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
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-102- 5.5% |
$48.2K - $55.6K
|
1.75K
$935K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 3.78% |
$48.7K - $56.2K
|
2.62K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-103- 0.93% |
$48.7K - $56.2K
|
11K
$5.88M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-105- 4.62% |
$49.6K - $57.3K
|
2.17K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-106- 4.26% |
$50.1K - $57.8K
|
2.39K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-106- 0.68% |
$50.1K - $57.8K
|
15.4K
$8.2M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-106- 4.1% |
$50.1K - $57.8K
|
2.48K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-107- 17.23% |
$50.6K - $58.4K
|
514
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-108- 3.28% |
$51K - $58.9K
|
3.19K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-108- 4.44% |
$51K - $58.9K
|
2.33K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-108- 0.52% |
$51K - $58.9K
|
20.7K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-109- 0.43% |
$51.5K - $59.5K
|
25.2K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-110- 13.85% |
$52K - $60K
|
684
$365K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-110- 16.74% |
$52K - $60K
|
547
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-111- 8.74% |
$52.5K - $60.5K
|
1.16K
$618K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-112- 1.14% |
$52.9K - $61.1K
|
9.67K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-112- 16.77% |
$52.9K - $61.1K
|
556
$297K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-114- 0.6% |
$53.9K - $62.2K
|
18.7K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-114- 26.03% |
$53.9K - $62.2K
|
324
$173K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-115- 4.0% |
$54.3K - $62.7K
|
2.76K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-115- 20.76% |
$54.3K - $62.7K
|
439
$234K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-115- 0.78% |
$54.3K - $62.7K
|
14.7K
$7.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-116- 9.27% |
$54.8K - $63.3K
|
1.14K
$606K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-117- 2.26% |
$55.3K - $63.8K
|
5.06K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-117- 23.4% |
$55.3K - $63.8K
|
383
$204K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-117- 20.97% |
$55.3K - $63.8K
|
441
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-118- 18.7% |
$55.8K - $64.4K
|
513
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-119- 0.69% |
$56.2K - $64.9K
|
17K
$9.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-119- 0.95% |
$56.2K - $64.9K
|
12.3K
$6.59M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-119- 14.53% |
$56.2K - $64.9K
|
700
$373K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-120- 1.59% |
$56.7K - $65.5K
|
7.45K
$3.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-120- 10.33% |
$56.7K - $65.5K
|
1.04K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-120- 0.14% |
$56.7K - $65.5K
|
82.9K
$44.2M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-120- 4.95% |
$56.7K - $65.5K
|
2.3K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-122- 4.01% |
$57.7K - $66.5K
|
2.92K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-123- 13.1% |
$58.1K - $67.1K
|
816
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-124- 3.69% |
$58.6K - $67.6K
|
3.23K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 8.83% |
$59.1K - $68.2K
|
1.29K
$689K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-125- 11.75% |
$59.1K - $68.2K
|
939
$501K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-125- 4.29% |
$59.1K - $68.2K
|
2.79K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-125- 5.13% |
$59.1K - $68.2K
|
2.31K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-126- 4.5% |
$59.5K - $68.7K
|
2.68K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-128- 3.14% |
$60.5K - $69.8K
|
3.94K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 0.36% |
$60.5K - $69.8K
|
35.4K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-128- 2.3% |
$60.5K - $69.8K
|
5.44K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-128- 1.47% |
$60.5K - $69.8K
|
8.57K
$4.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-129- 7.78% |
$61K - $70.4K
|
1.53K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-129- 1.26% |
$61K - $70.4K
|
10.1K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-129- 10.43% |
$61K - $70.4K
|
1.11K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-129- 1.56% |
$61K - $70.4K
|
8.16K
$4.35M
|