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 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
249+ 3.89% |
$118K - $136K
|
6.65K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
248+ 3.72% |
$117K - $135K
|
6.92K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
248+ 7.56% |
$117K - $135K
|
3.53K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
247+ 6.79% |
$117K - $135K
|
3.88K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
247+ 1.77% |
$117K - $135K
|
14.2K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
246+ 20.79% |
$116K - $134K
|
1.43K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
246+ 2.22% |
$116K - $134K
|
11.3K
$3.46M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
246+ 10.43% |
$116K - $134K
|
2.61K
$796K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
245+ 14.61% |
$116K - $134K
|
1.92K
$587K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
243+ 13.15% |
$115K - $133K
|
2.09K
$639K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
241+ 1.01% |
$114K - $131K
|
24K
$7.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
241+ 4.19% |
$114K - $131K
|
5.99K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
239+ 15.48% |
$113K - $130K
|
1.78K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
239+ 38.49% |
$113K - $130K
|
860
$263K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
238+ 0.77% |
$112K - $130K
|
31.2K
$9.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
235+ 50.65% |
$111K - $128K
|
699
$214K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
231+ 7.98% |
$109K - $126K
|
3.13K
$956K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
231+ 41.62% |
$109K - $126K
|
786
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
230+ 7.97% |
$109K - $125K
|
3.12K
$952K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
228+ 2.07% |
$108K - $124K
|
11.2K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
227+ 12.88% |
$107K - $124K
|
1.99K
$608K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
226+ 4.87% |
$107K - $123K
|
4.87K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
225+ 29.3% |
$106K - $123K
|
993
$303K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
225+ 51.49% |
$106K - $123K
|
662
$202K
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
BUY
|
- |
224+ 6.39% |
$106K - $122K
|
3.73K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
224+ 50.79% |
$106K - $122K
|
665
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
223+ 7.73% |
$105K - $122K
|
3.11K
$949K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
223+ 2.64% |
$105K - $122K
|
8.66K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
222+ 0.12% |
$105K - $121K
|
191K
$58.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
221+ 12.64% |
$104K - $121K
|
1.97K
$602K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
220+ 5.65% |
$104K - $120K
|
4.12K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
220+ 6.63% |
$104K - $120K
|
3.54K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
219+ 3.84% |
$103K - $119K
|
5.92K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
219+ 4.41% |
$103K - $119K
|
5.18K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
217+ 2.32% |
$103K - $118K
|
9.58K
$2.93M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
217+ 5.45% |
$103K - $118K
|
4.2K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
217+ 9.85% |
$103K - $118K
|
2.42K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
216+ 7.98% |
$102K - $118K
|
2.92K
$893K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
212+ 7.46% |
$100K - $116K
|
3.05K
$933K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
212+ 2.36% |
$100K - $116K
|
9.19K
$2.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
211+ 47.85% |
$99.7K - $115K
|
652
$199K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
211+ 8.87% |
$99.7K - $115K
|
2.59K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
209+ 39.66% |
$98.8K - $114K
|
736
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
208+ 12.02% |
$98.3K - $113K
|
1.94K
$593K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
208+ 9.99% |
$98.3K - $113K
|
2.29K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
208+ 4.15% |
$98.3K - $113K
|
5.22K
$1.6M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
208+ 9.02% |
$98.3K - $113K
|
2.51K
$768K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
206+ 23.76% |
$97.4K - $112K
|
1.07K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
206+ 4.05% |
$97.4K - $112K
|
5.29K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
206+ 15.19% |
$97.4K - $112K
|
1.56K
$477K
|