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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-956- 2.48% |
$452K - $521K
|
37.5K
$17.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-962- 12.78% |
$455K - $525K
|
6.57K
$3.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-969- 18.73% |
$458K - $529K
|
4.2K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-972- 4.27% |
$459K - $530K
|
21.8K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-981- 1.09% |
$464K - $535K
|
89.2K
$42.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-984- 2.96% |
$465K - $537K
|
32.3K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1K- 3.76% |
$473K - $545K
|
25.6K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-1K- 0.23% |
$473K - $545K
|
428K
$203M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 48.9% |
$474K - $547K
|
1.05K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1K- 4.69% |
$474K - $547K
|
20.4K
$9.68M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.01K- 0.52% |
$479K - $553K
|
193K
$91.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.02K- 12.82% |
$481K - $555K
|
6.92K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.02K- 40.52% |
$482K - $556K
|
1.5K
$711K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 7.0% |
$483K - $557K
|
13.6K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 8.55% |
$486K - $561K
|
11K
$5.22M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.04K- 11.46% |
$492K - $567K
|
8.03K
$3.81M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.04K- 4.0% |
$493K - $569K
|
25K
$11.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.05K- 0.71% |
$495K - $572K
|
147K
$69.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.05K- 4.22% |
$497K - $573K
|
23.8K
$11.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.05K- 2.38% |
$497K - $573K
|
43.1K
$20.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.07K- 7.42% |
$507K - $585K
|
13.4K
$6.36M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.07K- 3.38% |
$507K - $585K
|
30.7K
$14.6M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 2.1% |
$510K - $589K
|
50.4K
$23.9M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.08K- 38.56% |
$510K - $589K
|
1.72K
$816K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.08K- 20.1% |
$511K - $590K
|
4.3K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.09K- 22.27% |
$515K - $595K
|
3.81K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09K- 10.12% |
$515K - $595K
|
9.68K
$4.6M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.1K- 17.9% |
$522K - $602K
|
5.07K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 5.21% |
$526K - $608K
|
20.3K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 8.37% |
$527K - $609K
|
12.2K
$5.81M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.12K- 9.44% |
$530K - $612K
|
10.8K
$5.11M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.13K- 4.8% |
$534K - $616K
|
22.4K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.13K- 5.68% |
$535K - $617K
|
18.8K
$8.92M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.14K- 5.23% |
$538K - $621K
|
20.6K
$9.8M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.15K- 17.18% |
$541K - $625K
|
5.52K
$2.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.15K- 80.26% |
$544K - $628K
|
283
$134K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 10.51% |
$545K - $629K
|
9.82K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.16K- 54.25% |
$546K - $630K
|
974
$463K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.17K- 56.44% |
$553K - $638K
|
903
$429K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.19K- 1.51% |
$561K - $647K
|
77.5K
$36.8M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.19K- 0.22% |
$562K - $649K
|
529K
$251M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 6.8% |
$565K - $652K
|
16.4K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.2K- 1.09% |
$567K - $654K
|
108K
$51.5M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.21K- 19.39% |
$570K - $658K
|
5.01K
$2.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 3.18% |
$579K - $668K
|
37.3K
$17.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.24K- 37.09% |
$587K - $678K
|
2.11K
$1M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.25K- 6.87% |
$591K - $682K
|
17K
$8.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 3.12% |
$599K - $691K
|
39.3K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.27K- 8.1% |
$602K - $695K
|
14.5K
$6.87M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.32% |
$625K - $721K
|
29.3K
$13.9M
|