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 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-83- 0.23% |
$39.2K - $45.3K
|
35.4K
$18.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-83- 1.07% |
$39.2K - $45.3K
|
7.7K
$4.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-84- 0.67% |
$39.7K - $45.8K
|
12.4K
$6.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-84- 8.57% |
$39.7K - $45.8K
|
896
$478K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-84- 11.9% |
$39.7K - $45.8K
|
622
$332K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-84- 6.3% |
$39.7K - $45.8K
|
1.25K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 2.35% |
$40.2K - $46.4K
|
3.53K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-86- 1.26% |
$40.6K - $46.9K
|
6.72K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-86- 2.22% |
$40.6K - $46.9K
|
3.79K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-86- 5.4% |
$40.6K - $46.9K
|
1.51K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-86- 4.72% |
$40.6K - $46.9K
|
1.74K
$926K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-87- 3.92% |
$41.1K - $47.5K
|
2.13K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-87- 7.61% |
$41.1K - $47.5K
|
1.06K
$563K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-88- 4.35% |
$41.6K - $48K
|
1.94K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-88- 1.84% |
$41.6K - $48K
|
4.69K
$2.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-89- 1.24% |
$42.1K - $48.5K
|
7.07K
$3.77M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-89- 7.77% |
$42.1K - $48.5K
|
1.06K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-89- 1.15% |
$42.1K - $48.5K
|
7.63K
$4.07M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-89- 7.72% |
$42.1K - $48.5K
|
1.06K
$568K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-90- 3.08% |
$42.5K - $49.1K
|
2.83K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-90- 7.31% |
$42.5K - $49.1K
|
1.14K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-91- 11.38% |
$43K - $49.6K
|
709
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-92- 8.3% |
$43.5K - $50.2K
|
1.02K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-92- 4.69% |
$43.5K - $50.2K
|
1.87K
$997K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-93- 15.95% |
$44K - $50.7K
|
490
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-93- 2.08% |
$44K - $50.7K
|
4.38K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-94- 1.05% |
$44.4K - $51.3K
|
8.82K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-94- 3.7% |
$44.4K - $51.3K
|
2.44K
$1.3M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-94- 1.34% |
$44.4K - $51.3K
|
6.9K
$3.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-95- 9.02% |
$44.9K - $51.8K
|
958
$511K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-96- 4.27% |
$45.4K - $52.4K
|
2.15K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-97- 4.19% |
$45.8K - $52.9K
|
2.22K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-98- 6.15% |
$46.3K - $53.5K
|
1.5K
$798K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-98- 0.69% |
$46.3K - $53.5K
|
14.2K
$7.55M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-98- 3.06% |
$46.3K - $53.5K
|
3.11K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-99- 2.9% |
$46.8K - $54K
|
3.32K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-99- 0.86% |
$46.8K - $54K
|
11.4K
$6.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 12.76% |
$47.3K - $54.5K
|
684
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-100- 15.13% |
$47.3K - $54.5K
|
561
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-100- 4.08% |
$47.3K - $54.5K
|
2.35K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 11.68% |
$47.3K - $54.5K
|
756
$403K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-100- 7.0% |
$47.3K - $54.5K
|
1.33K
$709K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-100- 4.84% |
$47.3K - $54.5K
|
1.97K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-100- 1.42% |
$47.3K - $54.5K
|
6.93K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-100- 2.34% |
$47.3K - $54.5K
|
4.17K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-100- 16.31% |
$47.3K - $54.5K
|
513
$274K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-100- 1.06% |
$47.3K - $54.5K
|
9.37K
$5M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-100- 16.31% |
$47.3K - $54.5K
|
513
$274K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-101- 8.72% |
$47.7K - $55.1K
|
1.06K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-101- 17.78% |
$47.7K - $55.1K
|
467
$249K
|