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 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-282- 0.39% |
$133K - $154K
|
72.1K
$38.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-285- 18.19% |
$135K - $155K
|
1.28K
$684K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-285- 2.28% |
$135K - $155K
|
12.2K
$6.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-288- 3.08% |
$136K - $157K
|
9.06K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 1.76% |
$137K - $158K
|
16.1K
$8.62M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-291- 29.13% |
$138K - $159K
|
708
$378K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-291- 29.13% |
$138K - $159K
|
708
$378K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-295- 11.53% |
$139K - $161K
|
2.26K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-295- 0.69% |
$139K - $161K
|
42.5K
$22.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-295- 19.52% |
$139K - $161K
|
1.22K
$649K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-295- 26.53% |
$139K - $161K
|
817
$436K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-297- 5.68% |
$140K - $162K
|
4.94K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-299- 3.31% |
$141K - $163K
|
8.73K
$4.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-299- 5.23% |
$141K - $163K
|
5.42K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-299- 6.98% |
$141K - $163K
|
3.99K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-300- 0.62% |
$142K - $164K
|
47.9K
$25.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-302- 5.09% |
$143K - $165K
|
5.63K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-303- 8.33% |
$143K - $165K
|
3.33K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-304- 1.85% |
$144K - $166K
|
16.1K
$8.59M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-304- 2.56% |
$144K - $166K
|
11.6K
$6.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-306- 0.45% |
$145K - $167K
|
68.3K
$36.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-306- 14.46% |
$145K - $167K
|
1.81K
$966K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-306- 1.85% |
$145K - $167K
|
16.3K
$8.67M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-308- 18.93% |
$146K - $168K
|
1.32K
$704K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-308- 0.51% |
$146K - $168K
|
60.4K
$32.2M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-311- 10.17% |
$147K - $170K
|
2.75K
$1.47M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-312- 4.84% |
$147K - $170K
|
6.14K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-312- 0.59% |
$147K - $170K
|
52.9K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-313- 9.35% |
$148K - $171K
|
3.03K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-315- 5.9% |
$149K - $172K
|
5.02K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-317- 7.09% |
$150K - $173K
|
4.16K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-317- 4.96% |
$150K - $173K
|
6.07K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-321- 13.93% |
$152K - $175K
|
1.98K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-322- 2.64% |
$152K - $176K
|
11.9K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-322- 18.55% |
$152K - $176K
|
1.41K
$754K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-324- 4.28% |
$153K - $177K
|
7.25K
$3.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-325- 49.24% |
$154K - $177K
|
335
$179K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-326- 19.93% |
$154K - $178K
|
1.31K
$699K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-326- 1.76% |
$154K - $178K
|
18.2K
$9.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-327- 28.84% |
$155K - $178K
|
807
$431K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-327- 1.0% |
$155K - $178K
|
32.4K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-327- 6.05% |
$155K - $178K
|
5.08K
$2.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-328- 0.28% |
$155K - $179K
|
118K
$62.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-329- 5.33% |
$155K - $179K
|
5.84K
$3.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-329- 39.12% |
$155K - $179K
|
512
$273K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-330- 5.51% |
$156K - $180K
|
5.66K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-332- 2.05% |
$157K - $181K
|
15.9K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-332- 2.33% |
$157K - $181K
|
13.9K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-335- 11.33% |
$158K - $183K
|
2.62K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-337- 11.76% |
$159K - $184K
|
2.53K
$1.35M
|