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
|
Accredited Investors Inc.
|
BUY
|
- |
1.18K+ 16.18% |
$558K - $644K
|
8.48K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.18K+ 0.97% |
$558K - $644K
|
122K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.17KNew |
$555K - $640K
|
1.17K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.17K+ 120.56% |
$552K - $637K
|
2.14K
$652K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.17K+ 3.61% |
$551K - $635K
|
33.4K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.16K+ 4.42% |
$549K - $633K
|
27.4K
$8.38M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.16K+ 2.69% |
$547K - $632K
|
44.3K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.16K+ 14.91% |
$546K - $630K
|
8.9K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.15K+ 24.01% |
$543K - $627K
|
5.94K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.15K+ 54.86% |
$541K - $625K
|
3.23K
$988K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.14K+ 45.88% |
$540K - $623K
|
3.63K
$1.11M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.14KNew |
$540K - $623K
|
1.14K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.14KNew |
$539K - $622K
|
1.14K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 3.24% |
$534K - $616K
|
35.9K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.13K+ 7.1% |
$532K - $614K
|
17K
$5.19M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 8.26% |
$526K - $607K
|
14.6K
$4.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11KNew |
$524K - $604K
|
1.11K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.1K+ 16.87% |
$519K - $599K
|
7.61K
$2.33M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.1K+ 23.22% |
$518K - $598K
|
5.82K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1K+ 4.38% |
$517K - $597K
|
26.1K
$7.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.09K+ 168.93% |
$517K - $596K
|
1.74K
$532K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.08KNew |
$512K - $591K
|
1.08K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.08K+ 6.69% |
$510K - $589K
|
17.2K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.08K+ 84.1% |
$510K - $589K
|
2.36K
$722K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.08K+ 5.12% |
$508K - $586K
|
22.1K
$6.75M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.07K+ 49.91% |
$506K - $584K
|
3.22K
$983K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 10.52% |
$505K - $583K
|
11.2K
$3.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 48.94% |
$503K - $581K
|
3.24K
$991K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$497K - $574K
|
14.9K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.04KNew |
$492K - $568K
|
1.04K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 6.71% |
$491K - $567K
|
16.5K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.03K+ 4.67% |
$488K - $563K
|
23.2K
$7.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 9.22% |
$488K - $563K
|
12.2K
$3.74M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.03KNew |
$487K - $562K
|
1.03K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.03K+ 16.96% |
$484K - $559K
|
7.07K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.02K+ 37.68% |
$483K - $557K
|
3.73K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.02K+ 2.33% |
$483K - $557K
|
44.8K
$13.7M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.02KNew |
$482K - $556K
|
1.02K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 19.89% |
$481K - $555K
|
6.14K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.01KNew |
$475K - $548K
|
1.01K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1KNew |
$474K - $547K
|
1K
$306K
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1K+ 11.62% |
$473K - $545K
|
9.61K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
993+ 2.64% |
$469K - $542K
|
38.6K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
986+ 174.51% |
$466K - $538K
|
1.55K
$474K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
984+ 29.57% |
$465K - $537K
|
4.31K
$1.32M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
984+ 14.14% |
$465K - $537K
|
7.94K
$2.43M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
984+ 46.61% |
$465K - $537K
|
3.1K
$946K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
983+ 2.86% |
$465K - $536K
|
35.3K
$10.8M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
979+ 2.39% |
$463K - $534K
|
42K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
975+ 16.26% |
$461K - $532K
|
6.97K
$2.13M
|