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 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-140- 8.19% |
$66.2K - $76.4K
|
1.57K
$911K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-140- 1.62% |
$66.2K - $76.4K
|
8.49K
$4.93M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-141- 4.23% |
$66.6K - $76.9K
|
3.2K
$1.85M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-141- 3.6% |
$66.6K - $76.9K
|
3.78K
$2.2M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-141- 4.34% |
$66.6K - $76.9K
|
3.11K
$1.8M
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-142- 0.37% |
$67.1K - $77.4K
|
38.7K
$22.5M
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-142- 4.61% |
$67.1K - $77.4K
|
2.94K
$1.71M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 2.36% |
$68.1K - $78.5K
|
5.97K
$3.46M
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-144- 7.74% |
$68.1K - $78.5K
|
1.72K
$996K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-145- 23.5% |
$68.5K - $79.1K
|
472
$274K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-147- 25.97% |
$69.5K - $80.2K
|
419
$243K
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 20.99% |
$69.9K - $80.7K
|
557
$323K
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-150- 1.16% |
$70.9K - $81.8K
|
12.8K
$7.41M
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-150- 1.39% |
$70.9K - $81.8K
|
10.6K
$6.18M
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-150- 6.22% |
$70.9K - $81.8K
|
2.26K
$1.31M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-155- 5.07% |
$73.3K - $84.5K
|
2.9K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-155- 8.58% |
$73.3K - $84.5K
|
1.65K
$958K
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-157- 5.65% |
$74.2K - $85.6K
|
2.62K
$1.52M
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-157- 1.5% |
$74.2K - $85.6K
|
10.3K
$6M
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-157- 8.38% |
$74.2K - $85.6K
|
1.72K
$996K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-157- 9.92% |
$74.2K - $85.6K
|
1.43K
$828K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-159- 0.26% |
$75.1K - $86.7K
|
60.3K
$35M
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-160- 42.44% |
$75.6K - $87.3K
|
217
$126K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-160- 0.89% |
$75.6K - $87.3K
|
17.8K
$10.4M
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-161- 2.47% |
$76.1K - $87.8K
|
6.35K
$3.69M
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-161- 19.05% |
$76.1K - $87.8K
|
684
$397K
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-162- 5.66% |
$76.6K - $88.4K
|
2.7K
$1.57M
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-162- 1.83% |
$76.6K - $88.4K
|
8.67K
$5.04M
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-162- 28.52% |
$76.6K - $88.4K
|
406
$236K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-164- 14.39% |
$77.5K - $89.4K
|
976
$567K
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-165- 15.58% |
$78K - $90K
|
894
$519K
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-166- 5.42% |
$78.5K - $90.5K
|
2.9K
$1.68M
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-166- 26.86% |
$78.5K - $90.5K
|
452
$262K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-166- 26.86% |
$78.5K - $90.5K
|
452
$262K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-167- 1.45% |
$78.9K - $91.1K
|
11.4K
$6.61M
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-167- 18.02% |
$78.9K - $91.1K
|
760
$441K
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-167- 16.62% |
$78.9K - $91.1K
|
838
$486K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-170- 1.43% |
$80.3K - $92.7K
|
11.8K
$6.82M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-170- 4.85% |
$80.3K - $92.7K
|
3.33K
$1.93M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-170- 5.0% |
$80.3K - $92.7K
|
3.23K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-170- 15.45% |
$80.3K - $92.7K
|
930
$540K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-171- 5.82% |
$80.8K - $93.3K
|
2.77K
$1.61M
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-174- 1.86% |
$82.2K - $94.9K
|
9.17K
$5.32M
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-174- 8.23% |
$82.2K - $94.9K
|
1.94K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-174- 2.06% |
$82.2K - $94.9K
|
8.29K
$4.81M
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-176- 17.05% |
$83.2K - $96K
|
856
$497K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-179- 4.39% |
$84.6K - $97.6K
|
3.9K
$2.27M
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-180- 17.89% |
$85.1K - $98.2K
|
826
$480K
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-181- 2.32% |
$85.5K - $98.7K
|
7.63K
$4.43M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-184- 3.32% |
$87K - $100K
|
5.36K
$3.11M
|