Institutional Owners for UNH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CITO CAPITAL GROUP LLC | COM | 2301 | $1,751,000 | 3,326 | 0.75 | 0.71 | 100 | 3.10 | 12-31-2023 |
| PINION INVESTMENT ADVISORS LLC | COM | 2302 | $1,675,745 | 3,324 | 0.00 | 0.00 | 138 | 4.33 | 09-30-2023 |
| DEFINED WEALTH MANAGEMENT LLC | COM | 2303 | $1,640,920 | 3,317 | 0.00 | 0.00 | -99 | -2.90 | 03-31-2024 |
| CENTRAL VALLEY ADVISORS LLC | COM | 2304 | $1,636,867 | 3,310 | 0.00 | 0.00 | 268 | 8.81 | 03-31-2024 |
