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 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-492- 2.17% |
$233K - $268K
|
22.1K
$12.9M
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-492- 11.66% |
$233K - $268K
|
3.73K
$2.16M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-493- 57.73% |
$233K - $269K
|
361
$210K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-495- 3.69% |
$234K - $270K
|
12.9K
$7.51M
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-495- 35.84% |
$234K - $270K
|
886
$514K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-497- 3.19% |
$235K - $271K
|
15.1K
$8.77M
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-500- 41.56% |
$236K - $273K
|
703
$408K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-500- 21.98% |
$236K - $273K
|
1.78K
$1.03M
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-500- 12.47% |
$236K - $273K
|
3.51K
$2.04M
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-505- 1.26% |
$239K - $275K
|
39.4K
$22.9M
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-510- 27.57% |
$241K - $278K
|
1.34K
$778K
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-512- 1.56% |
$242K - $279K
|
32.4K
$18.8M
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-513- 6.18% |
$242K - $280K
|
7.79K
$4.52M
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-514- 11.39% |
$243K - $280K
|
4K
$2.32M
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-514- 11.93% |
$243K - $280K
|
3.8K
$2.2M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-519- 6.42% |
$245K - $283K
|
7.57K
$4.39M
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-519- 8.66% |
$245K - $283K
|
5.48K
$3.18M
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-523- 6.25% |
$247K - $285K
|
7.85K
$4.56M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-524- 1.88% |
$248K - $286K
|
27.3K
$15.8M
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-526- 1.49% |
$249K - $287K
|
34.7K
$20.2M
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-527- 2.47% |
$249K - $287K
|
20.8K
$12.1M
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-529- 2.88% |
$250K - $289K
|
17.9K
$10.4M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-530- 43.59% |
$250K - $289K
|
686
$398K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-531- 97.07% |
$251K - $290K
|
16
$9.29K
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-534- 13.79% |
$252K - $291K
|
3.34K
$1.94M
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-539- 21.19% |
$255K - $294K
|
2.01K
$1.16M
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-540- 12.03% |
$255K - $295K
|
3.95K
$2.29M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-544- 5.35% |
$257K - $297K
|
9.63K
$5.59M
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-546- 4.01% |
$258K - $298K
|
13.1K
$7.59M
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-547- 20.07% |
$259K - $298K
|
2.18K
$1.26M
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-548- 30.53% |
$259K - $299K
|
1.25K
$724K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-551- 4.2% |
$260K - $301K
|
12.6K
$7.3M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-551- 1.54% |
$260K - $301K
|
35.2K
$20.4M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-566- 20.67% |
$267K - $309K
|
2.17K
$1.26M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-576- 24.66% |
$272K - $314K
|
1.76K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-583- 9.36% |
$276K - $318K
|
5.64K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-588- 7.76% |
$278K - $321K
|
6.99K
$4.06M
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-600- 7.14% |
$284K - $327K
|
7.8K
$4.53M
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-600- 6.29% |
$284K - $327K
|
8.94K
$5.19M
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-607- 1.47% |
$287K - $331K
|
40.6K
$23.6M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-610- 9.51% |
$288K - $333K
|
5.8K
$3.37M
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-614- 3.25% |
$290K - $335K
|
18.3K
$10.6M
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-632- 41.83% |
$299K - $345K
|
879
$510K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-634- 26.22% |
$300K - $346K
|
1.78K
$1.04M
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-635- 2.73% |
$300K - $346K
|
22.7K
$13.2M
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-636- 7.01% |
$301K - $347K
|
8.44K
$4.9M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-639- 7.17% |
$302K - $349K
|
8.27K
$4.8M
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-642- 8.21% |
$303K - $350K
|
7.18K
$4.17M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-642- 1.63% |
$303K - $350K
|
38.7K
$22.5M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-642- 11.38% |
$303K - $350K
|
5K
$2.9M
|