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 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.19% |
$3.78K - $4.36K
|
4.27K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8- 1.92% |
$3.78K - $4.36K
|
408
$218K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-8- 1.67% |
$3.78K - $4.36K
|
472
$252K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 13.79% |
$3.78K - $4.36K
|
50
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-8- 0.49% |
$3.78K - $4.36K
|
1.63K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-8- 0.34% |
$3.78K - $4.36K
|
2.34K
$1.25M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.57% |
$3.78K - $4.36K
|
303
$162K
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-9- 2.56% |
$4.25K - $4.91K
|
343
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-9- 0.99% |
$4.25K - $4.91K
|
898
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.25% |
$4.25K - $4.91K
|
3.64K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-9- 0.58% |
$4.25K - $4.91K
|
1.55K
$824K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9- 1.92% |
$4.25K - $4.91K
|
460
$245K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-9- 1.56% |
$4.25K - $4.91K
|
568
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-10- 20.0% |
$4.73K - $5.45K
|
40
$21.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-10- 0.33% |
$4.73K - $5.45K
|
3.04K
$1.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-10- 0.14% |
$4.73K - $5.45K
|
7.08K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-10- 1.59% |
$4.73K - $5.45K
|
620
$331K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-10- 0.69% |
$4.73K - $5.45K
|
1.44K
$768K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$4.73K - $5.45K
|
4.93K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-10- 0.25% |
$4.73K - $5.45K
|
3.97K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-10- 0.11% |
$4.73K - $5.45K
|
9.44K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.38% |
$4.73K - $5.45K
|
2.63K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 0.14% |
$4.73K - $5.45K
|
7.2K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 1.06% |
$4.73K - $5.45K
|
930
$496K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10- 0.14% |
$4.73K - $5.45K
|
7.39K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-10- 1.28% |
$4.73K - $5.45K
|
769
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-11- 0.88% |
$5.2K - $6K
|
1.24K
$663K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-11- 2.35% |
$5.2K - $6K
|
458
$244K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 10.89% |
$5.2K - $6K
|
90
$48K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11- 1.23% |
$5.2K - $6K
|
882
$471K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-11- 0.78% |
$5.2K - $6K
|
1.39K
$743K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-11- 2.94% |
$5.2K - $6K
|
363
$194K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-11- 7.97% |
$5.2K - $6K
|
127
$67.8K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-11- 1.82% |
$5.2K - $6K
|
592
$316K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-11- 0.4% |
$5.2K - $6K
|
2.75K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11- 11.96% |
$5.2K - $6K
|
81
$43.2K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-11- 0.99% |
$5.2K - $6K
|
1.1K
$587K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-12- 3.18% |
$5.67K - $6.55K
|
365
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-12- 1.63% |
$5.67K - $6.55K
|
722
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12- 2.75% |
$5.67K - $6.55K
|
425
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
SELL
|
- |
-12- 1.2% |
$5.67K - $6.55K
|
985
$526K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12- 0.15% |
$5.67K - $6.55K
|
7.89K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-12- 0.7% |
$5.67K - $6.55K
|
1.71K
$912K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-12- 0.68% |
$5.67K - $6.55K
|
1.75K
$934K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 0.74% |
$5.67K - $6.55K
|
1.61K
$861K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13- 1.03% |
$6.14K - $7.09K
|
1.25K
$666K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13- 1.04% |
$6.14K - $7.09K
|
1.23K
$657K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-13- 2.5% |
$6.14K - $7.09K
|
507
$270K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-13- 0.38% |
$6.14K - $7.09K
|
3.38K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-13- 0.98% |
$6.14K - $7.09K
|
1.32K
$703K
|