Institutional Owners for UNH
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MOUNT YALE INVESTMENT ADVISORS LLC COM 1551 $4,496,117 8,918 0.00 0.00 74 0.84 09-30-2023
JOHNSON FINANCIAL GROUP INC COM 1552 $4,694,534 8,917 0.00 0.00 -952 -9.65 12-31-2023
HBW ADVISORY SERVICES LLC COM 1553 $4,693,000 8,915 0.88 1.13 -686 -7.15 03-31-2024
S&CO INC COM 1554 $4,693,000 8,915 0.36 0.18 4,511 102.43 12-31-2023
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