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 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
332+ 3.81% |
$157K - $181K
|
9.05K
$5.22M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
331+ 56.29% |
$156K - $181K
|
919
$530K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329+ 2.01% |
$155K - $179K
|
16.7K
$9.64M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
328+ 1.7% |
$155K - $179K
|
19.7K
$11.4M
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
327+ 2.18% |
$155K - $178K
|
15.3K
$8.83M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
326+ 6.29% |
$154K - $178K
|
5.51K
$3.18M
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
326+ 31.14% |
$154K - $178K
|
1.37K
$792K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
325+ 3.15% |
$154K - $177K
|
10.6K
$6.14M
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
322+ 11.52% |
$152K - $176K
|
3.12K
$1.8M
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
322+ 16.49% |
$152K - $176K
|
2.28K
$1.31M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
319+ 16.82% |
$151K - $174K
|
2.22K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
319+ 9.85% |
$151K - $174K
|
3.56K
$2.05M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318+ 2.0% |
$150K - $173K
|
16.2K
$9.34M
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
318+ 0.79% |
$150K - $173K
|
40.5K
$23.4M
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
317+ 3.62% |
$150K - $173K
|
9.07K
$5.24M
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
315+ 2.24% |
$149K - $172K
|
14.3K
$8.28M
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
314+ 2.94% |
$148K - $171K
|
11K
$6.35M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$181K
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
313+ 6.77% |
$148K - $171K
|
4.94K
$2.85M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
312+ 5.86% |
$147K - $170K
|
5.64K
$3.25M
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
309+ 4.13% |
$146K - $169K
|
7.79K
$4.49M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
309+ 11.39% |
$146K - $169K
|
3.02K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
307+ 35.21% |
$145K - $167K
|
1.18K
$680K
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
305+ 18.62% |
$144K - $166K
|
1.94K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
305+ 4.91% |
$144K - $166K
|
6.52K
$3.76M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
302+ 14.29% |
$143K - $165K
|
2.42K
$1.39M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
302+ 1.53% |
$143K - $165K
|
20K
$11.6M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
302+ 2.04% |
$143K - $165K
|
15.1K
$8.7M
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
302+ 76.84% |
$143K - $165K
|
695
$401K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
301+ 49.43% |
$142K - $164K
|
910
$525K
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
300+ 31.58% |
$142K - $164K
|
1.25K
$721K
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
300+ 5.26% |
$142K - $164K
|
6K
$3.46M
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
297+ 74.62% |
$140K - $162K
|
695
$401K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
294+ 27.02% |
$139K - $160K
|
1.38K
$798K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
294+ 6.09% |
$139K - $160K
|
5.12K
$2.96M
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$7.63M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
294+ 6.66% |
$139K - $160K
|
4.71K
$2.72M
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
293+ 9.23% |
$138K - $160K
|
3.47K
$2M
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
293+ 2.88% |
$138K - $160K
|
10.5K
$6.05M
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
287+ 29.56% |
$136K - $157K
|
1.26K
$726K
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
286+ 4.37% |
$135K - $156K
|
6.84K
$3.95M
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
286+ 1.15% |
$135K - $156K
|
25.2K
$14.5M
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
285+ 52.88% |
$135K - $155K
|
824
$476K
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
283+ 12.88% |
$134K - $154K
|
2.48K
$1.43M
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
283+ 23.68% |
$134K - $154K
|
1.48K
$853K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
281+ 4.39% |
$133K - $153K
|
6.68K
$3.85M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
280+ 6.24% |
$132K - $153K
|
4.77K
$2.75M
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
279+ 8.87% |
$132K - $152K
|
3.42K
$1.98M
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
278+ 10.81% |
$131K - $152K
|
2.85K
$1.64M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
277+ 13.38% |
$131K - $151K
|
2.35K
$1.35M
|