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 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-345- 6.0% |
$163K - $188K
|
5.41K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-346- 3.72% |
$164K - $189K
|
8.96K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-346- 15.6% |
$164K - $189K
|
1.87K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-348- 2.25% |
$164K - $190K
|
15.1K
$9.32M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-351- 2.61% |
$166K - $191K
|
13.1K
$8.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-353- 1.88% |
$167K - $193K
|
18.4K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-354- 41.16% |
$167K - $193K
|
506
$312K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-355- 2.13% |
$168K - $194K
|
16.3K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-355- 5.65% |
$168K - $194K
|
5.93K
$3.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-357- 1.4% |
$169K - $195K
|
25.1K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-357- 2.11% |
$169K - $195K
|
16.6K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-357- 18.77% |
$169K - $195K
|
1.55K
$951K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-358- 13.0% |
$169K - $195K
|
2.4K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-359- 0.7% |
$170K - $196K
|
51.2K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-359- 1.22% |
$170K - $196K
|
29K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-363- 40.83% |
$172K - $198K
|
526
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-364- 2.35% |
$172K - $199K
|
15.1K
$9.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-365- 2.6% |
$172K - $199K
|
13.7K
$8.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-371- 8.16% |
$175K - $202K
|
4.18K
$2.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-376- 26.02% |
$178K - $205K
|
1.07K
$658K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-377- 17.21% |
$178K - $206K
|
1.81K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-383- 36.76% |
$181K - $209K
|
659
$406K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-383- 1.69% |
$181K - $209K
|
22.3K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-386- 4.22% |
$182K - $211K
|
8.77K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-388- 58.17% |
$183K - $212K
|
279
$172K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-390- 2.66% |
$184K - $213K
|
14.3K
$8.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-394- 6.29% |
$186K - $215K
|
5.87K
$3.62M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-394- 6.29% |
$186K - $215K
|
5.87K
$3.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-397- 16.56% |
$188K - $217K
|
2K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-397- 10.43% |
$188K - $217K
|
3.41K
$2.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-405- 39.59% |
$191K - $221K
|
618
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-411- 7.97% |
$194K - $224K
|
4.75K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-411- 13.28% |
$194K - $224K
|
2.68K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-414- 24.34% |
$196K - $226K
|
1.29K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-418- 35.91% |
$198K - $228K
|
746
$459K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-419- 16.62% |
$198K - $229K
|
2.1K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-422- 3.61% |
$199K - $230K
|
11.3K
$6.93M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-425- 16.16% |
$201K - $232K
|
2.21K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-426- 1.96% |
$201K - $232K
|
21.3K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-429- 27.88% |
$203K - $234K
|
1.11K
$684K
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-430- 1.39% |
$203K - $235K
|
30.6K
$18.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-432- 24.94% |
$204K - $236K
|
1.3K
$801K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-436- 17.93% |
$206K - $238K
|
2K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-438- 4.01% |
$207K - $239K
|
10.5K
$6.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-440- 16.87% |
$208K - $240K
|
2.17K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-449- 15.51% |
$212K - $245K
|
2.45K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-451- 2.89% |
$213K - $246K
|
15.2K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-451- 19.01% |
$213K - $246K
|
1.92K
$1.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-454- 37.74% |
$215K - $248K
|
749
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-454- 12.23% |
$215K - $248K
|
3.26K
$2.01M
|