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 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 4.56% |
$11.8K - $13.6K
|
523
$151K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-25- 4.48% |
$11.8K - $13.6K
|
533
$154K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-26- 1.11% |
$12.3K - $14.2K
|
2.33K
$670K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-27- 2.58% |
$12.8K - $14.7K
|
1.02K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-27- 3.11% |
$12.8K - $14.7K
|
840
$242K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27- 2.55% |
$12.8K - $14.7K
|
1.03K
$297K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27- 4.17% |
$12.8K - $14.7K
|
621
$179K
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-28- 2.53% |
$13.2K - $15.3K
|
1.08K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-28- 0.14% |
$13.2K - $15.3K
|
20.2K
$5.83M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-28- 3.75% |
$13.2K - $15.3K
|
719
$207K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-28- 6.18% |
$13.2K - $15.3K
|
425
$122K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-29- 4.18% |
$13.7K - $15.8K
|
665
$192K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 1.32% |
$13.7K - $15.8K
|
2.17K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-29- 2.97% |
$13.7K - $15.8K
|
949
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30- 1.78% |
$14.2K - $16.4K
|
1.66K
$478K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-30- 1.35% |
$14.2K - $16.4K
|
2.19K
$629K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-30- 4.17% |
$14.2K - $16.4K
|
689
$198K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-30- 13.51% |
$14.2K - $16.4K
|
192
$55.3K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-30- 1.73% |
$14.2K - $16.4K
|
1.71K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-30- 5.5% |
$14.2K - $16.4K
|
515
$148K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-30- 3.84% |
$14.2K - $16.4K
|
751
$216K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-30- 6.45% |
$14.2K - $16.4K
|
435
$125K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-30- 3.91% |
$14.2K - $16.4K
|
738
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 2.95% |
$14.7K - $16.9K
|
1.02K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-31- 0.36% |
$14.7K - $16.9K
|
8.66K
$2.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-32- 1.6% |
$15.1K - $17.5K
|
1.97K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-32- 4.95% |
$15.1K - $17.5K
|
614
$177K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-32- 0.38% |
$15.1K - $17.5K
|
8.47K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-32- 4.03% |
$15.1K - $17.5K
|
762
$220K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-32- 0.56% |
$15.1K - $17.5K
|
5.7K
$1.64M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-33- 3.81% |
$15.6K - $18K
|
833
$240K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 0.22% |
$15.6K - $18K
|
15.3K
$4.41M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-33- 2.57% |
$15.6K - $18K
|
1.25K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 20.0% |
$15.6K - $18K
|
132
$38K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-34- 4.46% |
$16.1K - $18.5K
|
729
$210K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-35- 18.92% |
$16.5K - $19.1K
|
150
$43.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-35- 1.59% |
$16.5K - $19.1K
|
2.17K
$625K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-35- 3.25% |
$16.5K - $19.1K
|
1.04K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-35- 0.73% |
$16.5K - $19.1K
|
4.73K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-35- 7.51% |
$16.5K - $19.1K
|
431
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-36- 8.02% |
$17K - $19.6K
|
413
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 2.3% |
$17K - $19.6K
|
1.53K
$441K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-36- 1.9% |
$17K - $19.6K
|
1.86K
$535K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 14.45% |
$17.5K - $20.2K
|
219
$63.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-37- 2.53% |
$17.5K - $20.2K
|
1.43K
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-37- 3.05% |
$17.5K - $20.2K
|
1.18K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37- 1.71% |
$17.5K - $20.2K
|
2.13K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-37- 37.76% |
$17.5K - $20.2K
|
61
$17.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-38- 1.41% |
$18K - $20.7K
|
2.66K
$765K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.83% |
$18K - $20.7K
|
955
$275K
|