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 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
168+ 50.76% |
$79.4K - $91.6K
|
499
$153K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
167+ 7.65% |
$78.9K - $91.1K
|
2.35K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
167+ 3.29% |
$78.9K - $91.1K
|
5.24K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
166+ 11.94% |
$78.5K - $90.5K
|
1.56K
$476K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
166+ 36.73% |
$78.5K - $90.5K
|
618
$189K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
165+ 7.96% |
$78K - $90K
|
2.24K
$684K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
164+ 11.44% |
$77.5K - $89.4K
|
1.6K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
163+ 5.61% |
$77K - $88.9K
|
3.07K
$938K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
162+ 2.11% |
$76.6K - $88.4K
|
7.85K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
161+ 5.07% |
$76.1K - $87.8K
|
3.34K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
161+ 1.27% |
$76.1K - $87.8K
|
12.9K
$3.94M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
161+ 3.18% |
$76.1K - $87.8K
|
5.22K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
159+ 1.29% |
$75.1K - $86.7K
|
12.5K
$3.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
159+ 3.48% |
$75.1K - $86.7K
|
4.73K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
159+ 935.29% |
$75.1K - $86.7K
|
176
$53.8K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
159+ 30.75% |
$75.1K - $86.7K
|
676
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
158+ 0.15% |
$74.7K - $86.2K
|
104K
$31.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
158+ 3.98% |
$74.7K - $86.2K
|
4.12K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
158+ 2.39% |
$74.7K - $86.2K
|
6.78K
$2.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
156+ 0.87% |
$73.7K - $85.1K
|
18.1K
$5.52M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
156+ 2.04% |
$73.7K - $85.1K
|
7.8K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
155+ 6.05% |
$73.3K - $84.5K
|
2.72K
$830K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
154+ 14.19% |
$72.8K - $84K
|
1.24K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
154+ 2.28% |
$72.8K - $84K
|
6.9K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
154+ 0.28% |
$72.8K - $84K
|
54.8K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
153+ 7.08% |
$72.3K - $83.4K
|
2.31K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
153+ 12.45% |
$72.3K - $83.4K
|
1.38K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
152+ 8.83% |
$71.8K - $82.9K
|
1.87K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
152+ 16.29% |
$71.8K - $82.9K
|
1.09K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
152+ 4.69% |
$71.8K - $82.9K
|
3.4K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
151+ 0.69% |
$71.4K - $82.4K
|
22K
$6.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
151+ 0.34% |
$71.4K - $82.4K
|
44.2K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
151+ 29.9% |
$71.4K - $82.4K
|
656
$200K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
151New |
$71.4K - $82.4K
|
151
$46.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
150+ 3.23% |
$70.9K - $81.8K
|
4.8K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 11.09% |
$70.9K - $81.8K
|
1.5K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
149+ 5.5% |
$70.4K - $81.3K
|
2.86K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
149+ 10.93% |
$70.4K - $81.3K
|
1.51K
$462K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149+ 0.18% |
$70.4K - $81.3K
|
84.3K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
149+ 11.58% |
$70.4K - $81.3K
|
1.44K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
145+ 1.23% |
$68.5K - $79.1K
|
11.9K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
145+ 0.74% |
$68.5K - $79.1K
|
19.8K
$6.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
144+ 31.03% |
$68.1K - $78.5K
|
608
$186K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
144+ 1.32% |
$68.1K - $78.5K
|
11.1K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
143+ 18.94% |
$67.6K - $78K
|
898
$274K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
142+ 0.34% |
$67.1K - $77.4K
|
42K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
140+ 5.78% |
$66.2K - $76.4K
|
2.56K
$783K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
140+ 28.0% |
$66.2K - $76.4K
|
640
$196K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
139+ 15.76% |
$65.7K - $75.8K
|
1.02K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
137+ 18.46% |
$64.7K - $74.7K
|
879
$269K
|