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 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
971+ 4.54% |
$459K - $530K
|
22.4K
$6.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
968+ 15.8% |
$457K - $528K
|
7.1K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
964New |
$456K - $526K
|
964
$295K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
962+ 41.39% |
$455K - $525K
|
3.29K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
961New |
$454K - $524K
|
961
$294K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
958+ 9.41% |
$453K - $523K
|
11.1K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
955+ 16.38% |
$451K - $521K
|
6.79K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
955+ 17.32% |
$451K - $521K
|
6.47K
$1.98M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
946+ 55.91% |
$447K - $516K
|
2.64K
$806K
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
939+ 6.89% |
$444K - $512K
|
14.6K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
938+ 58.52% |
$443K - $512K
|
2.54K
$777K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
937+ 27.09% |
$443K - $511K
|
4.4K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
935+ 26.87% |
$442K - $510K
|
4.42K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
930+ 24.07% |
$440K - $507K
|
4.79K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
916+ 15.08% |
$433K - $500K
|
6.99K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
913+ 10.93% |
$431K - $498K
|
9.26K
$2.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
901+ 11.11% |
$426K - $491K
|
9.01K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
900+ 191.49% |
$425K - $491K
|
1.37K
$419K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
897+ 6.01% |
$424K - $489K
|
15.8K
$4.84M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
896+ 13.17% |
$423K - $489K
|
7.7K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
894+ 28.39% |
$423K - $488K
|
4.04K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
889New |
$420K - $485K
|
889
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
888+ 6.5% |
$420K - $484K
|
14.5K
$4.44M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
887New |
$419K - $484K
|
887
$271K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
885+ 12.78% |
$418K - $483K
|
7.81K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
880+ 1.0% |
$416K - $480K
|
88.8K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
880+ 24.44% |
$416K - $480K
|
4.48K
$1.37M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
873+ 7.3% |
$413K - $476K
|
12.8K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
868+ 4.41% |
$410K - $473K
|
20.6K
$6.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
865+ 21.04% |
$409K - $472K
|
4.98K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
864+ 11.08% |
$408K - $471K
|
8.66K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
860+ 20.13% |
$406K - $469K
|
5.13K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
857+ 4.67% |
$405K - $467K
|
19.2K
$5.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
850+ 22.59% |
$402K - $464K
|
4.61K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
848+ 7.23% |
$401K - $463K
|
12.6K
$3.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
845+ 3.39% |
$399K - $461K
|
25.8K
$7.87M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
844+ 28.81% |
$399K - $460K
|
3.77K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
840+ 6.27% |
$397K - $458K
|
14.2K
$4.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
839+ 41.62% |
$397K - $458K
|
2.86K
$873K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
839+ 29.49% |
$397K - $458K
|
3.68K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
837+ 20.32% |
$396K - $457K
|
4.96K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
835New |
$395K - $455K
|
835
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
833+ 33.27% |
$394K - $454K
|
3.34K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
830+ 27.24% |
$392K - $453K
|
3.88K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
826+ 4.59% |
$390K - $451K
|
18.8K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
823+ 2.68% |
$389K - $449K
|
31.5K
$9.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
820+ 20.58% |
$388K - $447K
|
4.8K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
818+ 20.97% |
$387K - $446K
|
4.72K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
812+ 30.28% |
$384K - $443K
|
3.49K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
810+ 13.77% |
$383K - $442K
|
6.69K
$2.04M
|