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 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-32- 4.03% |
$15.1K - $17.5K
|
762
$407K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-32- 0.56% |
$15.1K - $17.5K
|
5.7K
$3.04M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-33- 3.81% |
$15.6K - $18K
|
833
$444K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-33- 0.22% |
$15.6K - $18K
|
15.3K
$8.17M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-33- 2.57% |
$15.6K - $18K
|
1.25K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 20.0% |
$15.6K - $18K
|
132
$70.4K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-34- 4.46% |
$16.1K - $18.5K
|
729
$389K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-35- 18.92% |
$16.5K - $19.1K
|
150
$80K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-35- 1.59% |
$16.5K - $19.1K
|
2.17K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-35- 3.25% |
$16.5K - $19.1K
|
1.04K
$555K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-35- 0.73% |
$16.5K - $19.1K
|
4.73K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-35- 7.51% |
$16.5K - $19.1K
|
431
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-36- 8.02% |
$17K - $19.6K
|
413
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-36- 2.3% |
$17K - $19.6K
|
1.53K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-36- 1.9% |
$17K - $19.6K
|
1.86K
$991K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 14.45% |
$17.5K - $20.2K
|
219
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-37- 2.53% |
$17.5K - $20.2K
|
1.43K
$761K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-37- 3.05% |
$17.5K - $20.2K
|
1.18K
$628K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37- 1.71% |
$17.5K - $20.2K
|
2.13K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-37- 37.76% |
$17.5K - $20.2K
|
61
$32.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-38- 1.41% |
$18K - $20.7K
|
2.66K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.83% |
$18K - $20.7K
|
955
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-38- 5.09% |
$18K - $20.7K
|
709
$378K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-38- 4.11% |
$18K - $20.7K
|
886
$473K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 3.54% |
$18K - $20.7K
|
1.04K
$552K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-39- 7.49% |
$18.4K - $21.3K
|
482
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-39- 2.85% |
$18.4K - $21.3K
|
1.33K
$709K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-39- 79.59% |
$18.4K - $21.3K
|
10
$5.34K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-39- 0.74% |
$18.4K - $21.3K
|
5.23K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-40- 0.42% |
$18.9K - $21.8K
|
9.48K
$5.06M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-40- 0.77% |
$18.9K - $21.8K
|
5.18K
$2.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 5.37% |
$18.9K - $21.8K
|
705
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-40- 4.52% |
$18.9K - $21.8K
|
845
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-40- 0.2% |
$18.9K - $21.8K
|
19.7K
$10.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 3.72% |
$18.9K - $21.8K
|
1.04K
$553K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-40- 0.24% |
$18.9K - $21.8K
|
16.4K
$8.77M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-40- 0.75% |
$18.9K - $21.8K
|
5.27K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-40- 30.3% |
$18.9K - $21.8K
|
92
$49.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-41- 2.18% |
$19.4K - $22.4K
|
1.84K
$982K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-42- 0.22% |
$19.8K - $22.9K
|
18.6K
$9.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-42- 7.27% |
$19.8K - $22.9K
|
536
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-44- 2.51% |
$20.8K - $24K
|
1.71K
$911K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-44- 0.36% |
$20.8K - $24K
|
12.3K
$6.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-45- 4.23% |
$21.3K - $24.5K
|
1.02K
$544K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-45- 9.55% |
$21.3K - $24.5K
|
426
$227K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47- 0.23% |
$22.2K - $25.6K
|
20.8K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-47- 4.55% |
$22.2K - $25.6K
|
985
$526K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-47- 0.6% |
$22.2K - $25.6K
|
7.75K
$4.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-47- 6.26% |
$22.2K - $25.6K
|
704
$376K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-47- 0.51% |
$22.2K - $25.6K
|
9.22K
$4.92M
|