,603 |
6,640 |
+37 |
+0.56% |
| Founders Capital Management |
2,057 |
2,068 |
+11 |
+0.53% |
| Wealth Enhancement Advisory Services LLC |
23,936 |
23,942 |
+6 |
+0.03% |
| 13F Filers Reporting New Positions In UNM |
|---|
| Northwest Investment Counselors LLC |
0 |
55 |
+55 |
+100% |
| Harbor Investment Advisory LLC |
0 |
42 |
+42 |
+100% |
| Paragon Capital Management Ltd |
0 |
3,945 |
+3,945 |
+100% |
| D. Scott Neal Inc. |
0 |
224,960 |
+224,960 |
+100% |
| MCF Advisors LLC |
0 |
658 |
+658 |
+100% |
| BTC Capital Management Inc. |
0 |
96,110 |
+96,110 |
+100% |
| Symmetry Partners LLC |
0 |
20,251 |
+20,251 |
+100% |
| Little House Capital LLC |
0 |
26,148 |
+26,148 |
+100% |
| Insight Wealth Strategies LLC |
0 |
41,765 |
+41,765 |
+100% |
| Oak Thistle LLC |
0 |
5,041 |
+5,041 |
+100% |
| Alhambra Investment Partners LLC |
0 |
6,004 |
+6,004 |
+100% |
| Fortitude Family Office LLC |
0 |
62 |
+62 |
+100% |
| Norden Group LLC |
0 |
27,015 |
+27,015 |
+100% |
| Lane & Associates LLC |
0 |
4,548 |
+4,548 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Toth Financial Advisory Corp |
3,478 |
3,478 |
UNCH |
0.00% |
| Barrett & Company Inc. |
99 |
99 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
400 |
400 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
38 |
38 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
75 |
75 |
UNCH |
0.00% |
| Bangor Savings Bank |
664 |
664 |
UNCH |
0.00% |
| State of Alaska Department of Revenue |
19,802 |
19,802 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
3,559 |
3,559 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
14 |
14 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
15,266 |
15,266 |
UNCH |
0.00% |
| Asset Dedication LLC |
203 |
203 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
29 |
29 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
54 |
54 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,082 |
1,082 |
UNCH |
0.00% |
| Private Ocean LLC |
209 |
209 |
UNCH |
0.00% |
| Patten Group Inc. |
7,231 |
7,231 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
290 |
290 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
14,997 |
14,997 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
5,751 |
5,751 |
UNCH |
0.00% |
| CVA Family Office LLC |
1,075 |
1,075 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
222 |
222 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
167 |
167 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
224 |
224 |
UNCH |
0.00% |
| 13F Filers Decreasing UNM Share Count |
|---|
| Exchange Traded Concepts LLC |
11,907 |
100 |
-11,807 |
-99.16% |
| Ashton Thomas Private Wealth LLC |
12,450 |
6,023 |
-6,427 |
-51.62% |
| Bruce G. Allen Investments LLC |
52 |
30 |
-22 |
-42.31% |
| Boston Common Asset Management LLC |
146,364 |
91,240 |
-55,124 |
-37.66% |
| Handelsinvest Investeringsforvaltning |
6,870 |
4,522 |
-2,348 |
-34.18% |
| Carret Asset Management LLC |
14,197 |
10,432 |
-3,765 |
-26.52% |
| Hexagon Capital Partners LLC |
177 |
136 |
-41 |
-23.16% |
| Measured Wealth Private Client Group LLC |
10,300 |
8,186 |
-2,114 |
-20.52% |
| GoalVest Advisory LLC |
110 |
90 |
-20 |
-18.18% |
| Abacus Planning Group Inc. |
24,229 |
20,217 |
-4,012 |
-16.56% |
| Versant Capital Management Inc |
121 |
109 |
-12 |
-9.92% |
| Clarius Group LLC |
9,095 |
8,341 |
-754 |
-8.29% |
| JJJ Advisors Inc. |
4,142 |
3,822 |
-320 |
-7.73% |
| Arlington Trust Co LLC |
826 |
774 |
-52 |
-6.30% |
| Sumitomo Mitsui Trust Holdings Inc. |
44,384 |
41,905 |
-2,479 |
-5.59% |
| MBM Wealth Consultants LLC |
5,573 |
5,393 |
-180 |
-3.23% |
| Wealthfront Advisers LLC |
94,726 |
92,227 |
-2,499 |
-2.64% |
| Ballentine Partners LLC |
6,424 |
6,302 |
-122 |
-1.90% |
| SJS Investment Consulting Inc. |
70 |
69 |
-1 |
-1.43% |
| Raymond James Financial Services Advisors Inc. |
68,435 |
67,501 |
-934 |
-1.36% |
| Dumont & Blake Investment Advisors LLC |
13,030 |
12,882 |
-148 |
-1.14% |
| BKD Wealth Advisors LLC |
31,960 |
31,617 |
-343 |
-1.07% |
| OLD National Bancorp IN |
10,637 |
10,591 |
-46 |
-0.43% |
| Mather Group LLC. |
5,028 |
5,013 |
-15 |
-0.30% |
| Gateway Investment Advisers LLC |
251,047 |
250,757 |
-290 |
-0.12% |
| 13F Filers Exiting UNM |
|---|
| New Century Financial Group LLC |
20,216 |
0 |
-20,216 |
-100.00% |
| International Assets Investment Management LLC |
4,889 |
0 |
-4,889 |
-100.00% |
| MorganRosel Wealth Management LLC |
20,557 |
0 |
-20,557 |
-100.00% |
| Shilanski & Associates Inc. |
45,109 |
0 |
-45,109 |
-100.00% |
| Cutler Group LP |
670 |
0 |
-670 |
-100.00% |
| Diversified Trust Co |
11,029 |
0 |
-11,029 |
-100.00% |
| Arlington Partners LLC |
774 |
0 |
-774 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
125,002 |
0 |
-125,002 |
-100.00% |
| Contravisory Investment Management Inc. |
554 |
0 |
-554 |
-100.00% |
| Miller Howard Investments Inc. NY |
40,000 |
0 |
-40,000 |
-100.00% |
See Summary: Institutional Holders of UNM
See Details: Top 10 Hedge Funds Holding UNM
Also See: UNM Insider Buying
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