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 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-22- 73.33% |
$10.4K - $12K
|
8
$4.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-22- 3.12% |
$10.4K - $12K
|
683
$421K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-22- 2.55% |
$10.4K - $12K
|
842
$519K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-22- 1.33% |
$10.4K - $12K
|
1.64K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 1.37% |
$10.9K - $12.5K
|
1.66K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-23- 3.48% |
$10.9K - $12.5K
|
637
$392K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-23- 1.37% |
$10.9K - $12.5K
|
1.65K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-23- 3.58% |
$10.9K - $12.5K
|
619
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-24- 1.55% |
$11.3K - $13.1K
|
1.52K
$937K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 6.03% |
$11.3K - $13.1K
|
374
$230K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-24- 2.46% |
$11.3K - $13.1K
|
951
$586K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-24- 0.01% |
$11.3K - $13.1K
|
226K
$139M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-24- 1.42% |
$11.3K - $13.1K
|
1.67K
$1.03M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-24- 1.99% |
$11.3K - $13.1K
|
1.18K
$727K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25- 1.45% |
$11.8K - $13.6K
|
1.7K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 16.03% |
$11.8K - $13.6K
|
131
$80.7K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-25- 3.09% |
$11.8K - $13.6K
|
785
$483K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 10.2% |
$11.8K - $13.6K
|
220
$135K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-25- 1.2% |
$11.8K - $13.6K
|
2.06K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-25- 5.79% |
$11.8K - $13.6K
|
407
$251K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 4.56% |
$11.8K - $13.6K
|
523
$322K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-25- 4.48% |
$11.8K - $13.6K
|
533
$328K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-26- 1.11% |
$12.3K - $14.2K
|
2.33K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-27- 2.58% |
$12.8K - $14.7K
|
1.02K
$628K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-27- 3.11% |
$12.8K - $14.7K
|
840
$517K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27- 2.55% |
$12.8K - $14.7K
|
1.03K
$636K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27- 4.17% |
$12.8K - $14.7K
|
621
$382K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-28- 2.53% |
$13.2K - $15.3K
|
1.08K
$664K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-28- 0.14% |
$13.2K - $15.3K
|
20.2K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-28- 3.75% |
$13.2K - $15.3K
|
719
$443K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-28- 6.18% |
$13.2K - $15.3K
|
425
$262K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-29- 4.18% |
$13.7K - $15.8K
|
665
$410K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 1.32% |
$13.7K - $15.8K
|
2.17K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-29- 2.97% |
$13.7K - $15.8K
|
949
$584K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30- 1.78% |
$14.2K - $16.4K
|
1.66K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-30- 1.35% |
$14.2K - $16.4K
|
2.19K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-30- 4.17% |
$14.2K - $16.4K
|
689
$424K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30- 13.51% |
$14.2K - $16.4K
|
192
$118K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-30- 1.73% |
$14.2K - $16.4K
|
1.71K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.5% |
$14.2K - $16.4K
|
515
$317K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-30- 3.84% |
$14.2K - $16.4K
|
751
$462K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-30- 6.45% |
$14.2K - $16.4K
|
435
$268K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-30- 3.91% |
$14.2K - $16.4K
|
738
$454K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 2.95% |
$14.7K - $16.9K
|
1.02K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-31- 0.36% |
$14.7K - $16.9K
|
8.66K
$5.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-32- 1.6% |
$15.1K - $17.5K
|
1.97K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-32- 4.95% |
$15.1K - $17.5K
|
614
$378K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-32- 0.38% |
$15.1K - $17.5K
|
8.47K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-32- 4.03% |
$15.1K - $17.5K
|
762
$469K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-32- 0.56% |
$15.1K - $17.5K
|
5.7K
$3.51M
|