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 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-114- 0.6% |
$53.9K - $62.2K
|
18.7K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-114- 26.03% |
$53.9K - $62.2K
|
324
$188K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-115- 4.0% |
$54.3K - $62.7K
|
2.76K
$1.6M
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-115- 20.76% |
$54.3K - $62.7K
|
439
$255K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-115- 0.78% |
$54.3K - $62.7K
|
14.7K
$8.53M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-116- 9.27% |
$54.8K - $63.3K
|
1.14K
$659K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-117- 2.26% |
$55.3K - $63.8K
|
5.06K
$2.94M
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-117- 23.4% |
$55.3K - $63.8K
|
383
$222K
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-117- 20.97% |
$55.3K - $63.8K
|
441
$256K
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-118- 18.7% |
$55.8K - $64.4K
|
513
$298K
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-119- 0.69% |
$56.2K - $64.9K
|
17K
$9.89M
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-119- 0.95% |
$56.2K - $64.9K
|
12.3K
$7.17M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-119- 14.53% |
$56.2K - $64.9K
|
700
$406K
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-120- 1.59% |
$56.7K - $65.5K
|
7.45K
$4.33M
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-120- 10.33% |
$56.7K - $65.5K
|
1.04K
$605K
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-120- 0.14% |
$56.7K - $65.5K
|
82.9K
$48.1M
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-120- 4.95% |
$56.7K - $65.5K
|
2.3K
$1.34M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-122- 4.01% |
$57.7K - $66.5K
|
2.92K
$1.69M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-123- 13.1% |
$58.1K - $67.1K
|
816
$474K
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-124- 3.69% |
$58.6K - $67.6K
|
3.23K
$1.88M
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 8.83% |
$59.1K - $68.2K
|
1.29K
$749K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-125- 11.75% |
$59.1K - $68.2K
|
939
$545K
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-125- 4.29% |
$59.1K - $68.2K
|
2.79K
$1.62M
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-125- 5.13% |
$59.1K - $68.2K
|
2.31K
$1.34M
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-126- 4.5% |
$59.5K - $68.7K
|
2.68K
$1.55M
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-128- 3.14% |
$60.5K - $69.8K
|
3.94K
$2.29M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 0.36% |
$60.5K - $69.8K
|
35.4K
$20.5M
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-128- 2.3% |
$60.5K - $69.8K
|
5.44K
$3.16M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-128- 1.47% |
$60.5K - $69.8K
|
8.57K
$4.97M
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-129- 7.78% |
$61K - $70.4K
|
1.53K
$888K
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-129- 1.26% |
$61K - $70.4K
|
10.1K
$5.89M
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-129- 10.43% |
$61K - $70.4K
|
1.11K
$643K
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-129- 1.56% |
$61K - $70.4K
|
8.16K
$4.74M
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-130- 0.99% |
$61.4K - $70.9K
|
13K
$7.57M
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-130- 2.72% |
$61.4K - $70.9K
|
4.65K
$2.7M
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-131- 18.14% |
$61.9K - $71.5K
|
591
$343K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-131- 19.35% |
$61.9K - $71.5K
|
546
$317K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-132- 1.8% |
$62.4K - $72K
|
7.2K
$4.18M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-132- 4.29% |
$62.4K - $72K
|
2.95K
$1.71M
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-134- 2.71% |
$63.3K - $73.1K
|
4.81K
$2.79M
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-134- 23.89% |
$63.3K - $73.1K
|
427
$248K
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-134- 17.29% |
$63.3K - $73.1K
|
641
$372K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 7.66% |
$63.8K - $73.6K
|
1.63K
$945K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-135- 0.36% |
$63.8K - $73.6K
|
37.5K
$21.7M
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-136- 17.5% |
$64.3K - $74.2K
|
641
$372K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-136- 16.5% |
$64.3K - $74.2K
|
688
$399K
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-139- 10.46% |
$65.7K - $75.8K
|
1.19K
$691K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-139- 2.11% |
$65.7K - $75.8K
|
6.45K
$3.74M
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-139- 3.02% |
$65.7K - $75.8K
|
4.47K
$2.6M
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-139- 21.75% |
$65.7K - $75.8K
|
500
$290K
|