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 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.42K+ 11.45% |
$669K - $772K
|
13.8K
$4.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
1.41K+ 2.21% |
$667K - $770K
|
65.4K
$20M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.41K+ 21.0% |
$665K - $768K
|
8.11K
$2.48M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.41K+ 45.08% |
$665K - $768K
|
4.53K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.41K+ 90.19% |
$665K - $767K
|
2.97K
$907K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.4K+ 7.19% |
$664K - $766K
|
20.9K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.38K+ 8.16% |
$654K - $754K
|
18.3K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 5.63% |
$654K - $754K
|
26K
$7.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.37KNew |
$648K - $748K
|
1.37K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.36K+ 1.08% |
$643K - $742K
|
127K
$38.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.35K+ 21.16% |
$639K - $738K
|
7.75K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.35K+ 27.53% |
$639K - $738K
|
6.27K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 5.33% |
$639K - $738K
|
26.7K
$8.17M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.34K+ 1.98% |
$634K - $732K
|
69.1K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.33K+ 278.5% |
$630K - $728K
|
1.81K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.33K+ 10.88% |
$630K - $726K
|
13.6K
$4.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.33K+ 4.21% |
$629K - $725K
|
32.9K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.33K+ 34.68% |
$628K - $724K
|
5.16K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 58.11% |
$623K - $719K
|
3.59K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.31K+ 4.79% |
$620K - $716K
|
28.7K
$8.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.31K+ 2.24% |
$619K - $715K
|
59.9K
$18.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 4.61% |
$619K - $714K
|
29.7K
$9.08M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.31K+ 1.39% |
$618K - $713K
|
95.5K
$29.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.31K+ 262.58% |
$617K - $712K
|
1.8K
$551K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.3K+ 5.63% |
$615K - $710K
|
24.4K
$7.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 26.66% |
$606K - $700K
|
6.1K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.28K+ 0.15% |
$604K - $698K
|
839K
$257M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.28K+ 12.27% |
$604K - $697K
|
11.7K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.28K+ 0.1% |
$604K - $697K
|
1.24M
$380M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.28K+ 0.42% |
$603K - $696K
|
306K
$93.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.28K+ 23.31% |
$603K - $696K
|
6.75K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.27K+ 7.2% |
$601K - $693K
|
18.9K
$5.79M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.25K+ 7.82% |
$592K - $683K
|
17.3K
$5.28M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.25K+ 3.87% |
$592K - $683K
|
33.6K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.25KNew |
$592K - $683K
|
1.25K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.25K+ 10.4% |
$591K - $682K
|
13.3K
$4.06M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.25KNew |
$589K - $680K
|
1.25K
$381K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.24K+ 858.33% |
$584K - $674K
|
1.38K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.24K+ 9.37% |
$584K - $674K
|
14.4K
$4.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.24K+ 18.6% |
$584K - $674K
|
7.88K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 7.69% |
$584K - $674K
|
17.3K
$5.29M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.22K+ 12.94% |
$578K - $668K
|
10.7K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.22K+ 61.76% |
$578K - $668K
|
3.21K
$980K
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
1.22K+ 4.21% |
$578K - $667K
|
30.3K
$9.25M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.22K+ 19.23% |
$577K - $666K
|
7.57K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.2K+ 16.78% |
$569K - $656K
|
8.37K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.2K+ 12.95% |
$569K - $656K
|
10.5K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 54.61% |
$560K - $646K
|
3.36K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.18K+ 34.53% |
$559K - $645K
|
4.61K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.18K+ 6.48% |
$559K - $645K
|
19.4K
$5.94M
|