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
|
Adirondack Trust CO
|
SELL
|
- |
-48- 1.83% |
$22.7K - $26.2K
|
2.58K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-48- 1.91% |
$22.7K - $26.2K
|
2.47K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-48- 33.8% |
$22.7K - $26.2K
|
94
$50.2K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-48- 4.88% |
$22.7K - $26.2K
|
935
$499K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-49- 18.42% |
$23.2K - $26.7K
|
217
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-50- 2.57% |
$23.6K - $27.3K
|
1.9K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-50- 3.98% |
$23.6K - $27.3K
|
1.21K
$643K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 2.39% |
$23.6K - $27.3K
|
2.04K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-50- 8.13% |
$23.6K - $27.3K
|
565
$301K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 10.55% |
$23.6K - $27.3K
|
424
$226K
|
|
|
May 15, 2024
Q1 2024
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-50- 3.76% |
$23.6K - $27.3K
|
1.28K
$683K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 5.43% |
$23.6K - $27.3K
|
870
$464K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-51- 1.22% |
$24.1K - $27.8K
|
4.14K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-51- 11.78% |
$24.1K - $27.8K
|
382
$204K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-51- 10.12% |
$24.1K - $27.8K
|
453
$242K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-51- 7.6% |
$24.1K - $27.8K
|
620
$331K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-51- 2.23% |
$24.1K - $27.8K
|
2.23K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-51- 0.14% |
$24.1K - $27.8K
|
36.2K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-52- 1.26% |
$24.6K - $28.4K
|
4.08K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-52- 2.59% |
$24.6K - $28.4K
|
1.96K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52- 9.19% |
$24.6K - $28.4K
|
514
$274K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-52- 9.0% |
$24.6K - $28.4K
|
526
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-53- 2.06% |
$25K - $28.9K
|
2.52K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 2.42% |
$25K - $28.9K
|
2.14K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-53- 3.84% |
$25K - $28.9K
|
1.33K
$709K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-54- 6.46% |
$25.5K - $29.5K
|
782
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-54- 0.74% |
$25.5K - $29.5K
|
7.26K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-54- 2.06% |
$25.5K - $29.5K
|
2.57K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-55- 11.55% |
$26K - $30K
|
421
$225K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-55- 0.35% |
$26K - $30K
|
15.5K
$8.26M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-56- 0.43% |
$26.5K - $30.5K
|
12.9K
$6.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-56- 6.44% |
$26.5K - $30.5K
|
813
$434K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 0.36% |
$26.9K - $31.1K
|
15.9K
$8.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-57- 2.22% |
$26.9K - $31.1K
|
2.51K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-57- 1.55% |
$26.9K - $31.1K
|
3.62K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-57- 6.71% |
$26.9K - $31.1K
|
793
$423K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-57- 7.3% |
$26.9K - $31.1K
|
724
$386K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-57- 9.41% |
$26.9K - $31.1K
|
549
$293K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-57- 26.64% |
$26.9K - $31.1K
|
157
$83.8K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 61.29% |
$26.9K - $31.1K
|
36
$19.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 0.51% |
$27.4K - $31.6K
|
11.3K
$6.05M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-58- 0.23% |
$27.4K - $31.6K
|
25.2K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-60- 7.08% |
$28.4K - $32.7K
|
787
$420K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-60- 11.67% |
$28.4K - $32.7K
|
454
$242K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-60- 0.71% |
$28.4K - $32.7K
|
8.45K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-60- 6.03% |
$28.4K - $32.7K
|
935
$499K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-60- 10.89% |
$28.4K - $32.7K
|
491
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-61- 1.58% |
$28.8K - $33.3K
|
3.81K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-62- 0.87% |
$29.3K - $33.8K
|
7.1K
$3.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-63- 8.47% |
$29.8K - $34.4K
|
681
$363K
|