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 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.54K- 48.52% |
$726K - $838K
|
1.63K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 2.71% |
$729K - $841K
|
55.3K
$29.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.55K- 55.74% |
$730K - $843K
|
1.23K
$655K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.55K- 8.86% |
$734K - $848K
|
16K
$8.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.56K- 20.28% |
$738K - $851K
|
6.14K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.59K- 8.4% |
$751K - $867K
|
17.3K
$9.25M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.59K- 70.72% |
$753K - $869K
|
660
$352K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.6K- 66.43% |
$757K - $873K
|
809
$432K
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.61K- 45.88% |
$761K - $879K
|
1.9K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.63K- 8.29% |
$769K - $888K
|
18K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.63K- 71.06% |
$772K - $891K
|
665
$355K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.65K- 73.86% |
$781K - $902K
|
585
$312K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.67K- 3.82% |
$790K - $911K
|
42.1K
$22.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.68K- 1.55% |
$793K - $916K
|
107K
$57M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.68K- 14.13% |
$795K - $918K
|
10.2K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.7K- 5.68% |
$805K - $929K
|
28.3K
$15.1M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.74K- 64.81% |
$820K - $946K
|
942
$503K
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.81K- 12.99% |
$854K - $985K
|
12.1K
$6.45M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.84K- 92.38% |
$871K - $1.01M
|
152
$81.1K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.87K- 30.24% |
$885K - $1.02M
|
4.32K
$2.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 28.9% |
$894K - $1.03M
|
4.66K
$2.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.9K- 23.32% |
$897K - $1.03M
|
6.24K
$3.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.93K- 18.13% |
$913K - $1.05M
|
8.72K
$4.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.95K- 50.39% |
$923K - $1.06M
|
1.92K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.97K- 6.31% |
$932K - $1.08M
|
29.3K
$15.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.98K- 5.41% |
$936K - $1.08M
|
34.6K
$18.5M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.99K- 66.09% |
$940K - $1.09M
|
1.02K
$545K
|
|
|
May 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2K- 50.0% |
$945K - $1.09M
|
2K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.02K- 37.26% |
$953K - $1.1M
|
3.4K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.06K- 0.87% |
$975K - $1.12M
|
234K
$125M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.07K- 28.83% |
$979K - $1.13M
|
5.12K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.08K- 2.69% |
$982K - $1.13M
|
75.3K
$40.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 3.76% |
$992K - $1.15M
|
53.8K
$28.7M
|
|
|
May 06, 2024
Q1 2024
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.31% |
$1.02M - $1.18M
|
38.5K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-2.17K- 29.16% |
$1.03M - $1.18M
|
5.27K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.2K- 7.84% |
$1.04M - $1.2M
|
25.8K
$13.8M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-2.25K- 20.69% |
$1.06M - $1.23M
|
8.61K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-2.26K- 24.83% |
$1.07M - $1.23M
|
6.83K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 4.96% |
$1.08M - $1.25M
|
43.9K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.3K- 11.36% |
$1.09M - $1.26M
|
17.9K
$9.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-2.31K- 6.6% |
$1.09M - $1.26M
|
32.7K
$17.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.32K- 9.09% |
$1.1M - $1.26M
|
23.2K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.33K- 33.38% |
$1.1M - $1.27M
|
4.65K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2.37K- 3.42% |
$1.12M - $1.29M
|
67K
$35.8M
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 38.48% |
$1.14M - $1.31M
|
3.85K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-2.43K- 38.49% |
$1.15M - $1.32M
|
3.88K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.43K- 7.37% |
$1.15M - $1.32M
|
30.5K
$16.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.45K- 4.82% |
$1.16M - $1.33M
|
48.2K
$25.7M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.48K- 13.25% |
$1.17M - $1.35M
|
16.2K
$8.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.51K- 4.04% |
$1.19M - $1.37M
|
59.8K
$31.9M
|