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 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-130- 0.99% |
$61.4K - $70.9K
|
13K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-130- 2.72% |
$61.4K - $70.9K
|
4.65K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-131- 18.14% |
$61.9K - $71.5K
|
591
$315K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-131- 19.35% |
$61.9K - $71.5K
|
546
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-132- 1.8% |
$62.4K - $72K
|
7.2K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-132- 4.29% |
$62.4K - $72K
|
2.95K
$1.57M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-134- 2.71% |
$63.3K - $73.1K
|
4.81K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-134- 23.89% |
$63.3K - $73.1K
|
427
$228K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-134- 17.29% |
$63.3K - $73.1K
|
641
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-135- 7.66% |
$63.8K - $73.6K
|
1.63K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-135- 0.36% |
$63.8K - $73.6K
|
37.5K
$20M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-136- 17.5% |
$64.3K - $74.2K
|
641
$342K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-136- 16.5% |
$64.3K - $74.2K
|
688
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-139- 10.46% |
$65.7K - $75.8K
|
1.19K
$635K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-139- 2.11% |
$65.7K - $75.8K
|
6.45K
$3.44M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-139- 3.02% |
$65.7K - $75.8K
|
4.47K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-139- 21.75% |
$65.7K - $75.8K
|
500
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-140- 8.19% |
$66.2K - $76.4K
|
1.57K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-140- 1.62% |
$66.2K - $76.4K
|
8.49K
$4.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-141- 4.23% |
$66.6K - $76.9K
|
3.2K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-141- 3.6% |
$66.6K - $76.9K
|
3.78K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-141- 4.34% |
$66.6K - $76.9K
|
3.11K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-142- 0.37% |
$67.1K - $77.4K
|
38.7K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-142- 4.61% |
$67.1K - $77.4K
|
2.94K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 2.36% |
$68.1K - $78.5K
|
5.97K
$3.18M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-144- 7.74% |
$68.1K - $78.5K
|
1.72K
$916K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-145- 23.5% |
$68.5K - $79.1K
|
472
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-147- 25.97% |
$69.5K - $80.2K
|
419
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-148- 20.99% |
$69.9K - $80.7K
|
557
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-150- 1.16% |
$70.9K - $81.8K
|
12.8K
$6.81M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-150- 1.39% |
$70.9K - $81.8K
|
10.6K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-150- 6.22% |
$70.9K - $81.8K
|
2.26K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-155- 5.07% |
$73.3K - $84.5K
|
2.9K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-155- 8.58% |
$73.3K - $84.5K
|
1.65K
$881K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-157- 5.65% |
$74.2K - $85.6K
|
2.62K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-157- 1.5% |
$74.2K - $85.6K
|
10.3K
$5.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-157- 8.38% |
$74.2K - $85.6K
|
1.72K
$916K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-157- 9.92% |
$74.2K - $85.6K
|
1.43K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-159- 0.26% |
$75.1K - $86.7K
|
60.3K
$32.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-160- 42.44% |
$75.6K - $87.3K
|
217
$116K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-160- 0.89% |
$75.6K - $87.3K
|
17.8K
$9.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-161- 2.47% |
$76.1K - $87.8K
|
6.35K
$3.39M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-161- 19.05% |
$76.1K - $87.8K
|
684
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-162- 5.66% |
$76.6K - $88.4K
|
2.7K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-162- 1.83% |
$76.6K - $88.4K
|
8.67K
$4.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-162- 28.52% |
$76.6K - $88.4K
|
406
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-164- 14.39% |
$77.5K - $89.4K
|
976
$521K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-165- 15.58% |
$78K - $90K
|
894
$477K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-166- 5.42% |
$78.5K - $90.5K
|
2.9K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-166- 26.86% |
$78.5K - $90.5K
|
452
$241K
|