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 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-53- 2.06% |
$25K - $28.9K
|
2.52K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 2.42% |
$25K - $28.9K
|
2.14K
$652K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-53- 3.84% |
$25K - $28.9K
|
1.33K
$406K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-54- 6.46% |
$25.5K - $29.5K
|
782
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-54- 0.74% |
$25.5K - $29.5K
|
7.26K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-54- 2.06% |
$25.5K - $29.5K
|
2.57K
$785K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-55- 11.55% |
$26K - $30K
|
421
$129K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-55- 0.35% |
$26K - $30K
|
15.5K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-56- 0.43% |
$26.5K - $30.5K
|
12.9K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-56- 6.44% |
$26.5K - $30.5K
|
813
$248K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 0.36% |
$26.9K - $31.1K
|
15.9K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-57- 2.22% |
$26.9K - $31.1K
|
2.51K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-57- 1.55% |
$26.9K - $31.1K
|
3.62K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-57- 6.71% |
$26.9K - $31.1K
|
793
$242K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-57- 7.3% |
$26.9K - $31.1K
|
724
$221K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-57- 9.41% |
$26.9K - $31.1K
|
549
$168K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-57- 26.64% |
$26.9K - $31.1K
|
157
$48K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.9K - $31.1K
|
36
$11K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 0.51% |
$27.4K - $31.6K
|
11.3K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-58- 0.23% |
$27.4K - $31.6K
|
25.2K
$7.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-60- 7.08% |
$28.4K - $32.7K
|
787
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-60- 11.67% |
$28.4K - $32.7K
|
454
$139K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-60- 0.71% |
$28.4K - $32.7K
|
8.45K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-60- 6.03% |
$28.4K - $32.7K
|
935
$286K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-60- 10.89% |
$28.4K - $32.7K
|
491
$150K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-61- 1.58% |
$28.8K - $33.3K
|
3.81K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-62- 0.87% |
$29.3K - $33.8K
|
7.1K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-63- 8.47% |
$29.8K - $34.4K
|
681
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-63- 10.75% |
$29.8K - $34.4K
|
523
$160K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-63- 1.57% |
$29.8K - $34.4K
|
3.95K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-64- 0.28% |
$30.2K - $34.9K
|
22.5K
$6.88M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-64- 3.26% |
$30.2K - $34.9K
|
1.9K
$581K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-64- 10.21% |
$30.2K - $34.9K
|
563
$172K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-64- 5.3% |
$30.2K - $34.9K
|
1.14K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 3.94% |
$30.2K - $34.9K
|
1.56K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-64- 2.04% |
$30.2K - $34.9K
|
3.08K
$941K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 3.01% |
$30.7K - $35.5K
|
2.09K
$639K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-66- 11.07% |
$31.2K - $36K
|
530
$162K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-66- 10.77% |
$31.2K - $36K
|
547
$167K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-66- 1.66% |
$31.2K - $36K
|
3.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-66- 2.34% |
$31.2K - $36K
|
2.75K
$842K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 11.57% |
$31.7K - $36.5K
|
512
$156K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-67- 8.04% |
$31.7K - $36.5K
|
766
$234K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-68- 4.44% |
$32.1K - $37.1K
|
1.46K
$447K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-68- 4.42% |
$32.1K - $37.1K
|
1.47K
$450K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-68- 2.24% |
$32.1K - $37.1K
|
2.97K
$908K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 9.71% |
$32.1K - $37.1K
|
632
$193K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-69- 0.66% |
$32.6K - $37.6K
|
10.4K
$3.18M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-69- 10.09% |
$32.6K - $37.6K
|
615
$188K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-69- 2.8% |
$32.6K - $37.6K
|
2.4K
$733K
|