Institutional Owners for UNH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STEPHENSON & COMPANY INC | COM | 3701 | $311,166 | 629 | 0.00 | 0.00 | -4 | -0.63 | 03-31-2024 |
| NORTHSTAR GROUP INC | COM | 3702 | $331,149 | 629 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CYPRESS FINANCIAL PLANNING LLC | COM | 3703 | $310,672 | 628 | 0.00 | 0.00 | 1 | 0.16 | 03-31-2024 |
| ENDOWMENT WEALTH MANAGEMENT INC | COM | 3704 | $330,786 | 628 | 0.00 | 0.00 | 14 | 2.28 | 12-31-2023 |
