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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-166- 26.86% |
$78.5K - $90.5K
|
452
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-167- 1.45% |
$78.9K - $91.1K
|
11.4K
$6.07M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-167- 18.02% |
$78.9K - $91.1K
|
760
$405K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-167- 16.62% |
$78.9K - $91.1K
|
838
$447K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-170- 1.43% |
$80.3K - $92.7K
|
11.8K
$6.27M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-170- 4.85% |
$80.3K - $92.7K
|
3.33K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-170- 5.0% |
$80.3K - $92.7K
|
3.23K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-170- 15.45% |
$80.3K - $92.7K
|
930
$496K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-171- 5.82% |
$80.8K - $93.3K
|
2.77K
$1.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-174- 1.86% |
$82.2K - $94.9K
|
9.17K
$4.89M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-174- 8.23% |
$82.2K - $94.9K
|
1.94K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-174- 2.06% |
$82.2K - $94.9K
|
8.29K
$4.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-176- 17.05% |
$83.2K - $96K
|
856
$457K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-179- 4.39% |
$84.6K - $97.6K
|
3.9K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-180- 17.89% |
$85.1K - $98.2K
|
826
$441K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-181- 2.32% |
$85.5K - $98.7K
|
7.63K
$4.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-184- 3.32% |
$87K - $100K
|
5.36K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-184- 22.63% |
$87K - $100K
|
629
$336K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-184- 6.46% |
$87K - $100K
|
2.67K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-185- 0.36% |
$87.4K - $101K
|
51.7K
$27.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-185- 10.08% |
$87.4K - $101K
|
1.65K
$881K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-185- 1.94% |
$87.4K - $101K
|
9.37K
$5M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-187- 0.28% |
$88.4K - $102K
|
67.2K
$35.9M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-188- 1.08% |
$88.8K - $103K
|
17.3K
$9.21M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-188- 49.21% |
$88.8K - $103K
|
194
$104K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-189- 1.61% |
$89.3K - $103K
|
11.5K
$6.15M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-189- 4.0% |
$89.3K - $103K
|
4.54K
$2.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-190- 7.58% |
$89.8K - $104K
|
2.32K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-191- 5.74% |
$90.3K - $104K
|
3.14K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-192- 2.44% |
$90.7K - $105K
|
7.66K
$4.09M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-192- 0.58% |
$90.7K - $105K
|
32.9K
$17.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-195- 3.4% |
$92.2K - $106K
|
5.54K
$2.96M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-195- 2.14% |
$92.2K - $106K
|
8.93K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-196- 0.46% |
$92.6K - $107K
|
42.7K
$22.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-198- 3.81% |
$93.6K - $108K
|
5K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-200- 29.81% |
$94.5K - $109K
|
471
$251K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 18.94% |
$94.5K - $109K
|
856
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-201- 12.98% |
$95K - $110K
|
1.35K
$719K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-202- 1.99% |
$95.5K - $110K
|
9.93K
$5.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-203- 0.32% |
$95.9K - $111K
|
63.5K
$33.9M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-206- 4.35% |
$97.4K - $112K
|
4.53K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-215- 17.54% |
$102K - $117K
|
1.01K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-215- 5.84% |
$102K - $117K
|
3.47K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-215- 22.99% |
$102K - $117K
|
720
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-216- 24.0% |
$102K - $118K
|
684
$365K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-218- 3.39% |
$103K - $119K
|
6.22K
$3.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-219- 14.88% |
$103K - $119K
|
1.25K
$669K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-220- 5.94% |
$104K - $120K
|
3.48K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-220- 8.8% |
$104K - $120K
|
2.28K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-221- 11.06% |
$104K - $121K
|
1.78K
$949K
|