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 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
118+ 40.27% |
$55.8K - $64.4K
|
411
$237K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
117+ 4.06% |
$55.3K - $63.8K
|
3K
$1.73M
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
116+ 1.48% |
$54.8K - $63.3K
|
7.96K
$4.59M
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
116+ 7.55% |
$54.8K - $63.3K
|
1.65K
$954K
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
115+ 4.9% |
$54.3K - $62.7K
|
2.46K
$1.42M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
115New |
$54.3K - $62.7K
|
115
$66.4K
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
114+ 1.99% |
$53.9K - $62.2K
|
5.85K
$3.38M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
114+ 2.66% |
$53.9K - $62.2K
|
4.4K
$2.54M
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
114+ 14.02% |
$53.9K - $62.2K
|
927
$535K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
114+ 1.14% |
$53.9K - $62.2K
|
10.1K
$5.84M
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
113+ 6.16% |
$53.4K - $61.6K
|
1.95K
$1.12M
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
112+ 8.38% |
$52.9K - $61.1K
|
1.45K
$836K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
112+ 0.68% |
$52.9K - $61.1K
|
16.5K
$9.53M
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
112+ 5.09% |
$52.9K - $61.1K
|
2.31K
$1.33M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
112+ 1.83% |
$52.9K - $61.1K
|
6.24K
$3.6M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
111+ 9.78% |
$52.5K - $60.5K
|
1.25K
$719K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
111+ 27.41% |
$52.5K - $60.5K
|
516
$298K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
111+ 1.11% |
$52.5K - $60.5K
|
10.1K
$5.83M
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
111+ 16.74% |
$52.5K - $60.5K
|
774
$447K
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
110+ 4.31% |
$52K - $60K
|
2.66K
$1.54M
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
110+ 18.24% |
$52K - $60K
|
713
$411K
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
109+ 1.8% |
$51.5K - $59.5K
|
6.17K
$3.56M
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
109+ 0.93% |
$51.5K - $59.5K
|
11.8K
$6.8M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 1.84% |
$51.5K - $59.5K
|
6.03K
$3.48M
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
108+ 6.5% |
$51K - $58.9K
|
1.77K
$1.02M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
107+ 8.04% |
$50.6K - $58.4K
|
1.44K
$830K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
107+ 7.31% |
$50.6K - $58.4K
|
1.57K
$907K
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
106+ 1.71% |
$50.1K - $57.8K
|
6.29K
$3.63M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 1.13% |
$49.6K - $57.3K
|
9.41K
$5.43M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 1.95% |
$49.6K - $57.3K
|
5.5K
$3.17M
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
105+ 23.76% |
$49.6K - $57.3K
|
547
$316K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
104+ 15.03% |
$49.2K - $56.7K
|
796
$459K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
104+ 6.05% |
$49.2K - $56.7K
|
1.82K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 5.01% |
$48.7K - $56.2K
|
2.16K
$1.25M
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
102+ 8.78% |
$48.2K - $55.6K
|
1.26K
$729K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
102+ 5.73% |
$48.2K - $55.6K
|
1.88K
$1.09M
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
102+ 2.87% |
$48.2K - $55.6K
|
3.66K
$2.11M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
102+ 10.1% |
$48.2K - $55.6K
|
1.11K
$642K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
101+ 19.09% |
$47.7K - $55.1K
|
630
$364K
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 25.19% |
$47.3K - $54.5K
|
497
$287K
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
100+ 7.32% |
$47.3K - $54.5K
|
1.47K
$847K
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 3.01% |
$47.3K - $54.5K
|
3.43K
$1.98M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$47.3K - $54.5K
|
100
$57.7K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
99+ 2.04% |
$46.8K - $54K
|
4.96K
$2.86M
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
99+ 8.64% |
$46.8K - $54K
|
1.25K
$718K
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
96+ 4.67% |
$45.4K - $52.4K
|
2.15K
$1.24M
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
96+ 21.29% |
$45.4K - $52.4K
|
547
$316K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
96+ 22.54% |
$45.4K - $52.4K
|
522
$301K
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
96+ 9.75% |
$45.4K - $52.4K
|
1.08K
$624K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
95+ 2.69% |
$44.9K - $51.8K
|
3.62K
$2.09M
|