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 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
676+ 30.83% |
$319K - $369K
|
2.87K
$877K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
675New |
$319K - $368K
|
675
$206K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
673+ 12.91% |
$318K - $367K
|
5.89K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
671+ 2.41% |
$317K - $366K
|
28.6K
$8.73M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
671+ 148.12% |
$317K - $366K
|
1.12K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
670+ 3.49% |
$317K - $365K
|
19.9K
$6.08M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
670+ 85.9% |
$317K - $365K
|
1.45K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
669+ 22.2% |
$316K - $365K
|
3.68K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
667New |
$315K - $364K
|
667
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
663+ 4.23% |
$313K - $362K
|
16.3K
$4.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
662New |
$313K - $361K
|
662
$202K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
657+ 2.18% |
$310K - $358K
|
30.7K
$9.39M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
650+ 5.98% |
$307K - $355K
|
11.5K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
650+ 76.2% |
$307K - $355K
|
1.5K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
642+ 2.2% |
$303K - $350K
|
29.8K
$9.12M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
639+ 4.18% |
$302K - $349K
|
15.9K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
638+ 9.84% |
$302K - $348K
|
7.13K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
632+ 8.71% |
$299K - $345K
|
7.89K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
631+ 10.02% |
$298K - $344K
|
6.93K
$2.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
629+ 3.68% |
$297K - $343K
|
17.7K
$5.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
628New |
$297K - $343K
|
628
$192K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
627+ 3.19% |
$296K - $342K
|
20.3K
$6.19M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
626+ 24.8% |
$296K - $341K
|
3.15K
$963K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
626New |
$296K - $341K
|
626
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
621+ 10.49% |
$293K - $339K
|
6.54K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
620+ 8.23% |
$293K - $338K
|
8.15K
$2.49M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
619+ 15.54% |
$293K - $338K
|
4.6K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
616New |
$291K - $336K
|
616
$188K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
613+ 14.09% |
$290K - $334K
|
4.97K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
613+ 1.18% |
$290K - $334K
|
52.8K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
609New |
$288K - $332K
|
609
$186K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
605+ 10.51% |
$286K - $330K
|
6.36K
$1.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
604+ 6.31% |
$285K - $329K
|
10.2K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
604+ 7.2% |
$285K - $329K
|
8.99K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
600+ 7.48% |
$284K - $327K
|
8.62K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
595+ 14.05% |
$281K - $325K
|
4.83K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
594+ 1.59% |
$281K - $324K
|
38.1K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
593+ 4.66% |
$280K - $323K
|
13.3K
$4.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
591New |
$279K - $322K
|
591
$181K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
590+ 0.71% |
$279K - $322K
|
83.6K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
587New |
$277K - $320K
|
587
$179K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
585+ 59.33% |
$276K - $319K
|
1.57K
$480K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
578+ 128.44% |
$273K - $315K
|
1.03K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
577+ 10.19% |
$273K - $315K
|
6.24K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
576+ 4.01% |
$272K - $314K
|
14.9K
$4.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
575+ 6.33% |
$272K - $314K
|
9.65K
$2.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
572+ 0.26% |
$270K - $312K
|
222K
$67.9M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
571+ 31.32% |
$270K - $311K
|
2.39K
$732K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
571New |
$270K - $311K
|
571
$175K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
571+ 25.38% |
$270K - $311K
|
2.82K
$862K
|