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
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.14KNew |
$539K - $622K
|
1.14K
$702K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 3.24% |
$534K - $616K
|
35.9K
$22.1M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.13K+ 7.1% |
$532K - $614K
|
17K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 8.26% |
$526K - $607K
|
14.6K
$8.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.11KNew |
$524K - $604K
|
1.11K
$682K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.1K+ 16.87% |
$519K - $599K
|
7.61K
$4.69M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.1K+ 23.22% |
$518K - $598K
|
5.82K
$3.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1K+ 4.38% |
$517K - $597K
|
26.1K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
1.09K+ 168.93% |
$517K - $596K
|
1.74K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.08KNew |
$512K - $591K
|
1.08K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.08K+ 6.69% |
$510K - $589K
|
17.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.08K+ 84.1% |
$510K - $589K
|
2.36K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.08K+ 5.12% |
$508K - $586K
|
22.1K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.07K+ 49.91% |
$506K - $584K
|
3.22K
$1.98M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 10.52% |
$505K - $583K
|
11.2K
$6.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 48.94% |
$503K - $581K
|
3.24K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$497K - $574K
|
14.9K
$9.17M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.04KNew |
$492K - $568K
|
1.04K
$642K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 6.71% |
$491K - $567K
|
16.5K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.03K+ 4.67% |
$488K - $563K
|
23.2K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 9.22% |
$488K - $563K
|
12.2K
$7.54M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.03KNew |
$487K - $562K
|
1.03K
$635K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.03K+ 16.96% |
$484K - $559K
|
7.07K
$4.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.02K+ 37.68% |
$483K - $557K
|
3.73K
$2.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.02K+ 2.33% |
$483K - $557K
|
44.8K
$27.6M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.02KNew |
$482K - $556K
|
1.02K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 19.89% |
$481K - $555K
|
6.14K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.01KNew |
$475K - $548K
|
1.01K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
1KNew |
$474K - $547K
|
1K
$617K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
993+ 2.64% |
$469K - $542K
|
38.6K
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
986+ 174.51% |
$466K - $538K
|
1.55K
$955K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
984+ 29.57% |
$465K - $537K
|
4.31K
$2.66M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
984+ 14.14% |
$465K - $537K
|
7.94K
$4.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
983+ 2.86% |
$465K - $536K
|
35.3K
$21.8M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
979+ 2.39% |
$463K - $534K
|
42K
$25.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
975+ 16.26% |
$461K - $532K
|
6.97K
$4.29M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
971+ 4.54% |
$459K - $530K
|
22.4K
$13.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
968+ 15.8% |
$457K - $528K
|
7.1K
$4.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
964New |
$456K - $526K
|
964
$594K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
962+ 41.39% |
$455K - $525K
|
3.29K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
961New |
$454K - $524K
|
961
$592K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
958+ 9.41% |
$453K - $523K
|
11.1K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
955+ 16.38% |
$451K - $521K
|
6.79K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
955+ 17.32% |
$451K - $521K
|
6.47K
$3.98M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
946+ 55.91% |
$447K - $516K
|
2.64K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
939+ 6.89% |
$444K - $512K
|
14.6K
$8.97M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
938+ 58.52% |
$443K - $512K
|
2.54K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
937+ 27.09% |
$443K - $511K
|
4.4K
$2.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
935+ 26.87% |
$442K - $510K
|
4.42K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
930+ 24.07% |
$440K - $507K
|
4.79K
$2.95M
|