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 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
203+ 24.85% |
$95.9K - $111K
|
1.02K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
202+ 18.43% |
$95.5K - $110K
|
1.3K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
201+ 1.46% |
$95K - $110K
|
13.9K
$4.26M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
201+ 0.4% |
$95K - $110K
|
50.1K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
200+ 17.2% |
$94.5K - $109K
|
1.36K
$417K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
199+ 1.37% |
$94K - $109K
|
14.7K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
199+ 30.2% |
$94K - $109K
|
858
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
198+ 4.92% |
$93.6K - $108K
|
4.22K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
198+ 28.82% |
$93.6K - $108K
|
885
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
197+ 3.92% |
$93.1K - $107K
|
5.22K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197+ 21.02% |
$93.1K - $107K
|
1.13K
$347K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
196+ 1.77% |
$92.6K - $107K
|
11.3K
$3.45M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
196+ 10.04% |
$92.6K - $107K
|
2.15K
$656K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
195+ 0.31% |
$92.2K - $106K
|
62.6K
$19.1M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
193+ 10.16% |
$91.2K - $105K
|
2.09K
$640K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
192+ 1.12% |
$90.7K - $105K
|
17.4K
$5.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
191+ 1.32% |
$90.3K - $104K
|
14.7K
$4.48M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
191+ 10.61% |
$90.3K - $104K
|
1.99K
$608K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
190+ 2.46% |
$89.8K - $104K
|
7.9K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
190+ 4.03% |
$89.8K - $104K
|
4.9K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
189+ 4.96% |
$89.3K - $103K
|
4K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
188+ 3.42% |
$88.8K - $103K
|
5.68K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
187+ 11.5% |
$88.4K - $102K
|
1.81K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
187+ 0.97% |
$88.4K - $102K
|
19.4K
$5.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
186+ 4.09% |
$87.9K - $101K
|
4.74K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
185+ 16.91% |
$87.4K - $101K
|
1.28K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
184+ 35.18% |
$87K - $100K
|
707
$216K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
183+ 5.89% |
$86.5K - $99.8K
|
3.29K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
182+ 2.09% |
$86K - $99.3K
|
8.9K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
182+ 7.04% |
$86K - $99.3K
|
2.77K
$846K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
181+ 11.31% |
$85.5K - $98.7K
|
1.78K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
181+ 1.34% |
$85.5K - $98.7K
|
13.7K
$4.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
180+ 14.45% |
$85.1K - $98.2K
|
1.43K
$436K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
180+ 0.45% |
$85.1K - $98.2K
|
40.3K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
180+ 8.69% |
$85.1K - $98.2K
|
2.25K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
179+ 1.37% |
$84.6K - $97.6K
|
13.3K
$4.05M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
179+ 3.58% |
$84.6K - $97.6K
|
5.19K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
178+ 19.12% |
$84.1K - $97.1K
|
1.11K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
178+ 3.91% |
$84.1K - $97.1K
|
4.73K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
177+ 0.34% |
$83.7K - $96.5K
|
52K
$15.9M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 19.57% |
$82.7K - $95.4K
|
1.07K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
175+ 87.5% |
$82.7K - $95.4K
|
375
$115K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
175+ 2.83% |
$82.7K - $95.4K
|
6.36K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
174+ 10.85% |
$82.2K - $94.9K
|
1.78K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
173+ 7.3% |
$81.8K - $94.4K
|
2.54K
$777K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
169+ 14.68% |
$79.9K - $92.2K
|
1.32K
$403K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
168+ 5.43% |
$79.4K - $91.6K
|
3.26K
$998K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
168+ 8.32% |
$79.4K - $91.6K
|
2.19K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
168+ 22.8% |
$79.4K - $91.6K
|
905
$277K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
168+ 1.51% |
$79.4K - $91.6K
|
11.3K
$3.44M
|