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 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-63- 8.47% |
$29.8K - $34.4K
|
681
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-63- 10.75% |
$29.8K - $34.4K
|
523
$279K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-63- 1.57% |
$29.8K - $34.4K
|
3.95K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-64- 0.28% |
$30.2K - $34.9K
|
22.5K
$12M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-64- 3.26% |
$30.2K - $34.9K
|
1.9K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-64- 10.21% |
$30.2K - $34.9K
|
563
$300K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-64- 5.3% |
$30.2K - $34.9K
|
1.14K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 3.94% |
$30.2K - $34.9K
|
1.56K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-64- 2.04% |
$30.2K - $34.9K
|
3.08K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 3.01% |
$30.7K - $35.5K
|
2.09K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-66- 11.07% |
$31.2K - $36K
|
530
$283K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-66- 10.77% |
$31.2K - $36K
|
547
$292K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-66- 1.66% |
$31.2K - $36K
|
3.9K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-66- 2.34% |
$31.2K - $36K
|
2.75K
$1.47M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 11.57% |
$31.7K - $36.5K
|
512
$273K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-67- 8.04% |
$31.7K - $36.5K
|
766
$409K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-68- 4.44% |
$32.1K - $37.1K
|
1.46K
$780K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-68- 4.42% |
$32.1K - $37.1K
|
1.47K
$785K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-68- 2.24% |
$32.1K - $37.1K
|
2.97K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 9.71% |
$32.1K - $37.1K
|
632
$337K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-69- 0.66% |
$32.6K - $37.6K
|
10.4K
$5.55M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-69- 10.09% |
$32.6K - $37.6K
|
615
$328K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-69- 2.8% |
$32.6K - $37.6K
|
2.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-69- 0.55% |
$32.6K - $37.6K
|
12.5K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-69- 0.99% |
$32.6K - $37.6K
|
6.89K
$3.68M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-70- 8.46% |
$33.1K - $38.2K
|
757
$404K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-70- 6.87% |
$33.1K - $38.2K
|
949
$506K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 0.39% |
$33.1K - $38.2K
|
18K
$9.58M
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-70- 2.05% |
$33.1K - $38.2K
|
3.34K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-70- 5.48% |
$33.1K - $38.2K
|
1.21K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-71- 2.19% |
$33.6K - $38.7K
|
3.17K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-71- 1.18% |
$33.6K - $38.7K
|
5.94K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-72- 5.56% |
$34K - $39.3K
|
1.22K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-73- 2.4% |
$34.5K - $39.8K
|
2.97K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-75- 10.26% |
$35.4K - $40.9K
|
656
$350K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-75- 8.66% |
$35.4K - $40.9K
|
791
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-76- 0.87% |
$35.9K - $41.5K
|
8.62K
$4.6M
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-78- 0.92% |
$36.9K - $42.5K
|
8.44K
$4.5M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-78- 13.47% |
$36.9K - $42.5K
|
501
$267K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-78- 1.12% |
$36.9K - $42.5K
|
6.89K
$3.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-79- 16.29% |
$37.3K - $43.1K
|
406
$217K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-79- 12.31% |
$37.3K - $43.1K
|
563
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 43.01% |
$37.8K - $43.6K
|
106
$56.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-81- 6.16% |
$38.3K - $44.2K
|
1.23K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-81- 0.82% |
$38.3K - $44.2K
|
9.83K
$5.25M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-81- 5.27% |
$38.3K - $44.2K
|
1.46K
$777K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-81- 1.46% |
$38.3K - $44.2K
|
5.48K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-81- 1.79% |
$38.3K - $44.2K
|
4.44K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-82- 0.85% |
$38.8K - $44.7K
|
9.51K
$5.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83- 3.21% |
$39.2K - $45.3K
|
2.5K
$1.33M
|