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 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4- 0.55% |
$1.89K - $2.18K
|
718
$383K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4- 0.05% |
$1.89K - $2.18K
|
8.14K
$4.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.38% |
$1.89K - $2.18K
|
1.06K
$563K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-4- 3.03% |
$1.89K - $2.18K
|
128
$68.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 1.75% |
$1.89K - $2.18K
|
224
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$1.89K - $2.18K
|
11.8K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-4- 0.43% |
$1.89K - $2.18K
|
930
$496K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.96% |
$1.89K - $2.18K
|
413
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-4- 0.63% |
$1.89K - $2.18K
|
629
$336K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-4- 0.54% |
$1.89K - $2.18K
|
741
$395K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-4- 0.43% |
$1.89K - $2.18K
|
932
$497K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4- 0.09% |
$1.89K - $2.18K
|
4.3K
$2.29M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 4.76% |
$1.89K - $2.18K
|
80
$42.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.48% |
$2.36K - $2.73K
|
1.04K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5- 0.12% |
$2.36K - $2.73K
|
4.04K
$2.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 0.29% |
$2.36K - $2.73K
|
1.74K
$927K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 1.93% |
$2.36K - $2.73K
|
254
$136K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.9% |
$2.36K - $2.73K
|
551
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-5- 0.06% |
$2.36K - $2.73K
|
8.21K
$4.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.45% |
$2.36K - $2.73K
|
1.11K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-5- 0.58% |
$2.36K - $2.73K
|
859
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-5- 0.05% |
$2.36K - $2.73K
|
9.61K
$5.13M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5- 0.57% |
$2.36K - $2.73K
|
879
$469K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5- 0.19% |
$2.36K - $2.73K
|
2.67K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5- 1.09% |
$2.36K - $2.73K
|
452
$241K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.36K - $2.73K
|
11.1K
$5.91M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.08% |
$2.36K - $2.73K
|
6.01K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5- 0.72% |
$2.36K - $2.73K
|
694
$370K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.31% |
$2.36K - $2.73K
|
1.61K
$857K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-5- 0.56% |
$2.36K - $2.73K
|
888
$474K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6- 0.98% |
$2.84K - $3.27K
|
604
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-6- 1.84% |
$2.84K - $3.27K
|
320
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$2.84K - $3.27K
|
2.76K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6- 1.43% |
$2.84K - $3.27K
|
413
$220K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-6- 1.15% |
$2.84K - $3.27K
|
518
$276K
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-6- 0.44% |
$2.84K - $3.27K
|
1.34K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.14% |
$2.84K - $3.27K
|
4.41K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-6- 0.16% |
$2.84K - $3.27K
|
3.74K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.88% |
$2.84K - $3.27K
|
674
$360K
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-6- 1.18% |
$2.84K - $3.27K
|
504
$269K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6- 0.36% |
$2.84K - $3.27K
|
1.65K
$879K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.1% |
$3.31K - $3.82K
|
7.08K
$3.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-7- 3.23% |
$3.31K - $3.82K
|
210
$112K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-7- 1.23% |
$3.31K - $3.82K
|
560
$299K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7- 0.64% |
$3.31K - $3.82K
|
1.09K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-7- 0.44% |
$3.31K - $3.82K
|
1.57K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-8- 1.55% |
$3.78K - $4.36K
|
508
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
SELL
|
- |
-8- 0.89% |
$3.78K - $4.36K
|
890
$475K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-8- 0.07% |
$3.78K - $4.36K
|
11.5K
$6.12M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.43% |
$3.78K - $4.36K
|
553
$295K
|