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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-17- 2.26% |
$8.03K - $9.27K
|
734
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.43% |
$8.51K - $9.82K
|
4.19K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-18- 3.93% |
$8.51K - $9.82K
|
440
$134K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18- 1.97% |
$8.51K - $9.82K
|
896
$274K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-18- 2.05% |
$8.51K - $9.82K
|
861
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-19- 2.06% |
$8.98K - $10.4K
|
903
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 2.27% |
$8.98K - $10.4K
|
817
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-19- 3.23% |
$8.98K - $10.4K
|
569
$174K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-19- 6.11% |
$8.98K - $10.4K
|
292
$89.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-19- 1.18% |
$8.98K - $10.4K
|
1.59K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-19- 0.8% |
$8.98K - $10.4K
|
2.36K
$721K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-19- 2.06% |
$8.98K - $10.4K
|
902
$276K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 1.63% |
$9.45K - $10.9K
|
1.21K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-20- 3.31% |
$9.45K - $10.9K
|
585
$179K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$9.45K - $10.9K
|
35.8K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-20- 2.46% |
$9.45K - $10.9K
|
792
$242K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.98% |
$9.45K - $10.9K
|
992
$303K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-20- 3.08% |
$9.45K - $10.9K
|
630
$193K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-20- 3.58% |
$9.45K - $10.9K
|
538
$164K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-20- 2.92% |
$9.45K - $10.9K
|
664
$203K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-20- 4.57% |
$9.45K - $10.9K
|
418
$128K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-21- 0.09% |
$9.92K - $11.5K
|
24.3K
$7.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-21- 1.89% |
$9.92K - $11.5K
|
1.09K
$333K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 1.57% |
$9.92K - $11.5K
|
1.32K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 3.34% |
$9.92K - $11.5K
|
607
$186K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 4.0% |
$9.92K - $11.5K
|
504
$154K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-21- 4.16% |
$9.92K - $11.5K
|
484
$148K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-21- 2.43% |
$9.92K - $11.5K
|
842
$257K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-21- 0.59% |
$9.92K - $11.5K
|
3.53K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-22- 73.33% |
$10.4K - $12K
|
8
$2.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-22- 3.12% |
$10.4K - $12K
|
683
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-22- 2.55% |
$10.4K - $12K
|
842
$257K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-22- 1.33% |
$10.4K - $12K
|
1.64K
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-23- 1.37% |
$10.9K - $12.5K
|
1.66K
$508K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-23- 3.48% |
$10.9K - $12.5K
|
637
$195K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-23- 1.37% |
$10.9K - $12.5K
|
1.65K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-23- 3.58% |
$10.9K - $12.5K
|
619
$189K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-24- 1.55% |
$11.3K - $13.1K
|
1.52K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 6.03% |
$11.3K - $13.1K
|
374
$114K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-24- 2.46% |
$11.3K - $13.1K
|
951
$291K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-24- 0.01% |
$11.3K - $13.1K
|
226K
$69.1M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-24- 1.42% |
$11.3K - $13.1K
|
1.67K
$511K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-24- 1.99% |
$11.3K - $13.1K
|
1.18K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25- 1.45% |
$11.8K - $13.6K
|
1.7K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 16.03% |
$11.8K - $13.6K
|
131
$40K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-25- 3.09% |
$11.8K - $13.6K
|
785
$240K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 10.2% |
$11.8K - $13.6K
|
220
$67.2K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-25- 1.2% |
$11.8K - $13.6K
|
2.06K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-25- 5.79% |
$11.8K - $13.6K
|
407
$124K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 4.56% |
$11.8K - $13.6K
|
523
$160K
|