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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-89- 7.77% |
$42.1K - $48.5K
|
1.06K
$613K
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-89- 1.15% |
$42.1K - $48.5K
|
7.63K
$4.43M
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-89- 7.72% |
$42.1K - $48.5K
|
1.06K
$618K
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-90- 3.08% |
$42.5K - $49.1K
|
2.83K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-90- 7.31% |
$42.5K - $49.1K
|
1.14K
$663K
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-91- 11.38% |
$43K - $49.6K
|
709
$412K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-92- 8.3% |
$43.5K - $50.2K
|
1.02K
$590K
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-92- 4.69% |
$43.5K - $50.2K
|
1.87K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-93- 15.95% |
$44K - $50.7K
|
490
$284K
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-93- 2.08% |
$44K - $50.7K
|
4.38K
$2.54M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-94- 1.05% |
$44.4K - $51.3K
|
8.82K
$5.12M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-94- 3.7% |
$44.4K - $51.3K
|
2.44K
$1.42M
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-94- 1.34% |
$44.4K - $51.3K
|
6.9K
$4M
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95- 9.02% |
$44.9K - $51.8K
|
958
$556K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96- 4.27% |
$45.4K - $52.4K
|
2.15K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-97- 4.19% |
$45.8K - $52.9K
|
2.22K
$1.29M
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-98- 6.15% |
$46.3K - $53.5K
|
1.5K
$868K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-98- 0.69% |
$46.3K - $53.5K
|
14.2K
$8.22M
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-98- 3.06% |
$46.3K - $53.5K
|
3.11K
$1.8M
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 2.9% |
$46.8K - $54K
|
3.32K
$1.93M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-99- 0.86% |
$46.8K - $54K
|
11.4K
$6.65M
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 12.76% |
$47.3K - $54.5K
|
684
$397K
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-100- 15.13% |
$47.3K - $54.5K
|
561
$326K
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 4.08% |
$47.3K - $54.5K
|
2.35K
$1.36M
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 11.68% |
$47.3K - $54.5K
|
756
$439K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 7.0% |
$47.3K - $54.5K
|
1.33K
$771K
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-100- 4.84% |
$47.3K - $54.5K
|
1.97K
$1.14M
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-100- 1.42% |
$47.3K - $54.5K
|
6.93K
$4.02M
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-100- 2.34% |
$47.3K - $54.5K
|
4.17K
$2.42M
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-100- 16.31% |
$47.3K - $54.5K
|
513
$298K
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-100- 1.06% |
$47.3K - $54.5K
|
9.37K
$5.44M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-101- 8.72% |
$47.7K - $55.1K
|
1.06K
$614K
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-101- 17.78% |
$47.7K - $55.1K
|
467
$271K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-102- 5.5% |
$48.2K - $55.6K
|
1.75K
$1.02M
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 3.78% |
$48.7K - $56.2K
|
2.62K
$1.52M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-103- 0.93% |
$48.7K - $56.2K
|
11K
$6.39M
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-105- 4.62% |
$49.6K - $57.3K
|
2.17K
$1.26M
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-106- 4.26% |
$50.1K - $57.8K
|
2.39K
$1.38M
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-106- 0.68% |
$50.1K - $57.8K
|
15.4K
$8.93M
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-106- 4.1% |
$50.1K - $57.8K
|
2.48K
$1.44M
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-107- 17.23% |
$50.6K - $58.4K
|
514
$298K
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-108- 3.28% |
$51K - $58.9K
|
3.19K
$1.85M
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-108- 4.44% |
$51K - $58.9K
|
2.33K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-108- 0.52% |
$51K - $58.9K
|
20.7K
$12M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-109- 0.43% |
$51.5K - $59.5K
|
25.2K
$14.6M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 13.85% |
$52K - $60K
|
684
$397K
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-110- 16.74% |
$52K - $60K
|
547
$318K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-111- 8.74% |
$52.5K - $60.5K
|
1.16K
$673K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-112- 1.14% |
$52.9K - $61.1K
|
9.67K
$5.62M
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-112- 16.77% |
$52.9K - $61.1K
|
556
$323K
|