Institutional Owners for UNH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | COM | 851 | $15,946,375 | 31,628 | 0.00 | 0.00 | -2,854 | -8.28 | 09-30-2023 |
| LGT GROUP FOUNDATION | COM | 852 | $16,594,715 | 31,615 | 0.00 | 0.00 | 2,504 | 8.60 | 12-31-2023 |
| STEWART ASSET MANAGEMENT LLC | COM | 853 | $16,736,000 | 31,566 | 0.01 | 12.77 | -3,284 | -9.42 | 12-31-2022 |
| SIMPLICITY WEALTHLLC | COM | 854 | $15,592,538 | 31,520 | 0.00 | 0.00 | 29,615 | 1554.59 | 03-31-2024 |
