Institutional Owners for UAL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CWM LLC | COM | 551 | $418,000 | 8,722 | 0.00 | 0.00 | 1,190 | 15.80 | 03-31-2024 |
| BANCFIRST TRUST & INVESTMENT MANAGEMENT | COM | 552 | $413,348 | 8,633 | 0.00 | 8,633 | +Inf | 03-31-2024 | |
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 553 | $408,464 | 8,531 | 0.00 | 0.00 | 1,220 | 16.69 | 03-31-2024 |
| SIMPLICITY SOLUTIONS LLC | COM | 554 | $345,594 | 8,376 | 0.00 | 0.00 | -1,007 | -10.73 | 12-31-2023 |
