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 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-184- 22.63% |
$87K - $100K
|
629
$365K
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-184- 6.46% |
$87K - $100K
|
2.67K
$1.55M
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-185- 0.36% |
$87.4K - $101K
|
51.7K
$30M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-185- 10.08% |
$87.4K - $101K
|
1.65K
$958K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-185- 1.94% |
$87.4K - $101K
|
9.37K
$5.44M
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-187- 0.28% |
$88.4K - $102K
|
67.2K
$39M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-188- 1.08% |
$88.8K - $103K
|
17.3K
$10M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-188- 49.21% |
$88.8K - $103K
|
194
$113K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-189- 1.61% |
$89.3K - $103K
|
11.5K
$6.7M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-189- 4.0% |
$89.3K - $103K
|
4.54K
$2.64M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-190- 7.58% |
$89.8K - $104K
|
2.32K
$1.35M
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-191- 5.74% |
$90.3K - $104K
|
3.14K
$1.82M
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-192- 2.44% |
$90.7K - $105K
|
7.66K
$4.45M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-192- 0.58% |
$90.7K - $105K
|
32.9K
$19.1M
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-195- 3.4% |
$92.2K - $106K
|
5.54K
$3.22M
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-195- 2.14% |
$92.2K - $106K
|
8.93K
$5.18M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-196- 0.46% |
$92.6K - $107K
|
42.7K
$24.8M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-198- 3.81% |
$93.6K - $108K
|
5K
$2.9M
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-200- 29.81% |
$94.5K - $109K
|
471
$273K
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 18.94% |
$94.5K - $109K
|
856
$497K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-201- 12.98% |
$95K - $110K
|
1.35K
$782K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-202- 1.99% |
$95.5K - $110K
|
9.93K
$5.77M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-203- 0.32% |
$95.9K - $111K
|
63.5K
$36.9M
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-206- 4.35% |
$97.4K - $112K
|
4.53K
$2.63M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-215- 17.54% |
$102K - $117K
|
1.01K
$587K
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-215- 5.84% |
$102K - $117K
|
3.47K
$2.01M
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-215- 22.99% |
$102K - $117K
|
720
$418K
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-216- 24.0% |
$102K - $118K
|
684
$397K
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-218- 3.39% |
$103K - $119K
|
6.22K
$3.61M
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-219- 14.88% |
$103K - $119K
|
1.25K
$727K
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-220- 5.94% |
$104K - $120K
|
3.48K
$2.02M
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-220- 8.8% |
$104K - $120K
|
2.28K
$1.32M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-221- 11.06% |
$104K - $121K
|
1.78K
$1.03M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-221- 16.88% |
$104K - $121K
|
1.09K
$632K
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-221- 3.47% |
$104K - $121K
|
6.14K
$3.57M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-221- 2.59% |
$104K - $121K
|
8.3K
$4.82M
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-222- 17.48% |
$105K - $121K
|
1.05K
$608K
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-223- 3.37% |
$105K - $122K
|
6.4K
$3.71M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-223- 1.42% |
$105K - $122K
|
15.5K
$9.01M
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-224- 27.55% |
$106K - $122K
|
589
$342K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-229- 1.16% |
$108K - $125K
|
19.5K
$11.3M
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-229- 15.48% |
$108K - $125K
|
1.25K
$726K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-232- 4.77% |
$110K - $127K
|
4.63K
$2.69M
|
|
May 03, 2024
Q1 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-232- 15.67% |
$110K - $127K
|
1.25K
$725K
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-233- 18.09% |
$110K - $127K
|
1.06K
$612K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-233- 13.46% |
$110K - $127K
|
1.5K
$870K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-234- 12.63% |
$111K - $128K
|
1.62K
$940K
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-236- 5.22% |
$112K - $129K
|
4.28K
$2.49M
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-239- 7.03% |
$113K - $130K
|
3.16K
$1.83M
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-242- 0.4% |
$114K - $132K
|
60.2K
$35M
|