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 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-583- 9.36% |
$276K - $318K
|
5.64K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-588- 7.76% |
$278K - $321K
|
6.99K
$4.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-600- 7.14% |
$284K - $327K
|
7.8K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-600- 6.29% |
$284K - $327K
|
8.94K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-607- 1.47% |
$287K - $331K
|
40.6K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-610- 9.51% |
$288K - $333K
|
5.8K
$3.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-614- 3.25% |
$290K - $335K
|
18.3K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-632- 41.83% |
$299K - $345K
|
879
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-634- 26.22% |
$300K - $346K
|
1.78K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-635- 2.73% |
$300K - $346K
|
22.7K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-636- 7.01% |
$301K - $347K
|
8.44K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-639- 7.17% |
$302K - $349K
|
8.27K
$5.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-642- 8.21% |
$303K - $350K
|
7.18K
$4.42M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-642- 1.63% |
$303K - $350K
|
38.7K
$23.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-642- 11.38% |
$303K - $350K
|
5K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-646- 14.5% |
$305K - $352K
|
3.81K
$2.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-646- 1.0% |
$305K - $352K
|
63.6K
$39.2M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-646- 2.01% |
$305K - $352K
|
31.5K
$19.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-652- 23.34% |
$308K - $356K
|
2.14K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-652- 2.48% |
$308K - $356K
|
25.6K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-657- 1.6% |
$310K - $358K
|
40.3K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-657- 2.62% |
$310K - $358K
|
24.4K
$15M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-665- 1.14% |
$314K - $363K
|
57.8K
$35.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-672- 21.67% |
$318K - $367K
|
2.43K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-675- 0.62% |
$319K - $368K
|
107K
$66.2M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-680- 41.59% |
$321K - $371K
|
955
$588K
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-689- 1.32% |
$326K - $376K
|
51.3K
$31.6M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-695- 51.67% |
$328K - $379K
|
650
$400K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-696- 22.26% |
$329K - $380K
|
2.43K
$1.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-697- 46.16% |
$329K - $380K
|
813
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-710- 0.37% |
$336K - $387K
|
189K
$116M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-724- 7.06% |
$342K - $395K
|
9.53K
$5.87M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-736- 5.25% |
$348K - $401K
|
13.3K
$8.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-738- 1.68% |
$349K - $403K
|
43.3K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-738- 9.5% |
$349K - $403K
|
7.03K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-751- 1.04% |
$355K - $410K
|
71.1K
$43.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-752- 14.71% |
$355K - $410K
|
4.36K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-767- 24.89% |
$362K - $418K
|
2.32K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-778- 33.09% |
$368K - $424K
|
1.57K
$969K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-784- 7.46% |
$371K - $428K
|
9.72K
$5.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-785- 39.41% |
$371K - $428K
|
1.21K
$743K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-797- 1.89% |
$377K - $435K
|
41.5K
$25.5M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-798- 23.44% |
$377K - $435K
|
2.61K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-800- 7.0% |
$378K - $436K
|
10.6K
$6.54M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-803- 9.09% |
$379K - $438K
|
8.04K
$4.95M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-804- 69.79% |
$380K - $439K
|
348
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-807- 27.7% |
$381K - $440K
|
2.11K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-822- 6.47% |
$388K - $448K
|
11.9K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-823- 1.05% |
$389K - $449K
|
77.6K
$47.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-824- 2.53% |
$389K - $449K
|
31.8K
$19.6M
|