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 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13- 0.7% |
$6.14K - $7.09K
|
1.85K
$989K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-13- 0.78% |
$6.14K - $7.09K
|
1.66K
$888K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-14- 17.95% |
$6.62K - $7.64K
|
64
$34.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-14- 0.28% |
$6.62K - $7.64K
|
4.94K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-14- 0.17% |
$6.62K - $7.64K
|
8.22K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-14- 0.21% |
$6.62K - $7.64K
|
6.67K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-15- 0.1% |
$7.09K - $8.18K
|
14.8K
$7.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15- 0.1% |
$7.09K - $8.18K
|
14.4K
$7.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-15- 2.37% |
$7.09K - $8.18K
|
617
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-15- 0.85% |
$7.09K - $8.18K
|
1.75K
$936K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 1.07% |
$7.09K - $8.18K
|
1.39K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-15- 1.58% |
$7.09K - $8.18K
|
933
$498K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-16- 1.24% |
$7.56K - $8.73K
|
1.28K
$681K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-16- 0.73% |
$7.56K - $8.73K
|
2.16K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-16- 1.09% |
$7.56K - $8.73K
|
1.45K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-16- 27.59% |
$7.56K - $8.73K
|
42
$22.4K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.07% |
$7.56K - $8.73K
|
1.48K
$790K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-17- 3.68% |
$8.03K - $9.27K
|
445
$237K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-17- 1.09% |
$8.03K - $9.27K
|
1.54K
$821K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17- 3.23% |
$8.03K - $9.27K
|
510
$272K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-17- 2.66% |
$8.03K - $9.27K
|
621
$331K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-17- 1.33% |
$8.03K - $9.27K
|
1.26K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-17- 85.0% |
$8.03K - $9.27K
|
3
$1.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-18- 0.43% |
$8.51K - $9.82K
|
4.19K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-18- 3.93% |
$8.51K - $9.82K
|
440
$235K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18- 1.97% |
$8.51K - $9.82K
|
896
$478K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-18- 2.05% |
$8.51K - $9.82K
|
861
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-19- 2.06% |
$8.98K - $10.4K
|
903
$482K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 2.27% |
$8.98K - $10.4K
|
817
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-19- 3.23% |
$8.98K - $10.4K
|
569
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-19- 6.11% |
$8.98K - $10.4K
|
292
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-19- 1.18% |
$8.98K - $10.4K
|
1.59K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-19- 0.8% |
$8.98K - $10.4K
|
2.36K
$1.26M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-19- 2.06% |
$8.98K - $10.4K
|
902
$481K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 1.63% |
$9.45K - $10.9K
|
1.21K
$643K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-20- 3.31% |
$9.45K - $10.9K
|
585
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-20- 0.06% |
$9.45K - $10.9K
|
35.8K
$19.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-20- 2.46% |
$9.45K - $10.9K
|
792
$423K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.98% |
$9.45K - $10.9K
|
992
$529K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-20- 3.08% |
$9.45K - $10.9K
|
630
$336K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-20- 3.58% |
$9.45K - $10.9K
|
538
$287K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-20- 2.92% |
$9.45K - $10.9K
|
664
$354K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-20- 4.57% |
$9.45K - $10.9K
|
418
$223K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-21- 0.09% |
$9.92K - $11.5K
|
24.3K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-21- 1.89% |
$9.92K - $11.5K
|
1.09K
$582K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21- 1.57% |
$9.92K - $11.5K
|
1.32K
$704K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 3.34% |
$9.92K - $11.5K
|
607
$324K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-21- 4.0% |
$9.92K - $11.5K
|
504
$269K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-21- 4.16% |
$9.92K - $11.5K
|
484
$258K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-21- 2.43% |
$9.92K - $11.5K
|
842
$449K
|