Purchases and Sales Made in Q1 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.48% |
$2.36K - $2.73K
|
1.04K
$602K
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5- 0.12% |
$2.36K - $2.73K
|
4.04K
$2.33M
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.29% |
$2.36K - $2.73K
|
1.74K
$1M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 1.93% |
$2.36K - $2.73K
|
254
$147K
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.9% |
$2.36K - $2.73K
|
551
$318K
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-5- 0.06% |
$2.36K - $2.73K
|
8.21K
$4.74M
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.45% |
$2.36K - $2.73K
|
1.11K
$638K
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-5- 0.58% |
$2.36K - $2.73K
|
859
$496K
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-5- 0.05% |
$2.36K - $2.73K
|
9.61K
$5.54M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5- 0.57% |
$2.36K - $2.73K
|
879
$507K
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5- 0.19% |
$2.36K - $2.73K
|
2.67K
$1.54M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5- 1.09% |
$2.36K - $2.73K
|
452
$261K
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.36K - $2.73K
|
11.1K
$6.39M
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$2.36K - $2.73K
|
6.01K
$3.47M
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5- 0.72% |
$2.36K - $2.73K
|
694
$400K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.31% |
$2.36K - $2.73K
|
1.61K
$927K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-5- 0.56% |
$2.36K - $2.73K
|
888
$512K
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6- 0.98% |
$2.84K - $3.27K
|
604
$349K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-6- 1.84% |
$2.84K - $3.27K
|
320
$185K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$2.84K - $3.27K
|
2.76K
$1.59M
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6- 1.43% |
$2.84K - $3.27K
|
413
$238K
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6- 1.15% |
$2.84K - $3.27K
|
518
$299K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-6- 0.44% |
$2.84K - $3.27K
|
1.34K
$775K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.14% |
$2.84K - $3.27K
|
4.41K
$2.55M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-6- 0.16% |
$2.84K - $3.27K
|
3.74K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.88% |
$2.84K - $3.27K
|
674
$389K
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-6- 1.18% |
$2.84K - $3.27K
|
504
$291K
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6- 0.36% |
$2.84K - $3.27K
|
1.65K
$951K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.1% |
$3.31K - $3.82K
|
7.08K
$4.09M
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-7- 3.23% |
$3.31K - $3.82K
|
210
$121K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 1.23% |
$3.31K - $3.82K
|
560
$323K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7- 0.64% |
$3.31K - $3.82K
|
1.09K
$626K
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-7- 0.44% |
$3.31K - $3.82K
|
1.57K
$905K
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-8- 1.55% |
$3.78K - $4.36K
|
508
$293K
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-8- 0.89% |
$3.78K - $4.36K
|
890
$514K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-8- 0.07% |
$3.78K - $4.36K
|
11.5K
$6.62M
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.43% |
$3.78K - $4.36K
|
553
$319K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.19% |
$3.78K - $4.36K
|
4.27K
$2.46M
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8- 1.92% |
$3.78K - $4.36K
|
408
$235K
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-8- 1.67% |
$3.78K - $4.36K
|
472
$272K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 13.79% |
$3.78K - $4.36K
|
50
$28.9K
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-8- 0.49% |
$3.78K - $4.36K
|
1.63K
$940K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-8- 0.34% |
$3.78K - $4.36K
|
2.34K
$1.35M
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.57% |
$3.78K - $4.36K
|
303
$175K
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-9- 2.56% |
$4.25K - $4.91K
|
343
$198K
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-9- 0.99% |
$4.25K - $4.91K
|
898
$518K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.25% |
$4.25K - $4.91K
|
3.64K
$2.1M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9- 0.58% |
$4.25K - $4.91K
|
1.55K
$892K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9- 1.92% |
$4.25K - $4.91K
|
460
$265K
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-9- 1.56% |
$4.25K - $4.91K
|
568
$328K
|