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 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-223- 3.37% |
$105K - $122K
|
6.4K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-223- 1.42% |
$105K - $122K
|
15.5K
$9.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-224- 27.55% |
$106K - $122K
|
589
$363K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-229- 1.16% |
$108K - $125K
|
19.5K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-229- 15.48% |
$108K - $125K
|
1.25K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-232- 4.77% |
$110K - $127K
|
4.63K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-232- 15.67% |
$110K - $127K
|
1.25K
$769K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-233- 18.09% |
$110K - $127K
|
1.06K
$650K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-233- 13.46% |
$110K - $127K
|
1.5K
$922K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-234- 12.63% |
$111K - $128K
|
1.62K
$997K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-236- 5.22% |
$112K - $129K
|
4.28K
$2.64M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-239- 7.03% |
$113K - $130K
|
3.16K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-242- 0.4% |
$114K - $132K
|
60.2K
$37.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-243- 1.83% |
$115K - $133K
|
13K
$8.01M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-244- 8.55% |
$115K - $133K
|
2.61K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-245- 4.59% |
$116K - $134K
|
5.09K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-247- 9.98% |
$117K - $135K
|
2.23K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-247- 6.81% |
$117K - $135K
|
3.38K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-247- 2.11% |
$117K - $135K
|
11.5K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-248- 7.05% |
$117K - $135K
|
3.27K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-249- 13.11% |
$118K - $136K
|
1.65K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-250- 17.71% |
$118K - $136K
|
1.16K
$716K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 35.36% |
$118K - $136K
|
457
$281K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 4.28% |
$118K - $136K
|
5.6K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-250- 10.24% |
$118K - $136K
|
2.19K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-252- 8.94% |
$119K - $137K
|
2.57K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-253- 31.55% |
$120K - $138K
|
549
$338K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-253- 11.4% |
$120K - $138K
|
1.97K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-257- 0.36% |
$121K - $140K
|
70.7K
$43.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-260- 30.84% |
$123K - $142K
|
583
$359K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-260- 3.94% |
$123K - $142K
|
6.34K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-263- 24.88% |
$124K - $143K
|
794
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-264- 18.97% |
$125K - $144K
|
1.13K
$695K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-265- 5.37% |
$125K - $145K
|
4.67K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-266- 3.52% |
$126K - $145K
|
7.28K
$4.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-267- 14.41% |
$126K - $146K
|
1.59K
$977K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-271- 0.91% |
$128K - $148K
|
29.4K
$18.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-272- 1.92% |
$129K - $148K
|
13.9K
$8.55M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-272- 4.89% |
$129K - $148K
|
5.29K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-273- 1.3% |
$129K - $149K
|
20.7K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-273- 8.32% |
$129K - $149K
|
3.01K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-275- 34.42% |
$130K - $150K
|
524
$323K
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-275- 6.27% |
$130K - $150K
|
4.11K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-275- 6.63% |
$130K - $150K
|
3.87K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-277- 8.2% |
$131K - $151K
|
3.1K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-280- 0.53% |
$132K - $153K
|
52.4K
$32.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-282- 0.39% |
$133K - $154K
|
72.1K
$44.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-285- 18.19% |
$135K - $155K
|
1.28K
$789K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-285- 2.28% |
$135K - $155K
|
12.2K
$7.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-288- 3.08% |
$136K - $157K
|
9.06K
$5.58M
|