Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
04/15/2024 | THOMPSON INVESTMENT MANAGEMENT, INC. | 2,780 | $69,750 | 100.00% | 0.00% |
04/29/2024 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 125 | $3,141 | 0.00% | 0.00% |
05/13/2024 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 34 | $853,000 | 100.00% | 0.00% |
A. During the previous two years, 3 institutional investors and hedge funds held shares of Unum Group 6.250% JR NT58. The most heavily invested institutionals were:
THOMPSON INVESTMENT MANAGEMENT, INC.: 2,780
BOYD WATTERSON ASSET MANAGEMENT LLC/OH: 125
Financial Gravity Asset Management, Inc.: 34
A. 0.00% of Unum Group 6.250% JR NT58 stock is owned by institutional investors.
A. Institutional investors have bought a total of 2,939 shares in the last 24 months. This purchase volume represents approximately $76,120 in transactions.