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 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
302+ 2.04% |
$143K - $165K
|
15.1K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
302+ 76.84% |
$143K - $165K
|
695
$212K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
301+ 49.43% |
$142K - $164K
|
910
$278K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
300+ 31.58% |
$142K - $164K
|
1.25K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
300+ 5.26% |
$142K - $164K
|
6K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
297+ 74.62% |
$140K - $162K
|
695
$212K
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
296+ 12.98% |
$140K - $161K
|
2.58K
$787K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
294+ 27.02% |
$139K - $160K
|
1.38K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
294+ 6.09% |
$139K - $160K
|
5.12K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
294+ 2.27% |
$139K - $160K
|
13.2K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
294+ 6.66% |
$139K - $160K
|
4.71K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
293+ 9.23% |
$138K - $160K
|
3.47K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
293+ 2.88% |
$138K - $160K
|
10.5K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
287+ 29.56% |
$136K - $157K
|
1.26K
$384K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
287+ 2.27% |
$136K - $157K
|
13K
$3.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
286+ 4.37% |
$135K - $156K
|
6.84K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
286+ 1.15% |
$135K - $156K
|
25.2K
$7.7M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
285+ 52.88% |
$135K - $155K
|
824
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
283+ 12.88% |
$134K - $154K
|
2.48K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
283+ 23.68% |
$134K - $154K
|
1.48K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
281+ 4.39% |
$133K - $153K
|
6.68K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
280+ 6.24% |
$132K - $153K
|
4.77K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
279+ 8.87% |
$132K - $152K
|
3.42K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
278+ 10.81% |
$131K - $152K
|
2.85K
$871K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
277+ 13.38% |
$131K - $151K
|
2.35K
$718K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
277+ 8.91% |
$131K - $151K
|
3.39K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
277+ 2.8% |
$131K - $151K
|
10.2K
$3.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
276+ 1.62% |
$130K - $151K
|
17.3K
$5.29M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
270+ 26.79% |
$128K - $147K
|
1.28K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
270+ 2.49% |
$128K - $147K
|
11.1K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
269+ 9.27% |
$127K - $147K
|
3.17K
$969K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
268+ 8.81% |
$127K - $146K
|
3.31K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
268+ 24.3% |
$127K - $146K
|
1.37K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
266+ 4.59% |
$126K - $145K
|
6.07K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
265+ 4.93% |
$125K - $145K
|
5.64K
$1.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
264+ 38.21% |
$125K - $144K
|
955
$292K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
264+ 17.93% |
$125K - $144K
|
1.74K
$531K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
263+ 5.72% |
$124K - $143K
|
4.86K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
261+ 4.63% |
$123K - $142K
|
5.9K
$1.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
260+ 6.19% |
$123K - $142K
|
4.46K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
260+ 7.36% |
$123K - $142K
|
3.79K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
259+ 22.7% |
$122K - $141K
|
1.4K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
259+ 38.95% |
$122K - $141K
|
924
$282K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
255+ 0.69% |
$121K - $139K
|
37K
$11.3M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
255+ 6.31% |
$121K - $139K
|
4.3K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
254+ 24.71% |
$120K - $139K
|
1.28K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
254+ 28.13% |
$120K - $139K
|
1.16K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
252+ 71.79% |
$119K - $137K
|
603
$184K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
251+ 2.22% |
$119K - $137K
|
11.5K
$3.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
251+ 19.47% |
$119K - $137K
|
1.54K
$471K
|