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 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.2K- 1.09% |
$567K - $654K
|
108K
$63.9M
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.21K- 19.39% |
$570K - $658K
|
5.01K
$2.95M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 3.18% |
$579K - $668K
|
37.3K
$22M
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.24K- 37.09% |
$587K - $678K
|
2.11K
$1.24M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.25K- 6.87% |
$591K - $682K
|
17K
$10M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 3.12% |
$599K - $691K
|
39.3K
$23.1M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 8.1% |
$602K - $695K
|
14.5K
$8.52M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.32% |
$625K - $721K
|
29.3K
$17.3M
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.32K- 57.59% |
$626K - $722K
|
975
$574K
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.33K- 5.07% |
$629K - $726K
|
24.9K
$14.7M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.34K- 6.73% |
$634K - $732K
|
18.6K
$11M
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.35K- 4.14% |
$637K - $735K
|
31.2K
$18.4M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.35K- 16.81% |
$640K - $738K
|
6.7K
$3.95M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.37K- 30.94% |
$647K - $747K
|
3.06K
$1.8M
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.37K- 4.0% |
$649K - $749K
|
33K
$19.4M
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-1.38K- 20.96% |
$651K - $752K
|
5.2K
$3.06M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 28.35% |
$655K - $755K
|
3.5K
$2.06M
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.39K- 36.41% |
$656K - $758K
|
2.43K
$1.43M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.42K- 19.2% |
$670K - $773K
|
5.97K
$3.52M
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.43K- 75.57% |
$675K - $779K
|
462
$272K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.43K- 2.12% |
$677K - $781K
|
66.1K
$39M
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 13.2% |
$689K - $795K
|
9.59K
$5.65M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.46K- 0.61% |
$691K - $797K
|
238K
$140M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.48K- 30.16% |
$699K - $807K
|
3.43K
$2.02M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.48K- 2.08% |
$699K - $807K
|
69.7K
$41.1M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.51K- 24.46% |
$712K - $821K
|
4.65K
$2.74M
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.51K- 74.25% |
$716K - $826K
|
525
$309K
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.52K- 0.83% |
$717K - $828K
|
181K
$106M
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-1.52K- 0.18% |
$719K - $830K
|
831K
$490M
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.54K- 48.52% |
$726K - $838K
|
1.63K
$961K
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 2.71% |
$729K - $841K
|
55.3K
$32.6M
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.55K- 55.74% |
$730K - $843K
|
1.23K
$723K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.55K- 8.86% |
$734K - $848K
|
16K
$9.42M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.56K- 20.28% |
$738K - $851K
|
6.14K
$3.62M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.59K- 8.4% |
$751K - $867K
|
17.3K
$10.2M
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.59K- 70.72% |
$753K - $869K
|
660
$389K
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.6K- 66.43% |
$757K - $873K
|
809
$477K
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.61K- 45.88% |
$761K - $879K
|
1.9K
$1.12M
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.63K- 8.29% |
$769K - $888K
|
18K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.63K- 71.06% |
$772K - $891K
|
665
$392K
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.65K- 73.86% |
$781K - $902K
|
585
$345K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.67K- 3.82% |
$790K - $911K
|
42.1K
$24.8M
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.68K- 1.55% |
$793K - $916K
|
107K
$62.9M
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.68K- 14.13% |
$795K - $918K
|
10.2K
$6.03M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.7K- 5.68% |
$805K - $929K
|
28.3K
$16.7M
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.74K- 64.81% |
$820K - $946K
|
942
$555K
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.81K- 12.99% |
$854K - $985K
|
12.1K
$7.13M
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.84K- 92.38% |
$871K - $1.01M
|
152
$89.5K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.87K- 30.24% |
$885K - $1.02M
|
4.32K
$2.54M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 28.9% |
$894K - $1.03M
|
4.66K
$2.74M
|