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 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
365+ 59.16% |
$172K - $199K
|
982
$300K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
365+ 3.37% |
$172K - $199K
|
11.2K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
363+ 0.75% |
$172K - $198K
|
48.6K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
360+ 86.33% |
$170K - $196K
|
777
$237K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
359+ 47.87% |
$170K - $196K
|
1.11K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
358+ 30.76% |
$169K - $195K
|
1.52K
$465K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
355+ 17.9% |
$168K - $194K
|
2.34K
$715K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
355+ 6.26% |
$168K - $194K
|
6.02K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
353+ 5.96% |
$167K - $193K
|
6.28K
$1.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
350+ 39.55% |
$165K - $191K
|
1.24K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
350+ 3.39% |
$165K - $191K
|
10.7K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
349+ 11.12% |
$165K - $190K
|
3.49K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
348+ 20.51% |
$164K - $190K
|
2.05K
$625K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
346+ 31.31% |
$164K - $189K
|
1.45K
$443K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
345+ 9.08% |
$163K - $188K
|
4.15K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
343+ 9.26% |
$162K - $187K
|
4.05K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
342+ 1.75% |
$162K - $187K
|
19.9K
$6.08M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
342+ 38.34% |
$162K - $187K
|
1.23K
$377K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
337+ 1.35% |
$159K - $184K
|
25.3K
$7.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
335+ 2.36% |
$158K - $183K
|
14.5K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
335+ 4.16% |
$158K - $183K
|
8.39K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
335+ 34.47% |
$158K - $183K
|
1.31K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
333+ 3.8% |
$157K - $182K
|
9.09K
$2.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
332+ 3.81% |
$157K - $181K
|
9.05K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
331+ 56.29% |
$156K - $181K
|
919
$281K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329+ 2.01% |
$155K - $179K
|
16.7K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
328+ 1.7% |
$155K - $179K
|
19.7K
$6.01M
|
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
327+ 2.18% |
$155K - $178K
|
15.3K
$4.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
326+ 6.29% |
$154K - $178K
|
5.51K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
326+ 31.14% |
$154K - $178K
|
1.37K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
325+ 3.15% |
$154K - $177K
|
10.6K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
322+ 11.52% |
$152K - $176K
|
3.12K
$953K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
322+ 16.49% |
$152K - $176K
|
2.28K
$695K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
319+ 16.82% |
$151K - $174K
|
2.22K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
319+ 9.85% |
$151K - $174K
|
3.56K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
318+ 2.0% |
$150K - $173K
|
16.2K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
318+ 0.79% |
$150K - $173K
|
40.5K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
317+ 3.62% |
$150K - $173K
|
9.07K
$2.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
315+ 2.24% |
$149K - $172K
|
14.3K
$4.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
314+ 2.94% |
$148K - $171K
|
11K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
314New |
$148K - $171K
|
314
$96K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
313+ 6.77% |
$148K - $171K
|
4.94K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
312+ 5.86% |
$147K - $170K
|
5.64K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
309+ 4.13% |
$146K - $169K
|
7.79K
$2.38M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
309+ 11.39% |
$146K - $169K
|
3.02K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
307+ 35.21% |
$145K - $167K
|
1.18K
$360K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
305+ 18.62% |
$144K - $166K
|
1.94K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
305+ 4.91% |
$144K - $166K
|
6.52K
$1.99M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
302+ 14.29% |
$143K - $165K
|
2.42K
$738K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
302+ 1.53% |
$143K - $165K
|
20K
$6.12M
|